Portfolio Assistant, Private Wealth

BMO

Pickering, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Administrative and operational support
Client relationship management
Sales and service performance monitoring
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience

Job Summary

  • Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience.
  • Contribute to the team’s business objectives by building and maintaining client relationships through client acquisition both from internal referrals and external sources.
  • BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Not specified; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Administrative and operational support
  • Client relationship management
  • Sales and service performance monitoring
  • Investment services marketplace knowledge
  • Risk Management Framework application

Nice-to-have

  • Develop rapport and instill confidence
  • Maximize relationship retention and growth
  • Contribute to team's business objectives

Key Requirements

  • 3+ years of relevant experience
  • Post-secondary degree or equivalent
  • Canadian Security Course preferred
  • CIM or CFA enrollment an asset

Work Rights

Not specified

Tailored Resume

Cover Letter