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 • Valuable organizational and analytical capabilities

Utilize your administrative expertise and strong communication skills to enhance client experiences at BMO Nesbitt Burns. #J-18808-Ljbffr

📌 BMO Administrative Assistant Role (Winnipeg)
🏢 Bank of Montreal
📍 Winnipeg