Senior Financial Services Coordinator
5 days ago
We are seeking a talented Senior Financial Services Coordinator to join our team at National Bank. As a key member of our Wealth Management department, you will play a vital role in providing exceptional customer service and support to our wealth advisors.
About the Role
This is an exciting opportunity for a skilled professional to work in a dynamic environment where collaboration and partnership are essential to success. In this role, you will be responsible for supporting investment advisors in providing superior customer service, meeting client requests, and carrying out routine financial transactions.
Your Key Responsibilities
* Support investment advisors in providing exceptional customer service and meet client requests
* Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, transaction adjustments)
* Ensure diligent follow-up on deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts
* Analyze, open, and update client files
* Produce portfolio management reports
* Manage administrative tasks, including agendas, scheduling appointments, and preparing client meetings
* Ensure adherence to compliance and risk management rules
Your Team
National Bank Financial - Wealth Management is a leading investment brokerage firm in Canada, with close to 1,000 investment advisors managing assets for over 400,000 clients across 100 branches. As a Senior Financial Services Coordinator, you will work closely with a wealth advisor to deliver an exceptional client experience.
About Us
We value flexibility and offer a hybrid work model, allowing you to balance your work and personal life. Our commitment to employee well-being includes flexible leave arrangements, health and wellness programs, and access to cutting-edge collaboration tools. We also foster a positive employee experience through regular feedback, communication, and opportunities for growth and development.
Prerequisites
To succeed in this role, you will require:
* A college or university diploma in a related field
* Two years of relevant experience in banking, insurance, or the financial industry
* Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
* Excellent knowledge of Microsoft Office suite
* Exceptional customer service skills
Your Compensation Package
We offer a competitive compensation package, including a salary range of $65,000 - $85,000 per year, based on experience. Additionally, you will have access to a wide range of benefits, including health and wellness programs, flexible group insurance, a generous pension plan, and opportunities to participate in community initiatives.
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