Operations Agent
- Laval, QC, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original 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:
- 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
Required skills: Artificial Intelligence, Cybersecurity, Diversity & Inclusion, Empathy, Initiative, Learning Agility, Resiliency, Teamwork
Your 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 such as:
* 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
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic
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 value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.
Making a bold move in a people-first environment
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 people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.
We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?
Join us!
More about this job
Responsibilities
Welcome clients and direct them to appropriate staff while providing high-quality service in person, by phone, and by email. Maintain welcoming shared spaces, manage conference room schedules, coordinate events, and complete daily administrative tasks such as handling mail, filing documents, and ordering supplies.
Requirements
Applicants need a high school diploma and 2.5 years of relevant experience, or a college diploma and six months of relevant experience; a college diploma in administration is an asset. Practical knowledge of Excel, Word, and Outlook is required, along with adaptability, the ability to work under pressure, and strong organizational and priority-management skills; financial services experience is an asset.
Skills
- Customer Service
- Administrative Support
- Organization
- Priority Management
- Adaptability
- Working Under Pressure
- Empathy
- Initiative
- Learning Agility
- Resilience
- Teamwork
- Communication
- Event Coordination
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
Benefits
- Health and Wellness Program
- Flexible Group Insurance
- Pension Plan
- Employee Share Ownership Plan
- Employee and Family Assistance Program
- Preferential Banking Services
- Community Initiatives
- Telemedicine Service
- Virtual Sleep Clinic
- Flexible Leave
- Hybrid Work Model
- Work Schedule Arrangements
Visa sponsorship
Not detected in the job text
Categories
- Administrative
- Customer Service & Support
- Finance & Accounting
Keywords
- Banking
- Wealth Management
- Financial Services
- Investment Advisors
- Mutual Funds
- Customer Service
- Administrative Support
- Client Reception
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Conference Room Scheduling
- Event Coordination
- Mail Handling
- Document Filing
- Supply Ordering
- Teamwork
- Empathy
- Initiative
- Learning Agility
- Resilience
- Diversity and Inclusion
- Artificial Intelligence
- Cybersecurity