Investment Assistant - Private Banking 1859
Banque Nationale
Gatineau, Outaouais, QC Canada
4d ago

Private Banking 1859 - National Bank's private banking division - offers wealth management solutions and advice to a discerning high-

net-worth clientele. Our multidisciplinary team works in close collaboration with the advisors who operate within its parent bank's branch network and in its full-

service broderage subsidiary.

Private Banking 1859 is moving ahead with its expansion plans in Western Canada, opening new offices in many locations. To develop this high-

growth market and stand out from the competition, this division is building a team of truly passionate professionals who are committed to going the extra mile to offer unparalleled servcie to their distinctive clientele.

Our business model is designed as a complete, integrated offering, and at its heart is the relationship between you and your client.

This position reports to the Associate Vice-President - Private Banking 1859 and is based in Gatineau.

Your main challenges

  • Assist Private Advisors with the administrative tasks related to managing wealthy clients' accounts
  • Provide high quality customer service
  • Open and update client files in accodance with the time frames required by law
  • Prepare for client meetings
  • Be the administrative link between the different operational departments
  • Perform administrative tasks such as sending cheques to clients, making withdrawals, and following up on incoming and outgoing transfers
  • Prepare tables, memos, letters and other types of documents
  • Help prepare portfolio analyses and / or financial planning
  • Act as a contact person for clients regarding the firm's products, procedures and policies
  • Participate actively in administrative activities related to the team's business development
  • Keep up-to-date on financial markets
  • Qualifications

  • College diploma and two years' relevant experience
  • Office administration studies, an asset
  • Customer service experience
  • Completed Canadian Securities Course and Conduct and Practices Handbook Course
  • Knowledge of Word and Excel
  • Knowledge of Creosus, an asset
  • Ability to learn how to use IT systems quickly
  • Good team skills
  • Good organizational skills
  • Ability to work under pressure
  • Autonomy, initiative and discipline
  • Bilingualism (spoken / written) French and English
  • 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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