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Reception and Support Specialist

2 weeks ago

Calgary, Alberta, Canada National Bank Full time

National Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across about 100 branches. As a Reception and Support Specialist, you will play a vital role in supporting our team and delivering exceptional customer service to our clients.

About the Role

This is a unique opportunity to join a company that values its employees' quality of life and offers flexibility and benefits to support their wellbeing. You will report to the Regional Manager and work closely with a team of investment advisors.

In this role, you will:

  • Provide top-quality customer service in person, on the phone, and via email
  • Manage the reception desk and coordinate events and conferences with internal/external partners
  • Handle supply orders for the branch and pay/submits invoices
  • Carry out various daily administrative activities (e.g., mail, distribute and file documents, order supplies)
  • Complete IT requests for employees
Key Responsibilities

Your key responsibilities will include:

  • Welcoming clients warmly and directing them to the right resource person
  • Providing top-quality customer service in person, on the phone, and via email
  • Managing the reception desk and coordinating events and conferences with internal/external partners
  • Handling supply orders for the branch and paying/submits invoices
  • Carrying out various daily administrative activities (e.g., mail, distribute and file documents, order supplies)
  • Completing IT requests for employees
Requirements

To be successful in this role, you will require:

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

In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include:

  • A health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic