Senior Service Representative, Investment Operations

BMO Insurance; Toronto; Hybride; CAD 41 000 - 80 000; Plein temps

Avantages offerts par ce poste

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Résumé du poste

BMO Financial Group's Insurance division is seeking an Investment Operations Associate in Canada to support reporting, data analysis, and transaction processing within regulatory controls. The position offers a hybrid work model with two in-office days weekly and a salary range of CAD 40,500 to 80,000.

You will gather data for regular and ad-hoc reports, assist with change management, and communicate with advisors and stakeholders to ensure timely, accurate processing while maintaining

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.
• Knowledge and experience using relevant systems and technology – Good.
• Knowledge and understanding of the business unit’s key products and services, processes and controls – Good.
• Knowledge of the risk and regulatory requirements of the business – Good.
• Prioritization skills – Good.
• Customer service skills – Good.
• PC skills (MS Word, Excel, PowerPoint) – Good.
• Unitrax and Fundserv - Good.
• Segregated Fund administration - Good.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsabilités

• Gathers and formats data into regular and ad-hoc reports and dashboards.
• Supports change management of varying scope and type.
• May function as a problem-solving resource for junior staff.
• Organizes work information to ensure accuracy and completeness.
• Reviews work items to ensure all requirements are received.
• Handles written correspondence to advisors for clarification or documentation.
• Executes routine tasks within SLAs.
• Provides accurate processing of transactions to meet stakeholder requests.
• Responds to internal/external stakeholder questions with knowledge.
• Follows policies to execute day-to-day transactions and meet SLAs.
• Checks and reconciles information to ensure accuracy.
• Analyses data to provide insights and recommendations.
• Identifies issues and escalates when required.
• Communicates and collaborates with stakeholders to deliver objectives.
• Maintains regulatory and risk awareness in operations.
• Assists in developing/implementing new processes/systems and improvements.
• Supports training tools for business results.
• Completes complex tasks and handles escalations.
• Broader work may be assigned as needed.

Connaissances

2-3 years experience

Post-secondary degree

MS Word

Excel

PowerPoint

Unitrax

Fundserv

Segregated Fund administration

Analytical skills

Problem solving

Verbal & written communication

Organization skills

Collaboration & team skills

Formation

Post-secondary degree in related field

Outils

Unitrax

Fundserv

Description du poste

#bmoinsurance

Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.

• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• May function as a problem-solving resource for more junior staff.
• Organizes work information to ensure accuracy and completeness.
• Reviews all work items to ensure all in good order requirements have been received.
• Handles written correspondence to advisors for cases requiring clarification or further documentation.
• Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
• Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
• Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
• Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
• Checks and reconciles information and documentation to ensure accuracy and completeness.
• Analyzes data and information to provide insights and recommendations.
• Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
• Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
• Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
• Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
• Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.
• Supports the development of tools and delivery of training focused on delivering business results.
• 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.
• Knowledge and experience using relevant systems and technology – Good.
• Knowledge and understanding of the business unit’s key products and services, processes and controls – Good.
• Knowledge of the risk and regulatory requirements of the business – Good.
• Prioritization skills – Good.
• Customer service skills – Good.
• PC skills (MS Word, Excel, PowerPoint) – Good.
• Unitrax and Fundserv - Good.
• Segregated Fund administration - Good.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Note: Hybrid model - two in-office days weekly

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.