Administrative Assistant, Private Wealth
BMO — Toronto, ON, CAN
Posted 2026-08-31
Application Deadline: 09/07/2026 Address: YSC - 4881 Yonge Street 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. This 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 Administrative Assistant role supports the private wealth 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 b