BMO Financial Group Operations Administrator Full Time in Hamilton, ON

BMO Financial Group

Branch Hamilton ON CA

Operations Administrator
Hamilton, ON

Post secondary education or equivalent experience. Secondary new account opener. Various administrative duties for branch and individuals….

Under the direction of the Branch Operations Manager, this role is responsible for supporting the branch in achieving the operational objectives through effective administrative support.

Business Delivery and Operational Effectiveness

  • Responsible for Cheque Writing System consisting of: creating US and Canadian cheques for client accounts
  • Various administrative duties for branch and individuals
  • Manage courier requests
  • Manage client cheque pick-ups
  • Office Supply Monitoring and Ordering
  • Maintenance and service calls for all printers, fax machines, photo copy machines, coffee machines, Bloomberg and microfiche machine
  • Coordinates new IA client accounts
  • Produce labels, letters and mail client CAA copies for the branch
  • Order office supplies and maintain stock room
  • Record retention and archiving
  • Microfiche research
  • Distribute client monthly statements
  • Act as missing documentation coordinator
  • Maintain New Issues Prospectus Files, New Issue allocation as requested
  • Input information for 1U-2000 forms for licensing registration
  • Assist with daily and monthly compliance responsibilities
  • Secondary new account opener
  • Wire order and reception back up
  • Provides administrative support to established or developing IA(s) with effective communication skills and a basic understanding of the investment/security industry
  • Assist IAs in completion of their day-to-day oriented tasks and objectives and ensuring efficient service of clients
  • Support Firm service goals
  • Manages time and personal development
  • Contributes to team goals and uses formal and informal opportunities to be coached
  • Shows commitment, initiative and self-reliance in managing own personal and career development
  • Supports the goals of the team, branch and Firm
  • Willingly embraces change
  • Ongoing focus on continuous improvement
  • Builds personal and professional organizational skills
  • Capable of independent learning (i.e., self study, self directed)
  • New issue allocation as required

Basic knowledge of administrative process and procedures. Proactively and professionally provide administrative assistance to assist the IA(s) in meeting client service needs

  • Strong knowledge of administrative process and procedures as contained in Sales Administration Manual
  • Operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products
  • Trust products (i.e., RRSP, RRIF etc.)
  • Compliance rules (proprietary and industry)
  • Effective business writing skills
  • Good written and verbal communication skills
  • Understand and use of ADP and RIS


  • Post secondary education or equivalent experience
  • Completion of the Canadian Securities Course and CPH would be an asset

At our company, we have been helping our customers and communities for over

195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

To find out more visit our website at www.bmo.com/careers .

BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives.

Job Wealth Management
Primary Location Canada-Ontario-Hamilton

Organisation PCD National Sales-X000260
Schedule Full-time
Job Posting 05/21/15
Unposting Date 06/29/15

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Employment Type: Full Time
Location: Hamilton, ON, CA
Posted on: 2015-05-23
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