Branch Operations Pro | Front Desk & Admin Support

BMO; 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

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.