Nesbitt Burns
Wealth Management
AdministrationAssistant,WealthManagement,NesbittBurns
“Administration Assistant, Wealth Management, Nesbitt Burns at Nesbitt Burns. Skills: client service, administration, client relationships. Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration. Provides exceptional client service to support achievement of business objectives”
What You'll Achieve.
support achievement of business objectives; Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.; Assists with managing a portfolio of clients to retain and grow relationships.
Industry & Context.
Analyzes issues and determines next escalates as required.; 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
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
What You'll Do.
Supports one or more Investment Advisors (IAs) and IA Team and staff
and branch operations with day-to-day administration
Provides exceptional client service to support achievement of business objectives
Coordinates marketing activities on behalf of the advisory team
Assists the advisory team in preparing for client meetings
including scheduling appointments
Handles clients’ general day-to-day requests and inquiries including basic money movement (e. g.
and account opening and update
and follows up in a timely and confidential manner
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files
Maintains and organizes client database and client files
Ensures transactions and tasks are appropriately assigned to team members and completed
Provides team members with support on technology issues
use of new technology
and general inquiries and escalations related to policies
Gathers and distributes information on updates to training
and other business related information
Assists with managing a portfolio of clients to retain and grow relationships
Support IA’s in individual client investment needs to provide professional
customized investment-related advise
Follows through on the risk and compliance processes and policies
Protects the Bank's assets and clients’ assets and complies with all regulatory
and ethical requirements
Maintains the confidentiality of client and Bank information
Completes complex & diverse tasks within given rules/limits
Analyzes issues and determines next escalates as required
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.; Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Communication Scope
Verbal & written communication skills - Good.
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