Portfolio Assistant, Private Wealth
BMO • Quebec City, Canada
Role Description
Application Deadline:
04/24/2026Address:
2828 boul LaurierJob Family Group:
Wealth Sales & Service*** This is a 12‑month contract opportunity***Primary tasks in a summary1. Execute operations in client portfolios
• Carry out transactions (purchases, sales, adjustments) based on advisor or client instructions.
• Ensure accuracy, timeliness, and compliance in every operation.
2. Analyze daily reports and data
• Review daily reports to identify anomalies, discrepancies, or required follow‑ups.
• Ensure positions, flows, and activities are up to date and consistent.
3. Open and maintain client accounts
• Prepare and complete account openings (new relationships, registered accounts, trust accounts, etc.).
• Perform regulatory updates and KYC information maintenance.
4. Prepare client meetings and administrative materials
• Gather required documents (portfolio summaries, mandates, ann...