Operations Administrator 18 month Contract

  • Company:
    BMO Harris Bank
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
    Full-Time
  • Posted:
    3 weeks ago
  • Category:
    Admin / Office

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. Key Accountabilities 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 upProvides 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 FirmWillingly embraces change Ongoing focus on continuous improvementBuilds personal and professional organizational skills Capable of independent learning (i.e., self study, self directed New issue allocation as required Risk Management and Controls Ensure compliance regulations are adhered toEnsure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with Bank policy 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. Key Accountabilities 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 upProvides 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 FirmWillingly embraces change Ongoing focus on continuous improvementBuilds personal and professional organizational skills Capable of independent learning (i.e., self study, self directed New issue allocation as required Risk Management and Controls Ensure compliance regulations are adhered toEnsure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with Bank policy Knowledge and Skills 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 Education/Experience: Post secondary education or equivalent experience Completion of the Canadian Securities Course and CPH would be an asset We’re here to help At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmocareers.com . BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. Knowledge and Skills 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 Education/Experience: Post secondary education or equivalent experience Completion of the Canadian Securities Course and CPH would be an asset We’re here to help At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://bmocareers.com . BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. Wealth ManagementWealth ManagementCanada-Ontario-TorontoCanada-Ontario-TorontoBMO Wealth Management-X005000BMO Wealth Management-X005000full-timefull-time10/13/1810/13/1810/27/1810/27/18