Wealth Admin & Operations Assistant

BMO

Toronto

On-site

CAD 34,000 - 60,000

Full time

5 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Private Wealth is seeking an Administrative Assistant to support the private wealth branch in achieving business objectives. The role involves managing client documentation, coordinating with stakeholders, and supervising daily operations to ensure high-quality service.

The position requires a post-secondary degree and 2–3 years of relevant experience, with strong organizational and communication skills.

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 the work flow of less-experienced staff.
Organizes and files records of office activities and business transactions; maintains reports and documentation.
Provides administrative/operational support including financial and transactional processing and reporting; ensures proper documentation of decisions.