Client-Focused Administrative Assistant for Wealth Team

BMO; Winnipeg; On-site; CAD 32,000 - 49,000; Full time

Job summary

A leading financial institution in Winnipeg is seeking a motivated individual to support Investment Advisors with client coordination and marketing activities. Responsibilities include assisting in client meetings, handling inquiries, maintaining databases, and providing excellent customer service. Ideal candidates will have 1-2 years of relevant experience and a post-secondary degree in a related field. The role offers a competitive salary of $32,400 – $48,300, with a commission structure and comprehensive benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• Typically 1-2 years of relevant experience.
• Knowledge of wealth management and branch operations is an asset.
• Familiarity with financial planning technology applications.
• Good verbal and written communication skills required.

Responsibilities

• Coordinate marketing activities for the advisory team.
• Assist in preparing for client meetings and scheduling.
• Handle client inquiries and basic requests.
• Generate reports and maintain client databases.
• Provide support on technology issues.

Skills

Client relationship management

Communication skills

Organizational skills

Analytical skills

Collaborative skills

Education

Post-secondary degree in a related field

Job description

A leading financial institution in Winnipeg is seeking a motivated individual to support Investment Advisors with client coordination and marketing activities. Responsibilities include assisting in client meetings, handling inquiries, maintaining databases, and providing excellent customer service. Ideal candidates will have 1-2 years of relevant experience and a post-secondary degree in a related field. The role offers a competitive salary of $32,400 – $48,300, with a commission structure and comprehensive benefits package.