Branch Administrator and Operations Agent

Banque Nationale du Canada; Quebec; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A prestigious financial institution is seeking a Branch Administrator and Operations Agent to ensure smooth operations and provide support at the branch. The position requires a college diploma and significant experience in the brokerage industry. Candidates will manage various administrative tasks and enhance client service. This role offers the chance to work in a collaborative environment dedicated to inclusivity and professional growth.

Benefits

Health and wellness programs

Employee share ownership

Assistance programs

Community involvement opportunities

Virtual health initiatives

Professional growth through training and mentorship

Qualifications

• Minimum 3 years of brokerage industry experience (sales or operations).
• Candidates with Conduct and Practices Handbook Course and Canadian Securities Course are considered an asset.
• Strong organizational and priority management skills required.

Responsibilities

• Manage administrative tasks, ensure compliance with procedures.
• Act as a contact for operational issues, maintain client files.
• Coordinate meetings and promote good business practices.

Skills

Change Management

Communication

Conflict Resolution

Critical Thinking

Emotional Intelligence

Multitasking

Organization Skills

Teamwork

Attention to Detail

Digital Literacy

Education

College diploma in administrative or office technology

Tools

Word

Excel

Outlook

Job description

Branch Administrator and Operations Agent

On-Site

Job number: 26930

Category: Support

Status: Permanent

Type of Contract: Permanent

Schedule: Full-Time

Full Time / Part Time?: Full-Time

Application deadline: 05-Jun-2025

City: [City]

Province/State: [Province/State]

Area of Interest: Wealth management

A career as a Branch Administrator and Operations Agent at National Bank Financial offers the opportunity to work collaboratively with clients and colleagues. The role involves ensuring smooth branch operations by managing administrative tasks, operational activities, and coordinating special projects within the team.

• Act as a contact person for operational, relational, and IT issues for branch staff
• Perform administrative tasks such as managing mail, filing, and ordering supplies
• Monitor branch budgets and promote good business practices
• Ensure compliance with administrative procedures and policies
• Maintain up-to-date client files
• Handle phone calls, welcome clients, and direct them appropriately
• Organize and coordinate meetings with clients and partners
• Maintain a clean and quality work environment

Your team:

National Bank Financial – Wealth Management is Canada's fifth-largest investment dealer, with nearly 1,000 investment advisors managing assets for over 400,000 clients across approximately 100 branches. You will report to the Regional Manager and collaborate closely with investment advisors.

We offer flexible work arrangements, including a hybrid model (remote and in-office), flexible schedules, and leave policies to support work/life balance.

Prerequisites:

• College diploma in administrative or office technology with 3 years of brokerage industry experience (sales or operations)
• Completion of Conduct and Practices Handbook Course and Canadian Securities Course is an asset
• Strong organizational and priority management skills
• Proficiency in Word, Excel, and Outlook
• Ability to adapt to change and work under pressure

Languages: French

Skills

Change Management, Communication, Conflict Resolution, Critical Thinking, Emotional Intelligence, Multitasking, Organization Skills, Recruiting, Stress Management, Teamwork, Accountability, Client-focused, Decision Making, Attention to Detail, Digital Literacy

In addition to competitive compensation, we offer various benefits including health and wellness programs, employee share ownership, assistance programs, banking services, community involvement opportunities, and virtual health initiatives.

Our work environment fosters collaboration, innovation, and continuous feedback. We are committed to inclusivity and accessibility, welcoming all candidates and providing accommodations during the recruitment process.

We offer opportunities for professional growth through training, mentorship, and internal career development initiatives.

For an inclusive and diverse environment

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