Administration Assistant

7 months ago


Quebec City, Canada BMO Financial Group Full time

2828 boul Laurier Quebec Quebec,G1V 0B9

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.
- 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 accounts and files.
- Maintains and organizes client database and client files.
- Ensures transactions and tasks are appropriately assigned to team members and completed.
- Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
- Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
- Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.
- Follows through on the 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 branch.
- Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
- Maintains the confidentiality of client and Bank information.
- 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.

**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
- Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
- Successful completion of 30-day BMO NB Investment Representative Licensing Program.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**We’re here to help**

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.



  • Quebec City, Canada Garden River First Nation Education Unit Full time

    **Administrative Assistant** **Garden River First Nation Education Unit** **Québec City, QC** **Full Time** **$17.05 An hour** **Company Summary**: According to the Indian and Northern Affairs Canada Secondary Education National Program Guidelines, Garden River First Nation receives funding to provide students living on-reserve. The Garden River First...


  • Quebec City, Canada TC Transcontinental Full time

    **Administrative Assistant**: **Create value at TC Media Books.**: **TC Media Books** is currently seeking an Administrative Assistant to assist the Senior Director of the Second Languages Division and her team in the various administrative tasks related to their strategic, editorial and commercial activities.The Second Language Division develops print and...


  • Quebec City, Canada CFMWS Full time

    **WHO WE ARE** CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...


  • Quebec City, Quebec, Québec, Canada COGIR Immobilier Full time

    Are you an ace at administrative tasks, are you dynamic and comfortable with computers? Do you want to be part of a close-knit team and have a friendly work environment where you can flourish every day? We have a job for you! The private seniors' residence Le Flandre, located in Limoilou, is looking for its next rare gem to fill a full-time...


  • Quebec City, Canada COGIR Immobilier Full time

    Are you an ace at administrative tasks, are you dynamic and comfortable with computers? Do you want to be part of a close-knit team and have a friendly work environment where you can flourish every day? We have a job for you! The private seniors' residence Le Flandre, located in Limoilou, is looking for its next rare gem to fill a full-time administrative...


  • Quebec City, Canada COGIR Immobilier Full time

    Are you an ace at administrative tasks, are you dynamic and comfortable with computers? Do you want to be part of a close-knit team and have a friendly work environment where you can flourish every day? We have a job for you! The private seniors' residence Le Flandre, located in Limoilou, is looking for its next rare gem to fill a full-time administrative...

  • Legal Advisor

    1 month ago


    Quebec City, Canada Administration régionale Kativik Full time

    Administration régionale Kativik seeks a skilled Legal Advisor to work in Kuujjuaq. This hybrid, full-time position involves drafting legal documents, providing technical assistance, and managing litigation files.About UsThe Administration régionale Kativik is a supra-municipal organization with jurisdiction over the territory of Québec located north of...


  • Quebec City, Canada CFMWS Full time

    **WHO WE ARE** CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...


  • Quebec City, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to...


  • Quebec City, Canada iA Groupe financier iA Financial Group Full time

    Administration, Support / Full-time, Permanent / Telework / Quebec City, Montreal_ A great and challenging career opportunity is now open to you with one of Canada's largest financial groups! The IT Services Delivery Team, Group Benefits and Retirement Solutions is seeking a new administrative assistant to support its Senior Director and close...


  • Quebec City, Canada Le Verger, Centre communautaire en santé mentale Full time

    Work Term: Temporary - Work Language: French - Hours: 35 hours per week - Education: College/CEGEP - Experience: 1 year to less than 2 years - Public administration - Accounting and finance - Accounting and business/management - Administrative assistant and secretarial science, general - Executive assistant/executive secretary - Business/office...


  • Quebec City, Canada Rothoblaas Full time

    We are a team of more than 600 co-workers in over 80 countries. We develop innovative, sustainable and future-oriented products and services for timber building. We are a family business that works on a global level, with an alpine heart and an international spirit. We support our customers wherever they need us. To strengthen our team, we are looking for...


  • Quebec City, Canada National Bank of Canada Full time

    A career as an Administrative Assistant at National Bank means being part of the transformation and having a direct impact on customers and your team. As an Assistant, you'll act as a right-hand man and strategic ally to two Regional Vice-Presidents in the Retail sector, helping them to carry out various tasks, optimize their time and help them achieve their...


  • Quebec City, Canada Equisoft Full time

    **Administrative Assistant** **What is Equisoft?** Equisoft is a global provider of advanced insurance and investment digital solutions, recognized as a valued partner by over 250 of the world’s leading financial institutions. We offer a complete ecosystem of end-to-end and scalable solutions that help our clients tackle any challenge in this era of...


  • Quebec City, Canada Les Distributions Jadex Inc Full time

    A rapidly growing company is actively seeking to hire multiple administrative assistance, for both entry-level and experienced job-seekers. We value your motivation and enthusiasm as we do the experience, hence the selection will be based on multiple factors. The duties of an Administrative Assistant include, but are not limited to: Receiving incoming phone...


  • Quebec City, Canada BrandSafway Full time

    Administrative Assistant CSR Summary **Title**: Administrative Assistant CSR **ID**: 2043500 **Location**: Quebec, CAN **Job Function**: Operations Management Description A leading provider of specialized services to the global industrial, commercial and infrastructure markets, BrandSafway delivers access and scaffolding systems, forming and shoring,...


  • Quebec City, Canada Cogir Full time

    Every day, our passionate team makes a difference to residents. The “human for human” relationship is at the heart of our approach and corporate philosophy. Moreover, the success of COGIR Immobilier is based on the good teamwork between the various departments and on all the people who have joined the company for more than 25 years. **: At Cogir...


  • Quebec City, Canada Desjardins Full time

    The work mode arrangement for the position is full-time on site. The incumbent supports the general manager and/or the manager(s) of a small-sized caisse in carrying out various administrative support and secretarial activities, as per managers' detailed instructions. He or she assists with carrying out management activities, as needed. More specifically,...


  • Quebec City, Canada CIMA+ Full time

    **Company Description** Welcome to a place where people are at the heart of everything we do.** Welcome to people with an inspiring vision and who seek stimulating challenges. At CIMA+, you’ll find a place where you’ll have many opportunities to learn and develop while working on engaging projects. We are a firm 100% owned by its employees and we value...


  • Quebec City, Canada Cogir Full time

    Business Description: Le Quartier QB located on chemin Quatre Bourgeois, close to all major centers. We offer a warm and peaceful work environment. Job Summary COGIR Immobilier has a great team of real estate enthusiasts who work day after day to offer the best service and a better quality of life to our customers. **: Join a family where respect,...