Job opportunity
Investment Services Portfolio Assistant
BMO
Support investment planning through advanced investment processes, client service, and reporting at BMO Financial Group’s 6023 Silver Drive location. Coordinate meetings and safeguard client assets.
As a Portfolio Assistant, you provide administrative and operational support within Wealth Sales & Service. You gather data, prepare reports, support investment client meetings, and manage requests using established procedures. The work also includes maintaining calendars, resolving complaints, coordinating marketing materials, and supporting client relationships. You collaborate with the assigned team, branch, and business partners while monitoring performance targets and tracking strategic initiative milestones.
Key Responsibilities:
Gather data for regular and ad-hoc reports and dashboards
Prepare information for client meetings and annual reviews
Maintain calendars for customer meetings and office coverage
Resolve client complaints and escalate issues when required
Coordinate marketing activities and sales materials for conversations
Requirements:
Two to three years of relevant experience
Post-secondary degree or equivalent education and experience
Advanced knowledge of investment processes and procedures
Relevant investment industry licensing for the designated jurisdiction
Good communication, organization, collaboration, and problem-solving skills
Apply investment services knowledge, reporting accuracy, and client relationship skills as a Portfolio Assistant with BMO Financial Group.
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Apply on source site As a Portfolio Assistant, you provide administrative and operational support within Wealth Sales & Service. You gather data, prepare reports, support investment client meetings, and manage requests using established procedures. The work also includes maintaining calendars, resolving complaints, coordinating marketing materials, and supporting client relationships. You collaborate with the assigned team, branch, and business partners while monitoring performance targets and tracking strategic initiative milestones.
Key Responsibilities:
Gather data for regular and ad-hoc reports and dashboards
Prepare information for client meetings and annual reviews
Maintain calendars for customer meetings and office coverage
Resolve client complaints and escalate issues when required
Coordinate marketing activities and sales materials for conversations
Requirements:
Two to three years of relevant experience
Post-secondary degree or equivalent education and experience
Advanced knowledge of investment processes and procedures
Relevant investment industry licensing for the designated jurisdiction
Good communication, organization, collaboration, and problem-solving skills
Apply investment services knowledge, reporting accuracy, and client relationship skills as a Portfolio Assistant with BMO Financial Group.
#J-18808-Ljbffr