Director of First Impressions
A career as a Director of First Impressions in the Wealth Management Operations team at National Bank means acting as a key contributor to both client experience and operational excellence. This role allows you to have a positive impact on our organization by ensuring a welcoming environment, supporting day‑to‑day branch operations, and maintaining rigorous administrative and compliance standards.
You are the first point of contact for clients and visitors while also playing an essential role in supporting advisors and internal partners. Through your attention to detail, organizational skills, and sense of service, you directly contribute to the quality, professionalism, and efficiency of the client experience.
Your role
• Ensure a warm, professional, and welcoming first impression for clients, visitors, and internal partners, both in person and by phone
• Coordinate client meetings and front‑of‑house logistics, including room scheduling, hospitality arrangements, and advisor support
• Maintain reception, meeting rooms, and common areas to reflect the Bank’s brand, values, and service standards
• Provide administrative and operational support to advisors and internal teams, including documentation, correspondence, and record management
• Support daily branch operations by following established processes, contributing to compliance, and ensuring data confidentiality
• Identify opportunities to improve operational efficiency, client service processes, and internal coordination
Your team
The Wealth Management Operations team works in a proactive and collaborative manner to support advisors, ensure operational rigor, and deliver a high‑quality client experience.
Within the Operations environment, you are part of a multidisciplinary team that supports branch activities and works closely with advisors, leadership, and internal partners. The team stands out for its professionalism, attention to detail, and commitment to service excellence in a wealth management context.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Requirements
• Relevant experience in administrative support, operations, or a client‑facing role, ideally in a regulated or professional services environment
• Experience supporting multiple stakeholders while managing competing priorities in a fast‑paced setting
• Proficiency with office tools and internal systems used for documentation, communication, and record keeping
• Demonstrated ability to handle confidential information in compliance with policies and regulatory requirements
• Experience coordinating logistics, correspondence, and operational processes efficiently
Soft skills
• Strong sense of service and client focus
• Ability to collaborate effectively with diverse partners
• Organizational skills and attention to detail
• Professional judgment and discretion
• Adaptability and initiative in a dynamic environment
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Artificial Intelligence Client Relations Communication Diversity & Inclusion Receptionist Duties Teamwork Cybersecurity Empathy Initiative Learning Agility Resiliency Administrative Support Your benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:Director of First Impressions (Operations Agent) (On-Site) • Calgary, Alberta
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