Administration Assistant, Wealth Management, Nesbitt Burns

BMO

Montreal, QC, Canada
Base: $33,600.00 - $50,900.00; bonus: eligible for...
Day-to-day administration for investment advisors
Client relationship management and service
Transaction processing and account updates
This client-focused role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service

Job Summary

  • This client-focused role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service.
  • The position involves coordinating marketing activities, handling client inquiries, and ensuring all transactions comply with risk and regulatory policies.
  • BMO offers a competitive compensation package including health insurance, tuition reimbursement, and retirement savings plans alongside the base salary.

Matching Summary

This client-focused role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service.

Salary

Base: $33,600.00 - $50,900.00; Bonus: Eligible for monthly discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • Day-to-day administration for Investment Advisors
  • Client relationship management and service
  • Transaction processing and account updates
  • Risk and compliance policy adherence
  • Technology support and database maintenance

Nice-to-have

  • Experience with wealth management operations
  • Knowledge of traditional and non-traditional investment products
  • Familiarity with financial planning software
  • Strong verbal and written communication skills
  • Ability to build rapport with clients

Key Requirements

  • 1-2 years of relevant experience
  • Post-secondary degree in related field
  • Must meet licensing requirements for jurisdiction
  • Knowledge of branch operations and account transfers

Work Rights

Not specified

Tailored Resume

Cover Letter