Support Assistant

This is a fully remote position, open to applicants in Canada.

📋 Description

• Provide skilled administrative assistance to Advisory practices facing temporary staffing shortages.

• Support practices for specific periods, typically ranging from two to six months.

• Help ensure business continuity, safeguard advisor and team capacity, and reduce disruption during turnover, hiring transitions, or short-term absences.

• Quickly assimilate the routines, book structure, priorities, service expectations, and operational methods of each assigned practice.

• Engage in structured onboarding to define responsibilities, turnaround expectations, escalation channels, and assignment boundaries.

• Prepare advisory teams for client meetings, including the scheduling of appointments.

• Address clients' daily requests and inquiries, covering basic money movements, technology issues, and account openings and updates.

• Create reports and documents for investment advisors and clients.

• Process items related to client accounts and files.

• Coordinate marketing activities, including website and social media initiatives, client recognition, and events.

• Organize and maintain client databases and files.

• Ensure that transactions and tasks are appropriately assigned and completed.

• Assist team members with technology challenges, new technology, policies, procedures, processing inquiries, and escalations.

• Collect and disseminate updates on training, guidelines, technology, and business information.

• Build rapport and credibility with clients, enhancing their overall experience.

• Aid in managing a client portfolio to foster and grow relationships.

• Support investment advisors with individual client investment needs and provide investment-related advice, sales, and services.

• Collaborate with the market, BMO partners, and the community.

• Adhere to risk and compliance processes and policies.

• Safeguard bank and client assets while maintaining confidentiality.

• Analyze issues, determine next steps, and escalate as necessary.

• Follow standardized Centralized Support workflows while adjusting to practice requirements.

• Function within a shared national capacity pool and keep accurate records of workload, volume, turnaround, errors, capacity, deadlines, and risk information.

• Provide a systematic handover when engagements conclude.

• Engage in training and knowledge-sharing, capture feedback and lessons learned, and identify opportunities for process improvements.

• Implement BMO’s Risk Management Framework and make risk-informed decisions in accordance with policies, laws, and regulations.

⛳️ Requirements

• Typically requires three or more years of relevant experience at Nesbitt Burns, preferred.

• A post-secondary education degree in a related field of study is desirable, or an equivalent combination of education and experience.

• Strong understanding of wealth management practice workflows, documentation, operational processes, and controls.

• Familiarity with traditional products such as stocks, bonds, money market instruments, and mutual funds.

• Knowledge of non-traditional managed and fee-based products is an advantage.

• Familiarity with technology applications and software used in the financial planning and investment sector.

• Basic specialized knowledge.

• Demonstrated ability to perform complex administrative tasks accurately and within deadlines.

• Excellent organizational, prioritization, problem-solving, communication, and relationship-building skills.

• Capacity to learn swiftly, work independently in a virtual environment, and adapt across various assignments.

• Sound judgment and discretion with the ability to identify and escalate risk, control, or service issues.

• CIRO IR licensing is not mandatory but is considered beneficial.

• Flexibility to accommodate the assigned practice’s normal local business hours.

• Proficient verbal and written communication skills.

• Strong organizational skills.

• Effective collaboration and teamwork abilities.

• Good analytical and problem-solving skills.

• Fluent in both French and English.

• Capable of supporting clients and team members both inside and outside the province of Quebec.

🏝️ Benefits

• Performance-based incentives.

• Discretionary bonuses.

• Additional perks and rewards.

• Health insurance.

• Tuition reimbursement.

• Accident insurance.

• Life insurance.

• Retirement savings plans.

• Comprehensive training and coaching.

• Managerial support.

• Opportunities for network building.

• Accommodations available upon request during the selection process.