Portfolio Assistant - Private Wealth
BMO US(1 month ago)
About this role
Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. The role works collaboratively within an assigned team/branch and with business partners to support wealth sales and client services functions.
Required Skills
- Administrative Support
- Operational Support
- Client Acquisition
- Telemarketing
- Marketing Coordination
- Product Knowledge
- Complaint Resolution
- Compliance
- Data Analysis
- Reporting
+2 more
Qualifications
- Post-Secondary Degree
- Investment Industry Licensing
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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