Wealth Admin Assistant: Operations & Compliance

Socket.dev; Toronto; On-site; CAD 34,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Private Wealth is seeking an Administrative Assistant to support its Private Wealth branch and region. The role emphasizes operational support, sales compliance, and regulatory requirements for high-net-worth clients, with responsibilities spanning documentation, workflow coordination, filing, and data management.

The role involves coordinating meetings, ensuring risk and compliance adherence, and supporting complex banking needs while maintaining a high level of service and accuracy.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Manages client documentation for correspondence and set-up.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Supervises day-to-day operational activities by coordinating workflows of less-experienced staff.
• Organizes and files records of office activities and maintains filing system for reports, forms and documentation.
• Creates, maintains, and enters information into databases.

Skills

Verbal communication

Written communication

Organizational skills

Collaboration & teamwork

Analytical and problem solving

Education

Post-secondary degree in related field

Job description

BMO Private Wealth is seeking an Administrative Assistant to support its Private Wealth branch and region. The role emphasizes operational support, sales compliance, and regulatory requirements for high-net-worth clients, with responsibilities spanning documentation, workflow coordination, filing, and data management.

The role involves coordinating meetings, ensuring risk and compliance adherence, and supporting complex banking needs while maintaining a high level of service and accuracy.