Operations Administrative Support

Operations Administrative Support at BMO

This role supports the branch and/or region in achieving business objectives by providing effective operational support and managing sales compliance and regulatory requirements.

As an Operations Administrative Support professional, you will manage client documentation for correspondence and set-up, collaborating with internal and external stakeholders to deliver on business objectives. You will supervise day-to-day operational activities by coordinating the workflow of less-experienced staff.

Key responsibilities include:

• Organizing and filing records of office activities and business transactions, administering a filing system to ensure the availability of reports, forms, and other documentation.
• Creating, maintaining, and entering information into databases.
• Assisting with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g., documenting, tracking, and communicating maintenance requests).
• Maintaining office supplies inventory and ordering as needed.
• Scheduling meetings and coordinating meeting facilities and set-up.
• Liaising with internal and external partners to coordinate changes to premises (e.g., relocations, office planning) with minimal interruptions to business operations.
• Identifying and escalating all irregularities and discrepancies to management and compliance as per guidelines.
• Performing various operational activities to meet business objectives, client needs, and maintain overall service levels.
• Providing administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensuring proper documentation and administration of decisions.
• Meeting high quality service standards to maximize relationship retention and growth.
• Following through on risk and compliance processes and policies to safeguard customer assets, maintain privacy, act in their best interests, and ensure an effectively run function.
• Protecting the Bank's assets and complying with all regulatory, legal, and ethical requirements.
• Completing complex and diverse tasks within given rules/limits, analyzing issues, determining next steps, and escalating as required.

Qualifications

The ideal candidate will typically have between 2 - 3 years of relevant experience, with a post-secondary degree in a related field of study being desirable, or an equivalent combination of education and experience. Basic specialized knowledge is required, along with good verbal and written communication, organization, collaboration, team, analytical, and problem-solving skills.

Key skills/competency

• Operational Support
• Sales Compliance
• Regulatory Requirements
• Client Documentation
• Workflow Coordination
• Records Management
• Database Entry
• Office Administration
• Financial Processing
• Risk Management