Administration Assistant, Nesbitt Burns

BMO

Brossard, QC, Canada
Base: $33,600.00 - $50,900.00 (target $40,000.00);...
Day-to-day administration for investment advisors
Client relationship management and service delivery
Transaction processing and account maintenance
This client-focused role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives

Job Summary

  • This client-focused role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.
  • The position involves coordinating marketing activities, handling client inquiries including money movement, and ensuring strict adherence to risk and compliance policies.
  • BMO offers a competitive compensation package including a base salary range, potential discretionary bonuses, health insurance, and retirement savings plans.

Matching Summary

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

Salary

Base: $33,600.00 - $50,900.00 (Target $40,000.00); Bonus/Equity: Eligible for monthly discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Day-to-day administration for investment advisors
  • Client relationship management and service delivery
  • Transaction processing and account maintenance
  • Compliance with risk and regulatory policies
  • Technology troubleshooting and software usage

Nice-to-have

  • Experience in wealth management company operations
  • Knowledge of traditional and non-traditional investment products
  • Ability to coordinate marketing and client events
  • Strong verbal and written communication skills
  • Collaborative team player with analytical mindset

Key Requirements

  • 1-2 years of relevant experience
  • Post-secondary degree in related field
  • Licensing and certification requirements for jurisdiction
  • Knowledge of financial planning technology applications

Work Rights

Not specified

Tailored Resume

Cover Letter