Remote Wealth Advisory Support Specialist

BMO; United States; Remote; USD 34,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a Centralized Support Assistant to provide experienced administrative support to advisory practices during staffing gaps. This role is part of a national, largely virtual team with a focus on maintaining continuity and client service excellence.

The role requires quickly adapting to different practice routines, onboarding at engagement start, and handling client meetings and inquiries with confidentiality. Fluency in risk-aware processes is essential.

Qualifications

• Typically three+ years of relevant experience in a Nesbitt Burns environment preferred.
• Post-secondary education in related field or equivalent experience is desirable.

Responsibilities

• Provide experienced administrative support during staffing gaps, ensuring business continuity.
• Learn and adapt to each assigned practice’s routines and workflows.
• Assist advisory team in preparing for client meetings and scheduling appointments.
• Handle client requests including money movement, technology issues, and account updates.
• Coordinate marketing activities and maintain client databases and files.
• Maintain accurate task assignment, workload tracking and escalation when needed.

Skills

Administrative support

Wealth management workflows

Customer service

Attention to detail

Education

Post-secondary education

Tools

CRM software

Office 365

Job description

BMO Financial Group seeks a Centralized Support Assistant to provide experienced administrative support to advisory practices during staffing gaps. This role is part of a national, largely virtual team with a focus on maintaining continuity and client service excellence.

The role requires quickly adapting to different practice routines, onboarding at engagement start, and handling client meetings and inquiries with confidentiality. Fluency in risk-aware processes is essential.