Handle client requests as an Investment Operations Analyst at National Bank, applying data analysis, diligence, and administrative expertise daily. Permanent and temporary positions are available.
You will support Investment Operations teams serving wealth management partners and business lines. The work involves customer service, administrative activities, Microsoft software, and end-to-end operational processes. Your accuracy supports account administration and client experience.
Key Responsibilities:

Handle requests from clients and partners diligently
Analyze data for accurate administrative processing
Master end-to-end processes and quality objectives
Support colleagues and assigned operational activities
Identify performance and experience improvements
Requirements:

Three-year college diploma or equivalent
Customer service or administrative experience
Financial environment experience ideally preferred
Comfort using Microsoft software
Initiative, diligence, and autonomy
Apply your operational analysis, client service, and process expertise across National Bank’s Investment Operations teams.

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