Senior Branch Administrator, Wood Gundy- Bilingual

CIBC•Montreal, QC

9d•Hybrid

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

Requirements

Certified professional. Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID).
Current accreditation and good standing for CIRO-ID licensing.
Postsecondary degree/diploma and/or 4 years of relevant experience.
Strong organizational and administrative skills to deal with numerous activities in a fast-paced brokerage, with varying degrees of priority.
Strong management and interpersonal skills to effectively manage and coach support staff.
Ability to meet the needs of staff in a highly competitive environment where staff and client mobility is high.
Able to communicate effectively with staff and clients.
Problem solving skills sufficient to resolve numerous issues and conflicts.
Bring your real self to work, and you live our values – trust, teamwork and accountability.
Fluent in French and English to serve our clients in the community.

Responsibilities

Contributing to the people management of a small support team, including creating a positive work environment, leading and coaching support staff, developing employee capability and managing performance.
Effectively managing all administrative aspects of Wood Gundy branch operations.
Hiring, management and supervision of non-commissioned branch staff.
Providing operational and administrative support to the branch and Investment Advisors.
Oversight of transactional banking functions.
Consistent demonstration of high levels of internal and external client service.
Adherence to compliance and audit requirements.
Maintenance of branch profitability.
Oversee the hiring, training, scheduling, supervision and performance management of all support staff in the branch.
Manage the hiring process for all support staff roles including obtaining Head Office approval, participating in interviewing and selecting candidates.
Support Branch Manager in cultivating a performance-oriented culture and develop strong employee relations with support staff by treating employees fairly and consistently and maintaining excellent communication.
Oversee and manage day to day branch operations and administration including maintenance of office equipment and supplies, and coordination of office functions and events.
Identify opportunities for increased efficiency and monitor and control branch budget and expenses to ensure profitability.
Review and process accounts payable for Branch Manager approval, as well as monitor branch summary of revenue and expenses.
Assist Branch Manager to perform Investment Advisor duties such as taking buy/sell orders of T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds, stocks and bonds.
Write up trade tickets ensuring accuracy of all particulars pertaining to a trade.
Coordinate and notify brokers of new stock and bond issues, cease trades and halt trading.
Ensure customer service standards and operational procedures are communicated and maintained by liaising among many departments within Wood Gundy.