Wealth Admin & Client Services Specialist

BMO U.S.; Toronto; On-site; CAD 34,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group is seeking an Operations Support professional in Toronto to strengthen branch and regional operations. You will manage client documents, ensure regulatory compliance, and coordinate workflow to maintain service levels across the team.

The role requires 2–3 years of relevant experience and post-secondary education. A collaborative, detail-oriented approach will help you thrive in a dynamic banking environment with comprehensive health, education, and retirement benefits.

Qualifications

• Strong verbal and written communication skills.
• Proven organizational abilities and attention to detail.
• Collaborative mindset with cross-functional teams.

Responsibilities

• Provide operational support to branch/region to meet business objectives.
• Handle client documentation and regulatory compliance processes.
• Coordinate workflow, supervise junior staff and manage office operations.
• Maintain records, databases and reporting; support facilities management and risk controls.
• Escalate irregularities per governance guidelines and assist with financial processing.

Skills

Communication skills

Organization

Collaboration

Analytical thinking

Education

Post-secondary degree

Job description

BMO Financial Group is seeking an Operations Support professional in Toronto to strengthen branch and regional operations. You will manage client documents, ensure regulatory compliance, and coordinate workflow to maintain service levels across the team.

The role requires 2–3 years of relevant experience and post-secondary education. A collaborative, detail-oriented approach will help you thrive in a dynamic banking environment with comprehensive health, education, and retirement benefits.