Portfolio Assistant

BMO

Victoria, BC, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Investment process knowledge
Client relationship building
Telemarketing and outbound calls
The role provides administrative and operational support to deliver exceptional customer experiences in financial and investment planning

Job Summary

  • The role provides administrative and operational support to deliver exceptional customer experiences in financial and investment planning.
  • Employees are responsible for expanding business growth through telemarketing, outbound calls, and coordinating marketing activities.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role provides administrative and operational support to deliver exceptional customer experiences in financial and investment planning.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Investment process knowledge
  • Client relationship building
  • Telemarketing and outbound calls
  • Data analysis and reporting
  • Risk and compliance adherence

Nice-to-have

  • Strong verbal communication skills
  • Ability to resolve complaints independently
  • Collaborative team player mindset
  • Proactive problem solving abilities

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree in related field
  • Relevant investment industry licensing
  • Advanced knowledge of proprietary products

Work Rights

Not specified

Tailored Resume

Cover Letter