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Investment Support Specialist
2 months ago
We are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in providing exceptional customer service and support to our investment advisors.
Key Responsibilities- Client Support: Provide superior customer service to clients, responding to their requests and inquiries in a timely and professional manner.
- Financial Transactions: Carry out routine operations related to financial transactions, including purchases and sales of securities, transaction adjustments, and deposit, withdrawal, transfer, and currency conversion instructions.
- Client File Management: Analyze, open, and update client files, produce portfolio management reports, and ensure diligent follow-up on client requests.
- Administrative Support: Carry out the administrative management of client files, including managing agendas, scheduling appointments, and preparing client meetings.
- Compliance and Risk Management: Ensure adherence to compliance and risk management rules, maintaining the highest standards of integrity and professionalism.
Our Wealth Management team is a dynamic and collaborative group of professionals who are passionate about delivering exceptional service to our clients. As a member of our team, you will have the opportunity to work closely with our investment advisors, supporting them in their efforts to provide outstanding service to our clients.
What We Offer- Competitive Compensation: We offer a competitive salary and benefits package, including a generous pension plan, employee share ownership plan, and employee and family assistance program.
- Flexible Work Arrangements: We offer a hybrid work model, allowing you to work from home or in the office, depending on your needs and preferences.
- Professional Development: We are committed to helping you grow and develop your skills and knowledge, providing opportunities for training and professional development.
