BMO Nesbitt Burns seeks a Client Services Administration Assistant on a 9-month contract to enhance Wealth Management operations and client relations. Engage with Investment Advisors to ensure exceptional service. In this role, you'll provide essential administrative support to Investment Advisors and manage client interactions effectively.

Your responsibilities will include coordinating marketing initiatives, scheduling meetings, and responding to client inquiries promptly. Your commitment to fostering strong relationships will play a key role in achieving business objectives. Key Responsibilities:

- Support Investment Advisors with administrative functions
- Organize and execute marketing activities and client events




- Schedule and prepare for client meetings efficiently
- Process client requests and maintain accurate records
- Assist with technology challenges and team support Requirements:
- Between 1-2 years of relevant experience preferred
- Familiarity with wealth management operations is a plus
- Proficiency in financial technology applications
- Excellent communication and organizational skills
- Robust analytical and problem-solving capabilities Contribute your skills to support client satisfaction and strengthen BMO's wealth management services.

📌 Client Services Administration Assistant Role (Montreal)
🏢 BMO U.S.
📍 Montreal