Enhance client relationships as an Administration Associate with BMO Nesbitt Burns. This role focuses on supporting Investment Advisors and managing day-to-day administrative tasks effectively.

With 3 to 5 years of relevant experience, you will be pivotal in delivering exceptional service and support to clients. Key responsibilities include scheduling client meetings, coordinating marketing activities, and handling account inquiries. Your expertise in investment processes ensures smooth operations and compliance with industry regulations.

Key Responsibilities:
• Support Investment Advisors in daily tasks
• Schedule and prepare client portfolio reviews
• Coordinate marketing initiatives for the advisory team




• Handle client inquiries and account setups
• Assist in executing client trades and operations

Requirements:
• 3-5 years of relevant experience or equivalent
• Advanced knowledge of investment processes
• Strong communication skills, both verbal and written
• Collaboration skills within a team setting
• Knowledge of compliance practices and regulations

Bring your client service skills and investment knowledge to BMO Nesbitt Burns and contribute to lasting client relationships.
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📌 Administration Associate at BMO Nesbitt Burns (Quebec City)
🏢 BMO U.S.
📍 Quebec City