Client-Focused Administration Associate

Position: Client-Focused Administration Associate at BMO
Location: Quebec

Join BMO Nesbitt Burns as an Administration Associate committed to exceptional client service and effective administration. This role supports Investment Advisors, fostering strong relationships while managing client inquiries and account maintenance.

As part of the BMO Private Wealth team, you will assist Investment Advisors with daily administrative tasks.

Your role will include booking meetings, coordinating marketing activities, and preparing client reviews. A client-focused mindset is essential, as you'll resolve inquiries, execute trades, and ensure accurate account management.

Key Responsibilities:

• Schedule meetings and prepare introductory packages for prospects

• Coordinate marketing activities for advisory teams

• Assist with client portfolio reviews and updates

• Execute client trades and manage inquiries

• Generate reports and maintain client databases

Requirements:

• 3-5 years of relevant experience required

• Must have Investment Representative License

• Advanced knowledge of investment processes

• Strong organizational and collaboration skills

• Experience with compliance regulations and practices

Support BMO’s mission by enhancing client experiences and nurturing relationships.
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