Senior Associate

Bank N.A.; Toronto; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group in Toronto seeks an OTC Expediter within the Customer Shared Services group. This role oversees daily OTC Cage operations, coordinates with the mailroom for scanning, UPS pickups, and vault closures to meet service standards.

You will support document management, data gathering, and reporting, contributing to strategic initiatives while maintaining records retention and risk controls.

Qualifications

• 2-3 years of relevant experience in a similar role or an equivalent combination of education and experience.
• Post-secondary degree in a related field is desirable.
• Proficient PC skills (MS Word, Excel, PowerPoint).
• Strong time management, prioritization and organizational skills.

Responsibilities

• Oversee daily OTC Cage operations and ensure processes, controls and procedures are followed.
• Provide document management services including filing, safe custody, imaging, archiving and destruction of documents.
• Coordinate and execute activities for strategic initiative implementations; track metrics and milestones.
• Assist with preparation of reports and data analyses; provide insights and recommendations.
• Communicate with internal stakeholders to respond to inquiries and provide information.

Skills

Analytical thinking

Problem solving

Multi-tasking

Education

Post-secondary degree in related field

Tools

MS Word

Excel

PowerPoint

Job description

Application Deadline

11/15/2026

Address

100 King Street West

Job Family Group

Customer Shared Services

Responsibilities

• OTC Expediter responsible for overseeing daily OTC Cage operations, ensuring all processes, controls, and procedural requirements are consistently followed. Coordinates with business partners and the mailroom to facilitate the timely scanning of securities, pickup of UPS packages, and secure vault closure, ensuring all priority tasks are completed efficiently and within established service standards.
• Provides document management services and processes including (but not limited to) filing, safe custody, sending/retrieval, imaging/digitizing, maintenance, archival and destruction of documents, leading to secure, consistent and effective access to and management of documentation. Document types include account documentation, securities/certificates, transaction information, etc.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Assists with preparation of reports.
• Analyzes information and provide insights and recommendations.
• Gathers and formats data appropriately into agreed upon, standard document format.
• Communicates with internal stakeholders to respond to standard and non-standard inquiries.
• Migrates/transfers documents securely from/to a secure storage repository (may be an internal location i.e. vault or an external location/service).
• May function as a problem-solving resource for more junior staff.
• Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager.
• Determines type of documents and appropriate document management actions as per document management request and establish procedures and processes.
• Reviews documents to verify that forms are correctly completed and required formats are used.
• Executes data entry/processing/tracking to support document management activities.
• Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.
• Executes work in accordance with defined procedures and processes to meet the prescribed timeframe.
• Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
• Follows records retention guidelines and policies for type of documentation, as required.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• 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.
• PC skills (MS Word, Excel, PowerPoint) - Good.
• Time management skills - Good.
• Prioritization skills - Good.
• Ability to multi-task in a fast-paced environment.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary

$40,500.00 - $80,000.00

Pay Type

Salaried

Other Compensation and Benefits

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.

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 strive to help you make