CIBC

BranchAdministrator

$53–53k Oakville, Ontario, Canada FULL TIME
The Brief

“Branch Administrator at CIBC. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. Manage administrative aspects of branch operations. Provide operational and administrative support”

What You'll Achieve.

Ensure profitability; Ensure accuracy of all particulars pertaining to a trade; Ensure customer service standards and operational procedures are communicated and maintained

Industry & Context.

Problems you'll solve

Problem solving skills sufficient to resolve numerous issues and conflicts

What They're Looking For.

Must Have

Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) current accreditation and good standing for CIRO-ID licensing

What You'll Do.

Manage administrative aspects of branch operations

Provide operational and administrative support

Oversee transactional banking functions

Ensure client service standards

Adhere to compliance and audit requirements

Maintain branch profitability

Manage day to day branch operations

Maintain office equipment and supplies

Coordinate office functions and events

Monitor and control branch budget

Review and process accounts payable

Monitor branch summary of revenue and expenses

Assist Branch Manager with Investment Advisor duties

Write up trade tickets ensuring accuracy

Coordinate and notify brokers of new issues

Ensure customer service standards communicated

How You'll Work.

Team & Collaboration

Liaise among many departments within Wood Gundy

Communication Scope

Communicate effectively with staff and clients

Free ATS check

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