Wealth Management Assistant

3 weeks ago

Sherbrooke, Quebec, Canada NBC Full time
Job Summary

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 and driving business growth.

Key Responsibilities
  • Client Communication: Ensure effective communication between clients, advisors, and internal stakeholders to provide seamless service.
  • Customer Service: Provide superior customer service in person, on the phone, and via email to meet client needs and exceed expectations.
  • Account Analysis: Analyze client accounts to identify opportunities for wealth advisors to grow their business and deliver value-added services.
  • Transaction Processing: Process transactions related to investment accounts with accuracy and efficiency.
  • File Management: Maintain accurate and up-to-date client files to ensure compliance and regulatory requirements.
  • Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare for client meetings to ensure a smooth client experience.
  • Compliance: Ensure adherence to compliance and risk management rules to protect the bank and its clients.
About Us

National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong presence in over 100 branches. We offer a dynamic work environment, cutting-edge collaboration tools, and a commitment to employee development and well-being.

What We Offer
  • Competitive Compensation: A comprehensive compensation package that rewards your hard work and dedication.
  • Flexible Benefits: A range of flexible benefits to support your physical and mental well-being, including health and wellness programs, group insurance, and employee assistance programs.
  • Professional Development: Opportunities for growth and development, including training, mentorship, and career advancement.
  • Work-Life Balance: A hybrid work model that allows you to balance your work and personal life, with flexible scheduling and remote work options.
Requirements
  • Education: A college diploma in a related field, such as business administration or finance.
  • Experience: At least one year of relevant experience in a related field, such as banking operations, customer service, or administration.
  • Skills: Strong communication and interpersonal skills, with the ability to work effectively in a team environment.

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