Client-Focused Admin Assistant, Private Wealth

Bank of Montreal; Toronto; On-site; CAD 34,000 - 51,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) Private Wealth Nesbitt Burns is seeking an Administrative Assistant to support the private wealth branch. The role involves handling client documentation, coordinating meetings, and ensuring regulatory compliance while supervising daily operational activities.

The position focuses on high‑touch service, collaboration with internal and external stakeholders, and maintaining efficient office workflows to meet business objectives.

Qualifications

• Verbal and written communication skills are essential.
• Strong organizational skills to manage records and schedules.
• Ability to collaborate with internal and external stakeholders to meet objectives.
• Analytical and problem solving abilities to identify discrepancies and escalate as needed.

Responsibilities

• Provide administrative and operational support to the private wealth branch.
• Manage client documentation and regulatory compliance paperwork.
• Coordinate meetings, facilities, and office logistics.
• Supervise day-to-day workflow and ensure timely processing of work orders.

Skills

Verbal and written communication

Organization skills

Collaboration & teamwork

Analytical problem solving

Education

Post-secondary degree in related field

Tools

None

Job description

Bank of Montreal (BMO) Private Wealth Nesbitt Burns is seeking an Administrative Assistant to support the private wealth branch. The role involves handling client documentation, coordinating meetings, and ensuring regulatory compliance while supervising daily operational activities.

The position focuses on high‑touch service, collaboration with internal and external stakeholders, and maintaining efficient office workflows to meet business objectives.