Support National Bank clients and colleagues as an Operations Agent using administrative expertise, customer service, and practical Microsoft Office skills.

At National Bank Financial – Wealth Management, you will support investment advisors and report to the Regional Manager.

Your work will include welcoming clients, managing communications, coordinating meeting spaces, and completing daily administrative activities.

You will follow Bank policies, standards, and procedures while working with internal and external partners.

Key Responsibilities: Welcome branch clients and direct them to appropriate resources
Deliver customer service in person, by phone, and email
Maintain welcoming, qualified common spaces




Manage conference and meeting room schedules
Complete mail, deposits, documents, reports, and supply orders
Requirements: High school diploma with 2½ years relevant experience
Or college diploma with six months relevant experience
Practical knowledge of Excel, Word, and Outlook
Ability to adapt to change and work under pressure
Organizational and priority management skills
Bring administrative coordination, client service, and organizational skills to support National Bank Financial’s investment advisor team.

📌 National Bank Operations Agent (Canada)
🏢 Leading
📍 Canada