Operations Coordinator
4 weeks ago
We are seeking a highly skilled and motivated Operations Agent to join our team at National Bank. As an Operations Agent, you will play a critical role in supporting our clients and colleagues by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.
Key Responsibilities- Welcome clients to the branch and direct them to the right resource person
- Provide exceptional customer service in person, on the phone, and via email
- Ensure that all common spaces for the team and for greeting clients feel welcoming and appear professional
- Organize and manage conference room schedules for clients
- Help coordinate events and conferences with internal/external partners
- Carry out various daily administrative activities (e.g., mail, distribute and file documents, order supplies)
National Bank Financial - Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. You will report to the Regional Manager and work closely with a team of investment advisors.
What We Offer- A hybrid (remote and in the office) work model to help you achieve work/life balance
- Flexible leave that you can take when it's important to you
- A competitive compensation package
- A wide range of flexible benefits to help promote your wellbeing and that of your family
- High school diploma and 21⁄2 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
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