Private Wealth Administrative Assistant

Position: Private Wealth Administrative Assistant BMO
Enhance client service excellence with BMO as a Private Wealth Administrative Assistant. This role focuses on supporting Investment Advisors and delivering top-tier client experiences in a dynamic environment.

Join BMO as a Private Wealth Administrative Assistant, where you will partner with Investment Advisors to manage daily administration and client inquiries. Key responsibilities include scheduling client reviews, coordinating marketing activities, and providing tailored investment advice. Your organizational skills will shine as you maintain client databases and ensure regulatory compliance while delivering exceptional client support.

Key Responsibilities:

• Organize and prepare introductory packages for new prospects

• Schedule client portfolio reviews and prepare necessary documents

• Resolve client inquiries and account maintenance efficiently

• Generate reports and manage client files effectively

• Mentors junior team members to enhance team performance

Requirements:

• 3–5 years of relevant administrative experience required

• Advanced investment and administrative process knowledge

• Strong verbal and written communication skills

• Experience with compliance regulations preferred

• Analytical skills to support complex tasks

Drive client satisfaction and build lasting relationships in a role that supports BMO’s Private Wealth division.
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