Operations Associate - Wealth Services & Compliance

BMO; Halifax; Presencial; CAD 35.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Descripción de la vacante

BMO Financial Group in Canada seeks a Wealth Sales & Service professional to support branch teams and drive compliant, efficient operations. You will assist in achieving business objectives and building trust with clients as a core member of the branch network.

You will review discretionary requests, coordinate strategic initiatives with tracking of metrics, and partner with internal and external stakeholders to ensure smooth delivery of services.

Formación

• Typically between 3 - 5 years of relevant experience.
• Post-secondary degree in related field or equivalent combination.
• Verbal & written communication skills – Good.
• Organization & collaboration skills – Good.
• Analytical and problem solving skills – Good.

Responsabilidades

• Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
• Builds relationships with internal/external stakeholders and ensures alignment.
• Coordinates and executes strategic initiatives with tracking of metrics and milestones.
• Provides administrative/operational support including processing, documentation, and compliance activities.
• Identifies irregularities and escalates to management and compliance as per guidelines.

Conocimientos

Verbal communication

Written communication

Organization skills

Collaboration

Analytical thinking

Educación

Post-secondary degree in related field

Descripción del empleo

BMO Financial Group in Canada seeks a Wealth Sales & Service professional to support branch teams and drive compliant, efficient operations. You will assist in achieving business objectives and building trust with clients as a core member of the branch network.

You will review discretionary requests, coordinate strategic initiatives with tracking of metrics, and partner with internal and external stakeholders to ensure smooth delivery of services.