Description
Business line: Investia/ Toronto/ Student/ Starting date: May 6th / possibility of continuity
We are looking for a Branch Assistant student to join our team in Toronto.
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.