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BMO Financial Group Estate & Insurance Assistant in United States


525 8th Avenue SW 9th Flr

Job Family Group:

Wealth Sales & Service

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.

  • Provide a full range of administrative functions to support the achievement of disability and insurance sales by

  • the Estate & Insurance Advisor (Financial Security Advisor in Quebec )

  • Review all life insurance applications, change forms or other documents for completeness and accuracy.

  • Process all new business life insurance applications into Centralize and submit to life insurance company

  • Complete underwriting follow-ups with clients, business partners and insurance carriers during the underwriting process

  • Distribute client anniversary statements and notifications to appropriate Investment Advisor on a timely basis

  • Respond to client inquiries or direct to the appropriate staff member

  • Assist the Estate & Insurance Advisor in the preparation and maintenance of client documentation

  • Help to manage calendar of Estate & Insurance Advisor and book client meetings

  • Prepare insurance illustrations using life insurance company software

  • Assist the Estate & 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

  • Other work or accountabilities may be assigned as needed.


  • High energy and highly motivated, self-starter, results-oriented individual with a commitment to providing an exceptional level of service.

  • Proactively and professionally provides assistance to Estate & Insurance Advisor EIA(s)*(Financial Security Advisor in Quebec) in order to meet client needs and EIA(s) expectations

  • Ideal candidate should have a strong insurance industry background and in depth working knowledge of insurance products, sales concepts and inforce policy service strategies

  • Strong understanding of provincial regulatory requirements for policy management

  • Proficient in the use of Microsoft Office, with focus on demonstrated working knowledge of MS Excel

  • Excellent interpersonal and communication skills, both written and verbal.

  • Strong analytical, investigative, and problem resolution skills.

  • Effective organizational skills with the ability to prioritize and meet timelines.

  • Proven ability to manage effectively in a multitasking environment, while executing with accuracy.

  • Team-oriented operating style with effective interpersonal skills that allow successful business interactions with individuals of all leadership styles and personalities

  • University degree or equivalent industry experience

  • Minimum 5 years of administrative assistant experience in Life Insurance Industry and with Investment Products

  • Life Insurance Licensed

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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.

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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.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.