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Branch Operation Administrator
2 months ago
Supports the Nesbitt Burns branch in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
Job Title: Operational Support Specialist
Company: BMO Financial Group
Job Description:
The Operational Support Specialist plays a key role in supporting the Nesbitt Burns branch in achieving business objectives. This involves providing effective operational support and management of sales compliance and regulatory requirements.
- Manages client documentation for correspondence and set-up.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Supervises the day-to-day operational activities by coordinating the work flow of less-experienced staff.
- Organizes and files records of office activities and business transactions.
- Creates, maintains, and enters information into databases.
- Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs.
- Maintains office supplies inventory and orders.
- Schedules meetings and coordinates meeting facilities and set-up.
- Liaises with internal and external partners to coordinate changes to premises.
- Identifies and escalates all irregularities and discrepancies to management.
- Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
- Provides administrative/operational support including financial and transactional processing and reporting.
- Meets high quality service standards to maximize relationship retention and growth.
- Follows through on risk and compliance processes and policies.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
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.
- Bilingualism French and English.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.
BMO Financial Group 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.
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.
