Senior Branch Administrator, Montreal, QC Our client is a well-established and highly regarded independent investment dealer in Canada, providing a comprehensive suite of investment products and advisory services tailored to individuals seeking personalized wealth management solutions. This is a senior-level administrative leadership position within a branch office setting.

The Senior Branch

Administrator is instrumental in guiding and energizing the team toward delivering an outstanding client experience. Reporting to the Branch Manager, you will oversee day-to-day operational and administrative functions while ensuring consistently high service standards across all areas of the branch. A proven track record in time management and a genuine commitment to service excellence are essential.

Through effective service leadership, this role is central to cultivating a culture of excellence—partnering across the organization, mentoring administrative staff, and championing high-quality practices. The position also plays a vital part in advancing strategic priorities such as talent acquisition, staff development, and long‑term business growth. Acting as a representative of the firm in the broader community, you will spearhead efforts to strengthen existing client relationships and attract recent ones.

Serve as the primary point of contact for Financial Advisors, Sales Assistants, and support personnel regarding operational and administrative matters Support the Branch Manager in supervising advisory and support staff, addressing workplace concerns, and coordinating with back‑office teams to ensure seamless client service Stay current on industry developments,



AML regulations, and internal policies; act as the branch’s liaison with corporate department heads and subject matter experts Deliver continuous training to Sales Assistants and Financial Advisors on evolving regulations affecting retail operations Manage account openings, updates, and KYC documentation to ensure full compliance with regulatory standards Contribute to the development and execution of marketing initiatives including email campaigns, seminars, and social media content Support the completion of both internal and external compliance and regulatory audits Prepare and format correspondence, reports, presentations, and other materials using Microsoft Office applications Handle incoming and outgoing calls on the main office line, fielding general inquiries and client service requests Ensure timely completion of required continuing education and professional development courses Carry out general office duties and escalate issues to the Branch Manager when appropriate Provide hands‑on support and training to ensure advisory and CRM tools are used effectively across the team Create growth pathways for team members through job shadowing, stretch assignments,



and targeted training opportunities Build strong peer relationships to facilitate idea‑sharing, informal coaching, and mentorship Celebrate team wins and individual achievements to reinforce high performance and organizational commitment Clearly communicate how individual performance expectations connect to broader business objectives Actively recruit talented individuals from the community to strengthen the branch team Safeguard the firm, its clients, and its stakeholders by ensuring adherence to all regulatory requirements and internal compliance standards An engaging and motivational leader with a track record of coaching diverse teams, navigating change, and contributing to business profitability Skilled at cultivating and sustaining strong relationships across all levels—from frontline staff to senior executives and community stakeholders A strategic and analytical thinker who can assess complex challenges, craft creative solutions, and deliver well‑founded recommendations Thrives in fast‑moving, high‑complexity environments where priorities shift frequently and ambiguity is common Solid understanding of core HR practices including talent acquisition, performance management, and employee growth Diploma or degree, or an equivalent combination of experience, education, and/or training Bilingual proficiency (French and English) with strong written and verbal communication abilities Polished interpersonal and relationship management skills across multiple channels—in‑person, phone, email, and video Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); familiarity with CRM platforms is a plus

📌 Senior Branch Administrator. (Montreal)
🏢 King Street Associates
📍 Montreal