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BMOFrederictonInternship
Private Wealth Administrative Assistant, Fall 2026 (Co-op/Internship) - 4 months
This 4-month co-op/internship supports Investment Advisors and their teams with administrative tasks and client service to help achieve business goals in wealth management.
1
Role Responsibilities
- Book meetings with new prospects and prepare introductory packages.
- Coordinate marketing activities including social media and client events.
- Schedule and prepare client portfolio reviews and update Investment Advisors.
- Handle client inquiries, account maintenance, and fund transfers.
- Accept and execute client trades and provide stock information.
2
Additional Duties
- Resolve client complaints and escalate when necessary.
- Mentor junior team members and support technology use.
- Ensure compliance with risk management and regulatory policies.
- Develop client rapport to retain and grow relationships.
- Support Investment Advisors with customized investment advice.
3
Qualifications
- Motivated students with strong desire to learn; 3-5 years experience for full-time roles.
- Advanced knowledge of investment and administrative processes.
- Familiarity with proprietary products, compliance, and trade processing.
- Good verbal, written communication, organization, collaboration, and problem-solving skills.
- Knowledge of insurance, trust, estate, and financial planning is an asset.