Administration Assistant, Wealth Management, Nesbitt Burns

BMO

Granby, Quebec, Canada
Base: $33,600.00 - $50,900.00; bonus/equity: month...
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Client relationship management
Marketing activities coordination
Client meeting preparation
** BMO is seeking an Administration Assistant for its Wealth Management division in Granby, Quebec. The role involves supporting Investment Advisors with administrative tasks, client service, and maintaining client relationships, all while ensuring compliance with regulations. **

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.
  • Follows through on risk and compliance processes and policies to ensure safeguarding of customers’ assets and maintaining privacy.

Matching Summary

Match Score: 75

** BMO is seeking an Administration Assistant for its Wealth Management division in Granby, Quebec. The role involves supporting Investment Advisors with administrative tasks, client service, and maintaining client relationships, all while ensuring compliance with regulations. **

Salary

Base: $33,600.00 - $50,900.00; Bonus/Equity: Monthly discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client relationship management
  • Marketing activities coordination
  • Client meeting preparation
  • Handling client inquiries
  • Generating reports and documents
  • Maintaining client database
  • Risk and compliance adherence

Nice-to-have

  • Discretionary compensation potential
  • Collaborative work environment
  • Building rapport with clients

Key Requirements

  • 1-2 years of relevant experience
  • Post-secondary degree desirable or equivalent education/experience
  • Knowledge of wealth management and branch operations is an asset
  • Familiarity with financial planning software
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter