Bank of Montreal
Operations Supervisor for Wealth Services at BMO
Job Description
Step into a crucial Operations Supervisor role at BMO Private Wealth, emphasizing compliance and operational support. Drive effectiveness in servicing high-net-worth clientele.
As an Operations Supervisor, your job is to support the Nesbitt Burns investment advisory platform by enhancing compliance and operations management. Collaborate closely with the Branch Operations Manager and advisory teams to ensure all operational tasks are executed effectively. Your contributions will help establish client trust and ensure quality service delivery throughout the organization.
Key Responsibilities:
• Manage client transaction requests efficiently and accurately
• Collaborate with teams to achieve operational and compliance goals
• Provide guidance on compliance issues to branch staff
• Design reports and dashboards to inform branch management
• Proactively address compliance irregularities as needed
Requirements:
• 3-5 years in a relevant operational capacity
• St...
As an Operations Supervisor, your job is to support the Nesbitt Burns investment advisory platform by enhancing compliance and operations management. Collaborate closely with the Branch Operations Manager and advisory teams to ensure all operational tasks are executed effectively. Your contributions will help establish client trust and ensure quality service delivery throughout the organization.
Key Responsibilities:
• Manage client transaction requests efficiently and accurately
• Collaborate with teams to achieve operational and compliance goals
• Provide guidance on compliance issues to branch staff
• Design reports and dashboards to inform branch management
• Proactively address compliance irregularities as needed
Requirements:
• 3-5 years in a relevant operational capacity
• St...