Administration Associate

BMO

Windsor, Ontario, Canada
Base: $34,200.00 - $63,000.00; bonus/equity: inclu...
3-5 years relevant experience
Advanced knowledge of investment process
Knowledge of compliance practices and regulations
This role supports Investment Advisors by managing day-to-day administration, scheduling portfolio reviews, and executing client-initiated trades

Job Summary

  • This role supports Investment Advisors by managing day-to-day administration, scheduling portfolio reviews, and executing client-initiated trades.
  • The position requires advanced knowledge of proprietary products and services to identify potential solutions that meet client needs.
  • 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, scheduling portfolio reviews, and executing client-initiated trades.

Salary

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

Skills & Requirements

Must-have

  • 3-5 years relevant experience
  • Advanced knowledge of investment process
  • Knowledge of compliance practices and regulations
  • Trade processing rules knowledge
  • Licensing requirements for jurisdiction

Nice-to-have

  • Knowledge of insurance and group products
  • Knowledge of trust and estate services
  • Knowledge of financial retirement planning
  • Strong verbal and written communication skills
  • Mentoring and coaching capabilities

Key Requirements

  • 3-5 years of relevant experience
  • Branch/jurisdiction licensing and certification
  • Advanced administrative process knowledge
  • Regulatory and legal compliance knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter