Administration Associate, Wealth Management, Nesbitt Burns
Core
Provides day-to-day administration and client service support to Investment Advisors and branch operations in wealth management.
Role type
Administration Associate (Wealth Management)
Builds
Client relationships and branch operations for BMO Nesbitt Burns
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment process knowledge, Trade processing, Compliance practices, Account maintenance, Client database management, Regulatory documentation
Preferred skills
Insurance products, Trust and Estate services, Financial/Retirement planning
Responsibilities
Book meetings and prepare introductory packages for prospects, Coordinate marketing activities and client events, Schedule and prepare client portfolio reviews, Execute client-initiated trades and handle account maintenance, Resolve client complaints and inquiries, Mentor junior team members, Monitor assets and notify advisors of rebalancing needs, Process regulatory documentation and maintain client files
Seniority
Mid-level, hands-on IC