Join BMO Financial Group as a Portfolio Assistant, focusing on delivering high-quality investment advice and enhancing customer relations. Your administrative support will be crucial for optimizing financial planning operations.
As a Portfolio Assistant, you will play a vital role in fostering client trust and satisfaction. This involves analyzing market trends and maintaining detailed knowledge about products and services. Your contributions through marketing initiatives will expand client acquisition efforts, while addressing and resolving client needs effectively will ensure retention and growth of relationships.
Key Responsibilities:
• Facilitate the delivery of financial advice
• Monitor and report on service performance
• Conduct telemarketing to acquire new clients
• Gather data for reports on client services
• Implement strategic initiatives across the branch
Requirements:
• 2-3 years of finance-related experience
• In-depth knowledge of investment processes
• Solid analytical and problem-solving skills
• Excellent organization and communication skills
• Relevant licensing for your role
Utilize your skills in investment support to thrive at BMO Financial Group.
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