Financial Services Coordinator

3 days ago


Brossard, Quebec, Canada National Bank Full time
Overview

National Bank Private Banking 1859 is a dynamic organization dedicated to delivering exceptional client experiences. As a Wealth Associate, you will play a vital role in supporting our Private Wealth Advisors in providing superior customer service and building long-term relationships with clients.

The ideal candidate will possess excellent communication skills, be proactive, and have a passion for working in a fast-paced environment. If you're looking for a challenging and rewarding career opportunity, we encourage you to explore this exciting role further.

Compensation

We offer a competitive salary of $60,000 - $80,000 per annum, depending on experience and qualifications. Additionally, you'll be eligible for a range of benefits that promote your well-being and that of your family, including health and wellness programs, flexible group insurance, and a generous pension plan.

Job Description

Your key responsibilities will include:

  • SUPPORTING Private Wealth Advisors in providing exceptional customer service, meeting client requests, and resolving problems effectively.
  • CARRYING OUT routine operations related to financial transactions, such as purchases and sales of securities, and transaction adjustments.
  • CARRYING OUT deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts, ensuring diligent follow-up.
  • ANALYZING, OPENING, AND UPDATING client files.
  • PRODUCING portfolio management reports.
  • CARRYING OUT administrative management of client files, managing agendas, scheduling appointments, and preparing client meetings.
  • ENSURING adherence to compliance and risk management rules.
  • GUIDING AND TRAINING new employees and acting as a reference person (mentor) to peers for complex products, procedures, and policies.
Required Skills and Qualifications

To be successful in this role, you will need:

  • A COMPLETED college or university diploma in a related field.
  • FIVE YEARS of relevant experience in the banking (


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