Wealth Management Assistant
1 month ago
We are seeking a highly motivated and detail-oriented Wealth Management Assistant to join our team at National Bank Financial – Wealth Management. As a key member of our team, you will play a vital role in supporting our wealth advisors in delivering exceptional client service.
Your primary responsibilities will include:
- Providing exceptional customer service to clients, both in person and over the phone
- Assisting wealth advisors in preparing for client meetings and activities
- Analyzing client accounts to identify opportunities for growth and development
- Coordinating client files and ensuring accurate and timely updates
- Collaborating with colleagues to achieve team goals and objectives
We offer a dynamic work environment, competitive compensation, and a comprehensive benefits package. If you are a motivated and organized individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
Requirements
- College diploma in a related field
- At least one year of relevant experience in a related field
- Excellent communication and interpersonal skills
- Strong organizational and time management skills
What We Offer
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- A dynamic and supportive work environment
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Financial Services Assistant
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Sherbrooke, Quebec, Canada Royal Bank of Canada> Full timeOverviewRoyal Bank of Canada is a leading financial institution seeking an experienced Financial Services Assistant to join its dynamic wealth management team.
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