● 招聘公司: 加拿大国民银行(National Bank of Canada)点击申请● 招聘职位: 私人银行业务投资助理(Investment Associate - Private Banking) ● 工作内容: - Assist Private Advisors with the administrative tasks related to managing wealthy clients' accounts;
- Provide high quality customer service;
- Open and update client files in accodance with the time frames required by law;
- Prepare for client meetings;
- Be the administrative link between the different operational departments;
- Perform administrative tasks such as sending cheques to clients, making withdrawals, and following up on incoming and outgoing transfers;
- Prepare tables, memos, letters and other types of documents;
- Help prepare portfolio analyses and/or financial planning;
- Act as a contact person for clients regarding the firm's products, procedures and policies;
- Participate actively in administrative activities related to the team's business development;
- Keep up-to-date on financial markets.
● 工作要求: - 大专以上学历,两年相关工作经验;
- 办公室管理研究经验;
- 客户服务经验;
- 完成加拿大证券课程和行为实践手册课程;
- 熟悉Word和Excel;
- 掌握Creosus知识、学习如何快速使用IT系统的能力;
- 掌握法语和英语。
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