Branch Administrator/wealth Associate

4 days ago

Oakville, Canada National Bank of Canada Full time

**Primary Locations**:Oakville, Ontario**:
**Attendance**:On-site**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in over 100 branches, helping more than 400,000 personal clients manage their assets.

This position reports to the Regional Manager Ontario.

**Main challenges**

**Specifically, you will**:

- Ensure the daily operations of the branch run smoothly, in particular, account management, fund management, receipt and delivery of securities to/from clients, receipt book management, supervision of visitors' reception as well as correspondence management
- Act as a resource person in solving operational problems and human resources-related matters for all the branch employees; ensure that the logistics needs of all branch employees are properly managed upon arrival and departure as well a keeping up to date the employees' files (vacation, absences, performance appraisal, etc.)
- Ensure that administrative policies and procedures, as well as any communications from head office addressed to branch personnel (Flash Admin, Flash Compliance, Let's Talk, head office initiatives or projects), are distributed, understood and complied with. Responsible for first level IT and telecommunications support for branch personnel
- Ensure adherence to compliance standards by exercising rigorous follow up in order to ensure that the administrative corrective measures recommended by Internal Audit or Compliance are implemented; carry out cost control activities for the branch; promote sound business practices while ensuring compliance with expense-related procedures
- Provide administrative support to the regional manager on a variety of tasks, including (but not limited to) preparing and monitoring investment advisors' business plans; assist in the development of tools to optimize advisors' performance and coordinating marketing activities in order to improve the firm's visibility in the region (advertising, sponsorships, events)
- College degree with three (3) years experience OR a Bachelor's degree in a relevant field
- Experience in general and office administrative work
- Experience in investment banking, an asset
- Completion (or willingness to complete) the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH), an asset
- Very good knowledge of Word, Excel and Outlook
- High level of leadership; initiative and autonomy
- Strong attention to detail with the ability to multi-task and show initiative and exemplify a positive attitude
- Excellent interpersonal and organizational skills
- Exceptional oral and written communication skill

Your benefits

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family:

- Health and wellness program, including many benefits
- Flexible group insurance
- Defined benefit pension plan
- Employee Share Ownership Plan
- Employee and family assistance program
- Preferred banking services
- Volunteer program
- Telemedicine
- Virtual sleep clinic

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
- Ready to live your ambitions?

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