Administration Assistant

BMO

Ottawa, Ontario, Canada
Base: $34,200.00 - $63,000.00; bonus/equity: inclu...
3-5 years relevant experience
Advanced knowledge of investment processes
Knowledge of compliance practices and regulations
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 executing client-initiated trades, handling account maintenance, and resolving complaints in a timely and effective manner.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.

Salary

Base: $34,200.00 - $63,000.00; Bonus/Equity: Includes commission structure based on target; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 3-5 years relevant experience
  • Advanced knowledge of investment processes
  • Knowledge of compliance practices and regulations
  • Ability to execute client trades
  • Strong verbal and written communication skills

Nice-to-have

  • Knowledge of insurance and group products
  • Knowledge of trust and estate services
  • Knowledge of financial and retirement planning
  • Mentoring and coaching junior team members
  • Experience with proprietary banking technology

Key Requirements

  • 3-5 years of relevant experience
  • Must meet licensing requirements for the jurisdiction
  • Advanced knowledge of Sales Administration Manual procedures

Work Rights

Not specified

Tailored Resume

Cover Letter