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Operations Specialist

1 month ago

Montreal, Quebec, Canada National Bank Full time
Operations Agent Role

As an Operations Agent at National Bank, you will play a vital role in delivering exceptional client service and supporting your team in achieving their goals.

Your Key Responsibilities:
  • Provide high-quality service to clients, internal stakeholders, and external partners
  • Support team members by carrying out administrative tasks, such as receiving and transferring phone calls, and performing routine clerical activities
  • Manage client rooms and book the main conference room
  • Order stationery and other supplies as needed
  • Work closely with a team of investment advisors to achieve business objectives
Your Team:

National Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with a team of over 1,000 investment advisors managing the assets of more than 400,000 clients across 100 branches.

What We Offer:
  • A competitive compensation package
  • A wide range of flexible benefits to promote your wellbeing and that of your family
  • A dynamic work environment with cutting-edge collaboration tools
  • Opportunities to get involved in community initiatives
  • A barrier-free workplace that is accessible to all employees
Requirements:
  • High school or professional diploma and 2 years of relevant experience, or college diploma and 1 year of relevant experience
  • Courteous and experienced in customer service and sales
  • Strong team skills and knowledge of MS Office 365 software