Hybrid Wealth Management Associate Role
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Key Responsibilities
• Assist in administrative tasks related to client accounts
• Schedule and prepare for client meetings
• Keep client files updated and organized
• Facilitate communication between operational departments
• Assist with portfolio analyses and financial planning tasks
Requirements:
• Completed college diploma and two years of experience
• Background in office administration preferred
• Knowledge of financial software including Word and Excel
• Ability to manage stress and pressure in busy environments
• CIRE certification required within 6 months Leverage your skills in client service and financial management at National Bank to elevate client experiences.
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