Enhance client relationships as an Administration Associate at BMO Nesbitt Burns. Support investment advisors through exceptional client service, meeting coordination, and database management in a collaborative workplace. At BMO Private Wealth, the Administration Associate plays a vital role in supporting Investment Advisors and their teams.

With responsibilities that span client service, scheduling, and marketing activities, you will ensure smooth operations and contribute to the success of client portfolios. This client-centered position requires strong organizational skills and a commitment to exceptional service delivery. Key Responsibilities:

- Schedule meetings and prepare client packages for new prospects
- Coordinate marketing activities and client recognition events




- Prepare client portfolio reviews and set up calls for advisors
- Manage client inquiries, accounts, and fund transfers
- Generate reports and process documentation for clients Requirements:
- Strong client service and relationship management skills
- Previous experience in administrative support roles
- Ability to manage multiple tasks effectively
- Excellent communication and organizational abilities
- Familiarity with investment processes and client relations Bring your dedication to client satisfaction and administrative expertise to BMO Nesbitt Burns for a thriving career.

📌 Client-Focused Administration Associate at BMO (Burnaby)
🏢 BMO
📍 Burnaby