Branch Administrator/wealth Associate

**Primary Locations**:Oakville, Ontario**:
**Attendance**:On-site**:
**Employee Status**:Regular**:
**Schedule**:Full-time**:
National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in over 100 branches, helping more than 400,000 personal clients manage their assets.

This position reports to the Regional Manager of Ontario.

**Main challenges - Branch Administrator**

**Specifically, you will**:

- Ensure the daily operations of the branch run smoothly, in particular, account management, fund management, receipt and delivery of securities to/from clients, receipt book management, supervision of visitors' reception as well as correspondence management
- Act as a resource person in solving operational problems and human resources-related matters for all the branch employees; ensure that the logistics needs of all branch employees are properly managed upon arrival and departure as well a keeping up to date the employees' files (vacation, absences, performance appraisal, etc.)
- Ensure that administrative policies and procedures, as well as any communications from head office addressed to branch personnel (Flash Admin, Flash Compliance, Let's Talk, head office initiatives or projects), are distributed, understood and complied with. Responsible for first level IT and telecommunications support for branch personnel
- Ensure adherence to compliance standards by exercising rigorous follow up in order to ensure that the administrative corrective measures recommended by Internal Audit or Compliance are implemented; carry out cost control activities for the branch; promote sound business practices while ensuring compliance with expense-related procedures
- Provide administrative support to the regional manager on a variety of tasks, including (but not limited to) preparing and monitoring investment advisors' business plans; assist in the development of tools to optimize advisors' performance and coordinating marketing activities in order to improve the firm's visibility in the region (advertising, sponsorships, events)

**Wealth Associate Role**:

- Carry out unsolicited transactions, as well as the purchase and sale of securities and transaction adjustments, as applicable
- Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
- Analyze, open, and update client files
- Produce portfolio management reports
- Implement efficient work methods for the administration of client files by managing advisors’ agendas, scheduling appointments, and preparing for client meetings
- In this position, you will help National Bank Financial to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.
- College degree with three (3) years experience OR a Bachelor's degree in a relevant field
- Experience in general and office administrative work
- Experience in investment banking, an asset
- Completion (or willingness to complete) the Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)
- Very good knowledge of Word, Excel and Outlook
- High level of leadership; initiative and autonomy
- Strong attention to detail with the ability to multi-task and show initiative and exemplify a positive attitude
- Excellent interpersonal and organizational skills
- Exceptional oral and written communication skills

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- 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
- Initiatives promoting community involvement
- Telemedicine service
- Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives.

Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We offer a barrier-free workplace that is accessible to all employees.

We want our recruitment process to be fully accessible. If you require accommodations, feel free to let us know during your first conversations with us.
- Ready to live your ambitions?