Branch Administrator

National Bank of Canada; Oakville; On-site; CAD 45,000 - 65,000; 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 to support day-to-day operations and ensure policy compliance. You will liaise with operational issues, HR requests, and branch logistics while assisting the Regional Manager with a variety of tasks.

Ideal candidates have a college/technical diploma or bachelor’s degree, with strong Word/Excel/Outlook skills and excellent communication abilities. A cooperative, team-focused approach is essential for success.

Qualifications

• College or technical diploma and 3 years of experience OR bachelor’s degree in a related field
• Administrative support experience in the investment industry is an asset
• Completion of CSC and Conduct and Practices Handbook Course is an asset, with strong Word/Excel/Outlook skills

Responsibilities

• Ensure day-to-day branch operations related to financial transactions are compliant
• Act as a contact person for operational issues, HR questions and logistical needs for branch employees
• Disseminate administrative procedures and policies and ensure understanding and compliance
• Perform rigorous follow-ups as recommended by Internal Audit and Compliance
• Closely monitor budgets related to branch activities
• Maintain premises and a quality work environment
• Provide administrative support to the Regional Manager on various tasks

Skills

Accountability

Change Management

Client-focused

Communication

Conflict Resolution

Critical Thinking

Decision Making

Detail-oriented

Digital literacy

Emotional Intelligence

Initiative

Learning Agility

Multitasking

Organization Skills

Recruiting

Resiliency

Standards Compliance

Stress Management

Teamwork

Education

College or technical diploma

Bachelor’s degree in a related field

Canadian Securities Course (CSC)

Conduct and Practices Handbook Course

Tools

Word

Excel

Outlook

Job description

A career as a branch administrator at National Bank Financial, your ability to work in synergy with clients and colleagues will be a key asset. In this role, you’ll be responsible for the smooth functioning of day-to-day administrative operations, in accordance with the policies and procedures in effect.

• Ensure that day-to-day branch operations related to financial transactions are compliant
• Act as a contact person with respect to operational issues, HR questions and logistical needs for branch employees
• Disseminate administrative procedures and policies and ensure that branch employees understand and comply with them
• Perform rigorous follow-ups as recommended by Internal Audit and Compliance
• Closely monitor budgets related to branch activities
• Make sure that the premises and a quality work environment are maintained
• Provide administrative support to the Regional Manager on a variety of tasks

Your team:

National Bank Financial – Wealth Management is the fifth largest investment dealer 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’ll report to the Regional Manager for your branch’s region. Collaboration and partnership will be key to your success.

Prerequisites:

• College or technical diploma and 3 years of experience OR bachelor’s degree in a related field
• Experience in the investment industry, an asset
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course, an asset
• Very good knowledge of Word, Excel and Outlook
• Excellent interpersonal and organizational skills
• Excellent verbal and written communication skills

A career as a branch administrator at National Bank Financial, your ability to work in synergy with clients and colleagues will be a key asset. In this role, you’ll be responsible for the smooth functioning of day-to-day administrative operations, in accordance with the policies and procedures in effect.

Your job:

• Ensure that day-to-day branch operations related to financial transactions are compliant
• Act as a contact person with respect to operational issues, HR questions and logistical needs for branch employees
• Disseminate administrative procedures and policies and ensure that branch employees understand and comply with them
• Perform rigorous follow-ups as recommended by Internal Audit and Compliance
• Closely monitor budgets related to branch activities
• Make sure that the premises and a quality work environment are maintained
• Provide administrative support to the Regional Manager on a variety of tasks

Your team:

National Bank Financial – Wealth Management is the fifth largest investment dealer 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’ll report to the Regional Manager for your branch’s region. Collaboration and partnership will be key to your success.

Prerequisites:

• College or technical diploma and 3 years of experience OR bachelor’s degree in a related field
• Administrative support experience
• Experience in the investment industry, an asset
• Completion of the Canadian Securities Course (CSC) and Conduct and Practices Handbook Course, an asset
• Very good knowledge of Word, Excel and Outlook
• Excellent interpersonal and organizational skills
• Excellent verbal and written communication skills

Languages: English
Required skills: Accountability, Change Management, Client-focused, Communication, Conflict Resolution, Critical Thinking, Decision Making, Detail-oriented, Digital literacy, Emotional Intelligence, Initiative, Learning Agility, Multitasking, Organization Skills, Recruiting, Resiliency, Standards Compliance, Stress Management, Teamwork

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 such as:

• 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.

Making a bold move in a people-first environment

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?

Join us!