Wealth Management Assistant
2 days ago
We are seeking a highly organized and detail-oriented individual to join our Wealth Management team as an Assistant. In this role, you will provide exceptional customer service and support to our investment advisors and clients.
Key Responsibilities- Client Communication: Ensure effective communication between clients, advisors, and internal stakeholders.
- Customer Service: Provide superior customer service in person, on the phone, and via email.
- Account Analysis: Analyze client accounts to prepare for activities that support investment advisors in their business development.
- Transaction Processing: Diligently carry out transactions related to investment accounts.
- File Management: Open and update client files.
- Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare client meetings.
- Compliance: Ensure adherence to compliance and risk management rules.
National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a network of close to 1,000 investment advisors serving over 400,000 clients across 100 branches.
What We Offer- Flexible Work Arrangements: We offer work schedule arrangements to help you achieve work/life balance.
- Competitive Compensation: You will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.
- Professional Development: We actively listen to employees' ideas and encourage regular feedback and ongoing communication.
- 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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