Job opportunity
Investment Services Portfolio Assistant
BMO Financial Group
Support investment planning and advice at BMO by managing client service, reporting, and operational activities. Work collaboratively with teams and business partners.
This Portfolio Assistant provides administrative and operational support within Wealth Sales & Service. The position builds client relationships through referrals, marketing initiatives, telemarketing, and outbound calls. It also supports investment client services, strategic initiatives, and branch operations while applying risk and compliance processes.
Key Responsibilities:
Coordinate client meetings, calendars, marketing activities, and sales materials
Build relationships through referrals, marketing, and outbound calls
Prepare reports, dashboards, meeting information, and annual review materials
Analyze data, track milestones, and provide recommendations
Resolve complaints and escalate issues when required
Requirements:
Two to three years of relevant experience
Post-secondary degree or equivalent education and experience
Advanced investment process, procedure, product, and service knowledge
Relevant investment industry licensing for designated jurisdiction or portfolio
Good communication, organization, collaboration, analytical, and problem-solving skills
Apply investment services knowledge, client relationship skills, reporting, and compliance awareness as a BMO Portfolio Assistant.
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Apply on source site This Portfolio Assistant provides administrative and operational support within Wealth Sales & Service. The position builds client relationships through referrals, marketing initiatives, telemarketing, and outbound calls. It also supports investment client services, strategic initiatives, and branch operations while applying risk and compliance processes.
Key Responsibilities:
Coordinate client meetings, calendars, marketing activities, and sales materials
Build relationships through referrals, marketing, and outbound calls
Prepare reports, dashboards, meeting information, and annual review materials
Analyze data, track milestones, and provide recommendations
Resolve complaints and escalate issues when required
Requirements:
Two to three years of relevant experience
Post-secondary degree or equivalent education and experience
Advanced investment process, procedure, product, and service knowledge
Relevant investment industry licensing for designated jurisdiction or portfolio
Good communication, organization, collaboration, analytical, and problem-solving skills
Apply investment services knowledge, client relationship skills, reporting, and compliance awareness as a BMO Portfolio Assistant.
#J-18808-Ljbffr