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
- Strong verbal and written communication skills

Contribute to a thriving setting that prioritizes client satisfaction and operational effectiveness at National Bank Financial.

📌 Wealth Management Branch Administrator (Kelowna)
🏢 Banque Nationale du Canada
📍 Kelowna