Investment services expertise supports BMO clients from 6023 Silver Drive, coordinating advice, reporting, and responsive portfolio administration. Solid organization and analysis guide accurate client service.
As a Portfolio Assistant within Wealth Sales & Service, you provide administrative and operational support for financial and investment planning. You prepare client meeting information, manage calendars, organize data, and address investment service issues. The work also supports relationship retention, growth, and branch objectives.
Key Responsibilities:
- Support financial and investment planning delivery
- Gather data for reports and dashboards
- Prepare information for client meetings and reviews
- Coordinate customer meetings and office coverage
- Resolve client complaints and escalate as required
Requirements:
- Two to three years of relevant experience
- Post-secondary degree or equivalent education and experience
- Advanced investment process and procedure knowledge
- Relevant investment industry licensing
- Good communication, organization, collaboration, and analytical skills
Apply investment knowledge, reporting accuracy, and client service judgment as a Portfolio Assistant supporting BMO Wealth Sales & Service.