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Associate Account Manager

Attendance
Hybrid
Job Number
21728
Category
Senior Professional
Status: Permanent
Type of Contract
Permanent
Schedule: Full-Time 
Full Time / Part Time?
Full-Time
Posting date
10-Jul-2024
Location: Toronto, Ontario
City
Toronto
Province/State
Ontario
Area of Interest: Wealth management

*** Please note that candidates can be located in either Toronto or Montreal ***

As an Associate Account Manager at National Bank Trust Exchange-Traded Funds (ETF) Servicing, you will participate in the sector’s mission to principally offer trust services to individuals and provide specialized advice for affluent clients. For over 90 years, National Bank Trust has been recognized in the industry as a fiduciary partner to several generations of clients. We stand out for our savviness and professionalism, marked by impartiality and diplomacy.

Your job:

  • Support ETF Director by providing a very high level of customer service and performing numerous administrative tasks to respond to individual client requests.
  • Actively participate in business development by identifying business opportunities and supporting account managers in identifying and increasing client opportunity and growing profitability.
  • Open accounts and review various transactions for clients.
  • Provide superior customer service, in person, by telephone and by e-mail, for ETF clients.
  • Work closely with the Director to provide support on a daily basis in the management of customer accounts and in any follow-up business opportunities.
  • Perform various administrative tasks independently and resolve problematic situations with a goal for continuous improvement.
  • Master business processes and industry practices.
  • Establish and maintain effective communication with the various stakeholders involved.
  • Identify the risks inherent to the activities related to Custody, Fund Administration and ETF Servicing.

Your team:

Reporting to the Director of ETF Servicing, you will support the Director in their daily activities and the clients belonging to NB Trust ETF Servicing.

In your role, you will have to interact with the Bank's various partners and other external organizations across Canada. Being an Associate Account Manager at the Trust also means working in an environment that allows for individual growth. It means having the opportunity to learn and develop within a team that values customer satisfaction, teamwork and innovation. It will be through your independence, rigour, proactivity, and complicity that you will stand out.

Prerequisites:

  • Bachelor's degree in a related field and four years of relevant experience OR Master's degree in a related field and two years of relevant experience.
  • Work experience and/or knowledge of Mutual Fund and ETF services a strong asset
  • Experience with dealing with Fund Accounting activities (NAV calculation and reconciliation breaks)
  • Experience with dealing with ETF Administration (Portfolio Composition File (PCF) and create/redeem orders)
  • Experience with dealing with Custody for trade settlement and cash breaks 
  • Experience in customer service and administrative support.
  • Proficiency in Word and Excel and the ability to use collaboration tools (Viva Engage, Teams).
  • Demonstrate a good sense of initiative and an appropriate level of independence.

Skills

Communication Diversity & Inclusion Empathy Initiative Learning Agility Resiliency Teamwork

Your benefits

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

  • Health and wellness program, including many options
  • Flexible group insurance
  • Generous pension plan
  • Employee Share Ownership Plan
  • Employee and Family Assistance Program
  • Preferential banking services
  • Opportunities to get involved in community initiatives
  • Telemedicine service
  • Virtual sleep clinic
These are a few of the benefits available to you. We have an offer that keeps up with trends as well as your needs and those of your family. 

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We actively listen to employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication is encouraged.

We're putting people first:

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people.  Our mission is to have a positive impact on peoples' lives. Our core values of partnership, agility, and empowerment inspire us, and inclusivity is central to our commitments. We want to offer an accessible, barrier-free workplace to all employees.

We want our recruitment process to be fully accessible. If you require accommodation, feel free to let us know during your first conversations with us. We welcome all candidates! What can you bring to our team?

Come live your ambitions with us!

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

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For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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Discover our culture

Duration: 1 min 25 sec
Flexibility
Flexibility
Wellbeing
Wellbeing
Development
Development
Inclusive Environment
Inclusive Environment

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