Elevate your career with BMO as a Portfolio Assistant for Winter 2027 in Montreal. Manage client interactions, documentation, and administrative support in a fast-paced financial workplace. 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 logistics
- Prepare documentation for client meetings and reports
- Maintain accurate client records and file organization




- Support strategic initiatives and monitor progress
- Respond to client inquiries and requests efficiently

Requirements:

- 0-1 year in administrative or client service roles
- Post-secondary education in Business or Finance
- Strong organizational and time management skills
- Excellent attention to detail and communication
- Ability to work collaboratively in a team environment

Utilize 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