Shape exceptional client experiences as a Branch Administrator with National Bank Financial. This hybrid role emphasizes client service and operational support within wealth management.
You will collaborate with wealth advisors and clients to streamline processes and enhance service delivery. Your expertise in administrative support and risk management will be crucial in ensuring compliance while contributing to branch operations. This position demands exceptional communication and multitasking skills for effective client support and internal collaboration.
Key Responsibilities:
• Ensure effective communication between clients and advisors
• Coordinate meetings and manage advisors' calendars
• Maintain and update client investment files




• Conduct rigorous follow-ups on compliance requirements
• Assist with branch operational procedures and culture-building
Requirements:
• Educational background in a related field
• Minimum of 1-3 years relevant experience
• Background in investment operations preferred
• Robust MS Office proficiency
• Excellent interpersonal and detail-oriented skills
Support National Bank’s mission by delivering outstanding service and operational excellence in a dynamic environment.
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📌 Wealth Management Branch Administrator at National Bank (Kelowna)
🏢 National Bank of Canada
📍 Kelowna