Elevate your career as a Portfolio Assistant at BMO, where you will support Investment Counsellors in creating exceptional investment experiences for high-net-worth clients. Drive client satisfaction through effective relationship management.
Working as a Portfolio Assistant means you will assist in client relationship management and prepare vital investment-related materials. You will also coordinate various client servicing activities while ensuring high standards of administration for discretionary accounts. This role is perfect for detail-oriented individuals with a passion for finance and client service.
Key Responsibilities:
• Support the Investment Counsellor with client documentation
• Coordinate meetings and manage schedules efficiently
• Provide insights and recommendations based on data analysis
• Handle client inquiries and resolve any issues
• Ensure compliance with industry regulations and standards
Requirements:
• 3+ years of experience in wealth management or related fields
• Educational background in Finance, Business, or Economics
• Solid organizational and multitasking skills
• Familiarity with Microsoft Office tools
• Asset: completion of Canadian Securities Course or similar
Bring your relationship-building and analytical skills to BMO and make a difference in client services.
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📌 Client Service Portfolio Assistant BMO (Ontario)
🏢 BMO
📍 Ontario