Branch Administrator and 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)

Organizational and priority management skills

Very good knowledge of Word, Excel and Outlook

Ability to adapt to change and work under pressure

Additional

Languages:

French

Required Skills

Accountability

Change Management

Client‑focused

Communication

Critical Thinking

Detail‑oriented

Digital literacy

Emotional Intelligence

Initiative

Learning Agility

Multitasking

Organization Skills

Recruiting

Standards Compliance

Teamwork

Benefits

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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

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