Senior Branch Administrator at Raymond James

Montreal, Quebec, Canada -

Full Time

Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

100000.0

Posted On

05 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Coaching, Client Experience, Administrative Support, Time Management, Regulatory Compliance, Operational Support, Relationship Management, Staff Development, Talent Acquisition, Event Planning, Email Marketing, Compliance Audits, Budget Preparation, Financial Reporting, MS Office Proficiency

Industry

Financial Services

Description

At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs. Senior Branch Administrator How does the role impact the organization? The Senior Branch Administrator plays a key role in leading and motivating the team to deliver a superior client experience. As Senior Branch Administrator you will provide ongoing operational and administrative support to the Branch Manager (BM). You will assist in the implementation of branch directives and ensure that a high level of service quality is evident in all aspects of day-to-day operations. As a self-motivated individual with exceptional administrative skills and a dependable nature, you bring to the role an ability to work within deadlines both independently and as part of a team. Proven effective time management skills and a focus on service is a must. Through strong service leadership, Senior Branch Administrators are responsible for building a culture of excellence by collaborating with partners and coaching Sales Assistants to support high quality practices. Their efforts are critical in driving strategic business initiatives such as staff development and talent acquisition to position the business for future success. As a champion of RJL within the community, the Senior Branch Administrator will lead initiatives to help deepen existing client relationships and develop new ones. What will your role be responsible for? Respond to requests from Financial Advisors, Sales Assistants and support staff on various operational and administrative issues Maintain a working knowledge of the industry and AML rules and regulations as well as RJL policies and procedures by staying up to date on regulatory bulletins and notices as well as internal bulletins and policy and become the liaison for the branch with department heads/subject matter experts Assist Branch Manager in the supervision of Financial Advisors, Sales Assistants and support staff in dealing with their work concerns and interaction with back-office operations to facilitate client support Provide ongoing education to Sales Assistants and Financial Advisors about existing and new regulations governing retail activity Provide back-up (i.e. assist with trade entries) to Financial Advisors/Assistants when required Open/Update accounts & KYC as required, managing all documentation requirements Review and process cheques and EFTs as required Organize the Outlook calendar, scheduling and confirming meetings for the Branch Manager Organize Branch/Client events from approval stage through execution and follow up Assist on strategy and administration of email marketing campaigns, events, seminars and social media posts Assist with completion of internal and external compliance audits Develop and maintain necessary records and controls for the Branch Manager to ensure efficient operation Assist Branch Manager in achieving business objectives including preparation of branch budgets, the reviews of month end financial reports, and the resolution of variances Use Word, Excel and PowerPoint programs to store, edit, format, print and revise letters, reports, presentations and other material Manage incoming and outgoing calls through the main office line and respond to general inquiries and client service requests as required Perform a variety of routine office duties as required Completing industry or internal courses that would fulfill your CE requirements on a timely basis Escalate issues to the Branch Manager as needed How will you succeed? Act as a champion of RJL vision and values to promote branch culture Facilitate and/or provide support and training to ensure the sustainment and effective use of advisory and client relationship management tools. Improve the overall client experience by role modeling how to deepen client relationships and provide a high standard of customer service Establish relationships with peers and others to share ideas, for informal coaching and for mentoring Work with employees to understand their capabilities and skills and provide regular coaching to help them develop. Help create future opportunities for employees by providing development opportunities such as job shadowing, special projects, and training. Recognize and reward successes to influence improved performance and employee commitment to the organization. Provide fair and accurate formal and informal feedback and help identify and remove obstacles to performance. Explain how performance expectations align with business priorities Proactively recruit high potential employees within the community Partner with Human Resources on all employee issues or concerns Protect our firm, our clients and our shareholders by managing and minimizing the firm’s exposure to risk by ensuring compliance with regulatory activities and guidelines and by ensuring that employees adhere to established policies, practices and procedures To oversee all facets of branch operations as it relates to: Supervision of all administrative and operational activities of each branch office and/or subbranch office assigned Create a culture of operational excellence leading to strong compliance and operational governance results with adherence to the management of irregularities, Code of Conduct, Reputation and Legal Risk policies and training requirements Who You Are A strong and inspirational leader with proven coaching abilities, capable of motivating and influencing diverse teams, driving change, building synergies, and contributing to overall business profitability. Exceptional at building and maintaining strong relationships with employees, peers, partners, senior leadership, and key community influencers. Comfortable operating in environments with high levels of complexity, ambiguity, and competing priorities. A strategic thinker with a demonstrated ability to analyze complex issues, develop innovative solutions, and provide sound recommendations to the Branch Manager. A collaborative team player who champions the success of others, shares ideas openly, and engages in healthy debate to achieve the best outcomes. Committed to continuous learning, with the ability to deliver ongoing coaching and development to enhance the capabilities of the service team. Knowledgeable in core human resources practices, including recruitment, performance management, and employee development. Able to thrive in a fast‑paced, dynamic environment with multiple concurrent priorities. What can you expect from us? Our most important investment is in people. Upon eligibility, Raymond James Ltd offers a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement. What do we expect from you? To qualify for this opportunity, you possess: A minimum of 5 years in the Investment Brokerage or Financial Services industry; Diploma or degree or an equivalent combination of experience, education and/or training; Successful completion of Investment Representative or Registered Representative licensing; Previous supervisory or management experience is required; Excellent written and verbal communication skills in both French and English; Demonstrate advanced face-to-face, email, videoconferencing, telephone etiquette and relationship management skills; Well-developed interpersonal skills and the ability to handle confidential information with tact and discretion; Excellent proficiency with MS Word, Excel, Outlook and PowerPoint and a CRM tool is an asset; Ability to organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment; Ability to effectively manage time; Excellent decision-making skills; Proactive thinking and excellent problem solving abilities; Ability to work effectively both independently and within a team environment; Ability to assume numerous roles and responsibilities; A predisposition to pay attention to detail; and A friendly and professional manner. We encourage our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm Salary Range: $90,000-100,000 annually, in addition to competitive performance bonuses/incentives. Actual compensation will be determined based on skills, experience, internal equity, and other job requirements. At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs. Here at Raymond James, we demonstrate our commitment to ensuring equal opportunities for all candidates. To request accommodations, candidates are instructed to contact Human Resources via email at recruitment@raymondjames.ca. By reaching out to this email address, candidates can communicate their specific requirements and discuss the necessary accommodations they may need to participate fully in the recruitment process. We may use automated or AI-enabled tools to support parts of our recruitment and screening process, including screening, assessing or selecting applicants where applicable. These tools help us review applications efficiently, but they do not replace human decision-making. You may be required to work outside of normal working days/hours.

Responsibilities

The Senior Branch Administrator leads and motivates the team to deliver superior client experience while providing ongoing operational and administrative support to the Branch Manager, ensuring high service quality in daily operations. This role involves coaching Sales Assistants, driving strategic business initiatives like staff development, and acting as a community champion to deepen client relationships.