Administration Assistant

Bmwofsalem

Salem, Canada
Base: $34,200.00 - $63,000.00; bonus/equity: commi...
Client relationship management
Investment advisor support
Client service delivery
Supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives

Job Summary

  • Supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
  • Coordinates marketing activities, schedules client portfolio reviews, and handles client inquiries, account maintenance, and trades.
  • BMO offers a competitive total compensation package including performance-based incentives, bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

Salary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Investment advisor support
  • Client service delivery
  • Marketing activity coordination
  • Client portfolio review preparation
  • Account maintenance and processing

Nice-to-have

  • Develop rapport and instill confidence
  • Collaborate within the market
  • Risk and compliance adherence
  • Mentoring and coaching junior staff

Key Requirements

  • 3-5 years relevant experience
  • Advanced knowledge of investment procedures
  • Advanced knowledge of administrative procedures
  • Knowledge of compliance practices and regulations
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter