Branch Assistant

About the role

The Branch Assistant provides essential support to the Wood Gundy branch manager and team, ensuring a welcoming reception area and smooth daily operations. This role combines client‑facing service with a variety of administrative tasks to uphold high standards of service and compliance.

Key responsibilities

• Manage the reception area, greet clients, answer phones and direct inquiries.
• Schedule appointments and coordinate meeting rooms for the branch team.
• Process paperwork, maintain client files and ensure compliance with regulatory standards.
• Provide administrative support to the branch manager, including report preparation and data entry.
• Assist with marketing and outreach activities to promote the Wood Gundy brand in the community.
• Handle routine banking transactions and resolve client requests promptly.

Required profile

• Strong attention to detail and ability to notice discrepancies.
• Excellent verbal and written communication skills.
• Customer‑focused attitude with a commitment to delivering a high‑quality experience.
• Ability to work collaboratively in a fast‑paced team environment.
• Previous experience in a banking, financial services, or client‑service setting is preferred.
• High school diploma or equivalent; post‑secondary education in business or finance is a plus.

Required skills

What we offer

• Competitive annual salary ranging from $48,880 to $53,870 CAD.
• Participation in an annual discretionary bonus program.
• Opportunities for professional growth and development within a supportive, inclusive culture.
• Full‑time onsite schedule, Monday through Friday.