NeverHard
Administration Assistant, Wealth Management, Nesbitt Burns at BMO — NeverHard
Administration Assistant, Wealth Management, Nesbitt Burns at BMO in Granby, La Haute-Yamaska. View salary, required skills, and apply on NeverHard.
- Company
- BMO
- Location
- Granby, La Haute-Yamaska
- Type
- part_time
Application Deadline:
05/29/2026
Address:
399 Rue Principale, 2nd Flr
Job Family Group:
Wealth Sales & Service
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.
As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Assists the advisory team in preparing for client meetings, including scheduling appointments.
Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
Generates reports and documents for IAs and clients as requested and processes items for client account
This page requires JavaScript. Please enable it in your browser, or explore
neverhard.com for more information.