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Full time

Administration Associate

Posted by BMO • Windsor, Ontario, Canada

📍 Windsor, Ontario 🕒 June 19, 2026
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About the Role

Application Deadline:

04/29/2026

Address:

100 Ouellette Avenue

Job Family Group:

Wealth Sales & Service

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. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

  • Books meetings with new prospects and prepares introductory package for the prospect/referral.
  • 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.
  • Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
  • Follows up on client inquiries, account maint...

    • Job Details

    • Location Windsor, Ontario
    • Job Type Full time
    • Category Secretaries and Administrative Assistants
    • Posted June 19, 2026
    • Deadline July 29, 2026

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