Website BMO
Job Description:
Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Works collaboratively within the branch and with business partners.
Job Responsibilities:
- Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.
- Coordinates marketing activities on behalf of several Investment Advisors.
- Gathers and formats data into regular and ad-hoc reports, and dashboards.
- Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
- Analyzes data and information to provide insights and recommendations.
- Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
- Accepts and processes orders over the phone or in person.
- Prepares and vets client / prospect calls lists; tracks progress as required.
Job Requirements:
- Strong knowledge of administrative process and procedures as contained in Sales Administration Manual.
- Successful completion of the Canadian Securities Course & Conduct and Practices Handbook
- Current registration as an Investment Representative (IR).
- 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.
- Basic/intermediate knowledge of investment process and procedures.
- Knowledge of compliance rules (proprietary and industry).
- Good familiarity technology applications and software used in the financial planning and investment industry.
- Knowledge of proprietary products and services, and fund company offerings.
- Knowledge of trade processing rules
Job Details:
Company: BMO
Vacancy Type: Full Time
Job Location: Markham, CA
Application Deadline: N/A
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