A career as an assistant in the Schulman Family Wealth Management Group at the National Bank presents a unique opportunity to highlight your ability to work in synergy with both clients and colleagues. In this role, you support wealth management advisors in standing out by providing exceptional customer service, positively impacting clients over the long term.

Key Responsibilities

• Provide administrative support to deliver superior customer service in-person, over the phone, and via email.
• Coordinate the agenda of wealth management advisors.
• Assist during client events and manage the delivery of client gifts.
• Help develop and update marketing materials and manage the team’s brand image.
• Ensure compliance and risk management standards are upheld.

Team Environment

You’ll join a successful team under the regional director's guidance, collaborating closely with a wealth management advisor to offer an exceptional client experience. We promote a flexible work environment to support your work-life balance, including hybrid work options, adaptable working hours, and flexible leave.

Prerequisites

• College diploma in a relevant field.
• At least one year of experience in an administrative role.
• Proficient in Microsoft Office and comfortable with technology.
• Strong organizational and priority management skills.
• Bilingualism required (English, French).

Benefits Enjoy competitive compensation and a range of benefits from day one to support your well-being and that of your family including health programs, retirement plans, stock acquisition plans, telemedicine services, and more. Our work environments foster a dynamic employee experience with modern collaboration tools.