Wealth Management Admin Assistant (9-Month Contract)

BMO; Montreal (administrative region); On-site; CAD 34,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Nesbitt Burns in Montreal is seeking a client-focused administrator to support Investment Advisors and IA teams and branch operations with day-to-day administration and exceptional client service. A key part of the role is coordinating marketing activities for the advisory team and assisting with client meetings.

You will handle client requests, generate reports, maintain client databases, and ensure tasks are completed in a timely and confidential manner to support business objectives and

Qualifications

• Typically between 1–2 years of relevant experience and post-secondary degree in related field desirable or an equivalent combination of education and experience.
• Knowledge of wealth management company and branch operations is an asset
• Knowledge of traditional (stocks, bonds, money market, mutual funds) and non-traditional products is an asset
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and planning of client events.
• Assists the advisory team in preparing for client meetings, including scheduling appointments.
• Handles clients’ general day-to-day requests and inquiries including basic money movement, technology issues, and account opening and update.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
• Maintains and organizes client database and client files.
• Ensures transactions and tasks are appropriately assigned to team members and completed.
• Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
• Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
• Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.

Skills

Client service

Communication

Organization

Team collaboration

Problem solving

Education

Post-secondary degree

Equivalent experience

Tools

Technology applications

Job description

BMO Nesbitt Burns in Montreal is seeking a client-focused administrator to support Investment Advisors and IA teams and branch operations with day-to-day administration and exceptional client service. A key part of the role is coordinating marketing activities for the advisory team and assisting with client meetings.

You will handle client requests, generate reports, maintain client databases, and ensure tasks are completed in a timely and confidential manner to support business objectives and