BMO Financial Group Estate & Insurance Administrative Assistant, BMO Nesbitt Burns in Saskatchewan, Canada
The Estate and Insurance Administrative Assistant is accountable to provide administrative support to Estate and Insurance Advisor(s) (Financial Security Advisor in Quebec ) with the goal of growing overall insurance sales.
Administrative Support 90
Provide a full range of administrative duties to support the achievement of disability and insurance sales by the Estate and Insurance Advisor (Financial Security Advisor in Quebec ), including but not limited to: answering the telephone, filing, mailing forms, word-processing, correspondence, creating and updating files, photocopying and faxing Assist the Estate and Insurance Advisor in the preparation and maintenance of client documentation Assist the Estate and Insurance Advisor with marketing initiatives to drive additional business growth Perform other additional miscellaneous tasks to support the business growth Contact internal departments to resolve any client issue or process issue to ensure smooth operations
Adhere to all aspects of First Principles Our Code of Conduct and Ethics Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with Bank policy
Authorities Scope and Impact Information Access:
To use and access confidential information related to customer information, product and financial information This job contributes to the achievement of business results by supporting the Estate and Insurance Advisor (Financial Security Advisor in Quebec)Desired Behaviours Key Performance Indicators Collaboration Client focus Time management Attention to detail Tasks completed on time and to a high quality
At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and 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.
To find out more visit our website at www.bmo.com/careers .
BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
Insurance & Assurance