Branch Administrator
CIBC
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
What you’ll be doing
As the Branch Administrator, you will be accountable for effectively managing all administrative aspects of Wood Gundy branch operations. This will include 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.
At CIBC we enable the work environment most optimal for you to thrive in your role. To successfully perform the work, you’ll be on-site full-time Monday through Friday.
How you’ll succeed
- 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-ID). You have current accreditation and good standing for CIRO-ID licensing.
- You have strong organizational and administrative skills to deal with numerous activities in a fast-paced brokerage, with varying degrees of priority.
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