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Branch Assistant

Employment Status
Permanent Full-Time
Kitchener, ON
Corporate Retail
Reporting To
Branch Management
Job Id
KIT - 005
Job Level
Seniority Level
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 & 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
Skills & 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, multi task 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
  • The completion of the Canadian Securities Course and Conduct and Practice Handbook would be an asset