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. The organization is built on a culture of collaboration, accountability, and ongoing improvement.

About the Firm

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.

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 Responsibilities

- 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
- Provide back‑up support to Financial Advisors and Assistants with trade entries and other transactional tasks as needed
- Coordinate and process cheques and electronic fund transfers on an as‑needed basis
- Plan and execute branch and client‑facing events, managing the full lifecycle from approvals through to post‑event follow‑up
- Contribute to the development and execution of marketing initiatives including email campaigns, seminars, and social media content
- Maintain the Branch Manager’s calendar in Outlook, coordinating and confirming meetings and appointments
- Support the completion of both internal and external compliance and regulatory audits




- Build and maintain operational records and controls that enable the Branch Manager to run the branch efficiently
- Assist in the preparation of branch budgets, analysis of monthly financial statements, and resolution of any variances
- 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

Keys to Success in This Role

- Embody the firm’s vision and values, fostering a positive and engaged branch culture
- Model exceptional client service and demonstrate how to build deeper, more meaningful client relationships
- Provide hands‑on support and training to ensure advisory and CRM tools are used effectively across the team
- Coach and develop employees by understanding their strengths and providing regular, constructive feedback
- Create growth pathways for team members through job shadowing, stretch assignments, and targeted training opportunities
- Build robust 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
- Collaborate closely with Human Resources on all personnel matters and employee relations
- Safeguard the firm, its clients, and

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