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 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
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.
Particular Condition:The candidate needs to be able to identify all risks inherent to the sector’s activities.