- 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)
- High school diploma and 21⁄2 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
- 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
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Operations Agent - Barrie, Canada - NBC
Description
Area of Interest: OperationsA 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:
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:
Skills
Communication Diversity & Inclusion Empathy Initiative Learning Agility Resiliency TeamworkYour 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.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?
Come live your ambitions with us
