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Wealth Management Assistant
1 week ago
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches.
Skill and Qualification
You will work with a wealth advisor to offer an exceptional client experience. To be successful, you will need good communication skills, organizational and priority management skills, and knowledge of the Microsoft Office suite.
Your Responsibilities
- Ensure effective communication between all parties (clients, advisors, and various collaborators)
- Provide superior customer service in person, on the phone, and by email
- Analyze client accounts to prepare for activities that support wealth advisors in their business development
- Diligently carry out transactions related to investment accounts
- Open and update client files
- Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
- Ensure adherence to compliance and risk management rules
Your Team
Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.
Prerequisites
- College diploma in a related field
- At least one year of relevant experience in a related field such as banking operations, customer service, or administration
Benefits
We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you. In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. These include: Health and wellness program, Employee Share Ownership Plan, Employee and Family Assistance Program, Preferential banking services, Opportunities to get involved in community initiatives, Virtual sleep clinic.
