BMO Investment Administrative Support
BMO • laval (administrative region), Canada
Role Description
Take on an impactful role as an Administrative Assistant at BMO, supporting Investment Advisors with administrative tasks and exceptional client service. Focus on relationship management and operational efficiency.
BMO is looking for an Administrative Assistant to enhance the operations within the advisory team. This position requires coordinating client interactions, generating necessary documentation, and assisting with marketing initiatives. Your ability to manage requests and maintain organized systems will ensure that client relationships are nurtured and well-supported throughout the investment process.
Key Responsibilities:
• Assist in coordinating client meetings and events
• Handle day-to-day client inquiries and requests
• Keep client files and databases organized and updated
• Generate and process documentation for clients
• Support team members with technology-related issues
Requirements:
• 1-2 years of administrative support experience
• Relev...
BMO is looking for an Administrative Assistant to enhance the operations within the advisory team. This position requires coordinating client interactions, generating necessary documentation, and assisting with marketing initiatives. Your ability to manage requests and maintain organized systems will ensure that client relationships are nurtured and well-supported throughout the investment process.
Key Responsibilities:
• Assist in coordinating client meetings and events
• Handle day-to-day client inquiries and requests
• Keep client files and databases organized and updated
• Generate and process documentation for clients
• Support team members with technology-related issues
Requirements:
• 1-2 years of administrative support experience
• Relev...