Wealth Management Associate National Bank

Strengthen your career as a Wealth Management Associate at National Bank. Support investment advisors while providing top-notch service and managing essential client operations.
In your role as a Wealth Management Associate at National Bank, you will partner with investment advisors to deliver exceptional client service across financial transactions and portfolio management. This position is ideal for someone with a background in finance who excels in multitasking and organization. Contributing to client satisfaction and maintaining compliance will be critical aspects of your daily functions as you assist a diverse client base effectively.
Key Responsibilities:
• Assist investment advisors with client service excellence
• Handle financial transactions and necessary adjustments
• Manage client files and maintain accurate records
• Produce and analyze portfolio management reports
• Organize client meetings and schedules efficiently
Requirements:
• Diploma in fi...