Estate & Insurance Administrative Assistant

BMO Financial Group - Calgary, AB (30+ days ago)

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Address:
525 8th Avenue SW, Suite 3200

Job Family Group:
Wealth Sales & Service

Thank you for your interest in BMO Financial Group. We are currently working towards providing a better candidate experience by including all of our job descriptions in both English and French. In the meantime, if this role is located in Quebec and/or New Brunswick please reference the French job description available below the English version. Otherwise please see the job description below in English as per federal language requirements.
Nous vous remercions pour votre intérêt à l'égard de BMO Groupe financier. Nous travaillons actuellement à offrir une meilleure expérience aux candidats en publiant toutes nos descriptions de poste en français et en anglais. Entre-temps, si ce poste est affiché au Québec ou au Nouveau-Brunswick, veuillez consulter la description de poste en français disponible sous la version anglaise. Autrement, veuillez consulter la description de poste ci-dessous en anglais, conformément aux exigences fédérales en matière de langues.

Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA). Provides services to EIA, their clients and business partners ensuring operational processes and compliance regulations are followed in order to contribute to the growth of insurance sales, mitigate risk, and support the efficient and effective operation of the business group.

Assists with marketing initiatives to drive business growth.
Performs administrative tasks in support of driving sales results.
Collaborates with internal stakeholders in order to deliver on business objectives.
Executes administrative duties to include

Qualifications:
Typically 2 years of relevant experience and post-secondary degree in related field of study.
Life Insurance Liscence - Preferred.
Experience in Administrative assistance for Life Insurance and Investment Products.
Basic knowledge of Insurance and Estate principles.
Working knowledge of financial services.
Bilingual English-French is an asset.
In-depth knowledge of computer systems (Life Guide and Cannex).

Were here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do helping people is in our DNA. For 200 years we have thought about the futurethe future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together were changing the way people think about a bank.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, well help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://bmocareers.com

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Notice : as part of the job libraries initiative currently underway, the job description for this job code was recently updated in English only. If you require this job description in French, please reach out recruitment.support@bmo.com for assistance.

Avis : Dans le cadre de linitiative de rvision des rpertoires de postes actuellement en cours, la description de poste associe ce code demploi a rcemment t mise jour (version anglaise seulement). Si vous avez besoin de cette description de poste en franais, veuillez crire ladresse recruitment.support@bmo.com pour obtenir de laide.

Notice : as part of the job libraries initiative currently underway, the job description for this job code was recently updated in English only. If you require this job description in French, please reach out recruitment.support@bmo.com for assistance.

Avis : Dans le cadre de linitiative de rvision des rpertoires de postes actuellement en cours, la description de poste associe ce code demploi a rcemment t mise jour (version anglaise seulement). Si vous avez besoin de cette description de poste en franais, veuillez crire ladresse recruitment.support@bmo.com pour obtenir de laide.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://bmocareers.com .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.