ScotiaMcLeod Assistant Branch Administrator - Calgary, AB
Requisition ID: 50024 Join the Global Community of Scotiabankers to help customers become better off. Job Purpose Maternity Leave coverage. Applicants who do not already hold their CSC and CPH will be considered. The branch is a high energy often high stress environment often with conflicting demands. The Assistant BA is responsible for supporting the Branch Management Team in ensuring a high-level of success is achieved through effective operations and administrative efficiencies. This position may also be required to act as back up to the Branch Systems Administrator. Key Accountabilities Assist in the management of branch support staff by: Resolving escalated issues Providing ongoing employee recognition Acting as a resource to provide details, contacts and direction for questions and escalations Assist the Branch Management Team by: Completing all administrative duties, including filing, storage and report distribution Processing all expenses and following up on outstanding issues Building spreadsheets and maintaining databases as necessary Running or assisting management with New Issues Compiling documentation regarding compliance issues Co-ordinating and tracking daily and monthly supervision requests as directed by Branch Manager Maintaining compliance spreadsheets (Insider and Control Block, etc) Completing and submitting the Monthly Error Report Maintaining the Branch Research Distribution System Assisting with the execution and implementation of procedures to ensure compliance with corporate policies and industry regulations Administering the branch client account (house accounts) Co-ordinating building facilities maintenance Scheduling branch meetings, including external speakers Assisting with interviews of support staff Ensuring the quality and efficiency of branch operations Onboarding of new experienced Advisors and their teams, by acting as a resource and liaison Working to resolve any issues on systems that have been escalated by Branch Systems Administrator (BSA) Ensure a high-level of client service as required by: Gathering research & product details from internal and external sources Entering client trades as directed by client or Advisor Remaining up to date with all the regulatory rules and trading activities as it relates to client accounts Functional Competencies Superior written and oral communication abilities Strong management skills Expertise to take initiative and work unaided Expertise to meet deadlines Expertise to multi task Previous industry background Education/ Experiences Post secondary education Canadian Securities Course (CSC) Conduct and Practices Handbook (CPH) Investment Representative Training (IRT) Knowledge of Microsoft systems: Microsoft word, Microsoft excel and Powerpoint Location(s): Canada : Alberta : Calgary As Canada’s International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences each individual brings to the bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. Applicants selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment background as possible.
January 12 on Scotiabank