Client-Centric Administrative Assistant

Position: Client-Centric Administrative Assistant Role
Location: St. John's

Join BMO Financial Group as an Administrative Assistant dedicated to supporting Investment Advisors and delivering exceptional client experiences. This role combines administrative efficiency with strong client relationship management skills.

In this client-centric position, you will play a vital role in coordinating client services and ensuring effective communication within the advisory team. The ideal candidate will possess 1-2 years of relevant experience and a keen understanding of the wealth management sector. Responsibilities include preparing for client meetings, managing requests, and collaborating with team members on operational needs.

Key Responsibilities:

• Assist in the coordination of client events and marketing

• Handle client communications and technology issues

• Prepare reports and manage client account documents

• Organize client information and workflows

• Collaborate on investment-related services with IAs

Requirements:

• 1-2 years of administrative experience preferred

• Familiarity with branch operations in wealth management

• Excellent verbal and written communication skills

• Strong analytical and problem-solving abilities

• Meet licensing requirements for the position

Enhance client relationships and operational success as an Administrative Assistant with BMO.
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