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Apply now Job ID 17224617 Date posted 09/01/2020

Primary Locations: Vancouver, British Columbia

Employee Status: Regular

Schedule: Full-time


National Bank Financial - Wealth Management is the fifth largest investment dealer in Canada. We have almost 1,000 investment advisors in over 100 branches, helping more than 400,000 personal clients manage their assets.

Do you enjoy providing excellent customer service and working independently? 

Assistants are the righthand men and women to our Investment Advisors and assist them in their day-to-day tasks. Join our dynamic and friendly team and play a key role in the success of National Bank Financial.

Reporting to the Regional Manager, you will work in an environment that promotes respect and leadership.

Your main challenges:
  • Support Investment Advisors in providing superior customer service and be available to meet client requests
  • Ensure effective communication between all paries (clients, advisors, internal and external agents)
  • The candidate needs to be able to identify all risks inherent to the Wealth Management sector's activities
Specifically, as an Administrative Assitant you will:

• Handling office tasks, including, but not limited to, strategic planning, report generation and presentation, meeting set-up and coordination, and office supply management.

• Providing real-time scheduling support by booking appointments and preventing conflicts.

• Targeting key local and overseas contacts, making travel arrangements, such as booking flights, cars, and making hotel and restaurant reservations.

• Screening phone calls and routing callers to the appropriate party.

• Using Windows-based computers to generate reports, transcribe minutes from meetings, create presentations, and conduct research.

• Greet and assist visitors.

• Maintain polite and professional communication via phone, e-mail, mail and social media • Anticipate the needs of others in order to ensure their seamless and positive experience.


• Assist clients with the admission process to Independent schools.

• Advise clients with their immigration and integration needs.

• Coordinate, plan and steward the firm’s strategic trips to Asia.

• Plan and oversee special projects and events.


• Bachelors or an Associate’s Degree in a related field.

• Prior administrative experience, preferably in the banking sector.

• Excellent computer skills, including a sound knowledge of Microsoft Office and the Windows operating system..

• Attention to detail.

• Fluently bilingual in Chinese and English.

• Desire to be proactive and create a positive experience for others.

• Highly flexible and willing to work outside office hours if required.

We strive to be an inclusive organization where all employees are valued. National Bank stands out for its many initiatives to promote inclusion, making it a Canada-wide leader in diversity.


Particular Condition:The candidate needs to be able to identify all risks inherent to the sector’s activities. OVERVIEW OF THE RECRUITMENT PROCESS All applications will be reviewed on an ongoing basis. Once your application has been reviewed, if you're selected to continue the process, you'll receive an email invitation within 72 hours from to answer a Talent Explorer questionnaire. **Please check your spam or junk folder. You'll have 24 hours to complete the questionnaire (takes 15 minutes). Completing the questionnaire is mandatory if you want to continue with the recruitment process. We thank all candidates who show their interest and apply. However, because of the volume of applications we receive, only candidates under consideration will be contacted for a first-round interview.

JobField: Wealth Management

Unposting Date: 2020-11-06

Job Number: SUP000TJ

Posting Date: 2020-10-16

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