Teams at BMO

Provide investment sales and service to clients, manage a limited number of investment accounts, prepare proposals and reports, implement portfolio re-optimizations and trades, monitor performance and cash, produce dashboards, support compliance and risk processes, and collaborate with internal stakeholders to deliver high-quality client experiences.

Provide daily operational support for client portfolios, resolve client issues, monitor financial performance, analyze feedback and market trends, ensure regulatory compliance, identify process improvements and cost reductions, support audits and escalations, and collaborate across teams to meet KPIs and SLAs.

Provide high-level administrative, financial, and HR support to executives and managers. Coordinate calendars, meetings, travel, events, budgets, invoices, and filing systems; analyze data and track strategic initiative metrics; mentor junior administrative staff; liaise with internal and external stakeholders; handle communications and office operations while ensuring compliance with policies and risk frameworks.