Branch Administrator and Operations Agent

National Bank of Canada; Quebec; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

Join a leading financial institution as a Branch Administrator and Operations Agent. In this role, you’ll ensure smooth branch operations through administrative management and coordination, while working in a hybrid environment with flexibility for work-life balance. You’ll be part of a dynamic team that values organizational skills and adaptability.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Telemedicine service

Virtual sleep clinic

Qualifications

• 3 years of experience in the brokerage industry (sales or operations).

Responsibilities

• Act as a contact person for operational, relational, and IT issues for branch staff.
• Perform day-to-day administrative tasks like managing mail and ordering supplies.
• Monitor budgets related to the branch’s operating activities.

Skills

Organizational skills

Priority management skills

Ability to adapt to change

Work under pressure

Very good knowledge of Word

Very good knowledge of Excel

Very good knowledge of Outlook

Education

College diploma in administrative technology

Completion of the Conduct and Practices Handbook Course

Canadian Securities Course (an asset)

Job description

Branch Administrator and Operations Agent

Join to apply for the Branch Administrator and Operations Agent role at National Bank of Canada

Branch Administrator and Operations Agent

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Join to apply for the Branch Administrator and Operations Agent role at National Bank of Canada

A career as a Branch Administrator and Operations Agent at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you’ll ensure that the branch runs smoothly by efficiently managing administrative tasks, operational activities and any other special projects to be coordinated within the team.

• Act as a contact person in resolving operational, relational and IT issues for all branch staff
• Perform a variety of day-to-day administrative tasks (e.g., managing mail, filing, ordering supplies)
• Closely monitor budgets related to the branch’s operating activities and promote good business practices
• Ensure that the branch’s administrative procedures and policies are followed
• Keep client files up to date
• Take phone calls, welcome clients and direct them to the appropriate employee
• Organize, coordinate and manage meetings with clients and partners
• Make sure that the premises and a quality work environment are maintained

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 will report to the Regional Manager and work closely with a team of investment advisors.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

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

A career as a Branch Administrator and Operations Agent at National Bank Financial, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you’ll ensure that the branch runs smoothly by efficiently managing administrative tasks, operational activities and any other special projects to be coordinated within the team.

Your job:

• Act as a contact person in resolving operational, relational and IT issues for all branch staff


• Perform a variety of day-to-day administrative tasks (e.g., managing mail, filing, ordering supplies)


• Closely monitor budgets related to the branch’s operating activities and promote good business practices


• Ensure that the branch’s administrative procedures and policies are followed


• Keep client files up to date


• Take phone calls, welcome clients and direct them to the appropriate employee


• Organize, coordinate and manage meetings with clients and partners


• Make sure that the premises and a quality work environment are maintained

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 will report to the Regional Manager and work closely with a team of investment advisors.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

Prerequisites:

• College diploma in administrative technology or office technology and 3 years of experience in the brokerage industry (sales or operations)


• Completion of the Conduct and Practices Handbook Course and the Canadian Securities Course, an asset


• Organizational and priority management skills


• Very good knowledge of Word, Excel and Outlook


• Ability to adapt to change and work under pressure

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
* Opportunities to get involved in community initiatives
* 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 accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Banking

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