Branch Operations Administrator/Receptionist

BMO Nesbitt Burns Inc.; Victoria; On-site; CAD 34,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns, part of BMO Private Wealth, seeks an administrator to support branch operations and sales compliance in a wealth management context. The role focuses on processing client documents, coordinating with stakeholders, and maintaining efficient office workflows.

The position emphasizes adherence to risk and compliance processes, accurate record-keeping, and proactive problem solving to ensure service standards and client satisfaction.

Qualifications

• 2–3 years of relevant experience and post-secondary degree in related field desirable
• Verbal & written communication skills good
• Organization skills good
• Collaboration & team skills good
• Analytical and problem solving skills good

Responsibilities

• Supports the branch/region in achieving business objectives by providing operational support and managing sales compliance and regulatory requirements.
• Manages client documentation for correspondence and set-up.
• Coordinates and communicates with internal and external stakeholders to deliver on objectives.
• Supervises day-to-day operational activities and coordinates workflow of staff.
• Maintains filing systems and ensures availability of reports, forms, and documentation.

Skills

Verbal & written comms

Organization skills

Collaboration & teamwork

Analytical thinking

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.

• 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, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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’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. To find out more visit us at https://jobs.bmo.com/ca/en.

EEO Statement

BMO is 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.

To request accommodation, please contact your recruiter.

Who we are

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.