Wealth Private Banking Assistant

BMO Financial Group; Montreal (administrative region); On-site; CAD 52,000 - 98,000; Full time

Job summary

A leading financial services organization in Montreal seeks an Administrative Support and Client Service professional. This role entails providing exceptional service to private banking clients, resolving inquiries, and assisting in business proposals. Candidates should have 2-3 years of relevant experience and a post-secondary degree. The position offers a salary range of $38,500 to $71,000, based on experience and qualifications, within a team-oriented environment.

Qualifications

• 2-3 years of relevant experience in a client service role.
• Working knowledge of personal and commercial credit products.
• Basic knowledge of the Lending Process and supporting policies.

Responsibilities

• Supports private banking clients with exceptional service.
• Assists in preparing business proposals and presentations.
• Resolves client inquiries and concerns promptly.
• Analyzes data to provide insights and recommendations.

Skills

Communication skills

Organizational skills

Collaboration skills

Analytical skills

Problem-solving skills

Education

Post-secondary degree in related field

Job description

A leading financial services organization in Montreal seeks an Administrative Support and Client Service professional. This role entails providing exceptional service to private banking clients, resolving inquiries, and assisting in business proposals. Candidates should have 2-3 years of relevant experience and a post-secondary degree. The position offers a salary range of $38,500 to $71,000, based on experience and qualifications, within a team-oriented environment.