Operation Agent

With a career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.

• 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
• Ensure that all common spaces for the team and for greeting clients feel welcoming and appear professional
• Organize and manage conference/meeting room schedules for clients and regional management
• Help coordinate events and conferences with internal/external partners
• Carry out various daily administrative activities (e.g., mail, deposits, document management, reports, IT requests, supply orders)

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

We want to contribute to your quality of life. For example, we offer work schedule arrangements to help you achieve work/life balance, flexible leave that you can take when it's important to you, access to benefits to support your health and wellness goals.

• High school diploma and 2½ years of relevant experience or a college diploma and 6 months of relevant experience
• College diploma in administration, is an asset
• Experience working in financial services, is an asset
• Practical knowledge required of Excel, Word, and Outlook
• Ability to adapt to change and work under pressure
• Organizational and priority management skills

With a career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.

• 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
• Ensure that all common spaces for the team and for greeting clients feel welcoming and appear professional
• Organize and manage conference/meeting room schedules for clients and regional management
• Help coordinate events and conferences with internal/external partners
• Carry out various daily administrative activities (e.g., mail, deposits, document management, reports, IT requests, supply orders)

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

We want to contribute to your quality of life. For example, we offer work schedule arrangements to help you achieve work/life balance, flexible leave that you can take when it's important to you, access to benefits to support your health and wellness goals.

• High school diploma and 2½ years of relevant experience or a college diploma and 6 months of relevant experience
• College diploma in administration, is an asset
• Experience working in financial services, is an asset
• Practical knowledge required of Excel, Word, and Outlook
• Ability to adapt to change and work under pressure
• Organizational and priority management skills

Languages:

English

Required skills:

Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility,…