Branch Operations Administrator/Receptionist

Bank N.A.; Victoria; On-site; CAD 34,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns and BMO Private Wealth in Canada are seeking an Administrative/Operations Associate to support branch operations and client services within a wealth management environment. You will handle documentation, regulatory compliance, scheduling, and office coordination in a fast-paced setting.

The role emphasizes accuracy, teamwork, and the ability to manage multiple tasks while maintaining high service levels and confidentiality.

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.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Supports branch/region in achieving business objectives with operational support and regulatory compliance.
• Manages client documentation for correspondence and set-up.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Supervises day-to-day operational activities by coordinating workflow of less-experienced staff.
• Organizes and files records of office activities and transactions.
• Creates, maintains, and enters information into databases.
• Assists with coordination of work orders for warranties and maintenance.
• Maintains office supplies inventory and orders.
• Schedules meetings and coordinates meeting facilities and setup.
• Liaises with internal and external partners to coordinate premises changes with minimal interruptions.
• Identifies and escalates irregularities to management.
• Performs various operational activities to meet business objectives, client needs, and service levels.
• Provides admin/operational support including financial processing and reporting.
• Meets high quality service standards to maximize relationship retention and growth.
• Identifies and escalates irregularities to management and compliance per guidelines.
• Follows risk management processes to safeguard assets and privacy.

Skills

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical and problem solving

Education

Post-secondary degree in related field

Job description

Application Deadline: 11/14/2026

Address: 730 View Street

Job Family Group: Wealth Sales & Service

About BMO Nesbitt Burns & BMO Private Wealth

BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth-where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

Responsibilities

• Supports the branch and/or region in achieving business objectives by 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 in order 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. 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 minimal 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 complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary

$33,500.00 - $60,000.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

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. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits,