About the role#
As a Portfolio Assistant, you act as the operational backbone of the team. You ensure smooth day-to-day branch operations and manage administrative processes. This role involves working with advisors, clients, and business partners to streamline operations and support team projects.
What you'll do#
- Manage calendars, schedules, and meeting logistics.
- Prepare documentation, reports, meeting materials, and client review packages.
- Maintain accurate client records and ensure tasks are completed on time.
- Coordinate office workflows, monitor deadlines, and organize files.
- Support strategic initiatives by tracking milestones and monitoring progress.
- Gather, format, and analyze data for reports and dashboards.
- Respond to client inquiries and manage requests.
- Coordinate marketing activities, client events, and sales materials.
- Monitor business performance metrics and identify process improvements.
- Ensure all activities comply with regulatory requirements and support risk management processes.
- Maintain knowledge of investment products and services.
What you'll need#
- Post-secondary education in Business, Finance, Administration, or a related field.
- 0-1 year of experience in an administrative, financial services, client service, or operations support role.
- Strong administrative, organizational, and time-management skills.
- Experience coordinating schedules, documents, and operational processes.
- Excellent attention to detail and a commitment to accuracy.
- Strong communication and relationship-building skills.
- Analytical thinking and problem-solving capabilities.
- Ability to work collaboratively in a team.
- Fluency in French and English.
- Relevant investment industry licensing, where required.
Location & details#
- Location: Montreal, Quebec, Canada.
- Term: Winter 2027 (4 months).
- Modality: On-site.
- Employment type: Full time.
- Compensation: Paid.
About BMO
BMO is a financial services organization that provides personal banking, commercial banking, wealth management, capital markets, and asset management. Founded in 1817, the company operates as a public entity. It maintains a workforce of over 60,000 employees. The firm is headquartered in Toronto with additional office locations in Chicago.
How to get in at BMO
Securing an internship at BMO requires speed, as early applicants are often reviewed before the volume of candidates becomes unmanageable. Intern Insider sends an instant alert the moment a role matching your target is published anywhere, ensuring you can apply among the first. This proactive approach helps you get your materials in front of the team early in the hiring cycle. You can also improve your response rates by reaching out to the recruiters behind the company's roles directly. Intern Insider surfaces these specific contacts, allowing you to ask relevant questions about the internship or seek a referral. Connecting with the right person often provides more clarity than submitting an application into a general queue.
