Elevate client service at National Bank Financial as a Branch Administrator & Associate. In this hybrid role, you'll enhance client experiences while ensuring branch operations run smoothly. Join a agile team at National Bank Financial, where the Wealth Management division thrives on collaboration and professionalism.

You'll support wealth advisors with client meetings, manage scheduling, and ensure compliance in all transactions. This position plays a crucial part in both client service and operational efficiency. Key Responsibilities:
Provide excellent client communication in person and online
Prepare for client meetings and manage advisor calendars
Open and manage client files and investment transactions
Ensure compliance with audit and risk management guidelines
Assist with branch HR processes and administrative tasks Requirements:
College diploma or degree in a related field
1 to 3 years in banking operations or customer service
Knowledge of Microsoft Office suite
Detail-oriented with robust organizational skills
Familiarity with investment industry is a plus Support operational excellence and client-focused service in this rewarding role at National Bank Financial.

📌 Wealth Management Branch Administrator West Kelowna
🏢 CanMar Recruitment
📍 West Kelowna