Website National Bank
Job Description:
Support Investment Advisors in providing superior customer service and be available to answer client requests in person, on the phone and by email.
Job Responsibilities:
- Carry out all other related tasks.
- Manage the advisors’ agenda, book appointments and prepare for client meetings.
- Carry out instructions such as deposits, withdrawals, transfers and currency conversions for all investment accounts and ensure a rigorous follow-up.
- Analyze, open and update client files.
- Provide clients with information on tax slips and other documents.
- Implement efficient procedures for the administration of client files.
- Participate in activities to support Investment Advisors in their business development.
- Execute unsolicited transactions, buying and selling of securities and transaction adjustments, if applicable.
- Assist clients in the use of our digital banking services.
- Generate portfolio management reports.
Job Requirements:
- Ability to work under pressure
- Successful completion of the Canadian Securities Course and/or Conduct and Practices Handbook Course
- Be autonomous, energetic and disciplined
- Two years’ relevant experience in the banking, insurance and/or financial industry
- Bilingualism (French & English) might be required only in certain regions
- Organizational and priority management skills
- Excellent knowledge of the Microsoft Office Suite
- Ability to adapt to change
- Completed College and/or University diploma in a related field
Job Details:
Company: National Bank
Job Category: Education
Vacancy Type: Full Time
Job Location: Winnipeg, Manitoba, CA
Application Deadline: N/A
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