Administrative Support Specialist
3 weeks ago
We 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 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, technology issues, and account opening and updates.
- Generate reports and documents for Investment Advisors and clients as requested.
- Maintain and organize client databases and files.
- Ensure transactions and tasks are assigned and completed by team members.
- Provide technical support and training to team members on new technology and systems.
- Gather and distribute information on updates to training, guidelines, and business-related information.
- Develop strong relationships with clients to promote a positive experience and credibility.
- Follow risk and compliance processes to ensure client assets are safeguarded and regulatory requirements are met.
- 1-2 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination of education and experience.
- Knowledge of wealth management company operations and products is an asset.
- Familiarity with technology applications and software used in the financial planning and investment industry.
- Successful completion of the Canadian Securities Course and Conduct and Practices Handbook exam within 18 months of hire.
- Basic specialized knowledge and good verbal and written communication skills.
BMO offers a competitive salary range of $32,700 to $48,600, with a potential monthly discretionary bonus. We also offer a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
At BMO, we value diversity, equity, and inclusion. We strive to create a workplace where everyone feels valued, respected, and heard. We offer accommodations for candidates with disabilities and encourage applications from diverse candidates.
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