Embark on your career journey with BMO as a Private Wealth Administrative Assistant Intern. Gain hands-on experience in client service and investment advisory in a supportive environment.
As a co-op student at BMO, you'll support Investment Advisors and team staff with daily administration tasks. This position requires you to coordinate marketing activities, assist with client inquiries, and support report generation. You will be integral to maintaining client relationships while managing diverse responsibilities directly impacting business outcomes.
Key Responsibilities:
• Coordinate marketing for the advisory team
• Assist in scheduling client meetings
• Handle daily client inquiries and requests
• Generate reports for Investment Advisors
• Maintain and organize client databases
Requirements:
• 1-2 years relevant experience or education
• Understanding of wealth management operations
• Familiarity with financial planning technologies
• Positive verbal/written communication skills
• Basic analytical and organizational skills
Leverage your skills and build a foundation in wealth management through this role at BMO.
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