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 workplace 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 environment that prioritizes client satisfaction and operational effectiveness at National Bank Financial. #J-18808-Ljbffr

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