Administrative Associate

BMO

Surrey, Canada
Base: $35,900.00 - $66,300.00; bonus/equity: commi...
Client relationship management
Investment process knowledge
Trade execution and processing
This role supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives

Job Summary

  • This role supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
  • BMO offers a total compensation package including salary, commission, performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
  • BMO is committed to an inclusive, equitable and accessible workplace and provides accommodations on request during the selection process.

Matching Summary

This role supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

Salary

Base: $35,900.00 - $66,300.00; Bonus/Equity: Commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client relationship management
  • Investment process knowledge
  • Trade execution and processing
  • Compliance and regulatory adherence
  • Scheduling and meeting coordination
  • Client database maintenance

Nice-to-have

  • Mentoring and coaching team members
  • Collaboration within market and community
  • Technology support and training
  • Event planning and marketing coordination
  • Analytical and problem solving skills

Key Requirements

  • 3-5 years relevant experience
  • Canadian Securities Course completion
  • Current Investment Representative registration
  • Knowledge of compliance and regulatory practices
  • 10 CO credits/Compliance training every 2 years

Work Rights

Not specified

Tailored Resume

Cover Letter