Elevate your career as Branch Operations Administrator with BMO Private Wealth. This role focuses on supporting high-net-worth clients through operational management and compliance in a cooperative environment.
As a key player within Nesbitt Burns, you'll provide essential operational support to our Private Wealth branch. Your role will involve managing client documentation, facilitating various client requests, and supervising day-to-day operational activities. You will work closely with advisory teams to meet business objectives and ensure compliance with regulatory requirements.
Key Responsibilities:
• Manage client documentation and correspondence setup
• Facilitate manual account openings and Gateway access requests




• Coordinate workflow to meet service level agreements
• File records of office activities and business transactions
• Analyze issues and escalate as necessary
Requirements:
• 2-3 years of relevant experience
• Post-secondary degree desired or equivalent
• Good verbal and written communication skills
• Strong organization and collaboration abilities
• Basic analytical and problem-solving skills
Leverage your operational expertise at BMO, enhancing service standards and client relationships.
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📌 Branch Operations Administrator at BMO (Toronto)
🏢 Bank of Montreal
📍 Toronto