Administration Assistant, Wealth Management, Nesbitt Burns

BMO

Montreal, Canada
Base: $40,000.00; bonus/equity: monthly discretion...
Client relationship management
Day-to-day administration
Exceptional client service
Supports one or more Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives

Job Summary

  • Supports one or more Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
  • Coordinates marketing activities, assists in preparing for client meetings, and handles clients’ general day-to-day requests and inquiries.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Supports one or more Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.

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 relationship management
  • Day-to-day administration
  • Exceptional client service
  • Handling client inquiries
  • Risk and compliance processes

Nice-to-have

  • Marketing activities coordination
  • Client event planning
  • Technology issue support
  • Building rapport with clients
  • Collaborative work environment

Key Requirements

  • 1-2 years relevant experience
  • Post-secondary degree desirable
  • Knowledge of wealth management operations
  • Familiarity with financial industry software
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter