Administration Associate

BMO

Windsor, Canada
Base: $34,200.00 - $63,000.00; bonus/equity: commi...
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Client relationship management
Investment process knowledge
Administrative procedures
** BMO is seeking an Administration Associate in Windsor, Canada, to support Investment Advisors and enhance client relationships through exceptional service. The role involves various administrative tasks, client interactions, and collaboration within the team to achieve business objectives. **

Job Summary

  • Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
  • Books meetings with new prospects and prepares introductory package for the prospect/referral.
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.

Matching Summary

Match Score: 75

** BMO is seeking an Administration Associate in Windsor, Canada, to support Investment Advisors and enhance client relationships through exceptional service. The role involves various administrative tasks, client interactions, and collaboration within the team to achieve 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 process knowledge
  • Administrative procedures
  • Client service delivery
  • Regulatory compliance

Nice-to-have

  • Marketing coordination
  • Client event planning
  • Mentoring junior staff
  • Technology support

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter