Finance & Banking Associates, Office Administrator​/ Coordinator

A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors stand out by offering exceptional customer service that will have a positive, long-term impact on our clients.

• Support investment advisors in providing superior customer service and be available to meet client requests
• Carry out routine operations related to financial transactions (e.g. purchases and sales of securities, necessary transaction adjustments)
• Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow-up
• Analyze, open, and update client files
• Produce portfolio management reports
• Carry out the administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings
• Ensure adherence to compliance and risk management rules

• Completed college and/or university diploma in a related field
• Two years of relevant experience in the banking ("back office"), insurance, and/or financial industry
• Completion of the Canadian Securities Course (CSC) and/or Conduct and Practices Handbook Course
• Excellent knowledge of the Microsoft Office suite
• Excellent customer service skills

• Communication
• Diversity & Inclusion
• Driving Results
• Emotional Intelligence
• Multitasking
• Teamwork
• Accountability
• Client-focused
• Detail-oriented
• Empathy
• Initiative
• Learning Agility
• Perseverance
• Resiliency
• Humility

• 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
• Involvement in community initiatives
• Telemedicine service
• Virtual sleep clinic

We want to contribute to your quality of life by offering you as much flexibility as possible in your work. We offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work/life balance, and flexible leave that you can take when it's important to you.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates!