Wealth Management Admin Specialist (Hybrid)

National Bank of Canada; Toronto; Hybrid; CAD 55,000 - 85,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution in Toronto is looking for a dedicated administrative professional to assist Private Wealth Advisors. The role includes providing top-notch customer service, managing client files, and coordinating various administrative tasks. Candidates should have a college diploma, preferably with relevant experience and an Investment Representative license. The position offers hybrid work arrangements and a comprehensive benefits package, fostering employee well-being and flexibility.

Qualifications

• 5 years of relevant experience in administration.
• Knowledge of Word and Excel software.
• Ability and interest in working as part of a team.

Responsibilities

• Assist the Private Wealth Advisor in administrative tasks.
• Provide superior customer service to clients.
• Open and maintain client files in compliance with deadlines.
• Guide and train new employees on complex procedures.

Skills

Customer service

Strong organizational skills

Communication skills

Attention to detail

Ability to work under pressure

Education

College diploma or Bachelor's in Business Administration

Investment Representative license with CIRO

Tools

Word

Excel

Job description

A leading financial institution in Toronto is looking for a dedicated administrative professional to assist Private Wealth Advisors. The role includes providing top-notch customer service, managing client files, and coordinating various administrative tasks. Candidates should have a college diploma, preferably with relevant experience and an Investment Representative license. The position offers hybrid work arrangements and a comprehensive benefits package, fostering employee well-being and flexibility.