Investment Support Specialist

4 days ago


Vancouver, British Columbia, Canada Bank of Montreal Full time
Job Description

We are seeking an Investment Support Specialist to join our team. This is a unique opportunity to work in a fast-paced environment and contribute to the success of our clients.

About the Role

The Investment Support Specialist will provide administrative support to our investment advisors, including coordinating marketing activities, scheduling client portfolio reviews, and following up on client inquiries.

You will be responsible for maintaining and organizing client databases and files, as well as monitoring incoming and outgoing assets and notifying the investment advisors of required actions to rebalance portfolios.

Key Responsibilities
  • Provide administrative support to investment advisors, including coordinating marketing activities and scheduling client portfolio reviews
  • Maintain and organize client databases and files
  • Monitor incoming and outgoing assets and notify investment advisors of required actions to rebalance portfolios
  • Follow up on client inquiries and resolve any issues in a timely and effective manner
  • Administer and process documentation related to client files and regulatory requirements
  • Ensure all tasks are completed accurately and efficiently
Qualifications

To be successful in this role, you will need:

  • Typically between 3 – 5 years of relevant experience and/or certification in a related field of study or an equivalent combination of education and experience
  • Advanced knowledge of administrative processes and procedures
  • Knowledge of insurance and group products is an asset
  • Knowledge of trust and estate services is an asset
  • Knowledge of financial/retirement planning
  • 10 CO credits/compliance training over a 2-year cycle to meet mandatory IIROC continuing education requirement
Benefits

We offer a competitive salary and benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Our 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.

About Us

We are a leading bank driven by a single purpose: to boldly grow the good in business and life. Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good. We're proud to be fueling growth and expanding possibilities for individuals, families and businesses.

Our estimated salary range for this position is $60,000 - $80,000 per year, depending on experience and qualifications. If you are a motivated and detail-oriented individual with excellent communication skills, please submit your application.



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