Wealth Management Assistant - Vancouver, Canada - National Bank of Canada

National Bank of Canada

Verified Company

Vancouver, Canada

2 days ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Primary Locations:

Vancouver, British Columbia**:

Attendance:

Hybrid**:

Employee Status:

Regular**:

Schedule:

Full-time**:

Come and build your career as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country.

Use your talents as an executive assistant to help us improve client service practices for Wealth Advisors at National Bank Financial.

Your role:

Provide executive support to Senior Wealth Advisor
Manage advisor's inbox and drafting communications from advisor for internal and external purposes
Handling the bills, supply orders and invoices for the team expenses
Organize various client events throughout the year
Prepare reporting and supporting documentation to help advisors in their business development activities
Manage and oversee social media and keep the website up to date
Manage IT requests and troubleshooting for team
Manage advisors' agendas, schedule appointments, and prepare for client meetings
Ensure compliance and risk management rules are respected

Your primary responsibilities will surround supporting the Senior Investment Advisor in running his administrative and operational routine and business development activities.

In this position, you will help National Bank Financial to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 Investment Advisors in over 100 branches, helping more than 400,000 clients manage their assets.

Reporting to the regional manager, you will work with an investment advisor at a single branch with a client-facing environment.

Collaboration and partnership are the keys to success in making a difference every day with our clients.

We want to contribute to your quality of life by offering you as much flexibility as possible in your work.

For example, we offer hybrid work (remote and in the office), work schedule arrangements to help you achieve work/life balance and flexible leave that you can take when it's important to you.

Required skills:

A minimum of one year of relevant experience in a related field such as banking operations, customer service, or administration
Proficient in technology (i.e. Microsoft office, in particular word and excel, understanding of Wordpress will be an asset)
Proficient in English, both spoken and written
Great communication skills
Ability to multitask
Organizational and priority management skills

Desired competencies:

Autonomous, dynamic, and meticulous
Bilingualism (French and English) is required depending on where the position is located

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.

Health and wellness program, including many options
Flexible group insurance
Generous pension plan
Employee Share Ownership Plan
Employee and Family Assistance Program
Preferential banking services
Initiatives promoting community involvement
Telemedicine service
Virtual sleep clinic

These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

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 accommodations, feel free to let us know during your first conversations with us.

Ready to live your ambitions?