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 collaborative 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 tasks
- Coordinate marketing initiatives and client events
- Manage scheduling and client inquiries effectively
- Generate reports and organize client databases
- Assist with technology-related queries and issues
Requirements:
- 1-2 years of relevant experience in wealth management
- Knowledge of financial products and services
- Strong verbal and written communication skills
- Positive analytical and problem-solving abilities
- Familiarity with financial planning software
Utilize your administrative skills and client-focused mindset in this rewarding role at BMO.