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.
• Generate reports and documents for advisors and clients while maintaining organized client databases and files.
• Ensure all transactions and tasks are appropriately assigned and completed within the team.
• Follow risk and compliance processes to safeguard customer assets and maintain strict confidentiality.

Requirements

• 1–2 years of relevant professional experience.
• Post-secondary degree in a related field of study is preferred.
• Knowledge of wealth management operations (e.g., client services, trust services, account transfers).
• 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 licensing and certification requirements for the specific jurisdiction.

Preferred Qualifications

• Knowledge of traditional products (stocks, bonds, mutual funds) and non-traditional products (managed and fee-based).
• Proven ability to build rapport and maintain long-term client relationships.

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.