Student - Branch Coordinator
Core
Support client service excellence and operational efficiency in a financial services branch by managing client documentation, analyzing complex situations, and automating tasks.
Role type
Student - Branch Coordinator (Financial Services Operations)
Builds
Client service processes, operational reports, and automated workflows for a financial services firm.
Domain
Financial Services / Wealth Management
Required skills
Client documentation management, complex situation analysis, verbal and written communication, database maintenance, report generation, process automation, financial product knowledge, process documentation, team onboarding support
Preferred skills
Time management, analytical problem-solving, SharePoint familiarity, interest in Canadian Securities Course (CSC)
Technologies
Microsoft Teams, SharePoint, Microsoft Excel, Robotic Process Automation (RPA) tools, macros
Responsibilities
Process and organize confidential client documentation; Analyze and resolve complex client situations; Communicate with clients and team members via phone, email, and platforms; Support advisors on projects; Maintain client databases and generate AUA reports; Contribute to operational efficiency using RPA; Provide support on financial products (RRSPs, TFSAs, mutual funds, GICs); Participate in continuous improvement initiatives.
Seniority
Student / Intern