Branch Administrator

National Bank of Canada; Kelowna; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Financial – Wealth Management is seeking a Branch Administrator & Associate to support client service and branch operations in a hybrid Canadian role. You will collaborate with wealth advisors, colleagues, and regional partners to deliver an exceptional client experience while ensuring smooth day-to-day branch functioning.

You will provide administrative, operational, and client service support, manage priorities, follow procedures, and assist with risk management practices to

Qualifications

• College or higher degree in a related field.
• 1 to 3 years in banking operations, customer service, or administration.
• Experience in the investment industry is an asset.
• CSC and CPH are assets.
• Strong MS Office skills.

Responsibilities

• Provide superior client service in person, by phone, and by email.
• Support wealth advisors by preparing meetings and coordinating calendars.
• Open and update client files and process investment transactions.
• Ensure compliance and risk management through follow-ups.
• Handle day-to-day branch operations and escalation for issues.
• Disseminate procedures to staff to ensure compliance and improvements.
• Assist with branch HR administration and recruitment activities.
• Maintain branch premises and monitor budgets.
• Demonstrate leadership to bolster morale and community presence.
• Provide administrative support to Regional Managers and branch leadership.

Skills

Accountability

Client-focused

Communication

Critical Thinking

Cybersecurity

Detail-oriented

Digital literacy

Information Analysis

Initiative

Learning Agility

Multitasking

Organization Skills

Problem Solving

Resiliency

Solution implementation

Standards Compliance

Stress Management

Teamwork

Wealth Management

Education

College, technical diploma, or bachelor’s degree in a related field

CSC/CPH assets

Tools

Microsoft Office

Job description

A career as a Branch Administrator & Associate in the Wealth Management team at National Bank Financial gives you the opportunity to play a key role in both client service and branch operations. In this hybrid position, you will work in synergy with clients, wealth advisors, colleagues, and regional partners to support an exceptional client experience while helping ensure the smooth day-to-day functioning of the branch.

You will contribute to the success of advisor teams by providing high-quality administrative, operational, and client service support. Your ability to manage priorities, communicate effectively, follow procedures, and support compliance and risk management practices will have a positive impact on both clients and colleagues.

Your role

• Provide superior customer service to clients in person, by phone, and by email, while ensuring effective communication between clients, advisors, branch employees, and various collaborators.
• Support wealth advisors by preparing client meetings, coordinating advisor calendars, scheduling appointments, and analyzing client accounts for activities related to business development.
• Open and update client files, carry out transactions related to investment accounts, and ensure that all work is completed diligently and accurately.
• Ensure adherence to compliance and risk management rules, including performing rigorous follow-ups as recommended by Internal Audit and Compliance.
• Support day-to-day branch operations related to financial transactions and act as a first point of escalation for client-related, operational, and logistical matters.
• Disseminate administrative procedures and policies to branch employees, helping ensure understanding, consistency, and compliance while contributing to ongoing process and operational improvements.
• Assist with branch HR administration, including supporting performance evaluation processes and recruitment activities, where applicable.
• Help maintain branch premises, support a quality work environment, and monitor branch activity-related budgets.
• Demonstrate leadership that encourages positive morale and culture within the branch, while supporting the branch’s presence and brand within the community.
• Provide administrative support to Regional Managers and branch leadership on a variety of tasks and initiatives.

Your team

National Bank Financial – Wealth Management is one of Canada’s leading investment brokerage firms, with close to 1,000 investment advisors managing the assets of more than 400,000 clients in approximately 100 branches.

As part of the branch team, you will collaborate closely with wealth advisors, associates, branch employees, and regional management. Collaboration, partnership, professionalism, and sound judgment will be key to your success in this hybrid role.

Prerequisites

• College, technical diploma, or bachelor’s degree in a related field.
• Minimum of 1 to 3 years of relevant experience in banking operations, customer service, administration, or a related field.
• Experience in the investment industry is considered an asset.
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is considered an asset.
• Strong knowledge of Microsoft Office, including Word, Excel, Outlook, and the Microsoft Office suite.
• Excellent organizational and priority management skills.
• Excellent interpersonal, verbal, and written communication skills.

A career as a Branch Administrator & Associate in the Wealth Management team at National Bank Financial gives you the opportunity to play a key role in both client service and branch operations. In this hybrid position, you will work in synergy with clients, wealth advisors, colleagues, and regional partners to support an exceptional client experience while helping ensure the smooth day-to-day functioning of the branch.

You will contribute to the success of advisor teams by providing high-quality administrative, operational, and client service support. Your ability to manage priorities, communicate effectively, follow procedures, and support compliance and risk management practices will have a positive impact on both clients and colleagues.

Your role

• Provide superior customer service to clients in person, by phone, and by email, while ensuring effective communication between clients, advisors, branch employees, and various collaborators.
• Support wealth advisors by preparing client meetings, coordinating advisor calendars, scheduling appointments, and analyzing client accounts for activities related to business development.
• Open and update client files, carry out transactions related to investment accounts, and ensure that all work is completed diligently and accurately.
• Ensure adherence to compliance and risk management rules, including performing rigorous follow-ups as recommended by Internal Audit and Compliance.
• Support day-to-day branch operations related to financial transactions and act as a first point of escalation for client-related, operational, and logistical matters.
• Disseminate administrative procedures and policies to branch employees, helping ensure understanding, consistency, and compliance while contributing to ongoing process and operational improvements.
• Assist with branch HR administration, including supporting performance evaluation processes and recruitment activities, where applicable.
• Help maintain branch premises, support a quality work environment, and monitor branch activity-related budgets.
• Demonstrate leadership that encourages positive morale and culture within the branch, while supporting the branch’s presence and brand within the community.
• Provide administrative support to Regional Managers and branch leadership on a variety of tasks and initiatives.

Your team

National Bank Financial – Wealth Management is one of Canada’s leading investment brokerage firms, with close to 1,000 investment advisors managing the assets of more than 400,000 clients in approximately 100 branches.

As part of the branch team, you will collaborate closely with wealth advisors, associates, branch employees, and regional management. Collaboration, partnership, professionalism, and sound judgment will be key to your success in this hybrid role.

Prerequisites

• College, technical diploma, or bachelor’s degree in a related field.
• Minimum of 1 to 3 years of relevant experience in banking operations, customer service, administration, or a related field.
• Administrative support experience.
• Experience in the investment industry is considered an asset.
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course (CPH) is considered an asset.
• Strong knowledge of Microsoft Office, including Word, Excel, Outlook, and the Microsoft Office suite.
• Excellent organizational and priority management skills.
• Excellent interpersonal, verbal, and written communication skills.

Languages: English

Required skills: Accountability, Client-focused, Communication, Critical Thinking, Cybersecurity, Detail-oriented, Digital literacy, Information Analysis, Initiative, Learning Agility, Multitasking, Organization Skills, Problem Solving, Resiliency, Solution implementation, Standards Compliance, Stress Management, Teamwork, Wealth Management

Your benefits

• 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
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?