Support Assistant

🔥 15 hours ago

🇨🇦 Canada – Remote

💵 $33.5k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Provide experienced administrative support to Advisory practices experiencing temporary staffing gaps • Support practices for defined periods, generally two to six months • Help maintain business continuity, protect advisor and team capacity, and minimize disruption during turnover, hiring transitions, or short-term absences • Quickly learn each assigned practice’s routines, book structure, priorities, service expectations, and ways of working • Participate in structured onboarding and establish responsibilities, turnaround expectations, escalation channels, and assignment boundaries • Prepare advisory teams for client meetings, including scheduling appointments • Handle clients’ day-to-day requests and inquiries, including basic money movement, technology issues, and account opening and updates • Generate reports and documents for investment advisors and clients • Process items for client accounts and files • Coordinate marketing activities, including website and social media initiatives, client recognition, and client events • Maintain and organize client databases and files • Ensure transactions and tasks are assigned and completed • Support team members with technology issues, new technology, policies, procedures, processing inquiries, and escalations • Gather and distribute updates on training, guidelines, technology, and business information • Build client rapport, credibility, and positive client experiences • Assist with managing a client portfolio to retain and grow relationships • Support investment advisors with individual client investment needs and investment-related advice, sales, and services • Collaborate with the market, BMO partners, and the community • Follow risk and compliance processes and policies • Protect bank and client assets and maintain confidentiality • Analyze issues, determine next steps, and escalate as required • Follow standardized Centralized Support workflows while adapting to practice needs • Operate within a shared national capacity pool and maintain accurate workload, volume, turnaround, error, capacity, deadline, and risk information • Provide an orderly handover when engagements end • Participate in training and knowledge-sharing, capture feedback and lessons learned, and identify process improvements • Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with policies, laws, and regulations

🎯 Requirements

• Typically three+ years of relevant experience at Nesbitt Burns preferred • Post-secondary education degree in a related field of study desirable or equivalent combination of education and experience • Strong knowledge of wealth management practice workflows, documentation, operational processes, and controls • Knowledge of traditional products including stocks, bonds, money market, and mutual funds • Knowledge of non-traditional managed and fee-based products is an asset • Familiarity with technology applications and software used in the financial planning and investment industry • Basic specialized knowledge • Proven ability to complete complex administrative work accurately and on time • Strong organization, prioritization, problem-solving, communication, and relationship-building skills • Ability to learn quickly, work independently in a virtual environment, and adapt across assignments • Sound judgment, discretion, and ability to identify and escalate risk, control, or service concerns • CIRO IR licensing is not a requirement, but is considered an asset • Flexibility to work the assigned practice’s normal local business hours • Good verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills • Fluent in French and English • Able to support clients and team members inside and/or outside the province of Quebec

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Other perks and rewards • Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Accommodations available on request during the selection process