Operations agent and associate

 

A career as an Operations Agent and Associate at National Bank Financial, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will work with the Branch Administrator to support branch members by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.

Your job:

• Warmly welcome clients to the branch and direct them to the right resource person
• Provide top-quality customer service in person, on the phone, and via email
• Make daily bank deposits and support securities deposits
• Submit accounts payable
• Carry out daily branch operations activities (i.e. mail, distribute and file documents, order supplies, manage conference room reservations, etc.),
• Help coordinate events and conferences with internal/external partners
• Assist Branch Administrator with premises management
• Support IT request submissions and help maintain branch IT equipment
• Provide back-up administrative support to Wealth Advisor teams
• Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. You will report to the Branch Administrator and work closely with a team of investment advisors to offer exceptional client experience. Collaboration and partnership will be key to your success.

Prerequisites:

• Minimum 2 years of client service experience
• Experience working in financial services would be an asset 
• Practical knowledge required of Excel, Word, and Outlook
• Organizational and priority management skills 
• Ability to adapt to change and work under pressure 
• Critical thinking and strong problem-solving skillset

    Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.    * Health and wellness program, including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and Family Assistance Program * Preferential banking services * Opportunities to get involved in community initiatives * Telemedicine service * Virtual sleep clinic    These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.   Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.   We're putting people first We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.     We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?    Come live your ambitions with us!