24 Oct
|
King Street Associates
|
Montreal
24 Oct
King Street Associates
Montreal
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 solid 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
📌 Senior Branch Administrator (Montreal)
🏢 King Street Associates
📍 Montreal