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Portfolio Assistant Sales

Portfolio Assistant Sales

BMOWaterloo, ON
30+ days ago
Salary
CA$35,700.00–CA$66,100.00 yearly
Job type
  • Part-time
Job description

Application Deadline :

08 / 16 / 2024

Address : 20 Erb Street West

Job Family Group :

Wealth Sales & Service

Thank you for your interest in BMO Financial Group. We are currently working towards providing a better candidate experience by including all of our job descriptions in both English and French. In the meantime, if this role is located in Quebec and / or New Brunswick please reference the French job description available below the English version. Otherwise please see the job description below in English as per federal language requirements.

Nous vous remercions pour votre intérêt à l'égard de BMO Groupe financier. Nous travaillons actuellement à offrir une meilleure expérience aux candidats en publiant toutes nos descriptions de poste en français et en anglais. Entre-temps, si ce poste est affiché au Québec ou au Nouveau-Brunswick, veuillez consulter la description de poste en français disponible sous la version anglaise. Autrement, veuillez consulter la description de poste ci-dessous en anglais, conformément aux exigences fédérales en matière de langues.

Consistently provide superior quality sales & fulfillment support to a group of Investment Management & Trust clients with the objective of exceeding customer expectations. Accountable for executing on all aspects of Investment Management & Trust administration. Seeks, recognizes, and acts upon opportunities to expand business relationships with clients.

Key Accountabilities

A. Client & Relationship Management

B. Administrative / Sales Support

C. Team Participation

D. Risk Management

A. Client & Relationship Management

  • Provide a superior level of courteous, knowledgeable, friendly and professional service to all existing and potential clients relating to investment management services consistent with delivery of the desired client experience
  • Take ownership of client inquiries / concerns / complaints, ensuring timely resolution
  • Develops a rapport and instills confidence with the client in order to develop credibility as a representative of the Private Bank
  • Assists in preparing new business proposals or presentations to clients / prospects based upon their needs, BPB products & services, competitive pricing and committed service capabilities
  • Assist the ICs in preparing for client meetings and account opening documentation
  • Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on investment products and procedures
  • Perform required client sales & service support activities as required to meet client needs and maintain overall service levels

B. Administrative / Sales Support

  • Monitor cash management reporting (including overdraft reporting and large cash balances)
  • Ensure the timely and accurate processing of trade order management activities
  • Ensure the proper adherence to account administration and maintenance
  • Identify opportunities to increase profitability, create capacity and reduce expenses
  • Recognize potential new business opportunities and refer / discuss them with the Relationship Manager (both within BPB and BMO as a whole)
  • Undertakes other administrative responsibilities (including performance reporting, compliance, monitoring trade activity, and other related functions / duties)
  • Provide after sales support and handle exceptions tactfully, accurately and efficiency in accordance with Bank policy

    • C. Team Participation

  • Participate in internal projects and initiatives of varying scope and responsibility
  • Participate in team meetings and conference calls as applicable
  • Take initiative, be accountable, and work in a team-orientated environment
  • Cross trains with other individuals within support team to ensure coverage and contingency is maintained at all times. Shares knowledge with team members.

    • D. Risk Management

  • 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
  • Protect the Banks assets by adhering to all banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and established risk guidelines
  • Participate in audits and compliance reviews as assigned
  • Accountable for monitoring the integrity of account documentation.
  • Identify and escalate all irregularities and discrepancies to management.

    • Knowledge and Skills

    Knowledge

  • Undergraduate degree or equivalent industry experience
  • Working knowledge of BMO Investment Management products and services
  • Working knowledge of BMO Platinum Banking & Trust products and services
  • Investment industry experience (1-4 years)
  • CSC preferred

    • Skills

  • Strong customer service focus
  • Communication skills (Advanced)
  • Able to multi-task
  • Able to handle high pressure situations with tight turnaround
  • Organization skills (Working)
  • Advanced knowledge of computer applications (Word, Excel, Global Plus and Optimizer)
  • Ability to deal with complex, controversial, and sensitive Investment Management issues (Advanced)
  • Open to change and acts as a change agent for new initiatives (Advanced)
  • Demonstrated history of responsiveness and problem-solving capabilities

    • Additional Accountabilities

  • Participate in client presentations (Advanced)
  • Support the Client Care role during peak periods and shortages
  • Participate in research, analysis and marketing (Working)
  • Project support / coordination (Working)
  • Conduct PA Training (Working)
  • Solicit referrals and suggest increased offerings (Working)
  • Proactively identify and recommend opportunities for process improvement, customer service and technology
  • Mentor new employees (Working)

    • Nous incitons les familles canadiennes fortunes agir sur ce qui compte le plus afin de produire des rsultats exceptionnels aujourdhui et durant les priodes de changement.

    Fournir constamment des services de soutien aux ventes et l'excution de grande qualit un groupe de clients de la Gestion de placements et des Services de fiducie, avec le souci de dpasser leurs attentes. Excuter tous les aspects administratifs de la gestion de placements et des services de fiducie. Chercher, cerner et saisir les occasions d'largir les relations d'affaires avec les clients.

    RESPONSABILITS

    A. Gestion des relations clients

    B. Soutien administratif et aux ventes

    C. Participation de l'quipe

    D. Gestion des risques

    A. Gestion des relations clients

    Fournir un service courtois, efficace, amical et professionnel de qualit suprieure tous les clients actuels et ventuels relativement aux services de gestion de placements, en assurant toujours l'exprience client dsire.

    S'occuper des demandes, des proccupations et des plaintes et les rgler rapidement.

    tablir des liens avec les clients et leur inspirer confiance pour renforcer sa crdibilit titre de reprsentant de Banque prive Harris.

    Aider prparer de nouvelles propositions daffaires ou prsentations lintention de clients existants ou ventuels en tenant compte de leurs besoins, des produits et des services de BBPH et des capacits de service et en leur offrant une tarification concurrentielle.

    Aider les conseillers en placements prparer les runions avec les clients et la documentation d'ouverture de comptes.

    Connatre et comprendre les services et les offres intgrs, particulirement les produits et les mthodes de placement.

    Effectuer les activits de soutien aux ventes et au service la clientle requises pour rpondre aux besoins des clients et maintenir les niveaux de service gnraux.

    B. Soutien administratif et aux ventes

    Vrifier les rapports de gestion de trsorerie (y compris les rapports sur les dcouverts et les soldes d'encaisse importants).

    S'acquitter, rapidement et avec prcision, des activits de gestion des ordres de ngociation.

    Respecter les mthodes d'administration et de mise jour des comptes.

    Cerner les occasions d'accrotre la rentabilit et le potentiel et de rduire les dpenses.

    Dterminer les possibilits d'affaires, les signaler au directeur - Relations d'affaires et en discuter avec lui ( la fois au sein de BBPH et de BMO en gnral).

    Assumer dautres responsabilits administratives, notamment les fonctions ou tches lies aux rapports sur le rendement, la conformit, aux ngociations, etc.

    Assurer le soutien aprs-vente et traiter les cas d'exception avec tact, prcision et efficacit, conformment la politique de la Banque.

    C. Participation de l'quipe

    Participer aux projets et aux initiatives internes de diverses portes et responsabilits.

    Participer aux runions d'quipe et aux confrences tlphoniques, le cas chant.

    Prendre des initiatives, assumer ses responsabilits et travailler dans un milieu favorisant l'esprit d'quipe.

    S'initier au travail d'autres personnes au sein de l'quipe de soutien pour assurer le service et la continuit des affaires en tout temps. Partager les connaissances avec les membres de lquipe.

    D. Gestion des risques

    Respecter tous les aspects des Principes fondamentaux Notre code de conduite et d'thique.

    Suivre les mthodes en matire de scurit et de protection et faire preuve de diligence raisonnable, conformment la politique de la Banque en matire de prvention des pertes lies la fraude, la contrefaon, au blanchiment d'argent ou aux dtournements de fonds.

    Protger lactif de la Banque en respectant la rglementation bancaire, les rglements lis aux placements et l'octroi de crdit (selon le cas), toutes les normes et mthodes, exigences juridiques, dontologiques et de traitement de mme que les lignes directrices de la Banque et les directives tablies en matire de risque.

    Participer aux vrifications et aux examens de conformit, selon les directives reues.

    Surveiller l'intgrit des documents sur les comptes.

    Dceler toutes les irrgularits et les carts et les signaler la direction.

    PORTE

    Ce poste a une incidence directe ou indirecte sur les aspects suivants :

    Niveaux de service la clientle et de satisfaction

    Excution rapide des initiatives

    Risque de non-conformit et exposition au risque financier

    Indications de clients aux collgues

    RELATIONS INTERFONCTIONNELLES

    Ce poste exige que l'employ interagisse avec les groupes suivants :

    Au sein de BMO Groupe financier :

    Collgues de BMO Banque prive Harris, bureau national, quipe de conformit interne et d'exploitation

    Interaction directe avec le directeur rgional - Placements et une quipe de conseillers en placements

    Interaction directe avec les directeurs de march, les directeurs rgionaux - Services bancaires / directeurs rgionaux - Gestion de patrimoine et leurs quipes respectives de spcialistes des services bancaires et de la gestion du patrimoine et les conseillers - Gestion de patrimoine

    l'extrieur de BMO Groupe financier :

    Professionnels : Avocats, comptables, etc. (selon la relation client)

    Connaissances

    tudes postsecondaires ou exprience quivalente dans le secteur d'activit

    Connaissance pratique des produits et des services de gestion des placements de BMO Banque prive Harris

    Connaissance pratique des produits et des services bancaires platine et de fiducie de BMO Banque prive Harris

    Exprience dans le secteur des placements (1-4 ans)

    Comptences

    Grand souci du service la clientle

    Aptitudes communiquer (niveau avanc)

    Multitche

    Capacit de supporter une forte pression dans des dlais serrs

    Sens de l'organisation (niveau pratique)

    Connaissance pratique des applications informatiques (Word, Excel, Global Plus et Optimizer)

    Capacit de grer les problmes complexes, controverss et dlicats lis la gestion des placements (niveau pratique)

    Esprit ouvert aux changements et agent de changement dans le cadre de nouvelles initiatives (niveau pratique)

    Capacit prouve de ragir aux problmes et de les rsoudre

    Salary :

    35,700.00 - $66,100.00

    Pay Type : Salaried

    The above represents BMO Financial Group's pay range and type.

    Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

    BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https : / / jobs.bmo.com / global / en / Total-Rewards

    We're here to help

    At BMO we are driven by a shared Purpose : Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

    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.