Operations Coordinator
4 weeks ago
Key Responsibilities:
As an Operations Agent at National Bank, you will play a vital role in supporting our clients and colleagues. Your primary responsibilities will include:
- Welcoming clients to the branch and directing them to the appropriate resource person
- Providing exceptional customer service in person, on the phone, and via email
- Maintaining a welcoming and professional environment for clients and team members
- Coordinating conference room schedules for clients
- Assisting in the planning and execution of events and conferences with internal and external partners
- Performing various administrative tasks, such as mail distribution, filing documents, and ordering supplies
About the Team:
National Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, with a network of over 100 branches and a team of close to 1,000 investment advisors. As an Operations Agent, you will report to the Regional Manager and work closely with a team of investment advisors.
What We Offer:
National Bank is committed to providing a flexible and supportive work environment. We offer a hybrid work model, flexible scheduling, and a range of benefits to support your well-being and that of your family. Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience.
Requirements:
- High school diploma and 2.5 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 of Excel, Word, and Outlook
- Ability to adapt to change and work under pressure
- Strong organizational and priority management skills
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