Adjoint aux ventes sans permis
BMO
Laval, Québec, Canada
9m ago

Location : Laval

Under the direction of the Branch Operations Manager, thisrole is responsible for assisting the branch and IA teams in achieving thebusiness objectives of profitability, market share and NPS.

Key Accountabilities

Business Delivery andOperational Effectiveness

  • Support the IA’s sales and service objectives bydelivering service initiatives to the IA’s clients which includes, but is notlimited to, preparation and maintenance of client documentation;
  • administrationof client accounts file maintenance, photocopying, document / presentation preparation

  • Ensure client needs are met or exceeded
  • Project a professional and consistent image byadhering to organization’s brand, corporate identity and standards
  • Liaise with various departments for execution ofclient 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 PrinciplesOur Code of Conduct and Ethics
  • Follow security and safeguarding procedures and apply appropriatedue diligence for the prevention of loss due to fraud, counterfeiting, moneylaundering or defalcation in accordance with Bank policy
  • Knowledge & Skills

  • Basic knowledge of administrative process andprocedures. Proactively and professionally provide administrative assistance toassist 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 andrelated reports
  • Knowledge of operational aspects of traditional(stocks, bonds, money market, mutual funds) and non-traditional (managed and feebased) products
  • Familiar with use of : RIS, SAM, Thompson One,Salesforce.com, Intranet, E-Mail
  • Knowledge of trust products (i.e., RRSP, RRIFetc.)
  • Knowledge of compliance rules (proprietary andindustry)
  • Good written and verbal communication skills
  • Understand and read ADP and RIS reports toprovide interpretation to IA(s) or use as required
  • Bilingual (French and English)
  • Education / Experience :

  • University degree or equivalent experience
  • Computer literacy
  • 0 - 1.5 years of experience
  • CSC and CPH successful completion within 18months of date of hire is desirable
  • Successful completion of 30-day BMO NBInvestment Representative Licensing Program
  • Apply
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