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About the Role
The Branch Administrator plays a critical role in leading day-to-day branch operations, delivering a high level of service to advisors, and driving the effective execution of the branch's operational and administrative functions. This position is a key operational leader within the branch, championing process excellence, accountability, and regulatory adherence.
Responsibilities
- Act as the primary point of contact for branch operational policies, procedures, and administrative support for advisors and support staff.
- Liaise with internal departments and external vendors, including Human Resources, Payroll, Finance, and other service providers, on behalf of the branch.
- Coordinate and process branch documentation, including overrides, payroll and HR forms, employee expense submissions, tuition approvals, branch expenses, and branding requests.
- Onboard and train new support staff on workstation applications, systems, and branch processes.
- Assist with the planning and coordination of branch events and initiatives.
- Organize, prepare, and facilitate regular support staff meetings.
- Participate in monthly National Branch Administrator calls and communicate key updates, changes, and action items to branch staff.
- Lead bi-monthly Sales Assistant meetings to share operational updates, process changes, and information from National Branch Administrator calls.
- Develop, maintain, and monitor records, reports, and operational controls to support the Branch Manager and ensure efficient branch operations.
- Stay current on policies, procedures, systems, and industry requirements through ongoing training and professional development, while sharing knowledge and best practices with staff and peers.
- Provide backup reception coverage as needed, and assist with cheque processing, printing, and deposit activities as required.
- Perform other duties and special projects as assigned.
Requirements
- Knowledge of fundamental investment concepts, practices, and procedures used in the securities industry.
- Proficient in Microsoft Office with a willingness and ability to learn new applications.
- Client service, decision making, and problem solving.
- Work within deadlines in a high-volume and demanding environment while maintaining a high level of service and an imperative attention to detail.
- Assist others with flexibility and willingness as required.
- Exercise tact and discretion in the handling of confidential information.
Skills
- Microsoft Office
- Client service
- Decision making
- Problem solving
Location
- Canada
Work Type
- Full-time
Experience Level
- 3-5 years in the Investment Brokerage or Financial Services Industry
- Previous supervisory or management experience is an asset
Education Level
- Diploma or degree or an equivalent combination of experience, education, and/or training
- IR licensed, or willingness to complete within 12 months of hire
Salary/Compensations
- $60,000 - 80,000 annually, in addition to competitive performance bonuses/incentives.
Benefits
- Flexible workstyles
- Competitive compensation and benefits package
- Health Benefits
- RRSP Matching Program
- Employee Stock Purchase Plan
- Paid Time Off
- Volunteer Days
- Discretionary Bonuses
- Tuition Reimbursement
About the Company
- Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
- At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture.
Equal Opportunity
- The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
- Here at Raymond James we demonstrate our commitment to ensuring equal opportunities for all candidates.
- To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca.
- We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making.