Centralized Support Assistant, Nesbitt Burns
QuebecBMO Nesbitt Burns Inc.
3+ YOECandidates need three or more years of experience at Nesbitt Burns preferred, strong knowledge of wealth management workflows, and proven ability to complete complex administrative work accurately. Fluency in French and English, strong communication skills, and the ability to work independently in a virtual setting are required.
Financial planning software, Client database
Centralized Support Associate, Nesbitt Burns
QuebecBMO Nesbitt Burns Inc.
3+ YOECandidates need roughly 3 to 5 years of relevant experience, with Nesbitt Burns experience preferred, plus advanced knowledge of investment processes, administrative procedures and proprietary products. Strong organization, communication, independent virtual work skills and fluency in French and English are required.
Sales Administration Manual