Branch Administrator / Operations Agent

A career as a Branch Administrator and Operations Agent at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you’ll ensure that the branch runs smoothly by efficiently managing administrative tasks, operational activities and any other special projects to be coordinated within the team.

Your job: 

• Act as a contact person in resolving operational, relational and IT issues for all branch staff
• Perform a variety of day-to-day administrative tasks (e.g., managing mail, filing, ordering supplies)
• Closely monitor budgets related to the branch’s operating activities and promote good business practices
• Ensure that the branch’s administrative procedures and policies are followed
• Keep client files up to date
• Take phone calls, welcome clients and direct them to the appropriate employee
• Organize, coordinate and manage meetings with clients and partners
• Make sure that the premises and a quality work environment are maintained

Your team: 

National Bank Financial – Wealth Management is the fifth largest investment dealer 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 Regional Manager and work closely with a team of investment advisors.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

• College diploma in administrative technology or office technology and 3 years of experience in the brokerage industry (sales or operations)
• Completion of the Conduct and Practices Handbook Course and the Canadian Securities Course, an asset
• Organizational and priority management skills
• Very good knowledge of Word, Excel and Outlook
• Ability to adapt to change and work under pressure

English