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PCD Unlicensed Sales Assistant - Grade 2 At BMO Financial Group

Location: Vancouver, British Columbia

Job Description

Under the direction of the Branch Operations Manager, this role is responsible for assisting the branch and IA teams in achieving the business objectives of profitability, market share and NPS.
Key Accountabilities
Business Delivery and Operational Effectiveness
  • Support the IA’s sales and service objectives by delivering service initiatives to the IA’s clients which includes, but is not limited to, preparation and maintenance of client documentation; administration of client accounts file maintenance, photocopying, document/presentation preparation
  • Ensure client needs are met or exceeded
  • Project a professional and consistent image by adhering to organization’s brand, corporate identity and standards
  • Liaise with various departments for execution of client requests and problem solving and other branch duties as assigned
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

Qualifications

Knowledge & Skills
  • Basic knowledge of administrative process and procedures. Proactively and professionally provide administrative assistance to assist the IA(s) in meeting client service needs
  • Knowledge of basic company and branch operations (i.e., CIC, client services, trust services, account transfers, etc.)
  • Understanding of day to day work flow and related reports
  • Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non-traditional (managed and fee based) products
  • Familiar with use of: RIS, SAM, Thompson One, Salesforce.com, Intranet, E-Mail
  • Knowledge of trust products (i.e., RRSP, RRIF etc.)
  • Knowledge of compliance rules (proprietary and industry)
  • Good written and verbal communication skills
  • Understand and read ADP and RIS reports to provide interpretation to IA(s) or use as required
Education/Experience:
  • University degree or equivalent experience
  • Computer literacy
  • 0 - 1.5 years of experience
  • CSC and CPH successful completion within 18 months of date of hire is desirable
  • Successful completion of 30-day BMO NB Investment Representative Licensing Program

Job

Wealth Management

Primary Location

Canada-British Columbia-Vancouver

Organization

BMO Wealth Management-X005000

Schedule

full-time

Job Posting

Jan 10, 2019

Unposting Date

Feb 9, 2019