At a Glance
- Tasks: Support Investment Advisors and manage daily administrative tasks to enhance client relationships.
- Company: Join BMO Nesbitt Burns, a leader in investment services.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Opportunity to grow your career in a dynamic financial services environment.
- Why this job: Make a real impact by delivering exceptional service to clients.
- Qualifications: 3-5 years of relevant experience and strong communication skills.
The predicted salary is between 63000 - 77000 $ per year.
Enhance client relationships as an Administration Associate with BMO Nesbitt Burns.
This role focuses on supporting Investment Advisors and managing day-to-day administrative tasks effectively.
With 3 to 5 years of relevant experience, you will be pivotal in delivering exceptional service and support to clients.
Key responsibilities include scheduling client meetings, coordinating marketing activities, and handling account inquiries.
Your expertise in investment processes ensures smooth operations and compliance with industry regulations.
Key Responsibilities
- Support Investment Advisors in daily tasks
- Schedule and prepare client portfolio reviews
- Coordinate marketing initiatives for the advisory team
- Handle client inquiries and account setups
- Assist in executing client trades and operations
Requirements
- 3-5 years of relevant experience or equivalent
- Advanced knowledge of investment processes
- Strong communication skills, both verbal and written
- Collaboration skills within a team environment
- Knowledge of compliance practices and regulations
Bring your client service skills and investment knowledge to BMO Nesbitt Burns and contribute to lasting client relationships.
Administration Associate in Québec employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
