ScotiaMcLeod, Assistant Branch Coordinator - Montreal, QC Full-time Job

The Assistant Branch Coordinator is responsible for supporting the branch management team in achieving excellent results through efficient operations and administration. They may also be required to provide support to the Branch Systems Administrator.

Is this position right for you? For this position, you will need to

1. Participate in support staff management activities:

• Resolve issues that have been brought to his attention
• Regularly recognize the quality of employees' work
• Act as a resource person who can provide information, names and instructions regarding questions and escalation of issues

2. Assist the branch management team:

• Complete all administrative tasks, including filing, storing and distributing reports
• Process all charges and follow up on outstanding issues
• Build spreadsheets and maintain databases as needed
• Carry out new broadcasts or assist management in doing so
• Compile documents relating to compliance issues
• Coordinate and monitor daily and monthly supervision requests as directed by the Branch Manager
• Maintain compliance-related spreadsheets (insiders and clients holding controlling interests, among others)
• Complete and submit the monthly error report
• Maintain the research report distribution system
• Assist in the execution and implementation of processes to ensure compliance with company policies and industry regulations
• Administer customer accounts in branch (house accounts)
• Coordinate the maintenance of facilities
• Schedule branch meetings, which may include external speakers
• Assist with interviews with support staff
• Ensure the quality and efficiency of branch activities
• Welcome new experienced advisors and their team, acting as a resource person and liaison officer
• Work to resolve system issues that have been escalated to the branch systems administrator

3. Contribute to the efficient functioning of the branch team:

• Build effective working relationships among team members as well as with representatives from various business sectors and functions
• Provide high quality customer service
• Foster a culture of open and honest communication
• Actively participate in all contact activities and team meetings
• Encourage the production of new ideas and new ways of doing things
• Actively share knowledge and experience to develop the skills of all team members
• Develop and implement a relevant employee development plan

Do you have the skills to succeed in this position? We would be happy to work with you if you meet the following requirements: 

• Excellent written and oral communication skills
• Excellent organizational skills
• Initiative and autonomy
• Ability to meet deadlines
• Ability to multitask
• Knowledge of Microsoft software: Word, Excel and PowerPoint
• Experience in the sector
• Post-secondary education
• Investment Representative (IR) license is an asset or obtaining the license within 15 months of hire, which includes:
  • Canadian Securities Course (CSC),
  • Course on the Manual on Standards of Conduct (MSC)
  • Training courses for investment representatives
  • ScotiaMcLeod 30-Day In-House Training Program

What do you have to gain from it?

• A dynamic and flexible working environment.
• The ability to build long-term relationships with clients by providing exceptional advice and service.
• The ability to deliver an excellent customer experience.
• A corporate culture that emphasizes diversity, respect and inclusion.

“In accordance with a language needs assessment conducted by Scotiabank, the successful candidate must be able to communicate in English and French, as they will be serving an English-speaking clientele.”

Location(s): Canada : Quebec : Montreal