Documentation Specialist

Bank of Montreal; Montreal (administrative region); On-site; CAD 46,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

Bank of Montreal is seeking a dedicated professional to manage end-to-end document workflows for deposits, client onboarding and treasury services, ensuring regulatory compliance and document integrity.

You will advise on sales legal documentation, maintain the document database, and prepare audit materials while supporting policy updates and risk mitigation across the organization in both French and English contexts.

Qualifications

• 3–5 years of experience in accounts documentation or financial operations in a banking environment.
• Bachelor’s degree preferred in Business Administration, Finance or Accounting; related experience considered.

Responsibilities

• Manage end-to-end document workflows for deposit accounts, client onboarding and treasury services, ensuring compliance with policies and regulations.
• Advise on sales legal documentation to clients and internal partners.
• Maintain and secure the document database, mitigate risks, and preserve document integrity.
• Prepare audit materials and compliance documentation; support retention guidelines and regulatory standards.
• Analyze high-risk client requests and verify proper authorizations for secure processing.
• Lead change management initiatives to adopt process improvements.
• Draft reports on document management metrics and operational performance.

Skills

Change Management

Electronic Documentation Management

Regulatory Compliance

Risk Assessments

Financial Analysis

Problem Solving

Collaboration

Time Management

Detail-Oriented

Data Analysis Tools

Education

Bachelor's degree in Business Administration or Finance

Tools

Electronic Documentation Management Systems

Data Analysis Tools

Job description

Application Deadline:09/17/2026Address:105-119-129 rue St-Jacques OJob Family Group:Customer Shared ServicesPerforms end-to-end document management activities ensuring compliance with standards and safeguarding the integrity of critical documentation.Executes on updated core document management processes defined to create efficiencies and operational performance.Advises and guides on sales legal documentation to clients and internal partners.Manages the document database and mitigates risks within document management processes to protect the integrity of all critical documentation.Supports in formulating and updating document retention guidelines and policies in accordance with best practices and regulatory standards.Drafts reports on document management metrics and operational performance.Prepares necessary documentation for audits, ensuring adherence to internal policies and external regulations.Analyses higher-risk client requests, verifying proper authorizations for a seamless and secure process.Executes change management initiatives to ensure adoption of anticipated process improvements.Manages end-to-end document workflows for deposit accounts, client onboarding and treasury services, ensuring compliance with company policies and regulations.Ensures completeness and correctness of account documentation, adhering to specified formats and regulatory requirements.Organizes, secures, and mitigate risks in document processes while maintaining integrity and compliance.Ensures accuracy in documentation, prepares audit materials, and mitigates risks in document management.Focus may be on a business/group.Thinks creatively and proposes new solutions.Exercises judgment to identify, diagnose, and solve problems within given rules.Works mostly independently.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:3 – 5 years of relevant experience in accounts documentation, or financial operations in a corporate or banking environment is preferred.Bachelor’s degree preferred; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.Specialized knowledge from education and/or business experience.Foundational level of proficiency:Change ManagementIntermediate level of proficiency:Electronic Documentation Management SystemsRegulatory ComplianceRisk AssessmentsFinancial AnalysisProblem SolvingCollaborationTime ManagementDetail-OrientedAdvanced level of proficiency:Data Analysis ToolsYou’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec .Salary:$45,500.00 - $84,500.00Pay Type:SalariedThe 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-RewardsAbout UsAt 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 strive to help you make an impact from day one – for yourself and our customers. 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 .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.Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.