Connexion Inscription gratuite
Postuler

Première détection par notre source: à l’instant

Senior Branch Administrator

@ CIBC Wood Gundy

Toutes ses offres

Toronto, Ontario

Temps plein
Postuler
SIGNAUX

Résumé des exigences :

  • Clients experience trusted advice and tailored wealth solutions delivered through enduring relationships rooted in service excellence, integrity, and care.
  • This role coordinates client documentation, account opening and maintenance, and ensures adherence to compliance and regulatory requirements.
  • 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.
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
Non fourni
Première détection par notre source
2026-11-14
Mise à jour du dossier source
2026-11-14

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Postuler

CIBC Wood Gundy

Toutes ses offres
ChampValeur
Offres sur Jobsy1
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
  • 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.

Emplois semblables

  • Branch Administrator / Operations Agent

    Ancaster, ON
    Temps plein

    NATIONAL BANK OF CANADA

    A career as a Branch Administrator and Operations Agent at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and colleagues; College diploma in administrative…

  • Branch Administrator

    Waterloo, ON
    Temps plein

    CIBC World Markets Inc (Canada)

    Candidates need a current CIRO-ID investment dealer licence in good standing, strong organizational and administrative skills for a fast-paced brokerage, and clear communication for clients and staff. CIBC World Markets also expects problem-solving ability and a legal right to work in Canada.

  • Branch Administrator

    London, ON
    27–29 $/hTemporaire

    STRIVE Recruitment: STRIVE is a specialist recruitment firm offering proactive recruitment solutions in the areas of Accounting & Finance, Corporate Administration,…

    3+ ansCandidates need 3+ years of administrative experience, ideally in construction or branch operations, with accounts payable and receivable and invoicing skills. Proficiency in ERP/accounting software, Excel, Outlook and Canadian payroll and HST processes is required.

    Vista, Salesforce, Certinia, Microsoft Excel, Microsoft Outlook

  • Branch Administrator

    London, ON
    50k–55k $/anSur placeTemps plein

    Flynn Group of Companies

    2+ ansCandidates need at least two years of administration experience, strong customer service and communication skills, and excellent Microsoft Office skills in Word, Excel, Outlook and Teams. Project coordination experience is an asset.

    Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams

  • Branch Administrator - Contract

    Toronto, ON

    Bevertec: Established in 1981, Bevertec is a Canadian based IT firm that provides both professional IT staffing services and IT banking solutions to hundreds…

    3+ ansCandidates need 3+ years of administrative experience in a professional office, a college or university diploma, and experience supporting multiple leaders. They must be highly organized, discreet with confidential information, and advanced in Microsoft Office.

    Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, JIRA

  • Branch Administrator

    Greater Sudbury, ON

    Nors

    Candidates need post-secondary education or similar work experience, strong organization and communication skills, and the ability to meet tight deadlines. Knowledge of heavy equipment is also required.

    Administrative support, Customer service, Payroll, Satisfy customers, Assist customers, Maintain machinery

  • Branch Administrator

    Cambridge, ON
    Temps plein

    Toromont Cat: Established in 1993, Toromont Cat is a division of Toromont Industries (TSX: TIH), a publically traded, diversified growth company incorporated in…

    2+ ansCandidates need post-secondary education and two years of administrative experience. Strong communication, time management and problem-solving skills, a customer-focused approach, and the ability to work with minimal supervision are expected.

    Sales Link

  • Branch Administrator

    Vaughan, ON
    Temps plein

    GRAYBAR CANADA

    Graybar Canada needs candidates with strong attention to detail, organization and time management, plus data entry and typing skills. Office software use with Word and Excel and good communication with customers are also expected. A university degree or college diploma is an asset but not required.

    Customer service, Microsoft Word, Microsoft Excel, Sales, Procurement, Time management

Lieux et modes de travail

Lieux

Tout le CanadaTélétravail · Hybride · Sur place · Sur le terrain

Astuce : ajoutez le télétravail pour élargir la recherche.

Exclure des lieux

Mode de travail

Offres de cette entreprise dans les résultats

Voici les offres de cette entreprise chargées dans votre recherche. Elle peut avoir d’autres postes ouverts.