Administrative Assistant

Responsibilities

• Support Investment Advisors and branch operations through day-to-day administration and exceptional client service.
• Coordinate marketing activities, including social media initiatives, website updates, and client event planning.
• Assist the advisory team with client meeting preparation and appointment scheduling.
• Handle client inquiries and requests, including money movements (wires, transfers), account openings, and technology support.
• Maintain and organize client databases, files, and generated reports.
• Ensure all transactions and tasks are appropriately assigned and completed within compliance and risk management frameworks.
• Build rapport with clients to promote a positive experience and support long-term relationship growth.

Requirements

• 1–2 years of relevant administrative or financial services experience.
• Post-secondary degree in a related field of study is preferred.
• Knowledge of wealth management operations (e.g., client services, account transfers) is an asset.
• Familiarity with financial technology applications and software used in the investment industry.
• Strong verbal and written communication skills.
• Excellent organizational, analytical, and problem-solving abilities.
• Ability to meet local licensing and certification requirements for the branch jurisdiction.

Benefits

• Competitive salary and commission structure.
• Comprehensive health insurance and accident/life insurance.
• Retirement savings plans.
• Tuition reimbursement and professional development opportunities.

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 over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally.