Branch Operations Administrator

Wealth Sales & Service

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

Responsibilities include:

• Managing client documentation for correspondence and set-up.
• Collaborating with internal and external stakeholders to deliver on business objectives.
• Supervising the day-to-day operational activities by coordinating the work flow of less-experienced staff.
• Organizing and filing records of office activities and business transactions. Administering a filing system to ensure the availability of reports, forms, and other documentation.
• Creating, maintaining, and entering information into databases.
• Assisting with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
• Maintaining office supplies inventory and ordering.
• Scheduling meetings and coordinating meeting facilities and set-up.
• Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations.
• Identifying and escalating all irregularities and discrepancies to management.
• Performing various operational activities to meet business objectives, client needs, and maintain overall service levels.
• Providing administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensuring proper documentation and administration of decisions.
• Meeting high quality service standards to maximize relationship retention and growth.
• Identifying and escalating all irregularities and discrepancies to management and compliance as per guidelines.
• Following through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
• Protecting the Bank's assets and complying with all regulatory, legal and ethical requirements.
• Completing complex & diverse tasks within given rules/limits.
• Analyzing issues and determining next steps; escalating as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Fluency in French and English is required as this role provides support to clients and team members inside and/or outside the province of Quebec.

Salary: $33,600.00 - $50,900.00

Pay Type: Salaried

The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us

At BMO, we are driven by a shared Purpose: Boldly Grow the Good in business and life. We create lasting, positive change for our customers, our communities, and our people. By working together, innovating, and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

BMO is committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.