This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives
Job Summary
This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.
The position involves coordinating marketing activities, handling client inquiries, and ensuring compliance with all regulatory and risk management policies.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside the base salary.
Matching Summary
This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.
Salary
Base: $33,600.00 - $50,900.00; Bonus: Eligible for monthly discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings
Skills & Requirements
Must-have
Day-to-day administration for investment advisors
Client relationship management and service
Transaction processing and account updates
Compliance with risk and regulatory policies
Technology troubleshooting and support
Nice-to-have
Knowledge of wealth management operations
Familiarity with traditional and non-traditional products