Administration Assistant, Nesbitt Burns

BMO; Fredericton; On-site; CAD 32,000 - 42,000; Full time

Job summary

A financial services organization in Fredericton is seeking a client-focused associate to support Investment Advisors and enhance client relationships. The role emphasizes exceptional client service, compliance adherence, and administrative support. Ideal for candidates eager to grow in a dynamic financial environment with a competitive salary range of $32,400 to $41,900, and various benefits including health insurance and tuition reimbursement.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Responsibilities

• Maintains and organizes client database and client files.
• Develops rapport and instills confidence with the client.
• Assists with managing a portfolio of clients.
• Support IAs in individual client investment needs.
• Works collaboratively within the market and community.
• Follows through on the risk and compliance processes.
• Protects the Bank's assets and clients' assets.
• Maintains the confidentiality of client and Bank information.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules.

Skills

Basic knowledge learned on the job

Verbal & written communication skills

Organization skills

Collaboration & team skills

Job description

Application Deadline:

12 / 05 / 2025

Address:

65 Regent Street, Suite 200

Job Family Group:

Wealth Sales & Service

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. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Responsibilities:

• Maintains and organizes client database and client files.
• Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long‑term client relationships and delivers an exceptional client experience.
• Assists with managing a portfolio of clients to retain and grow relationships.
• Support IA's in individual client investment needs to provide professional, customized investment‑related advice, sales and services.
• Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
• 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.
• Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.
• Maintains the confidentiality of client and Bank information.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules / limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

Salary:

$32 400,00 - $41 900,00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit : https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.