Operations Administrator & Branch Floater, Private Wealth

BMO U.S.; Toronto; 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 Private Wealth focuses on long-term client relationships, delivering tailored advice across investments, planning, and complex banking needs. This role supports Nesbitt Burns within Private Wealth, handling operational support, client documentation, and regulatory compliance to enable advisors and teams to serve high-net-worth clients efficiently.

The position emphasizes coordinating work flows, ensuring deadlines, and maintaining records while safeguarding client assets and privacy within

Qualifications

• Typically 2-3 years of relevant experience.
• Post-secondary degree in related field desirable or equivalent.
• Verbal & written communication skills - good.
• Organization skills - good.
• Collaboration & team skills - good.
• Analytical and problem solving skills - good.

Responsibilities

• Provide operational support and management of sales compliance and regulatory requirements.
• Manage client documentation for correspondence and setup.
• Support advisors and team to facilitate daily client transactions and business objectives.
• Supervise day-to-day operational activities and coordinate workflow to meet deadlines.
• Organize and file records of office activities and transactions; maintain filing systems.

Skills

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical problem solving

Relevant experience

Education

Post-secondary degree in related field (desirable)

Job description

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.

Application Deadline: 10/14/2026 Address: 100 King Street West Job Family Group: Wealth Sales & Service

BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice. This role sits within Nesbitt Burns, the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized advice and long‑term relationships. This role supports the Private Wealth 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. Supports advisors and team to facilitate daily client transactions to deliver on business objectives. Supervises the day‑to‑day operational activities by coordinating the work flow to ensure deadlines are met. 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. 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.

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.

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.