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Manager Reporting Team

4 months ago

Toronto, Ontario, Canada BMO Financial Group Full time
250 Yonge Street Toronto Ontario,M5B 2L7

Knowledge of trade confirms, class actions, Global Plus, Broadridge and proxy is an asset. Must have knowledge of statement production and experience of managing direct reports or coordinated a team.

Provides support and service for the Investment Operations function of BMO's business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.

  • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
  • Ensures alignment between values and behaviour that fosters diversity and inclusion.
  • Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
  • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
  • Attracts, retains, and enables the career development of top talent.
  • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Provides advice and guidance to assigned business/group on implementation of solutions.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Communicates with internal business partners and external customers in response to standard and nonstandard inquiries.
  • Monitors and tracks performance, and addresses any issues
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendation.
  • Gathers and formats data into regular and adhoc reports, and dashboards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
  • Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
  • Provides input into the planning and implementation of operational and business programs.
  • May assist with activities such as coordination and scheduling of work, forecasting resources.
  • May assist in the coordination of work flow and activities of the team, including assigning work, periodically reviewing output, providing input to employee performance reviews, quality control, training, team coaching and guidance, operations research, and problem resolution.
  • Fulfills routine and frequently nonroutine transactions, responds to internal business partner and/or external customer inquiries / requests, and/or audit/reconciliation activities.
  • Analyzes and resolve complex issues efficiently and effectively in accordance with Bank and industry standards.
  • Acts as primary backup to team members and as backup to the manager.
  • Evaluates circumstances requiring exceptions and engages senior management for resolution.
  • Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
  • May acts as the daytoday contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions.
  • Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning, testing, and implementation of projects and new / revised products, services, or processes.
  • Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
  • Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
  • Follows documented policies and procedures to execute daytoday transactions, activities, processes and meet all Service Level Agreements (SLAs).
  • Checks and reconciles information and documentation to ensure accuracy and completeness.
  • Analyzes data and information to provide insights and recommendations.
  • Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
  • Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
  • Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
  • Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.