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Wealth Management Assistant

2 months ago

Halifax, Nova Scotia, Canada NBC Full time
About the Role

We are seeking a highly organized and detail-oriented individual to join our Wealth Management team as an Assistant. In this role, you will provide exceptional customer service and support to our investment advisors and clients.

Key Responsibilities
  • Client Communication: Ensure effective communication between clients, advisors, and internal stakeholders.
  • Customer Service: Provide superior customer service in person, on the phone, and via email.
  • Account Analysis: Analyze client accounts to prepare for activities that support investment advisors in their business development.
  • Transaction Processing: Diligently carry out transactions related to investment accounts.
  • File Management: Open and update client files.
  • Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare client meetings.
  • Compliance: Ensure adherence to compliance and risk management rules.
About Our Team

National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a network of close to 1,000 investment advisors serving over 400,000 clients across 100 branches.

What We Offer
  • Flexible Work Arrangements: We offer work schedule arrangements to help you achieve work/life balance.
  • Competitive Compensation: You will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
  • Professional Development: We actively listen to employees' ideas and encourage regular feedback and ongoing communication.
Requirements
  • Education: College diploma in a related field.
  • Experience: At least one year of relevant experience in a related field such as banking operations, customer service, or administration.
  • Skills: Good knowledge of the Microsoft Office suite and organizational and priority management skills.