Senior Branch Operations Administrator
🇨🇦BMO
Job Description
Application Deadline: 05/10/2026 Address: 595 Burrard Street Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team. Acts as a designee for the branch manager on compliance objectives within the branch. Provides ongoing compliance education to assigned branch / portfolio. Provides support and guidance to branch staff members on compliance and operational issues. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Monitors and tracks performance and addresses any issues. 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. Identifies, reports and manages all compliance issues, irregularities according to guidelines. Supports the Branch management with all operational and regulatory compliance responsibilities as per guidelines including reviews of IA and branch reports, and client account documentation. Maintains branch files on outstanding client complaints hold mail accounts, insider clients, outside business activities, non-approved option trades, pledge accounts as per guidelines. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Ma
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