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

Community involvement

Job summary

National Bank Financial – Wealth Management is seeking a branch administrator to ensure smooth day-to-day operations and adherence to policies. You will serve as the point of contact for operational issues, HR questions, and logistics for branch staff.

The role emphasizes accuracy, organization, and collaboration with the Regional Manager. A related diploma or degree plus financial-industry exposure is preferred, with CSC/CPH courses a plus. We value communication and teamwork.

Qualifications

• 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

Responsibilities

• 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 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

Skills

Accountability

Communication

Multitasking

Organization

Teamwork

Problem solving

Education

College or technical diploma

Bachelor's degree in related field

Canadian Securities Course (CSC)

Tools

Microsoft Word

Microsoft Excel

Microsoft 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

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

• 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!

Join us!