Sr. Branch Administrator Wood Gundy
Location: Waterloo
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What you’ll be doing
As a member of the CIBC Wood Gundy team, you will be responsible for 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. As the Senior Branch Administrator, you will be accountable for effectively managing all administrative aspects of Wood Gundy branch operations.
This will include hiring, management and supervision of non-commissioned branch staff, 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 and maintenance of branch profitability.
The expected annualized base salary range for this role is $66,090 to $85,550.
The base salary is determined by a variety of factors, including the candidate’s skills, experience, and job-related knowledge, as well as geographic location and specific business needs. Our compensation philosophy supports ongoing growth and development, enabling progression within the salary range as team members advance in their roles.
In addition to base pay, compensation for this role includes participation in an annual discretionary incentive or bonus program.
We are committed to providing fair, equitable, and competitive compensation opportunities for all employees and we encourage open conversations about compensation throughout the recruitment process.
How you’ll succeed
People Management – 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.
Operations/Administration – 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.
Sales Support & Customer Service – 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.
Who you are
You’re a certified professional. Canadian Investment Regulatory Organization - Investment Dealer (CIRO-). You have current Investment Representative (IR) accreditation and in good standing for CIRO-.
You have a postsecondary degree/diploma and 4 years of relevant experience in the brokerage space. You have strong organizational and administrative skills to deal with numerous activities in a fast-paced brokerage, with varying degrees of priority.
You're passionate about people
. You have strong management and interpersonal skills to effectively manage and coach support staff.…
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