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 tasksSchedule and prepare client portfolio reviewsCoordinate marketing initiatives for the advisory teamHandle client inquiries and account setupsAssist in executing client trades and operationsRequirements:3-5 years of relevant experience or equivalentAdvanced knowledge of investment processesStrong communication skills, both verbal and writtenCollaboration skills within a team environmentKnowledge of compliance practices and regulationsBring your client service skills and investment knowledge to BMO Nesbitt Burns and contribute to lasting client relationships.

📌 Administration Associate At Bmo Nesbitt Burns (Quebec City)
🏢 BMO
📍 Quebec City