Portfolio Assistant, Private Wealth

BMO

Quebec, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Execute client portfolio transactions
Maintain kyc and regulatory compliance
Process fund transfers and account openings
This is a 12-month contract opportunity focused on executing operations in client portfolios and ensuring accuracy in all transactions

Job Summary

  • This is a 12-month contract opportunity focused on executing operations in client portfolios and ensuring accuracy in all transactions.
  • The role requires maintaining client files, performing regulatory updates, and providing administrative support to the wealth sales team.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

This is a 12-month contract opportunity focused on executing operations in client portfolios and ensuring accuracy in all transactions.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Execute client portfolio transactions
  • Maintain KYC and regulatory compliance
  • Process fund transfers and account openings
  • Analyze daily reports for discrepancies
  • Prepare client meeting materials

Nice-to-have

  • Detail-oriented with high accuracy
  • Strong customer service focus
  • Ability to manage multiple tasks simultaneously
  • Collaborative team mindset
  • Excellent verbal and written communication

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree in related field
  • Fluency in French and English

Work Rights

Not specified

Tailored Resume

Cover Letter