Finance & Banking Associate, Office Administrator​/ Coordinator

A career as an Associate in the Wealth Management team at National Bank offers you the opportunity to demonstrate your ability to work synergistically with clients and colleagues. In this role, you will help wealth advisors stand out by providing exceptional customer service that positively impacts our clients over the long term.

Responsibilities

Ensure effective communication between all parties (clients, advisors, and collaborators)

Provide superior customer service in person, by phone, and by email

Analyze client accounts to prepare for activities that support wealth advisors in their business development

Carry out transactions related to investment accounts

Open and update client files

Coordinate advisors’ agendas, schedule appointments, and prepare clients for meetings

Ensure adherence to compliance and risk‑management rules

Your team
National Bank Financial – Wealth Management is the fifth‑largest investment brokerage firm in Canada. We employ close to 1,000 investment advisors who manage the assets of more than 400,000 clients across roughly 100 branches. Reporting to the regional manager, you will work with a wealth advisor to provide an exceptional client experience. Collaboration and partnership will be key to your success.

We prioritize your quality of life by offering maximum flexibility: a hybrid (remote and office) work model, work‑schedule arrangements for work‑life balance, and flexible leave when important to you.

Prerequisites

College diploma in a related field

At least one year of relevant experience in banking operations, customer service, or administration

Good knowledge of Microsoft Office suite

Strong organizational and prioritization skills

Language Requirements
Additional required languages:
English

Benefits

Health and wellness program, including many options

Group insurance

Generous pension plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Telemedicine service

Virtual sleep clinic

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