Elevate client service and branch operations as a Wealth Management Branch Administrator at National Bank Financial. This hybrid role emphasizes collaboration with advisors and operational excellence.

As a key part of the Wealth Management team, you will drive superior client interactions while ensuring seamless day-to-day operations. This position requires exceptional organizational, communication, and compliance skills. Your contributions will directly enhance the advisor teams and foster a supportive environment for clients and colleagues alike.

Key Responsibilities:
• Provide exceptional service to clients through various communication channels
• Assist wealth advisors by coordinating meetings and analyzing client accounts
• Open and maintain client files, ensuring accuracy in transactions




• Adhere to compliance standards and perform follow-ups as necessary
• Support branch operations and act as a first point of escalation

Requirements:
• College diploma or bachelor’s degree in a related field
• 1-3 years in banking operations or customer service
• Familiarity with the investment industry preferred
• Proficient in Microsoft Office Suite
• Robust verbal and written communication skills

Contribute to a thriving environment that prioritizes client satisfaction and operational effectiveness at National Bank Financial.
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📌 Wealth Management Branch Administrator (British Columbia)
🏢 Banque Nationale du Canada
📍 British Columbia