Administrative Associate

4 weeks ago

White Rock, Canada BMO Full time
Application Deadline:

05/18/2024

Address:
1959 152nd Street

Exciting News Opportunity to come and join our disruptive Wealth Advisory Team.

Are you ready to shake up the financial industry? We are thrilled to announce that we are expanding and hiring for our innovative wealth advisory team that is all about challenging the status quo and moving forth thought leadership for ultra high net worth and high net worth discerning clients.

We believe in breaking the traditional mold and revolutionizing the way wealth relationships are managed. And, proving our value to clients. We are looking for a dynamic individual who is passionate about making a quantifiable impact.

If you are an out-of-the-box thinker, love taking on new challenges, and are driven to push boundaries then we would encourage you to reach out to me directly. Our team embraces innovation, fosters creativity and encourages constant growth. We offer a supportive and collaborative team work environment where your ideas are valued and your voice is heard.

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.
  • Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
  • Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
  • Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client's request.
  • Resolves client complaints in a timely and effective manner; escalates as required.
  • Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
  • Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
  • Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
  • Maintains and organizes client database and client files.
  • Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
  • Administers and processes documentation related to client files and regulatory requirements.
  • Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
  • Ensures transactions and tasks are appropriately assigned to team members and completed.
  • Mentors and coaches new or junior members to the team and branch.
  • Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
  • Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
  • Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.
  • Maintains the confidentiality of client and Bank information.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.
  • Knowledge of annual tax filing requirements and ability to prep tax packages for clients.

Qualifications:
  • Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
  • Advanced knowledge of investment process and procedures.
  • Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
  • Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
  • Knowledge of compliance practices and regulations.
  • Knowledge of Insurance and group products is an asset
  • Knowledge of Trust and Estate services is an asset
  • Knowledge of Financial/Retirement planning.
  • Knowledge of trade processing rules.
  • Successful completion of the Canadian Securities Course & Conduct and Practices Handbook.
  • Current registration as Investment Representative (IR).
  • 10 CO credits/Compliance training over a 2 year cycle to meet Mandatory IIROC Continuing Education requirement.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
Please note the base salary for this specific position in White Rock is $41,600.

Grade:
4
Job Category:
Individual Contributor / Collaborateur
We're here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. #J-18808-Ljbffr

  • Scotiamcleod Administrative Associate

    4 weeks ago

    White Rock, Canada Scotiabank Full time

    Requisition ID: 173470 As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets. When you join ScotiaMcLeod, you’ll be...

  • Administrative Associate

    4 weeks ago

    White Rock, Canada BMO Financial Group Full time

    1959 152nd Street White Rock British Columbia,V4A 9E3 Exciting News! Opportunity to come and join our disruptive Wealth Advisory Team. Are you ready to shake up the financial industry? We are thrilled to announce that we are expanding and hiring for our innovative wealth advisory team that is all about challenging the status quo and moving forth thought...

  • ScotiaMcLeod Senior Associate

    4 weeks ago

    White Rock, Canada Scotiabank Full time

    BRIEF INTRODUCTION As a Senior Associate you will work closely with a Wealth Advisor in the development and management of their book of business by providing effective client service and contributing to business development and sales related activities. IS THIS ROLE RIGHT FOR YOU In the role you will: Identify new business opportunities to gather...

  • Receptionist and Junior Legal Administrative Assistant

    1 week ago

    White Rock, British Columbia, Canada Targeted Talent Full time

    JOB SUMMARYThe Receptionist and Junior Legal Administrative Assistant acts as the main point of contact for clients and staff and manages the day-to-day office administrative and reception support aspects of the firm, ensuring a functional and professional front of office in a fast-paced environment.JOB RESPONSIBILITIESProvide exceptional client service by...

  • Administrative Associate

    4 weeks ago

    White Rock, BC, Canada BMO Full time

    Application Deadline: 05/18/2024 Address: 1959 152nd Street Exciting News! Opportunity to come and join our disruptive Wealth Advisory Team. Are you ready to shake up the financial industry? We are thrilled to announce that we are expanding and hiring for our innovative wealth advisory team that is all about challenging the status quo and moving forth...

  • Receptionist and Junior Legal Administrative Assistant

    2 weeks ago

    White Rock, British Columbia, Canada Targeted Talent Full time

    Our client is a firm located in the Surrey/White Rock area. They are looking for a Legal Administrative Assistant to join their Litigation team. This role involves supporting lawyers and managing the day-to-day priorities of the litigation department ensuring the successful completion of all tasks in a fast-paced environment. JOB SUMMARYThe Receptionist and...

  • Receptionist and Junior Legal Administrative Assistant

    1 week ago

    White Rock, Canada Targeted Talent Full time

    JOB SUMMARYThe Receptionist and Junior Legal Administrative Assistant acts as the main point of contact for clients and staff and manages the day-to-day office administrative and reception support aspects of the firm, ensuring a functional and professional front of office in a fast-paced environment.JOB RESPONSIBILITIESProvide exceptional client service by...

  • Receptionist and Junior Legal Administrative Assistant

    2 weeks ago

    White Rock, Canada Targeted Talent Full time

    Our client is a firm located in the Surrey/White Rock area. They are looking for a Legal Administrative Assistant to join their Litigation team. This role involves supporting lawyers and managing the day-to-day priorities of the litigation department ensuring the successful completion of all tasks in a fast-paced environment. JOB SUMMARYThe Receptionist and...

  • Senior Manager, Risk Management

    1 month ago

    White Rock, Canada Targeted Talent Full time

    The Senior Manager, Risk Management and Taxation leads, manages and is accountable for overseeing all aspects of tax compliance as well as providing oversight of the Risk and Controls Program. The Senior Manager provides financial advisory services to assist in planning and adapting to changes in the regulatory regime.The Risks and Controls workgroup...

  • Purchasing Specialist

    3 weeks ago

    White Rock, British Columbia, Canada City of White Rock Full time

    Purchasing Specialist(Regular Full-Time) The City of White Rock is proud to be an equal opportunity workplace and is committed to promoting and preserving a culture of diversity, equity, and inclusion. We know that our greatest strengths come from the people who make up our teams and a more vibrant community starts with you In return for your valued...

  • Library Specialist, Spark Space

    7 days ago

    White City, Canada Britt Music & Arts Festival Full time

    JOB ANNOUNCEMENT LIBRARY SPECIALIST, SPARK SPACE WHITE CITY 30-HOUR POSITION $20.79 TO $26.04 PER HOUR CLOSES APRIL 30, 2024 – OPEN UNTIL FILLED THE POSITION The Library Specialist position performs customer service and a variety of moderately complex technical and paraprofessional duties in support of various sections or functions of the Library system....

  • Library Specialist, Spark Space

    2 weeks ago

    White City, SK, Canada Britt Music & Arts Festival Full time

    JOB ANNOUNCEMENT LIBRARY SPECIALIST, SPARK SPACE WHITE CITY 30-HOUR POSITION $20.79 TO $26.04 PER HOUR CLOSES APRIL 30, 2024 – OPEN UNTIL FILLED THE POSITION The Library Specialist position performs customer service and a variety of moderately complex technical and paraprofessional duties in support of various sections or functions of the Library...