This position reports to the Manager of Customer Service at Private Banking 1859, Vancouver, B.C.

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 accordance 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

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. 

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.