Senior Branch Operations Coordinator

1 month ago


Vancouver, British Columbia, Canada BMO Full time
Job Summary

We are seeking a highly skilled and experienced Branch Operations Administrator to join our team at BMO. This is a dynamic opportunity to be a key member of our operations team, supporting our Private Wealth Leadership team and contributing to the success of our business.

Key Responsibilities
  • Provide operational support to the branch and region, ensuring compliance with regulatory requirements and sales objectives.
  • Develop and maintain strong relationships with internal and external stakeholders, including clients and colleagues.
  • Coordinate and execute specific activities for the implementation of strategic initiatives, including tracking metrics and milestones.
  • Design and produce regular and ad-hoc reports and dashboards to support business decision-making.
  • 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.
  • Meet high-quality service standards to maximize relationship retention and growth.
  • Identify and escalate all irregularities and discrepancies to management and compliance as per guidelines.
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

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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