Senior Branch Operations Administrator

3 weeks ago

Oakville, Ontario, Canada BMO Full time
Job Summary

We are seeking a highly skilled and experienced Senior Branch Operations Administrator to join our Private Wealth team at BMO. As a key member of our team, you will be responsible for providing effective operational support and management of sales compliance and regulatory requirements.

Key Responsibilities
  • Develop and maintain strong relationships with clients to build credibility and trust.
  • Act as a designee for the branch manager on compliance objectives and provide ongoing compliance education to assigned branch/portfolio.
  • Provide support and guidance to branch staff members on compliance and operational issues.
  • Coordinate and execute specific activities for the implementation of strategic initiatives, including tracking metrics and milestones.
  • Build effective relationships with internal/external stakeholders and ensure alignment between stakeholders.
  • Monitor and track performance and address any issues.
  • Design and produce regular and ad-hoc reports and dashboards.
  • Lead or participate in defining the communication plan to positively influence or change behavior.
  • Identify, report, and manage all compliance issues and irregularities according to guidelines.
  • Support the Branch management with all operational and regulatory compliance responsibilities.
  • Perform various operational activities to meet business objectives, client needs, and maintain overall service levels.
  • Provide administrative/operational support, including financial and transactional processing and reporting.
Requirements
  • Typically between 3-5 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Specialized knowledge from education and/or business experience.
  • Verbal and written communication skills - In-depth.
  • Collaboration and team skills - In-depth.
  • Analytical and problem-solving skills - In-depth.
  • Influence skills - In-depth.
What We Offer

We offer a competitive salary range of $41,600.00 - $77,000.00 and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

We are 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.

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