Portfolio Assistant

20 Erb Street West Waterloo Ontario,N2L 1T2

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners.
- Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
- Contribute to the team’s business objectives by maintaining client relationships
- Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
- Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
- Analyzes data and information to provide insights and recommendations.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
- Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
- Maintain the schedule / calendar to coordinate customer meetings and office coverage.
- Meets high-quality service standards to maximize relationship retention and growth.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Organizes work information to ensure accuracy and completeness.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run branch.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
- Strong problem solving skills, with the aptitude to take on a request and work with various back office teams to find an appropriate solution
- Ability to stay current and adapt to changing policies and procedures
- Effectively coordinate with various business lines to ensure an exceptional client experience
- Ability to work in a fast paced environment with while managing multiple priorities
- Execute and follow up on trades/transactions in an efficient and accurate manner
- Taking ownership of multiple projects simultaneously, working on own initiative to ensure adhering to deadlines
- Process oriented; follows up on tasks and takes ownership of outcome
- Client focused approach to all activities in the role

**Qualifications**:

- Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study.
- Minimum 3 years, advanced knowledge of investment process and procedures.
- Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advise members of the team.
- Relevant investment industry licensing for the designated jurisdiction / portfolio.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
- Strong attention to detail
- Strong time management and organization skills
- Strong written and verbal communication skills

**Salary**:
$35,700.00 - $66,100.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**About Us**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.