• 2360311
  • (Reference :1600021841)
  • Portfolio Assistant

DESCRIPTION

  • Description
    Mandate

    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

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    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
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    Take ownership of client inquiries/concerns/complaints, ensuring timely resolution
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    Develops a rapport and instills confidence with the client in order to develop credibility as a representative of the Private Bank
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    Assists in preparing new business proposals or presentations to clients/prospects based upon their needs, BPB products & services, competitive pricing and committed service capabilities
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    Assist the IC’s in preparing for client meetings and account opening documentation
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    Develop and maintain knowledge and understanding of integrated services and offerings, with a focus on investment products and procedures
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    Perform required client sales & service support activities as required to meet client needs and maintain overall service levels

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

    C. Team Participation

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    Participate in internal projects and initiatives of varying scope and responsibility
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    Participate in team meetings and conference calls as applicable
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    Take initiative, be accountable, and work in a team-orientated environment
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    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

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    Ensure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics
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    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
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    Protect the Bank’s 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
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    Participate in audits and compliance reviews as assigned
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    Accountable for monitoring the integrity of account documentation.
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    Identify and escalate all irregularities and discrepancies to management.
    Qualifications
    Knowledge and Skills

    Knowledge

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    Undergraduate degree or equivalent industry experience
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    Working knowledge of BMO Investment Management products and services
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    Working knowledge of BMO Platinum Banking & Trust products and services
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    Investment industry experience (1-4 years)
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    RISR (CSC preferred)
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    Enrolled in, or has completed a Financial Planning accreditation program through ICB or equivalent

    Enrolled in CFA a definite asset

    Skills
    -

    Strong customer service focus
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    Communication skills (Advanced)
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    Able to multi-task
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    Able to handle high pressure situations with tight turnaround
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    Organization skills (Working)
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    Advanced knowledge of computer applications (Word, Excel, Global Plus and Optimizer)
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    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
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    Bilingual (French & English)

Company description

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