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 xxx.

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
• The candidate needs to be able to identify all risks inherent to the Wealth Management sector's activities.

• 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

Your benefits

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