Administrative Assistant - BMO Nesbitt Burns
BMO US(15 days ago)
About this role
The role involves supporting Investment Advisors and branch operations by providing client service, managing client relationships, handling inquiries, and assisting with administrative tasks related to investment accounts. It emphasizes delivering a positive client experience and collaborating within a team to meet business objectives.
Required Skills
- Client Service
- Investment Products
- Account Management
- Communication Skills
- Financial Regulations
- Trade Processing
- Relationship Management
- Customer Support
- Administration
- Financial Planning
Qualifications
- Canadian Securities Course
- Conduct and Practices Handbook
- Current Registration as 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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