Portfolio Assistant Sales

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 managemen