Administrative Support Specialist
3 weeks ago
We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. In this role, you will provide exceptional client service and support to our Investment Advisors and branch operations.
Key Responsibilities- Coordinate marketing activities, including website and social media initiatives, to promote our advisory team and services.
- Assist with client meetings, including scheduling appointments and preparing materials.
- Handle client inquiries and requests, including basic money movement and account opening.
- Generate reports and documents as requested and process client transactions.
- Maintain and organize client databases and files.
- Ensure transactions and tasks are assigned to team members and completed.
- Provide technical support and training to team members.
- Gather and distribute information on updates to training, guidelines, and technology.
- Develop strong relationships with clients to promote a positive experience.
- Follow risk and compliance processes to safeguard client assets and maintain confidentiality.
- 1-2 years of relevant experience and a post-secondary degree in a related field.
- Knowledge of wealth management company operations and products.
- Familiarity with technology applications and software used in the financial industry.
- Successful completion of the Canadian Securities Course and Conduct and Practices Handbook exam within 18 months.
- Basic specialized knowledge and good verbal and written communication skills.
BMO offers a competitive salary range of $32,700 to $48,600, plus a monthly discretionary bonus. We also offer a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
We are an inclusive and equitable workplace, committed to diversity and accessibility. Accommodations are available on request for candidates taking part in the selection process.
-
Administrative Support Specialist
2 weeks ago
Sherbrooke, Quebec, Canada beBee Professionals Full time $30,000 - $45,000We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at beBee Professionals in Sherbrooke. As an Administrative Support Specialist, you will be responsible for providing administrative support to our office operations, ensuring smooth day-to-day functions.Key Responsibilities:Manage office correspondence,...
-
Administrative Support Specialist
2 weeks ago
Sherbrooke, Quebec, Canada beBee Professionals Full time $35,000 - $45,000We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at beBee Professionals in Sherbrooke. As an Administrative Support Specialist, you will be responsible for providing administrative support to our office operations, ensuring that our office runs efficiently and smoothly.Key Responsibilities:Provide...
-
Administrative Support Specialist
2 weeks ago
Sherbrooke, Quebec, Canada beBee Professionals Full time $30,000 - $40,000As an Administrative Support Specialist, you will play a vital role in ensuring the smooth operation of our office in Sherbrooke, Canada. Your primary responsibilities will include managing incoming calls, scheduling appointments, and maintaining a professional and welcoming reception area.Key Responsibilities:Manage incoming calls and direct them to...
-
Administrative Support Specialist
2 weeks ago
Sherbrooke, Quebec, Canada CIMA+ Full timeWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our Mobility Department team. As an Administrative Support Specialist, you will be responsible for providing administrative support to the team, including document management, quality control, and editing technical and presentation documents.Key responsibilities...
-
Administrative Support Specialist
2 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob Summary:We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. In this role, you will provide exceptional client service and support to our Investment Advisors and branch operations.Key Responsibilities:Coordinate marketing activities, including website and social media initiatives, to support the...
-
Administrative Support Specialist
7 days ago
Sherbrooke, Quebec, Canada BMO Full timeJob Summary:We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. In this role, you will provide exceptional support to our Investment Advisors and branch operations, ensuring seamless day-to-day administration and exceptional client service.Key Responsibilities:Coordinate marketing activities,...
-
Administrative Support Specialist
3 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. In this role, you will provide exceptional client service and support to our Investment Advisors and branch operations.Key ResponsibilitiesCoordinate marketing activities, including website and social media initiatives, to promote our...
-
Administrative Support Specialist
3 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. In this role, you will provide exceptional client service and support to our Investment Advisors and branch operations.Key ResponsibilitiesCoordinate marketing activities, including website and social media initiatives, to promote our...
-
Administrative Support Specialist
2 weeks ago
Sherbrooke, Quebec, Canada BMO Full time**Job Summary**We are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. In this role, you will provide exceptional client service and support to our Investment Advisors and branch operations.**Key Responsibilities**Coordinate marketing activities, including website and social media initiativesAssist...
-
Administrative Support Specialist
3 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. In this role, you will provide exceptional client service and support to our Investment Advisors and branch operations.Key ResponsibilitiesCoordinate marketing activities, including website and social media initiatives, to promote our...
-
Administrative Support Specialist
4 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. In this role, you will provide exceptional client service and support to our Investment Advisors and branch operations.Key ResponsibilitiesCoordinate marketing activities, including website and social media initiatives, to promote our...
-
Administrative Support Specialist
4 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. In this role, you will provide exceptional client service and support to our Investment Advisors and branch operations.Key ResponsibilitiesCoordinate marketing activities, including website and social media initiatives, to promote our...
-
Administrative Support Specialist
3 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. In this role, you will provide exceptional client service and support to our Investment Advisors and branch operations.Key ResponsibilitiesCoordinate marketing activities, including website and social media initiatives, to promote our...
-
Administrative Support Specialist
4 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. As a key member of our Wealth Management team, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesCoordinate marketing activities, including website and social media...
-
Administrative Support Specialist
4 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. As a key member of our Wealth Management team, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesCoordinate marketing activities, including website and social media...
-
Administrative Support Specialist
4 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. As a key member of our Wealth Management team, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesCoordinate marketing activities, including website and social media...
-
Administrative Support Specialist
4 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. As a key member of our Wealth Management team, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesCoordinate marketing activities, including website and social media...
-
Administrative Support Specialist
3 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. As a key member of our operations team, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesCoordinate marketing activities, including website and social media initiatives,...
-
Administrative Support Specialist
3 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. As a key member of our operations team, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesCoordinate marketing activities, including website and social media initiatives,...
-
Administrative Support Specialist
3 weeks ago
Sherbrooke, Quebec, Canada BMO Full timeJob SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at BMO. As a key member of our Wealth Management team, you will provide exceptional client service and support to our Investment Advisors and clients.Key ResponsibilitiesCoordinate marketing activities, including website and social media...
