Lead branch operations at Richardson Wealth through staff supervision, technology support, and administrative coordination for Investment Advisor teams.
The Manager, Branch Administrator provides operational and administrative leadership within the branch. This role manages staff, supports human resources activities, coordinates training, and liaises with Toronto Head Office. It also manages branch facilities, equipment, policies, processes, and operational controls.
Key Responsibilities: Execute Branch Manager directives and initiatives
Supervise support staff and conduct monthly meetings
Provide basic technology support and coordinate IT assistance
Coordinate training for new and existing employees
Manage branch facilities, equipment,
and operational controls
Requirements: Proven Branch Administrator experience in a medium to large branch
Five to ten years of financial sector experience
Knowledge of technology platforms and basic support
Strong organizational, prioritization, and operational efficiency skills
Current knowledge of industry compliance issues
Apply branch leadership, staff supervision, technology support, and operational expertise within Richardson Wealth’s financial services setting.