National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in over 100 branches, helping more than 400,000 personal clients manage their assets.
Do you enjoy providing excellent customer service and working independently?
Assistants are the righthand men and women to our Investment Advisors and assist them in their day-to-day tasks. Join our dynamic and friendly team and play a key role in the success of National Bank Financial.
Reporting to the Regional Manager, you will work in an environment that promotes respect and leadership.
Your main challenges:
Support Investment Advisors in providing superior customer service and be available to meet client requests
Ensure effective communication between all paries (clients, advisors, internal and external agents)
The candidate needs to be able to identify all risks inherent to the Wealth Management sector's activities
Specifically, you will:
Provide superior customer service in person, on the phone and by email
Analyze client accounts and participate in activities to support Investment Advisors in their business development by creating prospecting lists
Carry out deposit, withdrawal, transfer and currency conversion instructions for all investment accounts
Open and update client files
Closely monitor day-to-day transactions
Generate portfolio management reports using the Croesus system
Manage advisors' agendas, schedule appointments nd prepare for client meetings
Provide clients with tax slip information
Help clients use digital banking services
Implement efficient procedures for the administration of client files
Carry out all other related tasks
Completed College diploma in a related field
One year of relevant experience (Operations or Non-Licensed Assistant) or 1 to 3 years of experience as an Administrative Assistant in Customer Service
Good knowledge of the Office Suite
Excellent ability to offer exceptional customer service
Organizational and priority management skills
Ability to work in a team
Ability to work under pressure
Autonomy, initiative and thoroughness
We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity.
Particular Condition:The candidate needs to be able to identify all risks inherent to the sector’s activities.