Branch Administrator - CIBC, Calgary

AI Summary

As a Branch Administrator at CIBC in Calgary, AB, you will manage all administrative aspects of Wood Gundy branch operations. This role involves providing essential operational and administrative support to the branch and Investment Advisors, ensuring high levels of internal and external client service. Top requirements include current CIRO-ID accreditation, strong organizational skills, and excellent communication abilities to support our clients effectively.

About the Opportunity at CIBC

CIBC is actively seeking a dedicated Branch Administrator to join their team in Calgary, AB. In this pivotal role, you will be accountable for effectively managing all administrative aspects of the Wood Gundy branch operations. This includes providing comprehensive operational and administrative support to the branch and its Investment Advisors, ensuring a smooth and efficient day-to-day environment. A key part of your responsibilities will involve the oversight of transactional banking functions, alongside consistently demonstrating high levels of internal and external client service. You will also play a crucial part in adhering to compliance and audit requirements, contributing to the overall profitability of the branch. The successful candidate will need to be on-site full-time, Monday through Friday, to successfully perform the work and integrate with the team.

Your operational duties will encompass overseeing and managing daily branch operations and administration, including the maintenance of office equipment and supplies, and coordinating office functions and events. You will identify opportunities for increased efficiency and actively monitor and control the branch budget and expenses to ensure profitability. This will involve reviewing and processing accounts payable for Branch Manager approval, as well as monitoring the branch summary of revenue and expenses. Furthermore, you will provide essential sales support and customer service, assisting the Branch Manager with Investment Advisor duties such as taking buy/sell orders for various financial instruments. This process includes writing up accurate trade tickets and coordinating notifications for brokers regarding new stock and bond issues, cease trades, and halt trading. Maintaining superior customer service standards and operational procedures by liaising with various departments within Wood Gundy is also a critical aspect of this role, ensuring our clients receive the best possible support.

What You'll Bring to CIBC

To succeed in this Branch Administrator role, you will need to be a certified professional with current accreditation and good standing for Canadian Investment Regulatory Organization - Investment Dealer (CIRO-ID) licensing. This certification is a fundamental requirement for the position, demonstrating your expertise in the investment sector. You will possess strong organizational and administrative skills, enabling you to effectively manage numerous activities in a fast-paced brokerage environment, often with varying degrees of priority. The ability to prioritize tasks and maintain a structured approach to your work will be essential for managing the complex operations of the branch.

Furthermore, you are expected to be a strong communicator, capable of interacting effectively with both staff and clients. Your problem-solving skills must be sufficient to resolve a variety of issues and conflicts that may arise in the daily operations of a busy financial branch. At CIBC, values matter, and we seek individuals who bring their authentic selves to work, embodying our core values of trust, teamwork, and accountability. Your dedication to doing what's right for our clients and your commitment to a collaborative work environment are paramount. We need professionals who are passionate about making a meaningful impact and are truly valued for their contributions to the team and the overall success of the bank.