Receptionist/Branch Operations Administrator, Nesbitt Burns

BMO•Sherbrooke, QC

11d•CA$33,600 - CA$50,900•Onsite

About The Position

This role supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. It involves managing client documentation for correspondence and set-up, collaborating with internal and external stakeholders, and supervising day-to-day operational activities by coordinating the workflow of less-experienced staff. The position also includes organizing and filing records, administering a filing system, creating and maintaining databases, and assisting with work orders for equipment warranties, maintenance, and repairs. Additionally, the role involves maintaining office supplies inventory, scheduling meetings, liaising with partners for premises changes, identifying and escalating irregularities, and performing various operational activities to meet business objectives and client needs. The role requires meeting high-quality service standards, following risk and compliance processes, and protecting the Bank's assets while complying with all regulatory, legal, and ethical requirements. It involves completing complex tasks, analyzing issues, and making sound, risk-informed decisions within the Bank's Risk Management Framework.

Requirements

Typically between 2 - 3 years of relevant experience
Post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
Basic specialized knowledge.
Verbal & written communication skills - Good.
Organization skills - Good.
Collaboration & team skills - Good.
Analytical and problem solving skills - Good.

Responsibilities

Greeting and welcoming visitors
Answering telephone calls
Ensuring the smooth day-to-day operation of the office
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
Manages client documentation for correspondence and set-up.
Collaborates with internal and external stakeholders in order to deliver on business objectives.
Supervises the day-to-day operational activities by coordinating the work flow of less-experienced staff.
Organizes and files records of office activities and business transactions.
Administers a filing system to ensure the availability of reports, forms, and other documentation.
Creates, maintains, and enters information into databases.
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 and orders.
Schedules meetings and coordinates meeting facilities and set-up.
Liaises with internal and external partners to coordinate changes to premises (e.g. relocations, office planning) with minimal interruptions to business operations.
Identifies and escalates all irregularities and discrepancies to management.
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.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next steps; escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.