Senior Branch Administrator
- Toronto, ON, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Company Description CIBC Private Wealth Wood Gundy combines the strength of a leading wealth advisory brand with a highly personal, relationship-driven approach. Advisors benefit from a robust platform that supports building and sustaining distinctive practices through specialized expertise, innovative capabilities, and a collaborative culture focused on client needs. Clients experience trusted advice and tailored wealth solutions delivered through enduring relationships rooted in service excellence, integrity, and care. Team members join an environment that values professionalism, client-centric thinking, and long-term partnership. This commitment creates opportunities for career growth while contributing to high-quality wealth management experiences for clients.
Role Description The Senior Branch Administrator is a full-time, on-site role based in Toronto, ON, responsible for overseeing daily branch operations and administrative processes. This role coordinates client documentation, account opening and maintenance, and ensures adherence to compliance and regulatory requirements. The Senior Branch Administrator supports advisors and branch leadership by managing scheduling, reporting, and workflow, and by resolving operational issues efficiently. Responsibilities include maintaining accurate records, preparing correspondence and presentations, and liaising with internal departments to facilitate smooth client service. The role also involves identifying opportunities to streamline procedures, mentoring junior administrative staff, and contributing to a professional, client-focused branch environment.
Qualifications
Role Description The Senior Branch Administrator is a full-time, on-site role based in Toronto, ON, responsible for overseeing daily branch operations and administrative processes. This role coordinates client documentation, account opening and maintenance, and ensures adherence to compliance and regulatory requirements. The Senior Branch Administrator supports advisors and branch leadership by managing scheduling, reporting, and workflow, and by resolving operational issues efficiently. Responsibilities include maintaining accurate records, preparing correspondence and presentations, and liaising with internal departments to facilitate smooth client service. The role also involves identifying opportunities to streamline procedures, mentoring junior administrative staff, and contributing to a professional, client-focused branch environment.
Qualifications
- Strong administrative and organizational skills, including experience managing branch operations, handling documentation, and maintaining accurate records.
- Proficiency with office software and financial systems such as MS Office (Word, Excel, Outlook, PowerPoint) and CRM or portfolio management platforms.
- Knowledge of wealth management or financial services, including basic investment products, regulatory requirements, and branch compliance processes.
- Excellent written and verbal communication skills, with the ability to prepare correspondence, reports, and client-ready materials.
- Demonstrated attention to detail, accuracy, and time management skills in a fast-paced, deadline-driven environment.
- Collaborative mindset with the ability to support advisors and colleagues, mentor junior staff, and contribute to a positive team culture.
- Client-service orientation, including professionalism, discretion, and the ability to handle sensitive information with integrity.
- Post-secondary education in business, finance, or a related field; relevant industry courses or certifications (e.g., CSC or equivalent) are an asset.
- Prior experience in a financial services or wealth management branch environment, preferably in a senior administrative or supervisory capacity.
More about this job
Responsibilities
Oversee daily branch operations, including client documentation, account opening and maintenance, compliance, scheduling, reporting, and workflow. Support advisors and branch leadership, resolve operational issues, maintain accurate records, improve procedures, mentor junior staff, and help deliver professional client service.
Requirements
Requires strong administrative and organizational skills, financial services or wealth management experience, knowledge of investment products and compliance, and proficiency with MS Office and CRM or portfolio management platforms. Candidates should have excellent communication, accuracy, time management, discretion, and collaboration skills; post-secondary education in business, finance, or a related field is expected, while industry courses or certifications such as the CSC are an asset.
Skills
- Branch Operations
- Administrative Coordination
- Client Documentation
- Account Opening and Maintenance
- Regulatory Compliance
- Recordkeeping
- Scheduling
- Reporting
- Workflow Management
- Process Improvement
- Staff Mentoring
- Client Service
- Written and Verbal Communication
- Attention to Detail
- Time Management
- Financial Systems
Visa sponsorship
Not detected in the job text
Categories
- Administrative
- Finance & Accounting
- Management & Leadership
- Customer Service & Support
Keywords
- CIBC Private Wealth Wood Gundy
- Wealth Management
- Financial Services
- Branch Operations
- Client Documentation
- Account Opening
- Account Maintenance
- Regulatory Requirements
- Branch Compliance
- MS Office
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
- CRM
- Investment Products
- Recordkeeping
- Scheduling
- Reporting
- Workflow Management
- Correspondence
- Presentations
- Process Improvement
- Staff Mentoring
- Client Service
- CSC
- Business
- Finance