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? Administrative Assistants are the right hand 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)
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 and / or University diploma in a related field
Two years' relevant experience in he banking, insurance and / or financial industry
Successful completion of the Canadian Securities Course and / or Conduct and Practices Handbook Course, an asset
Ability to adapt to change
Organizational and priority management skills
Ability to work under pressure
Be autonomous, energetic and disciplined
Excellent knowledge of the Microsoft Office Suite
Bilingualism (spoken and written) English and Cantonese
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.
See how we do it : https : / / jobs.nbc.ca / diversity