Administrative in Wealth Management

Position: Administrative Roles in Wealth Management
Harness your administrative skills as a Branch Administrator and Operations Agent at National Bank Financial. This hybrid role focuses on effective operations management and client service.

You will oversee daily administrative functions while ensuring operational efficiency within the branch. From coordinating meetings to resolving IT issues, your role will be vital in supporting investment advisors and enhancing client interactions. Your meticulous attention to detail will help uphold high standards of service.

Key Responsibilities:

• Resolve operational issues for all branch staff

• Handle daily administrative tasks including filing and ordering

• Monitor budgets for effective branch operations

• Maintain up-to-date client files

• Organize meetings with clients and partners effectively

Requirements:

• College diploma in relevant technology

• 3+ years in brokerage industry

• Proficient in Microsoft Office applications

• Strong organizational skills

• Ability to manage change and pressure effectively

Your client-focused approach will be essential to the success of National Bank Financial's Wealth Management team.
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