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Administration Assistant, Wealth Management, Nesbitt Burns at BMO - ApplyBlast

Administration Assistant, Wealth Management, Nesbitt Burns

BMO

5 months ago

3.6 on Glassdoor

CAN

Onsite

Full Time

Junior

0 applicants

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About this role

This role supports Investment Advisors and branch operations by managing day-to-day client administration, coordinating marketing activities, and ensuring compliance with risk and regulatory policies. The position involves maintaining client relationships, processing account transactions, and providing assistance with investment-related services to drive business objectives.

Responsibilities

Coordinate marketing activities and client event planning
Manage day-to-day client requests and account updates
Process transactions and generate reports for clients
Support Investment Advisors with investment advice needs
Ensure adherence to risk and compliance policies

Skills

Qualifications

1 - 2 years relevant experiencePost-secondary degree in related fieldLicensing and certification requirements for jurisdiction

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.