Wealth Administrative Assistant - Client-Centric Co-op

BMO; Peterborough; On-site; CAD 34,000 - 47,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement plans

Job summary

BMO Financial Group is seeking a co-op/intern student to support Investment Advisors and IA teams with day-to-day administration and client service in the Wealth Sales & Service group in Canada. You’ll help maintain client records, build relationships, and assist with portfolio support.

This campus program emphasizes growth, training, and community involvement, with access to mentorship, learning platforms, and employee resource groups to develop professional skills.

Qualifications

• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

Responsibilities

• Maintains and organizes client database and client files.
• Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
• Assists with managing a portfolio of clients to retain and grow relationships.
• Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
• Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.

Skills

Verbal communication

Written communication

Organization skills

Collaboration

Job description

BMO Financial Group is seeking a co-op/intern student to support Investment Advisors and IA teams with day-to-day administration and client service in the Wealth Sales & Service group in Canada. You’ll help maintain client records, build relationships, and assist with portfolio support.

This campus program emphasizes growth, training, and community involvement, with access to mentorship, learning platforms, and employee resource groups to develop professional skills.