Student- Branch Assistant

The Branch Assistant manages a critical compliance and control function within the Branch as well as administrative and client service support to Branch advisors and their clients.

Key accountabilities include:

• Ensuring accounts are accurately documented and compliant with regulatory requirements;

• Maintaining client files and information;

• Following up with clients on missing documentation required as per the industry regulatory requirement;

• Escalating issues to Manager when appropriate;

• Reviewing processes to improve administrative efficiencies;

• Proactively establishing, developing and maintaining strong client relationships through providing timely service;

• Proactively reaching out to clients who are new to the branch;

• Ensure clients information is accurate and up to date;

• Participating in special projects, as assigned by the manager of the National Branch;

• Participating actively in team learning development activities and team performance achievements;

• Building effective working relationships across the team;

• Maintaining a high level of customer service;

• Facilitating a culture of open and honest communication;

• Actively participating and contributing to touch bases and team meetings;

• Encouraging the generation of new ideas and approaches;

• Actively share knowledge and experience to enhance the development of all team members.

Qualifications

• Must be currently enrolled in a post secondary co-op program in Commerce, Business Administration or Finance, to be considered;

• Time management skills and the ability to manage multiple competing priorities;

• Excellent oral and written communication skills;

• Knowledge of Microsoft Office *excel;

• Bilingual [French] will be considered as an asset.