Branch Assistant (12-Month Contract)
Where we’re going:
To reach our goals, we are making strategic investments in technology, real estate and, most importantly, our people.
Position Overview
The Branch Assistant’s role is to provide administrative support to the branch and display a professional manner when dealing with the investment advisors, their team members and clients.
Duties and Responsibilities
Administrative functions:
• Receiving and processing cheque daily deposits, recording credits to client accounts and keeping clean records for audit
• Printing and mailing cheques
• Receiving and processing certificates deposits
• Monitoring petty cash
• Assist the Branch Administrator in monitoring and clearing up the compliance pending list
Branch functions:
• New account documentation
• Assist Branch Administrator with I.T. setups and tech support for branch personnel
• Back up to the Branch Administrator
• Additional duties as per assigned
Reception functions:
• Receive, greet and direct calls and clients
• Sort and distribute incoming mail
• Assist to coordinate branch and client meetings, set up boardrooms
• Accounts payable
• Order office and kitchen supplies and monitor inventory
Qualifications
• The completion of the Canadian Securities Course and Conduct and Practice Handbook would be an asset
• 1-3 years working experience in the Finance industry
• Eager to learn new skills and adapt to a changing working environment
• Ability to work efficiently, multitask and maintain professionalism in a high-pressure environment
• Operations familiarity within the brokerage industry
• Familiarity with commonly used programs such as Dataphile
• Strong Microsoft Office Suite skills
• Strong communication and interpersonal skills
• Detail oriented
• Organizational skills
• Valid driver’s license and reliable transportation required for regular bank deposit
If so, we’re ready to invest in you.
Other details
- Pay Type Salary
- 4100 Yonge St, North York, ON M2P 2B5, Canada