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Office Support Specialist

2 months ago

White Rock, British Columbia, Canada BMO Full time

Join Our Wealth Advisory Team

We are excited to offer a unique opportunity to become part of our forward-thinking Wealth Advisory Team, dedicated to transforming wealth management and enhancing client relationships. We are in search of an enthusiastic individual who is committed to making a measurable difference.

  • Schedules appointments with potential clients and prepares introductory materials.
  • Organizes marketing initiatives for the advisory team.
  • Assists in conducting client portfolio assessments and addresses client inquiries.
  • Effectively resolves client issues and processes client transactions.
  • Produces reports and maintains the client information database.
  • Tracks assets and ensures adherence to regulatory standards.
  • Provides assistance to team members and clients alike.
  • Qualifications:
  • 3-5 years of pertinent experience or relevant certification.
  • Proficient understanding of investment and administrative procedures.
  • Familiarity with compliance regulations and practices.
  • Strong verbal and written communication, organizational, collaborative, analytical, and problem-solving abilities.

Compensation and Benefits:

Salary range: $33, $61,700.00

Pay Structure:

Salaried with Commission

BMO Financial Group provides a comprehensive benefits package that includes performance-based incentives, health insurance, tuition reimbursement, and retirement savings plans.

About BMO:

BMO is dedicated to fostering positive change for our customers, communities, and employees. Join us in our mission to boldly advance the good in business and life.

Your Impact Matters

At BMO, we value, respect, and support you in your growth and impact. We offer tools, resources, and opportunities to help you achieve new milestones and assist our customers in their success.

BMO is an inclusive and equitable workplace, accommodating candidates with disabilities. Recruiters must have a valid agreement to submit resumes.