Current jobs related to Administrative Coordinator in Wealth Management - Brossard, Quebec - Banque Nationale
-
Wealth Management Associate
3 weeks ago
Brossard, Quebec, Canada NBC Full timeJob SummaryWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs are...
-
Wealth Management Associate
2 weeks ago
Brossard, Quebec, Canada National Bank Full timeJob Summary:As a Wealth Management Associate at National Bank, you will play a key role in supporting wealth advisors in their business development. Your primary responsibility will be to provide exceptional customer service to clients, ensuring effective communication between all parties involved. You will also be responsible for analyzing client accounts,...
-
Associate (On-Site) - Wealth Management
3 weeks ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs...
-
Associate (On-Site) - Wealth Management
3 weeks ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs...
-
Associate (On-Site) - Wealth Management
1 month ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs...
-
Associate (On-Site) - Wealth Management
1 month ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs...
-
Associate (On-Site) - Wealth Management
3 weeks ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs...
-
Associate (On-Site) - Wealth Management
3 weeks ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly motivated and organized Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.Key ResponsibilitiesProvide exceptional customer service to clients, ensuring their needs...
-
Associate (On-Site) - Wealth Management Professional
2 months ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in delivering exceptional client service and supporting our wealth advisors in their business development.Key ResponsibilitiesProvide exceptional client service in person, on the...
-
Associate (On-Site) - Wealth Management Professional
2 months ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in delivering exceptional client service and supporting our wealth advisors in their business development.Key ResponsibilitiesProvide exceptional client service in person, on the...
-
Wealth Management Associate
2 months ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in delivering exceptional client service and supporting our wealth advisors in their business development.Key ResponsibilitiesProvide superior customer service to clients,...
-
Wealth Management Associate
2 months ago
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in delivering exceptional client service and supporting our wealth advisors in their business development.Key ResponsibilitiesProvide superior customer service to clients,...
-
Associate in Wealth Management
2 months ago
Brossard, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate in Wealth Management to join our team at Banque Nationale. As a key member of our Private Wealth Management group, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesAssist in the administration of client accounts,...
-
Associate in Wealth Management
2 months ago
Brossard, Quebec, Canada Banque Nationale Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate in Wealth Management to join our team at Banque Nationale. As a key member of our Private Wealth Management group, you will be responsible for providing exceptional client service and support to our high net worth clients.Key ResponsibilitiesAssist in the administration of client accounts,...
-
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in providing exceptional client service and supporting our wealth advisors in their business development.Key ResponsibilitiesEnsure effective communication between clients,...
-
Brossard, Quebec, Canada National Bank Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As a key member of our team, you will play a critical role in providing exceptional client service and supporting our wealth advisors in their business development.Key ResponsibilitiesEnsure effective communication between clients,...
-
Wealth Management Associate
4 weeks ago
Brossard, Quebec, Canada Banque Nationale Full timeAbout the Role As a Wealth Management Associate, you will play a vital role in supporting our private advisors and delivering exceptional client service within our dynamic wealth management team. Your Responsibilities: Provide comprehensive administrative support to private advisors, ensuring seamless account management for clients.Cultivate strong...
-
Wealth Management Associate
2 months ago
Brossard, Quebec, Canada Banque Nationale Full timeAbout the Role As a Wealth Management Associate, you will play a vital role in supporting our private advisors and delivering exceptional client service within our dynamic wealth management team. Your Responsibilities: Provide comprehensive administrative support to private advisors, ensuring seamless account management for clients.Cultivate strong...
-
Client Service Representative
1 week ago
Brossard, Quebec, Canada National Bank Full timeAbout National BankNational Bank Financial - Wealth Management is a leading mutual funds brokerage firm in Canada, boasting over 1,000 investment advisors who manage the assets of more than 400,000 clients across 100 branches.Job DescriptionAs a Client Service Representative in our Wealth Management team, you will have the opportunity to work in synergy with...
-
Wealth Management Associate
2 months ago
Brossard, Quebec, Canada NBC Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a Wealth Management Associate, you will play a critical role in supporting our investment advisors in providing exceptional customer service to our clients.Key ResponsibilitiesClient Support: Provide superior customer service to...
Administrative Coordinator in Wealth Management
3 months ago
Position Overview:
As an Administrative Coordinator within the Wealth Management division at Banque Nationale, you will play a crucial role in enhancing client interactions and supporting our financial advisors.
Key Responsibilities:
- Facilitate seamless communication among clients, financial advisors, and internal teams.
- Deliver exceptional customer service through various channels, ensuring client satisfaction.
- Evaluate client accounts to assist in wealth management initiatives.
- Execute account transactions with precision and accuracy.
- Maintain and organize client files, ensuring they are current and comprehensive.
- Coordinate schedules for financial advisors and prepare for client consultations.
- Adhere to compliance standards and manage associated risks effectively.
Your Team:
Become part of a dynamic group of over 1,000 investment professionals at Banque Nationale - Wealth Management. Collaborate closely with a wealth management advisor to provide outstanding client experiences. Enjoy flexible work arrangements that promote a healthy work-life balance.
Qualifications:
- Possession of a college diploma relevant to the securities industry.
- A minimum of one year of experience in banking operations, customer service, or an administrative capacity.
- Interest in pursuing a Securities Course.
- Proficiency in Microsoft Office Suite is essential.
- Strong organizational abilities and effective prioritization skills.
Benefits:
In addition to competitive pay, we offer a comprehensive suite of flexible benefits designed for your and your family's well-being. Access health and wellness programs, flexible group insurance, a robust retirement plan, stock purchase options, employee assistance services, and more. Our modern work environments and collaborative tools enhance your experience as an employee.
Company Culture:
At Banque Nationale, we pride ourselves on being a people-centric organization, characterized by our boldness and entrepreneurial spirit. Our core values of collaboration, agility, and empowerment guide our operations. We are committed to fostering an inclusive workplace, ensuring accessibility for all employees. We welcome candidates from diverse backgrounds and encourage you to share your unique contributions to our team.
