Job opportunity
Wealth Management Admin & Client Services Specialist
BMO
BMO Nesbitt Burns in Canada is seeking a motivated team member to support Investment Advisors and the IA Team with daily administrative tasks and client service. You will help schedule meetings, handle standard money movements, and manage client information, delivering a high level of service to retain and grow client relationships.
The role emphasizes collaboration with internal teams, adherence to risk and compliance policies, and the use of technology to support advisory services.
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Apply on source site The role emphasizes collaboration with internal teams, adherence to risk and compliance policies, and the use of technology to support advisory services.
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