Your main challenges:

• Support Investment Advisors in providing superior customer service and be available to meet client requests
• Ensure effective communication between all parties (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 and 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 Associate) 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
• Bilingualism (spoken and written) French and English  

Your benefits 

At National Bank, we stand out by investing in our employees throughout their careers—as demonstrated when we were awarded silver in the "Most Innovative use of HR Technology" category at the 2020 Canadian HR Awards for our use of Axonify, a personalized learning solution that can be used every day. 

Upon hiring, you will be eligible for a wide range of benefits. In addition to competitive compensation, we offer attractive benefits for you and your family: 

• Health and wellness program, including many benefits 

• Flexible group insurance 

• Defined benefit pension plan 

• Employee Share Ownership Plan 

• Employee and family assistance program 

• Preferred banking services 

• Volunteer program 

• Telemedicine 

• Virtual sleep clinic 

These are just a few of the many benefits we offer. We've rolled out a number of additional measures to ensure your health, safety and wellbeing during the pandemic.  â€¯