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Added 9 hours ago
KM
(sr) Branch Service Manager/Gestionnaire de succursale, Service (Maritimes)
Konica Minolta Business Solutions (Canada) Ltd.
Dartmouth, NS
- Full-time
As a Branch Service Manager, you will play a key role in:
Added 1 day ago
L
Financial Service Representative - LendDirect Office 1561
LendDirect
Halifax, NS
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 1 day ago
RD
Branch Operations Assistant
RBC Dominion Securities
Vaughan, ON
- Full-time
The RBC Dominion Securities Management team located in Vaughan is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 1 day ago
R
Branch Operations Assistant
RBC
Vaughan, ON
- Full-time
The RBC Dominion Securities Management team located in Vaughan is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 1 day ago
RB
Branch Operations Assistant
Royal Bank of Canada
Vaughan, ON
- Full-time
The RBC Dominion Securities Management team located in Vaughan is looking for a Branch Operations Assistant to join their team! You will provide superior service along with administrative…
Added 1 day ago
Receptionist/TrafficDisclosure
Government of Alberta
AB
Reporting to the Regional Office Manager, the Receptionist plays a key role in supporting the operations of the Crown office. This position is essential to ensuring prosecutors are…
Added 1 day ago
Executive Assistant
Government of Alberta
AB
The Executive Assistant leads and coordinates the daily operations of the Executive Director’s Office, ensuring consistent, efficient and effective correspondence and information flow,…
Added 1 day ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Winnipeg, MB
- Full-time
The RBC Dominion Securities Management team located in Winnipeg is looking for an Assistant Branch Operations Manager to join their team. A leadership position within the branch network,…
Added 1 day ago
M
Transitions Associate
Manulife
Burlington, ON · Toronto, ON
- Full-time
Lead transition activities for assistant upgrades, newly licensed advisors, zero-asset advisors, and lower-complexity recruitment opportunities.
Added 1 day ago
Manager, Cloud Ops
Government of Alberta
AB
Within DDD, the Software Delivery Branch supports and enables product and platform teams by providing access to the underlying runtime and infrastructure -- cloud services, common tooling…
Added 1 day ago
AF
Financial Service Representative - LendDirect Office 1701
Attain Finance
Chatham-Kent, ON · Chatham, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 1 day ago
R
Assistant Branch Operations Manager
RBC
Winnipeg, MB
- Full-time
The RBC Dominion Securities Management team located in Winnipeg is looking for an Assistant Branch Operations Manager to join their team. A leadership position within the branch network,…
Added 1 day ago
L
Financial Service Representative - LendDirect Office 1701
LendDirect
Chatham-Kent, ON · Chatham, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 1 day ago
RB
Assistant Branch Operations Manager
Royal Bank of Canada
Winnipeg, MB
- Full-time
The RBC Dominion Securities Management team located in Winnipeg is looking for an Assistant Branch Operations Manager to join their team. A leadership position within the branch network,…
Added 2 days ago
B
Administrative Assistant, Private Wealth
BMO
Toronto, ON
- Full-time
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
Added 2 days ago
N
Assistant Manager
Nutrien
Raymore, SK
- Full-time
Reporting to the Branch Manager, the Assistant Branch Manager is accountable for the daily onsite business operations while supporting and expanding a customer base within a designated…
Added 3 days ago
C
Administrative Assistant Co-op, Halifax, NS - Winter 2027
CIBC
Halifax, NS
- Full-time
…serving our high net worth clientele. As an Administrative Assistant, you will provide ongoing support to the branch manager, investment advisors and their teams through managing the…
Added 3 days ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Liaise with branch operations, advisory teams, HR, Compliance, Technology, and other internal partners to support business priorities and initiatives.
Added 3 days ago
RW
Assistant/Branch Assistant
Richardson Wealth
Toronto, ON
- Full-time
The role entails receptionist duties in a professional office setting, assist with branch administrative functions and to assist advisory team with documentation and team administration.
Added 3 days ago
KM
(sr) Branch Service Manager/Gestionnaire de succursale, Service (Maritimes)
Konica Minolta Business Solutions Canada
Dartmouth, NS
- Full-time
As a Branch Service Manager, you will play a key role in:
Added 4 days ago
L
Financial Service Representative - LendDirect Office 1576
LendDirect
Toronto, ON · Scarborough, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 4 days ago
AF
Financial Service Representative - LendDirect Office 1576
Attain Finance
Toronto, ON · Scarborough, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 4 days ago
L
Financial Service Representative - LendDirect Office 1695
LendDirect
Toronto, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 4 days ago
AF
Financial Service Representative - LendDirect Office 1695
Attain Finance
Toronto, ON
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 4 days ago
Assistant/Branch Assistant
Richardson Wealth Ltd
Toronto, ON · Charlottetown, PE
The role entails receptionist duties in a professional office setting, assist with branch administrative functions and to assist advisory team with documentation and team administration.

BMO

Administrative Assistant, Private Wealth

Toronto, ON, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 16, 2026
Experience: Typically between 2 - 3 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 2, 2026

Original job description

Application Deadline:

10/15/2026

Address:

YSC - 4881 Yonge Street

Job Family Group:

Wealth Sales & Service

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

Manages client documentation for correspondence and set-up.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Supervises the day-to-day operational activities by coordinating the work flow of less-experienced staff.
Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation.
Creates, maintains, and enters information into databases.
Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
Maintains office supplies inventory and orders.
Schedules meetings and coordinates meeting facilities and set-up.
Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations.
Identifies and escalates all irregularities and discrepancies to management.
Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
Meets high quality service standards to maximize relationship retention and growth.
Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.
The salary base range for this role in Toronto is $40,000 -$45,000.

This job posting is for a current vacancy.

Salary:

$33,500.00 - $60,000.00

Pay Type:

Salaried

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 operational and administrative support to the branch, ensuring compliance with regulatory requirements and managing client documentation. It also involves supervising daily workflows, maintaining databases, and coordinating office maintenance and meeting facilities.

Requirements

Candidates should have 2-3 years of relevant experience and a post-secondary degree in a related field. Strong verbal and written communication, organizational, and analytical skills are required to succeed in this role.

Skills

Operational support
Compliance
Regulatory requirements
Client documentation
Database management
Workflow coordination
Record keeping
Financial processing
Transactional processing
Risk management
Communication skills
Analytical skills
Problem solving
Team collaboration
Office administration

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Compliance
Regulatory Requirements
Operational Support
Database Management
Risk Management
Financial Processing
Administrative Support
Office Administration
Client Documentation
Workflow Coordination
Reporting
Account Processing
Data Entry
Inventory Management
Meeting Coordination
Banking
Asset Protection
Privacy
Business Objectives

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