Equities Sales & Research Operations Coordinator

Socket.dev; Toronto; On-site; CAD 45,000 - 65,000; Full time

Job summary

BMO Capital Markets is seeking an Administrative/Operations support professional to assist the Institutional Equity Sales and Trading team in a fast-paced environment in Canada. You will coordinate client events, manage CRM records, and prepare communications and research materials to support deal execution and client services.

The role requires 3–5 years in admin/operational roles, with a degree or diploma in a related field considered an asset.

Qualifications

• 3–5 years of experience in an administrative, operational, client-service or professional support function.
• Experience within Financial Services or Capital Markets is an asset.
• Post-secondary degree or diploma in a related field is desirable.

Responsibilities

• Provides operational support to Institutional Equity Sales and Trading team.
• Coordinates planning, coordination and execution of analyst marketing, client events, and conferences.
• Keeps CRM data up to date with contacts, meetings and activities.
• Prepares and distributes client-facing communications and research materials.
• Supports onboarding and system access coordination and training.

Skills

Administrative support

Client service

Time management

Education

Post-secondary degree or diploma in a related field

Tools

CRM

Microsoft Office

Event management

Job description

BMO Capital Markets is seeking an Administrative/Operations support professional to assist the Institutional Equity Sales and Trading team in a fast-paced environment in Canada. You will coordinate client events, manage CRM records, and prepare communications and research materials to support deal execution and client services.

The role requires 3–5 years in admin/operational roles, with a degree or diploma in a related field considered an asset.