обновлено 9 часов назад
Branch Administrator, Wood Gundy-Bilingual (Banking)
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Описание вакансии
Текст:
TL;DR
Branch Administrator, Wood Gundy-Bilingual (Banking): Managing administrative and operational activities for a Wood Gundy investment branch with an accent on support-staff leadership, transactional banking functions, compliance, and client service. Focus on supervising branch operations, processing investment trades, coordinating brokerage activities, and maintaining service and profitability standards.
Location: Montréal, Quebec, Canada. The work arrangement, including the proportion of onsite and remote work, will be discussed during the interview. Legal eligibility to work in Canada is required.
Company
is a relationship-oriented bank providing banking and investment services to clients.
What you will do
- Manage the administrative and operational activities of the Wood Gundy branch.
- Oversee hiring, training, scheduling, supervision, and performance management for support staff.
- Manage office equipment, supplies, functions, events, budgets, expenses, and accounts payable.
- Support the Branch Manager and Investment Advisors with transactional banking and investment activities.
- Prepare trade tickets and coordinate communications about new issues, cease trades, and trading halts.
- Maintain client-service standards, compliance requirements, audit readiness, and branch profitability.
Requirements
- Current accreditation and good standing as an Investment Representative with the Canadian Investment Regulatory Organization Investment Dealer.
- Financial services or brokerage industry experience and knowledge of quotation equipment.
- Strong organizational, administrative, management, interpersonal, communication, and problem-solving skills.
- Fluent French and English are required to serve clients in the community.
- Must be legally eligible to work at the specified location in Canada; a valid work or study permit may be required.
Culture & Benefits
- Competitive salary and incentive pay.
- Banking benefits, a benefits program, and a defined benefit pension plan, subject to applicable terms.
- Employee share purchase plan, vacation, wellbeing support, and recognition programs.
- Paid Purpose Day for personal growth and development.
- Inclusive and accessible candidate experience.
Hiring process
- The role is part of 's ongoing talent pipeline recruitment.
- An attribute-based assessment, skills test, or French proficiency assessment may be required.
- Artificial intelligence tools may be used during recruitment.
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