Portfolio Operations Associate - Winter 2027

BMO; Montreal (administrative region); On-site; CAD 38,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plan

Job summary

BMO Financial Group in Montreal, QC is seeking a Portfolio Assistant to support branch operations and administrative projects within Wealth Sales & Service. You will coordinate calendars, prepare client materials, and ensure accurate records while aligning with regulatory requirements.

You will work closely with advisors, clients and business partners to streamline workflows, analyze data for reports, and help drive operational excellence in a fast-paced financial services environment.

Qualifications

• 0-1 year of experience in administrative, financial services, client service, or operations support.
• Post-secondary education in Business, Finance, Administration, or related field, or equivalent.
• Strong administrative, organizational, and time-management skills.

Responsibilities

• Manage calendars, schedules, and meeting logistics for client appointments and team activities.
• Prepare documentation, reports, meeting materials, and client review packages.
• Maintain accurate client records and ensure timely, compliant tasks.
• Coordinate workflows, monitor deadlines, and optimize team operations.
• Organize and maintain files and documentation for accuracy and accessibility.
• Support strategic initiatives by coordinating deliverables and tracking milestones.
• Gather, format, and analyze data for regular and ad hoc reports and dashboards.
• Deliver excellent client service and respond to inquiries efficiently.
• Prepare materials for client meetings, annual reviews, and investment discussions.
• Coordinate marketing activities, client events, and sales materials.

Skills

Administrative support

Calendar management

Client service

Data analysis

Communication

Team collaboration

Education

Post-secondary education in Business/Finance/Administration

Tools

MS Office

Job description

BMO Financial Group in Montreal, QC is seeking a Portfolio Assistant to support branch operations and administrative projects within Wealth Sales & Service. You will coordinate calendars, prepare client materials, and ensure accurate records while aligning with regulatory requirements.

You will work closely with advisors, clients and business partners to streamline workflows, analyze data for reports, and help drive operational excellence in a fast-paced financial services environment.