Wealth Management Admin & Client Services Specialist

BMO; Montreal; On-site; CAD 39,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns in Canada is seeking a motivated team member to support Investment Advisors and the IA Team with daily administrative tasks and client service. You will help schedule meetings, handle standard money movements, and manage client information, delivering a high level of service to retain and grow client relationships.

The role emphasizes collaboration with internal teams, adherence to risk and compliance policies, and the use of technology to support advisory services.

Qualifications

• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.
• Licensing requirements must be met (Investment Representative Licence by CIRO).

Responsibilities

• Support one or more Investment Advisors and IA Team with day-to-day administration.
• Provide exceptional client service to support business objectives and retain relationships.
• Coordinate marketing activities for the advisory team (website, social media, client events).
• Assist with client meetings, including scheduling appointments.
• Handle client inquiries (money movement, transfers, account updates) and process items for accounts.
• Prepare reports for IAs and clients and manage client databases and files.

Skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Analytical problem solving

Client service

Education

Post-secondary degree

CIRO Investment Representative Licence

Job description

BMO Nesbitt Burns in Canada is seeking a motivated team member to support Investment Advisors and the IA Team with daily administrative tasks and client service. You will help schedule meetings, handle standard money movements, and manage client information, delivering a high level of service to retain and grow client relationships.

The role emphasizes collaboration with internal teams, adherence to risk and compliance policies, and the use of technology to support advisory services.