Specialist, Operational Support

04/07/2024

Address:

VIRTUAL59 - HomeRes - ON - BMOBusiness Management

#B2COperations

Provides a variety of general office support services and clerical tasks to support to one or more business groups and facilitate group operations. Collaborates with internal and external stakeholders to facilitate and oversee delivery of business objectives/deliverables in accordance with applicable policies, processes, and controls. Troubleshoots and resolves routine problems according to policies, standard procedures, schedules, and deadlines and maintains audit trails, or escalates non-routine problems. Specifically, this role is accountable for (1) Leading special high risk processing activities on Global Plus (2) Oversee on-boarding, liaising with Capital Markets treasury team and monitoring cash forecasting and trading commitments associated with new Private Trust clients (3) Design and implement Quality Assurance testing and reporting for the Private Banking Operations team (4) Oversee process documentation and SOP updates and (5) Identify and implement opportunities to create capacity on the team.

• Provides advice and guidance to assigned business/group on implementation of solutions.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Ensures alignment between stakeholders.
• Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• Recommends changes in procedures and resources.
• Compiles, copies, sorts, and files records of office activities and business transactions.
• Administers a filing system to ensure the availability of business and operational reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Prepares funding approval requests for department projects.
• Tracks, verifies, and processes department budget and capital expenditure invoices.
• Resolves or escalates invoice discrepancies in accordance with accounts payable policies, procedures, and vendor agreements.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
• Maintains office supplies inventory, checks inventory of supply stocks, places and facilitates the execution of office supply orders, and verifies receipt.
• Schedules meetings and coordinates applicable audio-visual equipment, catering, room setup, and conference calls.
• Books travel arrangements and prepares itineraries for management.
• Answers central phone lines, responds to and resolves or escalates inquiries for resolution
• Supports the development of tailored messaging by writing, editing, and distributing communications materials (e.g. correspondence, agendas, presentations, proposals, reports, bulk emails, and policies and procedures) and dispatching outgoing communication.
• Processes modifications and updates to departmental procedures for manager's approval, ensuring new information and procedures are provided to the team.
• Verifies staff timesheets and collects and tracks staff attendance data (e.g. overtime, sick, and vacation time) in accordance with applicable guidelines to ensure consistency and determine staff availability.
• Liaises with internal business units and external vendors to coordinate and implement changes to premises to accommodate incoming and outgoing staff and contractors (e.g. relocations, office planning and new furniture requirements) with minimal interruptions to business operations.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Solid knowledge and understanding of the business unit's key products and services, processes, and controls.
• Solid knowledge and understanding of the business unit's key application (Global Plus) and ability to run and oversee excel macro's
• Strong understanding of the business unit's risk and regulatory requirements.
• Solid knowledge and understanding of routine procedures and/or processes of the work team.
• Solid knowledge of transactional documentation types, workflow priorities, and deadlines of processing areas that interact with the business unit.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.
• Reconciliation experience - an asset
• Knowledge of Fundserv - an asset

$54,500.00 - $101,500.00Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We're here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.