Administration Assistant - Bmo Nesbitt Burns

This job posting is used to fill upcoming positions for the Montreal region.
As an Administration Assistant you will support the BMO Nesbitt Burns team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. You will work collaboratively within the branch and with business partners.

• Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
• Broader work or accountabilities may be assigned as needed.
• Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
• Accepts and processes orders over the phone or in person.
• Support sales and service objectives by delivering service to the team’s clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
• Analyzes data and information to provide insights and recommendations.
• 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.
• Maintains and organizes client database.
• Projects a professional and consistent image by adhering to organization’s brand, corporate identity, and standards.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.
• Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
• Coordinates marketing activities on behalf of several Investment Advisors.
• Organizes work and information to ensure accuracy and completeness.
• Prepares and vets client / prospect calls lists; tracks progress as required.

Qualifications:

• Knowledge of proprietary products and services, and fund company offerings.
• Knowledge of compliance rules (proprietary and industry).
• Current registration as an Investment Representative (IR).
• Knowledge of trade processing rules
• Strong knowledge of administrative process and procedures as contained in Sales Administration Manual.
• Typically between 2 - 3 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 English)
• Basic/intermediate knowledge of investment process and procedures.
• Good familiarity technology applications and software used in the financial planning and investment industry.
• Successful completion of the Canadian Securities Course & Conduct and Practices Handbook or willing to complete within 18 months after the start date
• 12 hours of ongoing compliance training every 3 year cycle to meet mandatory IDA Continuing Education Program requirements.

We’re here to help
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.
To find out more visit us at https://jobs.bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.