BMO Private Wealth
Wealth Management
ClientServiceAssistant,PrivateWealth
Neural analysis suggests this role is
optimal for Entry candidates.
“Client Service Assistant, Private Wealth at BMO Private Wealth. Skills: Client Service, Administrative Support, Relationship Management. 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.”
What You'll Achieve.
achievement of business objectives; support business priorities and initiatives
Industry & Context.
Analytical and problem solving skills - Good.
What They're Looking For.
Must Have
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.
Nice to Have
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
What You'll Do.
Provide proactive administrative support including calendar management
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.
and briefing track action items and follow up as required to ensure timely execution.
Coordinate logistics for meetings
and events (virtual and in‑person)
including room bookings
and attendee communications.
Support workflow management by organizing documents
and ensuring information is accurate
Liaise with branch operations
and other internal partners to support business priorities and initiatives.
Handle highly sensitive and confidential information with discretion
in alignment with BMO policies
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.
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.
How You'll Work.
Team & Collaboration
Liaise with branch operations, advisory teams, HR, Compliance, Technology, and other internal partners to support business priorities and initiatives.; Contribute to a collaborative team environment.; Collaborates with internal and external stakeholders in order to deliver on business objectives.
Communication Scope
Verbal & written communication skills - Good.
Process & Methodology
Leads the planning, coordinating and implementation of events.
Full Job Description
Application Deadline: 05/21/2026 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 ensu
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