Administrative Assistant
Banque Nationale
Richmond Hill, Northern GTA, ON Canada
14d ago

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
  • Qualifications

  • 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

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