27 Aug
|
Bank of Montreal
|
Quebec City
27 Aug
Bank of Montreal
Quebec City
Elevate your career with BMO Nesbitt Burns as an Administrative Assistant, supporting Investment Advisors and enhancing client relationships. This role is designed for a detail-oriented professional focused on administration and client service.
At BMO Nesbitt Burns, you will directly assist Investment Advisors in a multicultural wealth management environment. You will manage client inquiries, coordinate marketing activities, and ensure smooth operational processes within the branch. Your efforts will contribute to maintaining exceptional client relations and a well-organized advisory team.
Key Responsibilities:
• Assist Investment Advisors with scheduling and client meeting preparations
• Handle clients’ day-to-day requests and inquiries
• Organize marketing activities and manage client events
• Maintain and update client databases and files
• Support team with technology-related inquiries and training updates
Requirements:
• 1-2 years of relevant experience preferred
• Knowledge of wealth management and branch operations
• Familiarity with financial planning software
• Strong verbal and written communication skills
• Good organizational and analytical capabilities
Utilize your administrative expertise and solid communication skills to enhance client experiences at BMO Nesbitt Burns.
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📌 BMO Administrative Assistant Role (Quebec City)
🏢 Bank of Montreal
📍 Quebec City