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CIBC

Runs banking and investment services across North America

Branch Administrator

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeToronto, ON, Canada

About the Job

Requirements

  • Current accreditation and good standing for Canadian Investment Regulatory Organization – Investment Dealer (CIRO-ID) licensing.
  • Strong organizational and administrative skills to manage numerous activities in a fast-paced brokerage with varying priorities.
  • Ability to communicate effectively with staff and clients and use problem-solving skills to resolve issues and conflicts.

Responsibilities

  • Manage all administrative aspects of Wood Gundy branch operations, including operational and administrative support to the branch and Investment Advisors, oversight of transactional banking functions, client service, compliance and audit requirements, and branch profitability.
  • Oversee day-to-day branch operations and administration, including maintaining office equipment and supplies and coordinating office functions and events.
  • Identify opportunities to increase efficiency and monitor and control the branch budget and expenses to ensure profitability.
  • Review and process accounts payable for Branch Manager approval and monitor the branch summary of revenue and expenses.
  • Assist the Branch Manager with Investment Advisor duties, including taking buy/sell orders for T-Bills, Corporate Paper, Bankers Acceptances, Mutual Funds, stocks and bonds.
  • Write up trade tickets and ensure the accuracy of all trade particulars.
  • Coordinate with and notify brokers about new stock and bond issues, cease trades and halt trading.
  • Liaise among departments within Wood Gundy to communicate and maintain customer service standards and operational procedures.

About the Company

CIBC

Runs banking and investment services across North America

CIBC runs personal and business banking, wealth management and capital markets businesses for clients in Canada and the United States. Its Canadian retail bank pairs banking centres and contact centres with mobile and online services, while its U.S. business focuses on commercial clients and private wealth. Customers use its accounts, mortgages, loans and investment services to manage cash, borrow and invest. The bank earns interest on lending, charges account and advisory fees, and generates revenue from securities trading and investment management. CIBC was formed by a bank merger in 1961, with operating roots dating to 1867, and is headquartered in Toronto, Ontario.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Toronto, Canada
Founded
1961

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