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Investment Representative Coordinator

1 week ago

Burnaby, British Columbia, Canada Bank of Montreal Full time
Key Responsibilities
This role will support the Investment Advisors and branch operations by providing administrative assistance, coordinating marketing activities, and delivering exceptional client service. The successful candidate will be responsible for:

- Scheduling meetings and preparing introductory packages for new prospects
- Coordinating marketing initiatives, including social media campaigns and client events
- Following up on client inquiries and resolving issues in a timely manner
- Processing transactions and maintaining accurate records

Desirable Skills and Qualifications
- 3-5 years of experience in a financial services industry
- Knowledge of investment processes and procedures
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team

About Our Organization
We are a leading financial institution committed to delivering exceptional service and building long-term relationships with our clients. Our organization values teamwork, innovation, and customer satisfaction.