Operations Administrator Private Wealth

Position: Operations Administrator at BMO Private Wealth
Elevate your career as an Operations Administrator within BMO Private Wealth, specializing in compliance and operational management. Support high-net-worth clients with meticulous documentation and transaction processing.

In this operational role at BMO's Nesbitt Burns platform, you will leverage 2-3 years of relevant experience to achieve business objectives. Responsibilities include managing client documentation, facilitating transactions, and supervising daily operations. You will also create and maintain databases while collaborating with teams to enhance service delivery.

Key Responsibilities:

• Manage documentation for client correspondence and setup

• Support advisors with daily client transactions

• Supervise operational workflow to meet deadlines

• Organize and maintain filing systems

• Assist with equipment maintenance and warranties

Requirements:

• 2-3 years of relevant experience

• Proficient communication and organization skills

• Strong collaboration and teamwork abilities

• Basic problem-solving and analytical skills

• Post-secondary degree in a related field is desirable

Contribute to BMO's commitment to high-quality service while fostering strong client relationships and business growth.
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