Sales Assistant BMO Private Wealth
BMO
Vancouver, BC V6M 1Z2, Canada
6d ago

Job Family Group :

Wealth Sales & ServiceSupports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience.

Works collaboratively within the branch and with business partners.

  • Coordinates marketing activities on behalf of several Investment Advisors.
  • Expands the business growth potential of the branch and team through telemarketing and outbound calls as required.
  • Executes sales and service activities which includes review of reports, follow-up on client inquiries, account maintenance.
  • Accepts and processes orders over the phone or in person.
  • Proactively and professionally provides assistance to team members in order to meet client needs and team members’ expectations.
  • Analyzes data and information to provide insights and recommendations.
  • Gathers and formats data into regular and ad-hoc reports, and dashboards.
  • Prepares and vets client / prospect calls lists; tracks progress as required.
  • Maintains and organizes client database.
  • Support sales and service objectives by delivering service to the team’s clients (e.g. preparing and maintaining client documentation, administering and maintaining client account files, preparing photocopies, documents, and presentations) to meet or exceed client needs.
  • Organizes work and information to ensure accuracy and completeness.
  • Projects a professional and consistent image by adhering to organization’s brand, corporate identity, and standards.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Completes complex & diverse tasks within given rules / limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.
  • Qualifications :

  • Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
  • Successful completion of the Canadian Securities Course & Conduct and Practices Handbook. To be completed within 18 months of hire.
  • Basic / intermediate knowledge of investment process and procedures.
  • Knowledge of proprietary products and services, and fund company offerings.
  • Knowledge of compliance rules (proprietary and industry).
  • Good familiarity technology applications and software used in the financial planning and investment industry.
  • Knowledge of trade processing rules
  • Basic specialized knowledge.
  • Ability to work under pressure in a fast paced environment
  • Verbal & written communication skills - Good.
  • Organization / time management skills - Good.
  • Chinese Mandarin oral and written skill will be an asset
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
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