Private Wealth Administrative Assistant

Responsibilities

• Support Investment Advisors (IAs) and their teams with day-to-day administrative tasks and branch operations
• Coordinate marketing activities, including social media initiatives, website updates, and client event planning
• Handle client inquiries and requests, such as basic money movements, account openings, and technology troubleshooting
• Prepare for client meetings by scheduling appointments and generating necessary reports and documentation
• Maintain and organize client databases and physical/digital files to ensure accuracy and confidentiality
• Assist in managing client portfolios to help retain and grow long-term relationships
• Ensure all tasks comply with risk, legal, and ethical requirements to safeguard client assets

Requirements

• Currently enrolled in an academic program and returning to studies following the internship
• 1–2 years of relevant experience preferred
• Post-secondary degree in a related field of study is desirable
• Strong verbal and written communication skills
• Excellent organizational, analytical, and problem-solving abilities
• Ability to work collaboratively within a team environment

Preferred Qualifications

• Knowledge of wealth management operations, including client services and account transfers
• Familiarity with financial technology applications and software used in the investment industry
• Understanding of traditional and non-traditional financial products (e.g., stocks, bonds, mutual funds)

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.