BMO Private Wealth seeks an Operations Administrator to support high-net-worth clients. This role emphasizes operational excellence and compliance in a dynamic, client-focused environment.
You will join Nesbitt Burns to enhance our Private Wealth services through effective operational support. Your tasks will include managing documentation, processing client requests, and ensuring compliance with regulations while collaborating with our advisory teams. Daily coordination of office activities will be a critical part of your responsibilities.
Key Responsibilities:
• Facilitate account openings and Gateway requests
• Supervise day-to-day operational workflows
• Organize and maintain records of business transactions
• Assist with equipment maintenance requests
• Identify and escalate discrepancies to management
Requirements:
• 2-3 years experience in a relevant role
• Preferred post-secondary education in related field
• Excellent verbal and written skills
• Strong problem-solving and analytical abilities
• Valuable teamwork and organizational skills
Support high standards of service delivery at BMO while growing professionally in this key administrative role.
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📌 Operations Administrator for Wealth Management (Toronto)
🏢 Bank of Montreal
📍 Toronto