Investments Operations Analyst

National Bank of Canada; Toronto; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Health and wellness program

Group insurance

Employee and Family Assistance Program

Preferential banking services

Community involvement opportunities

Virtual sleep clinic

Job summary

National Bank is seeking an Operational Analyst within Investment Operations to handle client requests and drive administrative tasks with diligence and efficiency.

You will support account operations, data analysis, and adherence to processes while collaborating with wealth management partners to ensure seamless service.

This role emphasizes continuous learning, a positive work culture, and alignment with the bank's values in a dynamic financial environment.

Qualifications

• Experience in customer service and/or administrative activities, ideally in a financial environment.
• Knowledge of banking systems is an asset (OSS-T80, Filenet, GDI, Accurate).
• Sense of initiative, diligence, and autonomy.

Responsibilities

• Ensure diligent handling of client and partner requests.
• Analyse and interpret data to carry out administrative tasks accurately.
• Aim for productivity, quality, and mastery of end-to-end processes.
• Support colleagues proactively and align with team priorities and values.
• Identify improvements to performance and client/employee experience.
• Contribute to a positive team environment.

Skills

Customer service

Administrative tasks

Microsoft Office

OSS-T80 knowledge

Filenet knowledge

GDI knowledge

Accurate (banking system)

Initiative and autonomy

Education

3-year college diploma (DEC) or equivalent

Tools

Microsoft Office

OSS-T80

Filenet

GDI

Accurate

Job description

This job posting includes permanent and temporary positions within the Investment Operations teams.

A career as an operational analyst in the great team of Investment Operations at National Bank means acting as an expert in handling our clients' requests. It is through your mastery of our processes and tools, your curiosity, your diligence, and your efficiency in processing these daily operational activities that you have a positive impact on the client, the Bank, and your team!

Your job :

• Ensure diligent handling of various requests from our clients and partners
• Analyse and interpret data to accurately carry out administrative requests
• Achieve productivity and quality objectives and master end-to-end processes
• Carry out the activities assigned to you and proactively support your colleagues
• Ensure alignment with organizational and team priorities, both in terms of work organization and our behavioral values
• Identify ways to improve performance and the experience of our clients and employees
• Contribute to making the team's environment even more positive

Our large team is composed of teams in charge of the following activities in collaboration with our wealth management partners/business lines:

• Account openings and document management
• Account and asset transfers
• Account and securities administration
• Operational support to our partners
• Operation Distribution Investissement
• Mutual Funds Dealer Operations

Your team :

Within the sector, you will be part of a team of 20 to 40 colleagues, and the manager will depend on the assigned team. Our team stands out for a culture that commits to a balance between performance, daily enjoyment, and development opportunities.

We favor a variety of continuous learning forms to enrich your development, including learning by doing, training content made available to you, and collaboration with colleagues of diverse expertise and profiles.

Our dynamic work environments and modern collaboration tools promote a pleasant employee experience. We give great importance to employee ideas. Whether through our surveys or through our programs, continuous dialogue and feedback are encouraged.

Prerequisites:

• 3-year college diploma (DEC) or equivalent
• Experience in customer service and/or administrative activities (ideally in a financial environment)
• Ease of use with Microsoft softwares
• Knowledge of banking systems, such as OSS-T80, Filenet, GDI, Accurate (an asset)
• Sense of initiative, diligence, autonomy

Languages:

In addition to competitive compensation, 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
• Group insurance
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• 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 actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is 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?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?