[Hiring] Centralized Support Associate @BMO

Role Description

The Centralized Support Associate provides experienced, high-quality administrative support to Advisory practices experiencing a temporary staffing gap. As a member of the Centralized Support team, the role helps to maintain business continuity, protect advisor and team capacity, and minimize disruption during employee turnover, hiring transitions, or short-term absences.

• Deliver experienced administrative support during temporary staffing gaps, hiring transitions, and short-term absences.
• Quickly learn and adapt to each assigned practice’s routines, book structure, priorities, service expectations, and ways of working.
• Participate in structured onboarding at the beginning of each engagement.
• Books meetings with prospects and clients, prepares packages for the meetings.
• Coordinates marketing activities on behalf of the advisory team.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers, and remitting funds.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Handles clients’ general day-to-day requests and inquiries.
• Generates reports and documents for IAs and clients as requested.
• Maintains and organizes client database and client files.
• Monitors incoming and outgoing assets and notifies IA of required actions.
• Administers and processes documentation related to client files and regulatory requirements.
• Monitors redocumentation of client accounts on a regular cycle.
• Mentors and coaches new or junior members to the Centralized Support team.
• Provides team members with support on general inquiries and escalations.
• Develops rapport and instills confidence with the client.
• Assists with managing a portfolio of clients to retain and grow relationships.
• Support IAs in individual client investment needs.
• Works collaboratively with BMO partners to deliver the desired customer experience.
• Follows through on the risk and compliance processes and policies.
• Protects the Bank's assets and clients’ assets.
• Maintains the confidentiality of client and Bank information.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps.
• Take measured risks while protecting the bank.
• Follow standardized Centralized Support workflows.
• Operate as part of a shared national capacity pool.
• Provide an orderly handover to transition knowledge and tasks.
• Participate in training and knowledge-sharing.

Qualifications

• Typically between 3 – 5 years of relevant experience with Nesbitt Burns preferred.
• Advanced knowledge of investment process and procedures.
• Advanced knowledge of administrative process and procedures.
• Advanced knowledge of proprietary products and services.
• Knowledge of compliance practices and regulations.
• Knowledge of Insurance and group products is an asset.
• Knowledge of Trust and Estate services is an asset.
• Knowledge of Financial/Retirement planning.
• Strong organization, prioritization, problem-solving, communication, and relationship-building skills.
• Ability to learn quickly, work independently in a virtual environment, and adapt across assignments.
• CIRO IR licensing is not a requirement, but is considered an asset.
• Fluent in French and English.

Requirements

• Strong verbal & written communication skills.
• Good organization skills.
• Good collaboration & team skills.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.