Chief Operations Administrator
3 weeks ago
As a Senior Operations Agent with National Bank, you will play a key role in supporting the Branch Administrator and team members by performing administrative tasks in accordance with Bank policies, standards, and procedures.
Main Responsibilities
* Welcome clients to the branch and direct them to the right resource person.
* Aid with event planning and organization, pertaining to branch events.
* Provide top-quality customer service in person, on the phone, and via communication channels.
* Assist the Branch Administrator with a variety of operational and administrative tasks.
* Make daily transactions and submit accounts payable.
* Carry out daily administrative activities, including mail, document distribution, and filing, as well as ordering supplies and managing conference room reservations.
* Provide IT assistance and submit IT-related inquiries through the internal IT department.
* Prepare monthly reporting on branch operations.
About the Team
National Bank Financial - Wealth Management is a leading brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of more than 400,000 clients in about 100 branches. You will report to the Branch Administrator and work closely with a team of investment advisors.
Requirements
* Education in Administration/Operations or a related field and preferred 1 year of relevant experience.
* Experience working in financial services 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.
Languages: English
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