At our company, we have been helping our customers and communities for over 190 years. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.
As a sales assistant for the Chicago office this position ensures that the Chicago office runs smoothly and efficiently on a daily basis in order to help all members of the team perform their job more efficiently and effectively. Act as a key resource person and liaise with clients, other lines of business and technology. This position reports directly to the MD of Sales.
KEY AREAS OF ACCOUNTABILITY:
A. Administrative Support
B. Client Support
C. Facilities Support
ACCOUNTABILITIES:
A. Administrative Support
- Provide administrative support to sales staff including three to four top performing sales persons
- Answer phones
- Assist in the maintenance of the customer database in CRM
- Organize travel arrangements and coordination of expense reports
- Assist at all client events and seminars
B. Client support
- Process client orders and be responsible for all deliver and trade issues for the client
- Send publications, communications and notifications to the client on behalf of the sales people and the firm.
- Client communications, transaction processing, interfacing with back and mid-office operations
- Assist in the organization of prospective clients to present information on available investment services
- Research and resolve outstanding customer account issues in a timely fashion
- Work with sales team serving client’s needs, prepare appropriate materials/proposals to sell to clients
- Monitor and execute client bid lists
- Assist with Bond Swaps
- Assist those clients on the portfolio system to balance the general ledgers and help maintain any regulatory reports needed each month.
- Prepare customer positions reports so they can be developed by the Analytics department.
Knowledge & Skills:
a) Knowledge:
- Series 7, 63 registered
- Four year college degree preferred
b) Skills:
- Solid problem solving and time management experience is required.
- Exceptional organizational skills; detail oriented, well-organized and able to manage time and multi-task to accomplish a variety of duties, many times with conflicting priorities and timelines.
- Proactive and a self-starter; ability to work both independently and as an integral part of our team.
- Strong communication skills, both written and verbal, combined with excellent proofreading and editing skills.
- Very proficient at administrative tasks.
- Excellent telephone manner, ability to direct calls to the appropriate team member.
- Ability to use the knowledge of the organization to carry out accountabilities.
- Ability to deal with confidential matters in an appropriate
manner
- Solid computer skills with working knowledge of in Outlook, Microsoft Office, Excel, Power Point, and Internet Explorer research skills
Working hours for this role are: 7:30 am to 4:30 pm
To explore this opportunity, visit our website and apply for position 58435 - https://www4.harrisbank.com/secure
BMO Financial Group thanks all applicants. We advise only those who qualify for an interview will be contacted.
