Branch Operations Manager
Core
Lead branch operations and administrative support for the Branch Management Team and Advisor teams at a securities firm.
Role type
Branch Operations Manager
Builds
Efficient branch operations, compliant account activities, and supported sales teams
Domain
Financial Services / Securities
Required skills
Operational management, Compliance monitoring, Transaction processing, Staff training coordination, Facility management, Internal liaison
Preferred skills
Securities industry experience, CIRE certification, RBC systems knowledge
Responsibilities
Manage daily administrative operations including transaction approvals and account openings; Ensure compliance and internal control requirements are met; Coordinate staff training initiatives; Manage branch facilities and equipment; Liaise with internal departments; Troubleshoot branch technology access
Seniority
Mid-level, hands-on IC