Wealth Management Support Specialist

• Provide support and service for BMO’s Investment Operations function and business stakeholders/customers
• Execute Investment product and service processes in compliance with financial and regulatory controls and operational guidelines
• Advise assigned business/groups on solution implementation
• Support strategic initiatives with internal and external stakeholders
• Respond to standard and non-standard inquiries from internal business partners and external customers
• Monitor and track performance and address issues
• Analyze data and information to provide insights and recommendations
• Gather and format data into regular and ad-hoc reports and dashboards
• Support change management execution and sustainment activities
• Deliver timely, accurate, and efficient service
• Resolve standard issues and elevate non-routine issues
• Provide problem-solving support to junior staff
• Contribute to continuous improvement of business processes and procedures
• Participate in planning, testing, and implementation of projects, products, services, and processes
• Process transactions and activities accurately and in compliance with regulatory and risk controls
• Check and reconcile information and documentation for accuracy and completeness
• Identify, analyze, and resolve issues or escalation as required
• Communicate and collaborate with internal and external stakeholders
• Maintain stakeholder relationships and service delivery expectations
• Maintain understanding of regulatory requirements and operational risks
• Collaborate on new processes/systems and improvements to existing systems and processes
• Support development of tools and delivery of training
• Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

• Typically 3–5 years of relevant experience
• Post–secondary degree in a related field of study or equivalent combination of education and experience
• In‑depth knowledge and experience using relevant systems and technology
• In‑depth knowledge of business unit products, services, processes, and controls
• In‑depth knowledge of business risk and regulatory requirements
• Good prioritization skills
• In‑depth customer service skills
• In‑depth PC skills, including MS Word, Excel, and Power Point
• Specialized knowledge from education and/or business experience
• In‑depth verbal and written communication skills
• In‑depth collaboration and team skills
• In‑depth analytical and problem‑solving skills
• In‑depth influence skills
• Ability to apply risk management principles and comply with policies, laws, and regulations

Demonstrates expertise in Investment Operations, regulatory compliance, and risk management while providing exceptional customer service and support for business stakeholders. Proficient in data analysis, reporting, and process improvement to enhance operational efficiency.

• Investment Operations Support
• Regulatory Compliance
• Data Analysis
• Customer Service Skills
• Risk Management Principles

• Data Analysis
• Process Improvement
• Transaction Processing
• Regulatory Requirements
• Business Unit Products Knowledge
• MS Word
• MS Excel
• MS Power Point
• Performance Monitoring
• Change Management

• Verbal Communication
• Written Communication
• Collaboration
• Problem‑Solving
• Prioritization

• Financial Controls
• Operational Guidelines
• Stakeholder Relationships
• Continuous Improvement
• Risk Management Framework