Under the direction of the Branch Operations Administrator, this role is responsible greeting clients on arrival and managing incoming calls to the branch. Also for assisting achieving the operational objectives of the branch. Key Accountabilities Business Delivery and Operational Effectiveness:
• Provide administrative support to assigned IA(s) • Contribute to the success of the IA(s) by ensuring timely and accurate completion of assigned tasks • Preparation and maintenance of client documentation • Provide telephone quotes • Administration of client accounts • Professional interaction & servicing of clients are required • Responding to general client inquiries (account status, cheque request, margin/cash calls, registrations/dividend claims) • Non-complex problem solving • Provide assistance with marketing initiatives, reception, file maintenance, photocopying, document/presentation preparation • Liaison with various back office departments for execution of client requests and problem solving and other branch duties as assigned • Ensure efficient delivery of high quality and cost effective service • Ensure compliance regulations are adhered to • Responsible for other duties as required Risk Management & Controls:
• Ensure compliance regulations are adhered to • Ensure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics • Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with Bank policy
• Basic knowledge of administrative process and procedures. • Proactively and professionally provide administrative assistance to assist the IA(s) in meeting client service needs • Working knowledge of administrative process and procedures as contained in Sales Administration Manual • Effective business writing skills • Good written and verbal communication skills in French and in English Education/Experience:
• University degree or equivalent experience • CSC and CPH successful completion within 18 months of date of hire may be required • Successful completion of 30 day BMO NB Investment Representative Licensing Program
We're here to help
At BMO we have a shared purpose; we put the customer at the centre of everything we do - helping people is in our DNA. For 200 years we have thought about the future-the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://bmocareers.com .
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.