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 cooperative environment.
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 robust 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:
Robust 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.
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