Senior Operations Agent
4 weeks ago
We are seeking a highly skilled and motivated Senior Operations Agent to join our team at National Bank. As a key member of our operations team, you will play a critical role in providing exceptional customer service and supporting the success of our clients.
Key Responsibilities- 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.
- Assist the assistant or branch assistant as needed.
- Make daily bank deposits and submit accounts payable.
- Perform daily administrative activities, including mail, document distribution, and filing.
National Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with a team of close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. As a Senior Operations Agent, you will report to the Regional Manager and work closely with a team of investment advisors.
What We OfferWe are committed to providing a positive and inclusive work environment that supports the well-being of our employees. Our benefits package includes a hybrid work model, flexible work arrangements, and a range of employee assistance programs. We also offer opportunities for professional development and growth within the organization.
Requirements- College diploma in Administration or a related field and 1 year of relevant experience.
- Experience working in financial services is an asset.
- Good knowledge of Microsoft Office (Excel, Word, and Outlook).
- Excellent organizational and priority management skills.
- Self-starter with initiative and attention to detail.
French is the primary language of communication for this role.
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