Application Deadline: 10/13/2026 Address: 44 Chipman Hill Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Maintains and organizes client database and client files. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.



Assists with managing a portfolio of clients to retain and grow relationships. Support IA's in individual client investment needs to provide qualified, customized investment-related advise, sales and services. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the

📌 Administrative Assistant (Milford)
🏢 BMO Financial
📍 Milford