Administrative Associate

1 day ago

Burnaby, Canada BMO Financial Group Full time

6035 Silver Drive Burnaby British Columbia,V5H 0K3

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.

**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.

**Salary**:
$35,000.00 - $64,900.00

**Pay Type**:
Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**About Us**

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, w

  • Administrative Assistant to Associate Deans

    6 months ago

    Burnaby, Canada British Columbia Institute of Technology (BCIT) Full time

    BCIT’s **School of Computing and Academic Studies** is seeking a **regular, full-time (1.0 **FTE**) Administrative Assistant to Associate Deans**. This role supports two Associate Deans to achieve results and manage workflow. The incumbent is responsible for the efficient day-to-day operations of a fast-paced environment including coordinating projects and...

  • Administrative Services Associate

    2 months ago

    Burnaby, British Columbia, Canada beBee Professionals Full time $35,000 - $45,000

    We are seeking a highly motivated Administrative Services Associate to join our team at beBee Professionals in Burnaby. The successful candidate will be responsible for providing administrative support to our office operations, ensuring that our office runs efficiently and smoothly.Key Responsibilities:Provide administrative support to the office team,...

  • Associate Director, Finance and Administration

    3 months ago

    Burnaby, Canada Simon Fraser University Athletics and Recreation Full time

    The employer is committed to creating an inclusive and diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, age, marital status, family status or...

  • Administrative Associate

    3 months ago

    Burnaby, Canada CBI Health Full time

    **Administrative Associate - Burnaby, BC**: CBI Health is Canada’s leading community healthcare provider, and our passionate team is at the heart of what we do. Every day, our 13,000 staff make a meaningful difference in our clients’ lives as we live the core values that define us: heart, respect, reliability, teamwork and innovation. Along with...

  • Human Resources Associate

    6 months ago

    Burnaby, Canada Simon Fraser University Full time

    Union/Affiliation: **Administrative and Professional Staff (APSA)** - Pay range: **$62,354 to $74,362 annually** - SFU Department Descr: **Labour Relations & Compensation** - Position Grade: **6** - # of openings: **1** - Biweekly Hours: **72** **Who We Are** - We are Canada’s engaged university, defined by our dynamic integration of innovative education,...

  • Business Associate

    1 month ago

    Burnaby, Canada Business360 CPA Corp. Full time

    This is a part-time hybrid role we intend to grow into full time for an Associate at Business 360 CPA Corp. The Associate will be responsible for assisting with financial analysis, preparing financial statements, conducting audits, and providing management advisory services. The role will be based in Vancouver, BC, with flexibility for remote work. The...

  • Administrative Assistant

    7 months ago

    Burnaby, Canada SCI Full time

    Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! Provides administrative support to a funeral home, cemetery, crematory or a combination of these facilities. Assists with special projects, research, and resolving problems. Schedules meetings, drafts memos, transcribes notes,...

  • Communications Associate

    6 months ago

    Burnaby, Canada Simon Fraser University Full time

    Union/Affiliation: **Administrative and Professional Staff (APSA)** - Pay range: **$56,108 To $67,004 Annually** - SFU Department Descr: **Student Services - Residences** - Position Grade: **6** - # of openings: **1** - Biweekly Hours: **72** **Who We Are** The Communications unit within Residence and Housing's main responsibility is to increase the...

  • Associate Director

    3 months ago

    Burnaby, Canada Simon Fraser University Full time

    Union/Affiliation: **Administrative and Professional Staff (APSA)** - Pay range: **85993.00 To 102588.00 Annually** - SFU Department Descr: **Ceremonies and Events** - Position Grade: **10** - # of openings: **1** - Biweekly Hours: **72** **Who We Are** Simon Fraser University is a leading research university, advancing an inclusive and sustainable future....

  • Associate Registrar, Information, Records and

    6 months ago

    Burnaby, Canada Simon Fraser University Full time

    Union/Affiliation: **Administrative and Professional Staff (APSA)** - Pay range: **$121,462 to $144,946 annually** - SFU Department Descr: **Student Services - Student Enrollment** - Position Grade: **15** - # of openings: **1** - Biweekly Hours: **72** **Who We Are** Simon Fraser University is a leading research university, advancing an inclusive and...

  • Human Resources Associate

    6 months ago

    Burnaby, Canada Simon Fraser University Full time

    Union/Affiliation: **Administrative and Professional Staff (APSA)** - Pay range: **$62,354 to $74,362 annually** - SFU Department Descr: **Labour Relations & Compensation** - Position Grade: **6** - # of openings: **1** - Biweekly Hours: **72** **Who We Are** At Simon Fraser University, we are dedicated to achieving excellence in research and innovation....

  • Human Resources Associate

    6 months ago

    Burnaby, Canada Simon Fraser University Full time

    Union/Affiliation: **Administrative and Professional Staff (APSA)** - Pay range: **$62,354 to $74,362 annually** - SFU Department Descr: **People & Organization Development** - Position Grade: **6** - # of openings: **1** - Biweekly Hours: **72** **Who We Are** The Human Resources Administrative Services Team supports employees throughout their entire...

  • Human Resources Associate

    6 months ago

    Burnaby, Canada Simon Fraser University Full time

    Union/Affiliation: **Administrative and Professional Staff (APSA)** - Pay range: **$62,354 to $74,362 annually** - SFU Department Descr: **People & Organization Development** - Position Grade: **6** - # of openings: **1** - Biweekly Hours: **72** **Who We Are** The Human Resources Administrative Services Team supports employees throughout their entire...

  • Executive Support Associate

    4 weeks ago

    Burnaby, British Columbia, Canada Cinnamon Jang Willoughby Full time

    Job Description:Cinnamon Jang Willoughby is seeking an experienced and detail-oriented Executive Support Associate to join our team. This role will provide exceptional administrative support to our management team, ensuring seamless day-to-day operations.

  • Associate Electrical Engineer

    1 week ago

    Burnaby, Canada British Columbia Institute of Technology Full time

    h3>Associate Dean, Electrical Engineering and TechnologyPosition Title: Associate Dean, Electrical Engineering and TechnologyWho We AreAt BCIT, putting people at the core of everything we do is paramount. This idea is the foundation of BCIT’s People Vision, which describes the Institute’s goals and priorities in respect to our people. In a complex and...

  • Associate Dean, Financial Management

    6 months ago

    Burnaby, Canada British Columbia Institute of Technology (BCIT) Full time

    BCIT’s **School of Business + Media** is seeking a **regular, full-time (1.0 **FTE**) Associate Dean, Financial Management**. The Associate Dean is part of the Educational Leadership Team of the Institute. Reporting to the Dean, the Associate Dean is accountable for providing administrative and educational leadership to designated full-time, part-time and...

  • Marketing Associate

    6 months ago

    Burnaby, Canada Proxima Lighting Solutions Full time

    **Marketing Associate - Premier Custom Lighting & Decor** We are seeking a **Marketing Associate** to join our Premier Custom Lighting & Decor team in Burnaby, BC. We are offering full - time position to expand our team. This is an in-person job located in Burnaby. **Company** Premier Lighting is an international lighting specialist firm with decades of...

  • Administrative Assistant

    2 months ago

    Burnaby, Canada SCI Shared Resources, LLC Full time

    Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! Provides administrative support to a funeral home, cemetery, crematory or a combination of these facilities. Assists with special projects, research, and resolving problems. Schedules meetings, drafts memos, transcribes notes, creates...

  • Administrative Assistant

    6 months ago

    Burnaby, Canada SCI Shared Resources, LLC Full time

    Our associates celebrate lives. We celebrate our associates. Consider the possibilities of joining a Great Place to Work! Provides administrative support to a funeral home, cemetery, crematory or a combination of these facilities. Assists with special projects, research, and resolving problems. Schedules meetings, drafts memos, transcribes notes, creates...

  • Associate Director, Accounting and Finance

    2 weeks ago

    Burnaby, Canada Simon Fraser University Full time

    p>Who We AreSimon Fraser University is a leading research university, advancing an inclusive and sustainable future. Our purpose – the essence of SFU – is to create and connect knowledge, learning and community for deeper understanding and meaningful impact. We are committed to fostering excellence, innovation, belonging and community in all that we...