Job Description
Join National Bank as a Wealth Management Associate in the Private Banking 1859 department. This hybrid role offers a mix of remote and in-office work while catering to discerning high-net-worth clients.
In this position, you’ll collaborate with financial advisors and manage critical administrative tasks to enhance client experience. Your responsibilities include preparing for client meetings and serving as a knowledgeable contact for inquiries regarding our financial products. Furthermore, you'll help in portfolio analysis and keep up-to-date with market trends while ensuring compliance with necessary regulations.
Key Responsibilities:
• Provide administrative support to financial advisors
• Prepare thorough documentation for client meetings
• Keep client files organized and updated
• Facilitate communication between operational teams
• Assist with business development and financial transactions
Requirements:
• Completed college diploma and two years of expe...
In this position, you’ll collaborate with financial advisors and manage critical administrative tasks to enhance client experience. Your responsibilities include preparing for client meetings and serving as a knowledgeable contact for inquiries regarding our financial products. Furthermore, you'll help in portfolio analysis and keep up-to-date with market trends while ensuring compliance with necessary regulations.
Key Responsibilities:
• Provide administrative support to financial advisors
• Prepare thorough documentation for client meetings
• Keep client files organized and updated
• Facilitate communication between operational teams
• Assist with business development and financial transactions
Requirements:
• Completed college diploma and two years of expe...