At Raymond James, we develop, we collaborate, we decide, we deliver, and we improve together.
Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their wealth management needs.
Branch Administrator
How does the role impact the organization?
The primary role of the Branch Administrator is to assist the Branch Manager (BM) and Assistant Branch Manager (ABM) to ensure the Raymond James office is managed efficiently & effectively.
What is the position responsible for?
- Be the key point of contact for support staff and advisors regarding operations or administrative tasks within the branch;
- Facilitate documentation including overrides, payroll forms, MAC forms, employee expense forms, tuition approvals, branch expenses and branch branding;
- Prepare and execute regular meetings for support staff;
- Coordinate the Performance Evaluation process;
- Assist BM/ABM in overall profitability of the branch;
- Participate in training opportunities to remain up-to-date on skills, knowledge, policies and processes and share knowledge with peers and staff and call upon others’ knowledge and experience as required; and
- Liaison with internal departments and external vendors/suppliers on behalf of the branch including Human Resources, Payroll and Finance.
What can you expect from us?
Our most important investment is in people. Upon eligibility, Raymond James Ltd offers flexible workstyles, a competitive compensation and benefits package. Our benefits range from Health Benefits, RRSP Matching Program, Employee Stock Purchase Plan, Paid Time Off, Volunteer Days, Discretionary Bonuses, Tuition Reimbursement and many more! We also support internal promotion and community involvement.