Investment services expertise and solid organization define this Portfolio Assistant role at BMO, supporting client planning and advice from 6023 Silver Drive. Use communication and analytical skills to help deliver exceptional customer experiences.
This Portfolio Assistant provides administrative and operational support within Wealth Sales & Service. The role supports investment client services, reports, dashboards, meetings, and relationship development. It suits candidates with two to three years of relevant experience, post-secondary education, and investment industry licensing.
Key Responsibilities:
Prepare information for client meetings and annual reviews
Gather and format regular and ad-hoc reports and dashboards
Coordinate customer meetings, office coverage, and marketing activities
Resolve client complaints and escalate issues when required
Track strategic initiative metrics and milestones
Requirements:
Two to three years of relevant experience typically required
Post-secondary degree in a related field or equivalent experience
Advanced knowledge of investment processes and procedures
Relevant investment industry licensing for the designated jurisdiction
Valuable communication, organization, collaboration, and analytical skills
Apply investment knowledge, client service, and operational organization to support BMO teams, customers, and compliant investment planning.