Wealth Branch Ops & Front Desk Specialist

Bank N.A.; Victoria; On-site; CAD 34,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns and BMO Private Wealth in Canada are seeking an Administrative/Operations Associate to support branch operations and client services within a wealth management environment. You will handle documentation, regulatory compliance, scheduling, and office coordination in a fast-paced setting.

The role emphasizes accuracy, teamwork, and the ability to manage multiple tasks while maintaining high service levels and confidentiality.

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.
• Basic specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Supports branch/region in achieving business objectives with operational support and regulatory compliance.
• Manages client documentation for correspondence and set-up.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Supervises day-to-day operational activities by coordinating workflow of less-experienced staff.
• Organizes and files records of office activities and transactions.
• Creates, maintains, and enters information into databases.
• Assists with coordination of work orders for warranties and maintenance.
• Maintains office supplies inventory and orders.
• Schedules meetings and coordinates meeting facilities and setup.
• Liaises with internal and external partners to coordinate premises changes with minimal interruptions.
• Identifies and escalates irregularities to management.
• Performs various operational activities to meet business objectives, client needs, and service levels.
• Provides admin/operational support including financial processing and reporting.
• Meets high quality service standards to maximize relationship retention and growth.
• Identifies and escalates irregularities to management and compliance per guidelines.
• Follows risk management processes to safeguard assets and privacy.

Skills

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical and problem solving

Education

Post-secondary degree in related field

Job description

BMO Nesbitt Burns and BMO Private Wealth in Canada are seeking an Administrative/Operations Associate to support branch operations and client services within a wealth management environment. You will handle documentation, regulatory compliance, scheduling, and office coordination in a fast-paced setting.

The role emphasizes accuracy, teamwork, and the ability to manage multiple tasks while maintaining high service levels and confidentiality.