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Team Assistant - Granby, QC, Canada - Bank of Montreal
Description
Administration Assistant, BMO Nesbitt Burns page is loaded Administration Assistant, BMO Nesbitt BurnsApply locations Granby, QC, CAN time type Full time posted on Posted Yesterday job requisition id R
Application Deadline:
Wealth Sales & Service
6 months contract and possibility for this role to become permanent
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.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 ensure an effectively run branch.
Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.Maintains the confidentiality of client and Bank information.
Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Bilingualism French and EnglishKnowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
Familiarity with technology applications and software used in the financial planning and investment industry.
Successful completion of 30-day BMO NB Investment Representative Licensing Program.
This position requires proficiency in English to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec.
Salaries for part-time roles will be pro-rated based on number of hours regularly worked.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. We're here to helpIt calls on us to create lasting, positive change for our customers, our communities and our people. 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.
Accommodations are available on request for candidates taking part in all aspects of the selection process.A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
BMO is 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.
More than 12 million customers count on us for personal and commercial banking, wealth management and investment services.As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.
In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.
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