Drive operational excellence at BMO Private Wealth as an Operations Administrator. Support high-net-worth clients with regulatory compliance and effective documentation management in a team-oriented environment.
In this role with BMO’s Nesbitt Burns, you will provide vital support for operations and compliance within the Private Wealth division. Ideal for candidates with 2-3 years of experience, you will engage in tasks such as client documentation management, account opening facilitation, and workflow coordination. Your contributions directly impact the delivery of high-quality service to our clientele, ensuring compliance with regulatory standards.
Key Responsibilities:
• Manage client documentation and correspondence effectively




• Facilitate account opening and client access requests
• Collaborate with advisory teams to meet business objectives
• Supervise daily operations and workflow
• Organize and maintain office records and documentation
Requirements:
• 2-3 years relevant operational experience
• Strong verbal and written communication skills
• Good organization and analytical skills
• Proficiency in collaboration and teamwork
• Ability to solve problems and escalate issues
Elevate your career by enhancing client service and operational efficiency at BMO.
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📌 BMO Wealth Operations Administrator (Toronto)
🏢 BMO
📍 Toronto