Join BMO Financial Group as an Administration Associate specializing in Wealth Management. This challenging role emphasizes exceptional client service and administrative support for Investment Advisors.

Your primary responsibilities will include setting up meetings, preparing documentation, and resolving client inquiries. With a strong focus on the investment management process, you'll leverage your skills to enhance client experiences and support the growth of relationships. Collaboration with BMO partners strengthens both client service and business objectives.

Key Responsibilities:
• Coordinate marketing initiatives and client recognition events
• Manage client portfolio reviews and trade execution
• Maintain updated client databases and documentation




• Handle client interactions and inquiries confidentially
• Assist in training new team members and resolving tech issues

Requirements:
• 3-5 years of relevant experience preferred
• Advanced knowledge of compliance and investment procedures
• Strong communication and organizational skills
• Ability to work collaboratively within a team
• License requirement for financial services fulfilled

Enhance client relationships and contribute to the skilled growth of BMO’s Wealth Management team.
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📌 BMO Administration Associate for Wealth Management (Quebec City)
🏢 BMO
📍 Quebec City