Join BMO Nesbitt Burns as a Client Support Administrative Assistant, dedicated to providing exceptional service to advisors and clients. This position thrives within a dynamic team-oriented workplace promoting client satisfaction.
In this role, you will support Investment Advisors by coordinating client communications and organizing marketing initiatives to foster relationship growth. Your administrative capabilities will ensure that the branch operates smoothly while delivering top-tier client experiences. This hands-on role is vital to the success of our wealth management team.
Key Responsibilities:
• Schedule client appointments and prepare meeting materials
• Provide assistance with client account inquiries and updates
• Coordinate marketing activities and special client events
• Maintain organized and secure client files
• Troubleshoot technology and procedural issues for team members
Requirements:
• 1-2 years of administrative experience in finance
• Understanding of wealth management services
• Proficiency in financial industry software
• Excellent organization and collaboration skills
• Ability to analyze and solve problems effectively
Enhance your administrative career while making a significant impact on client satisfaction at BMO Nesbitt Burns.
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📌 Client Support Administrative Assistant (Quebec City)
🏢 Bank of Montreal
📍 Quebec City
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