BMO
Client-Focused Administration Assistant
Job Description
Join BMO as a Client-Focused Administration Assistant, supporting Investment Advisors while managing client interactions and administrative tasks. This role emphasizes exceptional service and relationship building.
In this client-centric role, you will assist with scheduling, marketing initiatives, and maintaining client databases. Your work will directly impact client satisfaction, making you a key player in the achievement of business objectives. Collaborate with team members to ensure smooth operations and effective handling of inquiries.
Key Responsibilities:
• Coordinate social media and marketing activities
• Assist with scheduling client meetings
• Manage inquiries and basic account requests
• Generate reports for clients and advisors
• Maintain client files and databases
Requirements:
• 1-2 years in a related field
• Familiarity with wealth management services
• Strong communication and organizational skills
• Knowledge of financial products ...
In this client-centric role, you will assist with scheduling, marketing initiatives, and maintaining client databases. Your work will directly impact client satisfaction, making you a key player in the achievement of business objectives. Collaborate with team members to ensure smooth operations and effective handling of inquiries.
Key Responsibilities:
• Coordinate social media and marketing activities
• Assist with scheduling client meetings
• Manage inquiries and basic account requests
• Generate reports for clients and advisors
• Maintain client files and databases
Requirements:
• 1-2 years in a related field
• Familiarity with wealth management services
• Strong communication and organizational skills
• Knowledge of financial products ...