Operation Agent

National Bank of Canada; Victoria; On-site; CAD 42,000 - 54,000; 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 of Canada is seeking an Operations Agent to support a team, greet clients, and handle in-branch administration with accuracy and courtesy.

You will assist with day-to-day operations, coordinate events, and maintain professional spaces while providing excellent service in person, on the phone, and by email. English language required; banc assets and life balance are emphasized.

Qualifications

• High school diploma and 2½ years of relevant experience or a college diploma and 6 months of relevant experience.
• College diploma in administration, is an asset
• Experience working in financial services, is an asset
• Practical knowledge of Excel, Word, and Outlook
• Ability to adapt to change and work under pressure
• Organizational and priority management skills

Responsibilities

• Warmly welcome clients to the branch and direct them to the right resource person
• Provide top-quality customer service in person, on the phone, and via email
• Ensure that all common spaces for the team and for greeting clients feel welcoming and appear professional
• Organize and manage conference/meeting room schedules for clients and regional management
• Help coordinate events and conferences with internal/external partners
• Carry out various daily administrative activities (e.g., mail, deposits, document management, reports, IT requests, supply orders)

Education

High school diploma or college diploma

College diploma in administration is an asset

Experience in financial services is an asset

Excel

Word

Outlook

Artificial Intelligence

Cybersecurity

Diversity & Inclusion

Empathy

Initiative

Learning Agility

Resiliency

Teamwork

Job description

With a career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.

• Warmly welcome clients to the branch and direct them to the right resource person
• Provide top-quality customer service in person, on the phone, and via email
• Ensure that all common spaces for the team and for greeting clients feel welcoming and appear professional
• Organize and manage conference/meeting room schedules for clients and regional management
• Help coordinate events and conferences with internal/external partners
• Carry out various daily administrative activities (e.g., mail, deposits, document management, reports, IT requests, supply orders)

Your team:

National Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm 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. For example, we offer work schedule arrangements to help you achieve work/life balance, flexible leave that you can take when it's important to you, access to benefits to support your health and wellness goals.

Prerequisites:

• High school diploma and 2½ years of relevant experience or a college diploma and 6 months of relevant experience
• College diploma in administration, is an asset
• Experience working in financial services, is an asset
• Practical knowledge required of Excel, Word, and Outlook
• Ability to adapt to change and work under pressure
• Organizational and priority management skills

With a career as an Operations Agent at National Bank, you will capitalize on your ability to work in synergy with clients and your colleagues. In this role, you will support members of your team by carrying out administrative tasks in accordance with Bank policies, standards, and procedures.

Your job:

• Warmly welcome clients to the branch and direct them to the right resource person
• Provide top-quality customer service in person, on the phone, and via email
• Ensure that all common spaces for the team and for greeting clients feel welcoming and appear professional
• Organize and manage conference/meeting room schedules for clients and regional management
• Help coordinate events and conferences with internal/external partners
• Carry out various daily administrative activities (e.g., mail, deposits, document management, reports, IT requests, supply orders)

Your team:

National Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm 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. For example, we offer work schedule arrangements to help you achieve work/life balance, flexible leave that you can take when it's important to you, access to benefits to support your health and wellness goals.

Prerequisites:

• High school diploma and 2½ years of relevant experience or a college diploma and 6 months of relevant experience
• College diploma in administration, is an asset
• Experience working in financial services, is an asset
• Practical knowledge required of Excel, Word, and Outlook
• Ability to adapt to change and work under pressure
• Organizational and priority management skills

Languages: English

Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, 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!

Join us!