Administration Assistant Investment Advisors

Position: BMO Administration Assistant for Investment Advisors
Become an Administration Assistant at BMO, supporting Investment Advisors with a focus on client service and administrative excellence. Your commitment to clients will help foster lasting relationships.

In this role, you'll provide essential support to Investment Advisors and ensure high-quality client interactions. Responsibilities include scheduling meetings, preparing for client reviews, and managing client inquiries and account setups. You'll also play a key role in coordinating marketing efforts and mentoring less experienced team members.

Key Responsibilities:

• Schedule meetings and prepare client materials

• Coordinate marketing initiatives and client events

• Manage account maintenance and inquiries

• Handle client trades and record management

• Generate necessary reports for IAs and clients

Requirements:

• 3–5 years of experience in administration preferred

• Advanced knowledge of financial processes and compliance

• Strong organizational and collaboration skills

• Good communication ability in writing and speaking

• Specialized knowledge in investment products is a plus

Join BMO and leverage your skills to provide exemplary client service and administrative support.
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