Operations Agent
Description
As an Operations Agent within the Wealth Management division, you will provide essential administrative and front-line support to ensure smooth branch operations. Your role involves acting as a key point of contact for clients, coordinating internal logistics, and maintaining rigorous adherence to banking standards and procedures to support a team of investment advisors.
What We're Looking For
Warmly welcome and direct clients within the branch environment,Provide professional customer service via telephone and email,Manage and organize conference room schedules,Coordinate events and conferences with various partners,Handle daily administrative tasks including mail distribution, filing, and ordering supplies,Execute cheque printing and distribution,Ensure strict compliance with risk management and bank policies
Ideal Candidate
Experience in financial services is considered an asset,College diploma in administration is preferred,Ability to work under pressure and adapt to change,Strong organizational and priority management capabilities
Minimum Education
High School Diploma (with experience) or College Diploma
Hard Skills
Soft Skills
Work Hours
Full-time
Benefits
Special Commitments
Adherence to compliance and risk management rules
About the Company
National Bank of Canada
National Bank of Canada is one of the six systemically important banks in Canada, providing a comprehensive range of financial services to individuals, businesses, and institutional clients. Headquartered in Montreal, it is the leading financial institution in Quebec and holds strong positions across the country and internationally. The bank is committed to a people-first approach, fostering an entrepreneurial culture and sustainable growth for its communities.
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