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