Senior Branch Administrator, Montreal, QCOur 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. The organization is built on a culture of collaboration, accountability, and ongoing improvement.About the FirmThis 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.You are a dependable, self-driven professional with strong organizational capabilities who can manage competing deadlines both independently and collaboratively. 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 new ones.Core ResponsibilitiesServe as the primary point of contact for Financial Advisors, Sales Assistants, and support personnel regarding operational and administrative mattersSupport the Branch Manager in supervising advisory and support staff, addressing workplace concerns, and coordinating with back‐office teams to ensure seamless client serviceStay current on industry developments, AML regulations, and internal policies; act as the branch's liaison with corporate department heads and subject matter expertsDeliver continuous training to Sales Assistants and Financial Advisors on evolving regulations affecting retail operationsManage account openings, updates,



and KYC documentation to ensure full compliance with regulatory standardsProvide back‐up support to Financial Advisors and Assistants with trade entries and other transactional tasks as neededCoordinate and process cheques and electronic fund transfers on an as‐needed basisPlan and execute branch and client‐facing events, managing the full lifecycle from approvals through to post‐event follow‐upContribute to the development and execution of marketing initiatives including email campaigns, seminars, and social media contentMaintain the Branch Manager's calendar in Outlook, coordinating and confirming meetings and appointmentsSupport the completion of both internal and external compliance and regulatory auditsBuild and maintain operational records and controls that enable the Branch Manager to run the branch efficientlyAssist in the preparation of branch budgets, analysis of monthly financial statements, and resolution of any variancesPrepare and format correspondence, reports, presentations, and other materials using Microsoft Office applicationsHandle incoming and outgoing calls on the main office line, fielding general inquiries and client service requestsEnsure timely completion of required continuing education and professional development coursesCarry out general office duties and escalate issues to the Branch Manager when appropriateKeys to Success in This RoleEmbody the firm's vision and values, fostering a positive and engaged branch cultureModel exceptional client service and demonstrate how to build deeper, more meaningful client relationshipsProvide hands‐on support and training to ensure advisory and CRM tools are used effectively across the teamCoach and develop employees by understanding their strengths and providing regular, constructive feedbackCreate growth pathways for team members through job shadowing, stretch assignments, and targeted training opportunitiesBuild strong peer relationships to facilitate idea‐sharing, informal coaching,



and mentorshipCelebrate team wins and individual achievements to reinforce high performance and organizational commitmentClearly communicate how individual performance expectations connect to broader business objectivesActively recruit talented individuals from the community to strengthen the branch teamCollaborate closely with Human Resources on all personnel matters and employee relationsSafeguard the firm, its clients, and its stakeholders by ensuring adherence to all regulatory requirements and internal compliance standardsOversee the full scope of branch operations, driving a culture of operational excellence and solid governance outcomesIdeal Candidate ProfileAn engaging and motivational leader with a track record of coaching diverse teams, navigating change, and contributing to business profitabilitySkilled at cultivating and sustaining strong relationships across all levels—from frontline staff to senior executives and community stakeholdersA strategic and analytical thinker who can assess complex challenges, craft creative solutions, and deliver well‐founded recommendationsThrives in fast‐moving, high‐complexity environments where priorities shift frequently and ambiguity is commonA genuine team player who actively supports others' success, encourages open dialogue, and welcomes constructive debatePassionate about continuous learning and dedicated to elevating the capabilities of the broader service team through ongoing developmentSolid understanding of core HR practices including talent acquisition, performance management, and employee growthRequired QualificationsMinimum 5 years of experience within the investment brokerage or broader financial services sectorDiploma or degree, or an equivalent combination of experience, education, and/or trainingCompletion of Investment Representative or Registered Representative licensing requirementsPrior experience in a supervisory or people management capacity is essentialBilingual proficiency (French and English) with strong written and verbal communication abilitiesPolished interpersonal and relationship management skills across multiple channels—in‐person, phone, email, and videoDemonstrated ability to handle sensitive and confidential information with professionalism and discretionAdvanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); familiarity with CRM platforms is a plusStrong organizational skills with the ability to juggle numerous detailed tasks in a dynamic, deadline‐driven settingSound judgment, proactive mindset, and strong problem‐solving capabilitiesEqually effective working autonomously or as part of a cooperative teamMeticulous attention to detail paired with a warm, professional demeanor

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