Attendance On-Site

Job Number: 20123

Category: Support

Status: Temporary 20 months

Type of Contract: Temporary

Number of months: 20 months

Schedule: Full-Time

Full Time / Part Time? Full-Time

Posting date: 12-Mar-2024

Location: Winnipeg, Manitoba

City: Winnipeg

Province/State: Manitoba

Area of Interest: Wealth management

A career as a Wealth Management Assistant at National Bank

A career as a Wealth Management Assistant at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

Your job:

• Ensure effective communication between all parties (clients, advisors, and various collaborators)
• Provide superior customer service in person, on the phone, and by email
• Analyze client accounts to prepare for activities that support investment advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors' agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules

Your team:

National Bank Financial – Wealth Management is the fifth largest mutual funds brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with an investment advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.

Prerequisites:

• College diploma in a related field
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration
• Good knowledge of the Microsoft Office suite
• Organizational and priority management skills

Your benefits:

In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments.

We offer a barrier-free workplace that is accessible to all employees. We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates!

What can you bring to our team?

Come live your ambitions with us!