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Added 9 hours ago
Site Administrator
Del Property Management
ON
Processing payables, including preparing purchase orders and cheque requisitions, and ensuring all cheques are reviewed by the Condominium Manager/Assistant Manager prior to disbursement
Added 9 hours ago
Site Administrator
Del Property Management
ON
Processing payables, including preparing purchase orders and cheque requisitions, and ensuring all cheques are reviewed by the Condominium Manager/Assistant Manager prior to disbursement
Added 14 hours ago
SE
Senior Specialist, Offer Lifecycle Procurement
Schneider Electric
Calgary, AB · Montreal, QC
- Full-time
Shape partnership agreements covering commercial terms, intellectual property, development responsibilities, tooling and development costs, industrialization, quality, cybersecurity and…
Added 17 hours ago
C
Assistant Operations Manager
CBRE
Toronto, ON
- Full-time
As a CBRE Assistant Operations Manager, you will assist in leading the operational and technical performance of a Class A commercial office building. You will support the management of…
Added 1 day ago
NB
Assistant Manager, Administration
National Bank of Canada
Winnipeg, MB
- Full-time
A career as an Assistant Manager, Administration - PPSA in Equipment Finance at National Bank means helping lead the team responsible for Personal Property Security Act (PPSA)…
Added 1 day ago
Assistant Hotel Manager
Sunshine Village Corporation
Banff, AB
The Assistant Hotel Operations Manager ensures outstanding guest experiences by supporting the Hotel Operations Manager’s oversight of the Resort’s alpine, slope-side hotel, the Sunshine…
Added 1 day ago
Assistant Resident Manager (Kelowna)
Realstar
Kelowna, BC
We are currently seeking an Assistant Resident Manager to live and work at one of our properties. This position would require you to live on-site and work four weekdays each week, every…
Added 1 day ago
Assistant Resident Manager (Eastern ON)
Realstar
Brockville, ON
We are currently seeking an Assistant Resident Manager to live and work at one of our properties in Cornwall. This position would require you to live on-site and work four weekdays each…
Added 1 day ago
Assistant Resident Manager Team (Eastern ON)
Realstar
Brockville, ON
We are currently seeking an Assistant Resident Manager 2-person team to live and work at one of our properties. This position would require you to live on-site, share an apartment and work…
Added 1 day ago
Assistant Resident Manager Team (Sherbrooke)
Realstar
Sherbrooke, QC
We are currently seeking a Two-Person Assistant Resident Manager Team to live and work at one of our properties. This position would require you to live on-site and work four weekdays each…
Added 1 day ago
Assistant Resident Manager (Sherbrooke)
Realstar
Sherbrooke, QC
We are currently seeking an Assistant Resident Manager to live and work at one of our properties. This position would require you to live on-site and work four weekdays each week, every…
Added 1 day ago
R
Assistant Resident Manager - Full-time
Realstar
St. Catharines, ON
- Full-time
We are currently seeking an Assistant Resident Manager to live and work at one of our properties. This position would require you to live on-site and work four weekdays each week, every…
Added 1 day ago
DH
Assistant(e) gestionnaire des opérations nourriture & boissons
Delta Hotels and Resorts®
Quebec, QC
- Full-time
Creates and nurtures a property environment that emphasizes motivation, empowerment, teamwork, continuous improvement and a passion for providing service.
Added 1 day ago
FH
Assistant Banquet Manager
Fairmont Hotels & Resorts
Banff, AB
- Full-time
Official title for this position is Assistant Event Operations Manager.
Added 1 day ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
The Client Service Assistant role sits within Nesbitt Burns, the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized…
Added 1 day ago
Project Coordinator, Applied Research
Durham College
Oshawa, ON
Reporting To: Operations Manager, Applied Research
Added 1 day ago
TS
Assistant Resident Manager, Live-In
The Skyline Group of Companies
Fergus, ON
- Full-time
Are you passionate about providing top-notch customer service in residential property management? Look no further! We are seeking driven, professional & energetic candidates to join our…
Added 1 day ago
B
Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 1 day ago
FS
Executive Steward
Four Seasons Hotels and Resorts
Whistler, BC · Four Seasons Whistler
- Full-time
…unforgettable stays, you’ll be part of a passionate team at a property that continues to set the standard in luxury mountain…
Added 1 day ago
SA
FAC – 26-27-066 - Floater Caretaker 2 (FLOAT)
St Albert Public School Division
St. Albert, AB
- Full-time
Hours will be : Hours for this position will be decided upon by the Assistant Manager of Facilities Services.
Added 1 day ago
A
Assistant Banquet Manager
AccorHotel
Banff, AB
- Full-time
Official title for this position is Assistant Event Operations Manager.
Added 1 day ago
R
Assistant Resident Manager
Realstar
Cornwall, ON
- Full-time
We are currently seeking an Assistant Resident Manager to live and work at one of our properties in Cornwall. This position would require you to live on-site and work four weekdays each…
Added 2 days ago
FH
Assistant Kitchen Manager
Fairmont Hotels & Resorts
Jasper, AB
- Full-time
We invite you to join the world of luxury hospitality at Fairmont Jasper Park Lodge, as our new Assistant Kitchen Manager. Every memorable dining experience at Fairmont Jasper Park Lodge…
Added 2 days ago
FH
Restaurant General Manager
Fairmont Hotels & Resorts
Jasper, AB
- Full-time
We invite you to join the world of luxury hospitality at Fairmont Jasper Park Lodge, as our new General Manager, Outlets. Creating an engaging work environment for colleagues of Fairmont…
Added 2 days ago
DH
Assistant Manager Food & Beverage Operations
Delta Hotels and Resorts®
Quebec, QC
- Full-time
Creates and nurtures a property environment that emphasizes motivation, empowerment, teamwork, continuous improvement and a passion for providing service.

BMO

Administration Assistant, Private Wealth

Toronto, ON, Canada
FCP, Canada

$33,500.00 - $60,000.00 · Full-time

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Job details

Pay: $33,500.00 - $60,000.00
Job type: Full-time
Apply by: Oct 28, 2026
Experience: Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 23, 2026

Original job description

Application Deadline:

10/27/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice.

The Client Service Assistant role sits within Nesbitt Burns, the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized advice and long‑term relationships.

The Client Service Associate role supports a large advisory team consisting of two Investment Advisors (IAs, five Investment Associates and three Client Service Associates (CSA). This role is integral to the day-to-day operations of the advisory practice and is focused on delivering exceptional client experiences while supporting the achievement of business objectives.

This is an administrative-focused role committed to managing and growing client relationships through high quality service delivery, attention to detail and proactive support.

Provide proactive administrative support including calendar management, meeting coordination, travel arrangements, expense reporting, and preparation of correspondence and materials.
Act as a key point of contact for internal and external stakeholders, prioritizing communications and handling sensitive matters with professionalism and confidentiality.
Prepare agendas, presentations, reports, and briefing materials; track action items and follow up as required to ensure timely execution.
Coordinate logistics for meetings, town halls, training sessions, and events (virtual and in‑person), including room bookings, materials, technology, and attendee communications.
Support workflow management by organizing documents, maintaining records, and ensuring information is accurate, current, and accessible.
Liaise with branch operations, advisory teams, HR, Compliance, Technology, and other internal partners to support business priorities and initiatives.
Handle highly sensitive and confidential information with discretion, in alignment with BMO policies, privacy standards, and regulatory requirements.
Ensure administrative processes and documentation adhere to internal guidelines and risk management standards.
Anticipate executive needs, proactively resolving administrative issues and improving processes to enhance efficiency and effectiveness
Contribute to a collaborative team environment.
Leads the planning, coordinating and implementation of events.
Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements
Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.
Makes travel arrangements, booking flight/hotel reservations as needed.
Collaborates with internal and external stakeholders in order to deliver on business objectives.

Qualifications:

Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset
Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
Familiarity with technology applications and software used in the financial planning and investment industry.
Must meet the Investment Representative licensing with CIRO and certification requirements for the branch / jurisdiction where the mandate is being fulfilled within 12 months of start date.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
Please note the base salary for this specific position is $40,000 and this role may be eligible to receive monthly discretionary bonus.

This job posting is for a current vacancy.

Salary:

$33,500.00 - $60,000.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The role provides proactive administrative support to an advisory team, including calendar management, meeting coordination, and expense reporting. It also involves managing client relationships and ensuring all documentation adheres to internal policies and regulatory standards.

Requirements

Candidates should have 1-2 years of relevant experience and a post-secondary degree is desirable. Applicants must be able to meet Investment Representative licensing requirements with CIRO within 12 months of the start date.

Skills

Calendar management
Meeting coordination
Travel arrangements
Expense reporting
Administrative support
Communication skills
Organization skills
Problem solving
Data entry
Record keeping
Event planning
Financial documentation
Regulatory compliance
Stakeholder management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Discretionary bonus

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Private wealth
Investment advisory
CIRO
Administrative assistant
Client service
Expense management
Compliance
Financial planning
Investment products
Stakeholder engagement
Event coordination
Record management
Risk management
Banking
Office operations

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