Wealth Management Operations Agent

Become a key contributor to client satisfaction as the Wealth Management Operations Agent at National Bank. This full-time role focuses on delivering a professional first impression while managing essential operational tasks.
In the role of Director of First Impressions, you will be responsible for ensuring a high-quality client experience by supporting day-to-day branch operations. Your role will involve coordinating client meetings, handling documentation, and supporting advisors to maintain rigorous compliance standards. Attention to detail and effective communication will be crucial as you enhance the branch's operational rigor.
Key Responsibilities:
• Ensure a warm welcome for clients and visitors
• Coordinate front-of-house logistics for meetings
• Maintain high standards in reception and communal areas
• Provide key administrative support to advisors
• Follow established processes for compliance and confidentiality
Requirements:
• Experience in a regul...