Senior Associate

BMO; Toronto; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking an OTC Expediter to oversee daily OTC Cage operations and ensure all procedures are followed. The role coordinates with the mailroom and partners to scan securities, manage packages, and secure vault closure.

The incumbent will handle document management duties, assist with reporting, data analysis, and data formatting for standard documents, while maintaining strong internal stakeholder communication and adherence to retention guidelines.

Qualifications

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field 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.
• Verbal & written communication skills - Good.

Responsibilities

• Oversee daily OTC Cage operations and ensure processes, controls and procedures are followed.
• Coordinate with business partners and the mailroom for scanning securities, UPS package pickup, and secure vault closure.
• Provide document management services including filing, safe custody, imaging, maintenance, archival and destruction of documents.
• Prepare reports and analyze information to provide insights and recommendations.
• Migrate and transfer documents securely to storage locations.
• Respond to standard inquiries and escalate non-standard issues as needed.
• Maintain relationships with team members and stakeholders to ensure service delivery expectations.
• Follow records retention policies and complete tasks within defined timeframes.

Skills

MS Word

MS Excel

MS PowerPoint

Time management

Prioritization

Multi-tasking

Verbal & written communication

Organization

Collaboration

Analytical problem solving

Education

Post-secondary degree in related field desirable

Tools

MS Office Suite

Job description

Application Deadline:

11/15/2026

Address:

100 King Street West

Job Family Group:

Customer Shared Services

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.

• 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

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

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 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.