Wealth Management Admin Specialist (9-Month Contract)

RiseMe; Quebec; On-site; CAD 34,000 - 60,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns, part of BMO Private Wealth, is seeking an Investment Advisor support role in Canada on a 9-month contract basis. The successful candidate will assist Investment Advisors and branch staff with day-to-day administration, client service, and coordinating marketing activities to strengthen client relationships.

Responsibilities include preparing for client meetings, managing inquiries, processing basic money movements, and generating reports for advisors and clients.

Qualifications

• Typically between 1–2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
• Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
• Familiarity with technology applications and software used in the financial planning and investment industry.

Responsibilities

• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the 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 (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
• Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.

Job description

BMO Nesbitt Burns, part of BMO Private Wealth, is seeking an Investment Advisor support role in Canada on a 9-month contract basis. The successful candidate will assist Investment Advisors and branch staff with day-to-day administration, client service, and coordinating marketing activities to strengthen client relationships.

Responsibilities include preparing for client meetings, managing inquiries, processing basic money movements, and generating reports for advisors and clients.