Portfolio Assistant

2 weeks ago

Vancouver, British Columbia, Canada BMO Full time

Job Summary

We are seeking a highly skilled and experienced Portfolio Assistant to join our team at BMO Financial Group. As a Portfolio Assistant, you will provide administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience.

Key Responsibilities

  • Provide specialized support related to investment client services issues, including preparing information for client meetings and annual reviews.
  • Contribute to the team's business objectives by building and maintaining client relationships through client acquisition and external marketing initiatives.
  • Expand the business growth potential of the team through telemarketing and outbound calls.
  • Coordinate activities and sales material to support client/prospect conversations.
  • Provide detailed information about products and services offered.
  • Determine appropriate communication/service regarding all aspects of investing.
  • Independently resolve client complaints in a timely and effective manner.
  • Keep current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
  • Analyze data and information to provide insights and recommendations.
  • Gather and format data into regular and ad-hoc reports and dashboards.
  • Ensure client needs are met or exceeded, managing requests in accordance with established policies and procedures.
  • Maintain the schedule/calendar to coordinate customer meetings and office coverage.
  • Meet high-quality service standards to maximize relationship retention and growth.
  • Develop rapport and instill confidence with the client to develop credibility and earn their trust.
  • Organize work information to ensure accuracy and completeness.
  • Follow through on risk and compliance processes and policies to ensure the safeguarding of customers' assets, maintenance of their privacy, and acting in their best interests.

Qualifications

  • Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Advanced knowledge of the investment process and procedures.
  • Advanced knowledge of proprietary products and services to identify potential products and services to client needs and advise team members.
  • Relevant investment industry licensing for the designated jurisdiction/portfolio.
  • Specialized knowledge.
  • Verbal and written communication skills - Good.
  • Organization skills - Good.
  • Collaboration and team skills - Good.
  • Analytical and problem-solving skills - Good.

Salary and Benefits

The salary range for this position is $37,500.00 - $69,500.00, and the pay type is Salaried. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About BMO

BMO Financial Group 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.

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