Administrative Support Specialist

4 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 initiatives, to support the advisory team.
  • Assist with client meetings, including scheduling appointments and preparing reports.
  • Handle client inquiries and requests, including basic money movement and technology issues.
  • Maintain client databases and files, ensuring accurate and up-to-date information.
  • Provide support to team members on technology issues and general inquiries.
  • Develop and maintain relationships with clients to promote a positive experience.
  • Ensure compliance with risk and compliance processes and policies.

Requirements:

  • 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 planning industry.
  • Successful completion of the Canadian Securities Course and Conduct and Practices Handbook exam within 18 months.

What We Offer:

BMO is committed to an inclusive, equitable, and accessible workplace. We offer a competitive salary range of $32,700 - $48,600, as well as a comprehensive benefits package and opportunities for growth and development.



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