Branch Assistant

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:
•    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
•    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

Education
•    The completion of the Canadian Securities Course and Conduct and Practice Handbook would be an asset