Administration Assistant, Nesbitt Burns

BMO

Brossard, Canada
Base: $33,600.00 - $50,900.00; bonus/equity: month...
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Client service and relationship management
Administrative and operational support
Financial product knowledge
** BMO is seeking an Administration Assistant for their Nesbitt Burns branch in Brossard, Canada. The role focuses on supporting Investment Advisors with administrative tasks and enhancing client relationships, requiring strong organizational and communication skills. **

Job Summary

  • Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
  • Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.

Matching Summary

Match Score: 75

** BMO is seeking an Administration Assistant for their Nesbitt Burns branch in Brossard, Canada. The role focuses on supporting Investment Advisors with administrative tasks and enhancing client relationships, requiring strong organizational and communication skills. **

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 service and relationship management
  • Administrative and operational support
  • Financial product knowledge
  • Risk and compliance adherence

Nice-to-have

  • Proactive problem solving
  • Building client rapport and trust
  • Collaborative team player

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter