Wealth Management Assistant

4 weeks ago


Halifax, Nova Scotia, 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 investment advisors in delivering exceptional client service.

Key Responsibilities
  • Client Communication: Ensure effective communication between clients, advisors, and various collaborators to provide seamless service.
  • Customer Service: Provide superior customer service in person, on the phone, and via email to meet client needs.
  • Account Analysis: Analyze client accounts to prepare for activities that support investment advisors in their business development.
  • Transaction Execution: Diligently carry out transactions related to investment accounts.
  • File Management: Open and update client files to maintain accurate records.
  • Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare clients for meetings.
  • Compliance: Ensure adherence to compliance and risk management rules.
About Us

National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients across 100 branches. We offer a dynamic work environment and cutting-edge collaboration tools to foster a positive employee experience.

What We Offer
  • Competitive Compensation: We offer competitive compensation packages to attract and retain top talent.
  • Flexible Benefits: Our flexible benefits program includes health and wellness options, group insurance, a generous pension plan, and more.
  • Professional Development: We invest in our employees' growth and development through training and mentorship opportunities.
Requirements
  • Education: College diploma in a related field.
  • Experience: At least one year of relevant experience in a related field, such as banking operations, customer service, or administration.
  • Skills: Good knowledge of the Microsoft Office suite and organizational and priority management skills.


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