Senior Operation Agent

National Bank; Ottawa; On-site; CAD 40,000 - 55,000; Full time

Job summary

A prominent financial institution in Ottawa seeks an Operations Agent to provide excellent customer service and support administrative tasks. The ideal candidate is bilingual, has a college diploma, and excels in organizational skills. This role offers a hybrid work model and comprehensive benefits to support work-life balance.

Benefits

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Telemedicine service

Virtual sleep clinic

Qualifications

• 1 year of relevant experience in a related role.
• Experience in financial services is an asset.
• Willingness to complete the Canadian Securities Course.

Responsibilities

• Welcome clients and direct them to appropriate resources.
• Providing customer service in person, over the phone, and via email.
• Carrying out administrative tasks including daily deposits and document filing.

Skills

Bilingualism (English and French)

Organizational skills

Attention to detail

Customer service

Education

College diploma in Administration or related field

Tools

Microsoft Office (Excel, Word, Outlook)

Job description

Overview

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.
• Help the assistant or branch assistant, as needed.
• Make daily bank deposits and submit accounts payable.
• Carry out daily administrative activities (mail, distribute and file documents, order supplies, manage conference room reservations, etc.).

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

• Extensive knowledge of English and French language, both spoken and written
• College diploma in Administration or a related field and 1 year of relevant experience
• Experience working in financial services, an asset
• Have completed, or will work toward completing, the Canadian Securities Course after being hired, an asset
• Good knowledge of Microsoft Office (Excel, Word, and Outlook)
• Excellent organizational and priority management skills
• Self-starter with initiative and attention to detail

Your benefits

• 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!

Come live your ambitions with us!