Wealth Management Administration Assistant Bmo (Montreal)

Wealth Management Administration Assistant Bmo (Montreal)

17 Oct
|
BMO
|
Montreal

17 Oct

BMO

Montreal

Elevate your career at BMO Nesbitt Burns as an Administration Assistant specializing in Wealth Management. This role combines client service, administration, and team support in a team-oriented environment.In this client-focused position, you will support Investment Advisors and branch operations through day-to-day administration. Your key responsibilities will include coordinating marketing activities, scheduling client meetings, and managing requests related to account transactions. You will also play a vital role in enhancing client relationships and delivering impactful service.Key Responsibilities:Support Investment Advisors with daily administrative tasksCoordinate marketing initiatives and client eventsManage scheduling and client inquiries effectivelyGenerate reports and organize client databasesAssist with technology-related queries and issuesRequirements:1-2 years of relevant experience in wealth managementKnowledge of financial products and servicesStrong verbal and written communication skillsGood analytical and problem-solving abilitiesFamiliarity with financial planning softwareUtilize your administrative skills and client-focused mindset in this rewarding role at BMO.

📌 Wealth Management Administration Assistant Bmo (Montreal)
🏢 BMO
📍 Montreal

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