Administration Assistant - Wealth Management, Nesbitt Burns

BMO

Montreal, Canada
Base: $40,000.00; bonus/equity: monthly discretion...
Client service and support
Financial product knowledge
Risk and compliance adherence
Supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service

Job Summary

  • Supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service.
  • Coordinates marketing activities, assists in preparing for client meetings, and handles client requests and inquiries.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Supports Investment Advisors and branch operations with day-to-day administration and provides exceptional client service.

Salary

Base: $40,000.00; Bonus/Equity: monthly discretionary bonus; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client service and support
  • Financial product knowledge
  • Risk and compliance adherence
  • Confidentiality of client information
  • Bilingualism French and English

Nice-to-have

  • Marketing activities coordination
  • Client event planning
  • Technology issue support
  • Rapport building with clients

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Bilingualism French and English
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter