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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

POSTED:

Aug 06, 2021

EMPLOYMENT:

INDUSTRY:

Accounting and Clerical

SNAPRECRUIT ID:

S16204860611451041

LOCATION:

ON / United States

CITY:

Toronto

Job Origin:

Jobsrus_organic_feed

A job sourcing event
In Dallas Fort Worth
Aug 19, 2017 9am-6pm
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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.


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