Senior Branch Operations Administrator

4 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 team at BMO. As a key member of our Wealth Sales and Service team, you will be responsible for providing operational support and management of sales compliance and regulatory requirements.

Key Responsibilities
  • Develop and maintain effective relationships with clients and internal stakeholders to ensure seamless delivery of services.
  • Provide ongoing compliance education and training to assigned branch staff.
  • Coordinate and execute specific activities for the implementation of strategic initiatives, including tracking metrics and milestones.
  • Ensure alignment between stakeholders and monitor performance to address any issues.
  • Design and produce regular and ad-hoc reports and dashboards to support business objectives.
  • Identify, report, and manage all compliance issues and irregularities according to guidelines.
  • Support the Branch management with all operational and regulatory compliance responsibilities, including reviews of IA and branch reports, and client account documentation.
  • Perform various operational activities to meet business objectives, client needs, and maintain overall service levels.
  • Provide administrative and operational support, including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities.
Requirements
  • Typically between 3-5 years of relevant experience and 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

BMO offers a competitive salary range of $41,600.00 - $77,000.00, as well as 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, where everyone has the opportunity to grow and make an impact. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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