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Office Coordinator

In ON / United States

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Office Coordinator   

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JOB TITLE:
Office Coordinator
JOB TYPE:

JOB SKILLS:
JOB LOCATION:
Toronto ON / United States

JOB DESCRIPTION :
Office Coordinator – 1 Year Contract in Toronto, ON

The role of the Coordinator plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The Coordinator role is a member of our Mid-Office Service Team providing day to day service to a number of independent Portfolio Managers and Introducing Brokers. The MOST teams act as a liaison between the client and the various support areas within NBIN.

Specifically, you will:
• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within NBIN and National Bank
• Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs
• Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery
• On a daily basis review and approve administrative items such as; De-registrations, Bank Transfers, Foreign Exchanges and Internal Account Transfers
• Act as a liaison with the various operational areas within NBIN to ensure tasks are completed in a proactive and timely manner
• Coordinate regular meetings with clients and document ongoing service and operational issues with respect to the client and NBIN, investigate, follow and resolve
• Provide clients with guidance on NBIN policies, procedures and training that directly impact their business
• Provide process improvement recommendations that will enhance the overall business relationship with clients
• Represent NBIN professionally at client meetings/business functions

Qualifications
• University degree with a minimum of two years in a brokerage/service role
• Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) a definite asset
• Possess knowledge of the structure, procedures and systems utilized within NBIN and Support Areas
• Knowledge of the regulatory and legal aspects of the industry
• Familiarity with Microsoft Office
• Self-starter with the ability to work independently and also within a team environment
• Highly motivated and enthusiastic individual who demonstrates can do attitude with the ability to work in a high volume, fast paced environment
• Strong interpersonal skills
• Strong verbal and written communication skills
• A strong possibility of permanency, but not guaranteed. Based on performance, etc.
• Bilingualism is a nice to have.
• Please note that this request is for a position that will be remote for the foreseeable future.
For now, the Bank will be remote until at least September 2021.

Position Details

Jun 12, 2021
Accounting and Clerical
S16204860611451041
ON / United States
Toronto
A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
All job seekers welcome!

Office Coordinator    Apply

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Office Coordinator – 1 Year Contract in Toronto, ON

The role of the Coordinator plays a vital part in ensuring we deliver the highest quality of customer service to our clients. The Coordinator role is a member of our Mid-Office Service Team providing day to day service to a number of independent Portfolio Managers and Introducing Brokers. The MOST teams act as a liaison between the client and the various support areas within NBIN.

Specifically, you will:
• Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within NBIN and National Bank
• Ensure that a high level of customer service is maintained with our clients by keeping them informed of any new developments, products, and all available services as they relate to their business needs
• Ensure prompt and thorough resolution of all client issues and recommend improvements in policies and procedures with the ultimate goal of continually improving our service delivery
• On a daily basis review and approve administrative items such as; De-registrations, Bank Transfers, Foreign Exchanges and Internal Account Transfers
• Act as a liaison with the various operational areas within NBIN to ensure tasks are completed in a proactive and timely manner
• Coordinate regular meetings with clients and document ongoing service and operational issues with respect to the client and NBIN, investigate, follow and resolve
• Provide clients with guidance on NBIN policies, procedures and training that directly impact their business
• Provide process improvement recommendations that will enhance the overall business relationship with clients
• Represent NBIN professionally at client meetings/business functions

Qualifications
• University degree with a minimum of two years in a brokerage/service role
• Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) a definite asset
• Possess knowledge of the structure, procedures and systems utilized within NBIN and Support Areas
• Knowledge of the regulatory and legal aspects of the industry
• Familiarity with Microsoft Office
• Self-starter with the ability to work independently and also within a team environment
• Highly motivated and enthusiastic individual who demonstrates can do attitude with the ability to work in a high volume, fast paced environment
• Strong interpersonal skills
• Strong verbal and written communication skills
• A strong possibility of permanency, but not guaranteed. Based on performance, etc.
• Bilingualism is a nice to have.
• Please note that this request is for a position that will be remote for the foreseeable future.
For now, the Bank will be remote until at least September 2021.