Nesbitt Burns
Wealth Management
AdministrationAssistant,WealthManagement,NesbittBurns
“Administration Assistant, Wealth Management, Nesbitt Burns at Nesbitt Burns. Skills: Client Service, Administration, Relationship Management. Coordinate marketing activities. Assist in preparing for client meetings”
Industry & Context.
Analytical and problem solving skills - Good.
What They're Looking For.
Must Have
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Nice to Have
post-secondary degree in related field of study desirable, Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset, Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset, Familiarity with technology applications and software used in the financial planning and investment industry.
What You'll Do.
Coordinate marketing activities
Assist in preparing for client meetings
Handle clients’ general day-to-day requests
Generate reports and documents
Maintain and organize client database
Ensure transactions and tasks are assigned
Provide team members with support
Gather and distribute information
Develop rapport and instill confidence
Assist with managing a portfolio
Support IA’s in client investment needs
Work collaboratively within the market
Follow through on risk and compliance
Protect the Bank's assets
Maintain the confidentiality of client information
Complete complex & diverse tasks
Analyze issues and determine next escalates
How You'll Work.
Team & Collaboration
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Communication Scope
Verbal & written communication skills - Good.
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