Portfolio Assistant, Private Wealth

Application Deadline:

Address:

Job Family Group:

1. Execute operations in client portfolios
• Carry out transactions (purchases, sales, adjustments) based on advisor or client instructions.
• Ensure accuracy, timeliness, and compliance in every operation.

2. Analyze daily reports and data
• Review daily reports to identify anomalies, discrepancies, or required follow‑ups.
• Ensure positions, flows, and activities are up to date and consistent.

3. Open and maintain client accounts
• Prepare and complete account openings (new relationships, registered accounts, trust accounts, etc.).
• Perform regulatory updates and KYC information maintenance.

4. Prepare client meetings and administrative materials
• Gather required documents (portfolio summaries, mandates, ann...

Ready to Apply?

Submit your application today and join our talented team at BMO.