Student- Branch Assistant iA Groupe financier / iA Financial Group 26 Wellington Street East, Toronto, ON

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.