Application Deadline:10/04/2026Address:1250 boul Rene Levesque OuestJob Family Group:Wealth Sales & ServiceAs a Portfolio Assistant, you will serve as the operational backbone of the team, ensuring smooth day-to-day branch operations and efficient execution of administrative processes. This role is ideal for a detail-oriented professional who enjoys organization, relationship management, and coordinating multiple priorities in a quick-paced financial services environment.Working closely with advisors, clients, and business partners, you will help streamline operations and support administrative projects within the team.What You'll DoAdministrative & Operational SupportManage calendars, schedules, and meeting logistics to ensure efficient coordination of client appointments and team activities.Prepare documentation, reports, meeting materials, and client review packages to support financial planning and investment discussions.Maintain accurate client records and ensure all administrative tasks are completed in a timely and compliant manner.Coordinate office workflows, monitor deadlines, and help ensure operational excellence across the team.Organize and maintain work information, files, and documentation to ensure accuracy, completeness,



and accessibility.Support the implementation of strategic initiatives by coordinating deliverables, tracking milestones, and monitoring progress.Gather, format, and analyze data to prepare regular and ad hoc reports, dashboards, and business insights.Client Experience & Relationship ManagementDeliver exceptional service by responding to client inquiries, managing requests, and ensuring client needs are met efficiently and professionally.Prepare materials and information required for client meetings, annual reviews, and investment-related discussions.Business Development & Team SupportCoordinate marketing activities, client events, and sales materials to support advisor and client engagement.Identify opportunities to improve processes, service delivery, and operational efficiency.Monitor business performance metrics and help identify trends, gaps, and best practices to support team objectives.Risk, Compliance & GovernanceEnsure all activities comply with regulatory requirements, policies, and procedures.Support risk management and compliance processes that protect client interests and safeguard

📌 Portfolio Assistant, Winter 2027 (Co-Op/Internship), Montreal - 4 Months
🏢 Bank of Montreal
📍 Montreal