Operations Agent

NBC; Barrie; Hybrid; CAD 45,000 - 55,000; Full time

Job summary

Join a leading bank as an Operations Agent, where you will enhance client experiences and support your team with administrative tasks. This role offers a hybrid work model, emphasizing work-life balance and flexibility. You will engage with clients, resolve issues, and maintain a welcoming environment, all while being part of a supportive team in wealth management.

Benefits

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

Qualifications

• 2½ years of relevant experience or a college diploma with 6 months of experience.
• Experience in financial services is an asset.

Responsibilities

• Act as a contact person for operational and IT issues.
• Provide top-quality customer service in person, on the phone, and via email.
• Organize and manage conference room schedules.

Skills

Communication

Diversity & Inclusion

Empathy

Initiative

Learning Agility

Resiliency

Teamwork

Education

High school diploma

College diploma in administration

Tools

Excel

Word

Outlook

Job description

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 :

• Act as a contact person in resolving operational and IT issues for all branch staff
• 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 room schedules for clients
• Help coordinate events and conferences with internal / external partners
• Carry out various daily administrative activities (e.g., mail, distribute and file documents, order supplies)

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 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 :

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

Skills

Communication Diversity & Inclusion Empathy Initiative Learning Agility Resiliency Teamwork

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
• Employee Share Ownership Plan
• Employee and Family Assistance Program
• Preferential banking services
• Opportunities to get involved in community initiatives
• 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?