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Administration Assistant, Private Wealth at BMO - ApplyBlast

Administration Assistant, Private Wealth

BMO

4 months ago

3.6 on Glassdoor

Toronto, ON

Onsite

Full Time

Junior

0 applicants

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About this role

A Client Service Associate at BMO Private Wealth provides administrative and operational support to a large advisory team serving high-net-worth clients. The role involves managing calendars, coordinating meetings, preparing documents, and ensuring compliance with internal guidelines while fostering strong client relationships.

Responsibilities

Manage complex calendars and coordinate executive meetings effectively
Prepare high-quality correspondence, reports, and presentation materials
Coordinate logistics for events, training sessions, and town halls
Maintain accurate records and ensure strict confidentiality of client data
Support workflow management by organizing documents and tracking action items

Skills

Qualifications

Post-secondary degree in related field of studyInvestment Representative licensing with CIRO within 12 months

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.