Administration Associate, Nesbitt Burns
BMO US(1 month ago)
About this role
An Investment Advisor Assistant at BMO provides administrative and client service support to Investment Advisors and their teams to help achieve business objectives. The role partners with branch operations and contributes to the success of the IA portfolio and may be eligible for discretionary compensation.
Required Skills
- Client Service
- Meeting Scheduling
- Marketing Coordination
- Portfolio Reviews
- Account Maintenance
- Trade Execution
- Money Movement
- Report Generation
- Database Management
- Regulatory Compliance
+5 more
Qualifications
- Investment Representative (IR)
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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