Support National Bank clients and colleagues as an Operations Agent using administrative expertise, customer service, and practical Microsoft Office skills.
At National Bank Financial – Wealth Management, you will support investment advisors and report to the Regional Manager. Your work will include welcoming clients, managing communications, coordinating meeting spaces, and completing daily administrative activities. You will follow Bank policies, standards, and procedures while working with internal and external partners.
Key Responsibilities:
- Welcome branch clients and direct them to appropriate resources
- Deliver customer service in person, by phone, and email
- Maintain welcoming, professional common spaces
- Manage conference and meeting room schedules
- Complete mail, deposits, documents, reports, and supply orders
Requirements:
- High school diploma with 21⁄2 years relevant experience
- Or college diploma with six months relevant experience
- Practical knowledge of Excel, Word, and Outlook
- Ability to adapt to change and work under pressure
- Organizational and priority management skills
Bring administrative coordination, client service, and organizational skills to support National Bank Financial's investment advisor team.
National Bank Operations Agent in Victoria employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
