Financial Operations Specialist
3 weeks ago
At National Bank, we offer a competitive salary of $55,000 to $65,000 per year, depending on location, for the Financial Operations Specialist role.
Company Overview: National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with a team of over 1,000 investment advisors managing the assets of more than 400,000 clients across about 100 branches.
Job Description: As a Financial Operations Specialist, you will be responsible for ensuring effective communication between clients, advisors, and various collaborators. Your key responsibilities will include providing superior customer service, analyzing client accounts, and diligently carrying out transactions related to investment accounts.
Required Skills and Qualifications: To succeed in this role, you will need a college diploma in a related field and at least one year of relevant experience in banking operations, customer service, or administration. Strong organizational and priority management skills are also essential, as is good knowledge of the Microsoft Office suite.
Benefits: In addition to a competitive salary, you will be eligible for a wide range of flexible benefits, including health and wellness programs, flexible group insurance, a generous pension plan, and opportunities to get involved in community initiatives.
Our Commitment to Inclusivity: At National Bank, we are committed to creating a barrier-free workplace that is accessible to all employees. We welcome candidates from diverse backgrounds and are dedicated to fostering a positive employee experience.
What You Can Bring to Our Team: As a Financial Operations Specialist, you will have the opportunity to work in a dynamic and collaborative environment, leveraging your skills and experience to contribute to the success of our team.
Join Our Team: If you are a motivated and detail-oriented individual with a passion for customer service, we encourage you to apply for this exciting opportunity.
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