Operations Agent in Wealth Management

Become an Operations Agent at National Bank Financial, specializing in wealth management services.

Your role involves welcoming clients and supporting investment advisors through essential administrative tasks.

You will play a key role in client interactions, performing account analyses, and facilitating appointments while adhering to compliance standards. This role demands exceptional organizational skills to manage various administrative responsibilities, contributing to efficient branch operations and outstanding customer service.

Key Responsibilities:

• Warmly welcome and direct clients in branch

• Analyze accounts to aid investment advisors

• Open and update client files seamlessly

• Coordinate meetings and manage advisor schedules

• Ensure compliance with established standards

Requirements:

• Relevant experience in financial services is beneficial

• Proficient with Microsoft Excel, Word, Outlook

• Ability to adapt and work well under pressure

• Strong organizational and prioritization capabilities

• Effective critical thinking and problem-solving skills

Embrace the opportunity to excel in client service and administrative support as an Operations Agent at National Bank Financial.
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