Administration Associate

Responsibilities

• Support Investment Advisors (IAs) and branch operations through day-to-day administration and exceptional client service.
• Coordinate marketing activities, including social media initiatives, client recognition, and event planning.
• Schedule and prepare client portfolio reviews, including setting up calls and meetings.
• Manage client inquiries, account maintenance, new account setups, transfers, and fund remittances.
• Execute client-initiated trades and provide requested stock information.
• Maintain and organize client databases, files, and regulatory documentation.
• Monitor incoming and outgoing assets to notify IAs of required portfolio rebalancing.
• Ensure compliance with all risk management, legal, and ethical requirements to safeguard client assets.
• Mentor and coach junior team members on technology, policies, and procedures.

Requirements

• 3–5 years of relevant experience in a related field or equivalent combination of education and experience.
• Advanced knowledge of investment processes, procedures, and trade processing rules.
• Strong understanding of administrative procedures and compliance regulations.
• Ability to meet all licensing and certification requirements for the specific jurisdiction.
• Excellent verbal and written communication skills.
• Strong organizational, analytical, and problem-solving abilities.
• Proven ability to work collaboratively within a team environment.

Preferred Qualifications

• Knowledge of Insurance and group products.
• Knowledge of Trust and Estate services.
• Knowledge of Financial and Retirement planning.

Benefits

• Competitive salary and eligibility for monthly discretionary bonuses.
• Comprehensive health insurance.
• Tuition reimbursement programs.
• Accident and life insurance.
• Retirement savings plans.

About the Company

BMO is a leading North American bank driven by a single purpose: to Boldly Grow the Good in business and life. With more than 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.