Wealth Admin Assistant, Summer 2023

3 weeks ago

Regina, Canada BMO Financial Group Full time

2103 11th Ave, Suite 1171 Regina Saskatchewan,S4P 3Z8

**As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference.** **You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below.

Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO First Friend peer assignment, BMO Social Squad student-led activities, BMO U corporate learning platform and access to various Employee Resource Groups to further develop your network within BMO.

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
- Collaborates with internal and external stakeholders in order to deliver on business objectives.
- Organizes and files records of office activities and business transactions.
- Administers a filing system to ensure the availability of reports, forms, and other documentation.
- Creates, maintains, and enters information into databases.
- Assists 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).
- 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 (e.g. relocations, office planning) with mínimal interruptions to business operations.
- 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, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions.
- Meets high quality service standards to maximize relationship retention and growth.
- Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines.
- Follows 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.
- Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
- Completes standardized tasks under supervision.
- Performs initial problem solving within given rules/limits & escalates when required.
- Broader work or accountabilities may be assigned as needed.

**Qualifications**:

- Post-secondary degree in related field of study desirable.
- Basic knowledge learned on the job.
- Verbal & written communication skills - Basic (in business environment).
- Organization skills - Basic (in business environment).
- Collaboration & team skills - Basic (in business environment).

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to 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.

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