Branch Administrator CIBC Wood Gundy

Oversee the hiring, training, scheduling, supervision, and performance management of all support staff in the branch.

Manage the hiring process for all support staff roles, including interviewing and selecting candidates.

Cultivate a performance-oriented culture and develop strong employee relations.

Oversee and manage day-to-day branch operations and administration, including maintenance of office equipment and supplies, and coordination of office functions and events.

Identify opportunities for increased efficiency and monitor and control branch budget and expenses.

Review and process accounts payable and monitor branch summary of revenue and expenses.

Assist Branch Manager to perform Investment Advisor duties, such as taking buy/sell orders for various financial instruments.

Write up trade tickets, ensuring accuracy.

Coordinate and notify brokers of new stock and bond issues, cease trades, and halt trading.

Ensure customer service standards and operational procedures are communicated and maintained.

Successfully completed the Canadian Securities Course (CSC).

Successfully completed the Conduct & Practices Handbook (CPH).

Ability to obtain Investment Representative (IR) licensing.

Demonstrated experience in the financial service brokerage industry.

Strong organizational and administrative skills.

Strong management and interpersonal skills.

Strong communication skills.

Problem-solving skills.

Must be legally eligible to work at the specified location(s) and, where applicable, must have a valid work or study permit.