BMO institutional client service associate coordinating onboarding, reporting, and account operations. Supporting investment clients and Institutional Sales across financial - services teams.
About the role
- Virtual Executive Assistant supporting Northern Primrose Consulting’s client operations and administrative workflows remotely. Managing scheduling, documentation, task platforms, CRM updates, and internal processes.
Responsibilities
- Support clients and internal operations across administrative, organizational, and process-driven work
- Manage email, calendars, scheduling, and inbox organization
- Support meetings with notes, action items, and follow-ups
- Update tasks and projects in ClickUp, Asana, or Monday.com
- Create SOPs, templates, and process documentation
- Support light CRM updates, bookkeeping, and basic social media coordination
- Adapt to each client’s style and communicate clearly with client teams
- Assist Northern Primrose leadership with administration, scheduling, and documentation
- Keep internal tasks updated in ClickUp
- Help improve internal processes and workflows
- Participate in training and ongoing development
- Work with Microsoft 365, Google Workspace, ClickUp, QuickBooks, Asana, CRMs, Zapier, and other modern platforms
- Support Northern Primrose Consulting’s operations services, enabling clients to focus on growing and scaling their businesses
Requirements
- Must live in Canada
- Must be available to work 100% remotely within the 8:00 AM–6:00 PM Eastern Time window
- Must work a minimum of 30 hours per week, with the option to work up to 40 hours, excluding breaks, to qualify for benefits
- Entry-level candidate comfortable supporting fast-moving clients
- Ability to think ahead, stay organized, communicate clearly, and grow through feedback
- Detail-oriented and professional
- Resilient and steady when priorities shift
- Open to feedback and quick to apply it
- Teachable, curious, and motivated to grow
- Accountable, reliable, and comfortable with technology
- Quick to learn new tools and systems
- Comfortable handling confidential information
- Experience in administration, operations, customer service, or similar work
- Strong technical comfort and confidence in learning new systems
- Remote work and multi-client experience are assets
- ClickUp experience is a bonus
- Business or administration certificate or diploma is helpful, but not required
- Must submit a 5-minute video within 2 business days after applying
- Must attend interviews on a computer because screen sharing and testing are required
Benefits
- Flexible PTO at 6% of the hours you work, usable for vacation, sick days, personal time, or mental health
- $1,600 HSA after probation, prorated as applicable
- Equipment provided: MacBook, second monitor, blazer, and pin
- Structured four-level growth path within the company
- Wellness at work, including office safety, personal and professional growth, learning opportunities, celebrations, employee activities, and strong leadership
- Benefits eligibility for working a minimum of 30 hours per week, excluding breaks
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