Elevate your career with BMO as a Portfolio Assistant for Winter 2027 in Montreal. Manage client interactions, documentation, and administrative support in a rapid-paced financial environment.This role emphasizes operational excellence and relationship management. Ideal for detail-oriented professionals with up to one year of experience, you will coordinate schedules, manage client inquiries, and ensure compliance with regulations. Your role supports financial planning and investment discussions while maintaining accurate records and office workflows.Key Responsibilities:Manage client calendars and meeting logisticsPrepare documentation for client meetings and reportsMaintain accurate client records and file organizationSupport strategic initiatives and monitor progressRespond to client inquiries and requests efficientlyRequirements:0-1 year in administrative or client service rolesPost-secondary education in Business or FinanceStrong organizational and time management skillsExcellent attention to detail and communicationAbility to work collaboratively in a team environmentUtilize your organizational expertise and relationship management skills to enhance client service and operational efficiency at BMO.

📌 Bmo Portfolio Assistant Winter 2027 (Montreal)
🏢 Bank of Montreal
📍 Montreal