Branch Supervision Administrator Bmo Private Wealth Jobs

Identifies and escalates all irregularities and discrepancies to management.

Broader work or accountabilities may be assigned as needed.

Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.

Knowledge and understanding of banking services.

Knowledge of mutual fund/investment products.

Verbal & written communication skills

Provides knowledge detailed information about products and services offered.

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

Track, manage and report on your activities and sales pipeline through client relationship management systems

Effectively manage expense business development budgets to deliver financial results

Deep understanding of finance and investments

Excellent verbal and communication skills, as well as presentation skills

Obsessing about customers, listening, engaging and act for their benefit.

We build a business that benefits all stakeholders and has a positive social and environmental impact.

Provides knowledge detailed information about products and services offered.

Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.

Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.

Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Advanced knowledge of investment process and procedures.

· Communicate to the Branch Manager unexpected increases or decreases in demand for products;

· Maintain proficiency in using personal computer, data entry terminal and other common office equipment and software;

· Excellent customer service skills;

· Strong administrative skills, including organization and prioritization;

· Must be skilled in the use of Microsoft Office Suite including Excel, Word, Visio, Outlook;

· Have excellent communication and interpersonal skills;

University degree and 5+ years related investment counselling experience or investment management experience

Effectively communicate MPW’s investment philosophy and risk management approach to current and prospective clients

Take an investment consulting approach to discretionary investment management through Client Discovery and Needs Assessment

Effectively manage expense business development budgets to deliver financial results

Strong background in both finance and investments

Excellent verbal and communication skills

Coordinate social media postings with Sales Management

Safety administration, data entry for Equipdata, Safety Document filing and BisTrainer records

Answering the telephone, providing information to callers, and transferring to the appropriate recipient

Direct walk in traffic for people in the branch

Coordinate shipments, interoffice mail, and other shipping and receiving items for branch

Communicate directly with the appropriate department on receipt, or delivery of items above

Wealth Manager Roles and Responsibilities

Head - Client Acquisition / Wealth Manager

Key Skills:HNI / Ultra HNI Acquisition

Should have excellent social/ interpersonal skills.

ØManage and track the leads and maintain DSR on regular basis.

Unsecured Trade Finance Products like SBLC, BG, PBG, EMD, POF, LC, SBLC monetisation, etc.

Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset

Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience.

Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.

Broader work or accountabilities may be assigned as needed.

Verbal & written communication skills - Good.

Collaboration & team skills - Good.

Providing on-going coaching and employee development, performance management, guidance, motivation and support

Monitoring the Continuing Education requirements for all licensed staff

Support Branch Manager with Branch expense management by:

Sharing knowledge, experience and responsibility with employees in a drive for the highest standards of professionalism and service excellence

Ensuring the performance management process is in place and employee development is a priority for all employees on the team

Manage all branch support staff by:

Minimum 5+ years of 0perations experience in wealth management industry

Dealer compliance and change management experience is an asset

Completion of a university degree in business administration, finance, economics, computer science or equivalent work experience

Manage internal and external audit requests and collaborate with internal resources to deliver successful results

Work with finance to develop business plans, including providing cost estimates of projects based on goals

Design processes to support regulatory environment & requirements

Strong problem solving abilities and solid analytical, organizational and time-management skills

Perform grain contract management duties

Skills and experience for the next step in your career.

Complete weekly reporting and monitoring, along with month end tasks and responsibilities

Post-secondary education in Agribusiness, Business Administration or Accounting is preferred

Experience or background in the grain industry would be considered an asset

Passion for customer care, demonstrated in previous professional experiences.

Proficiency in MS Office including Word and Excel.

Availability of Monday to Friday with an alternating Saturday schedule.

Action-oriented and self-motivated with the ability to prioritize and handle multiple demands simultaneously.

Branch Administrator – 1 Month/Temporary Contract

This position is a 1-month contract role with the potential for extension, as required.

Take direction and fulfill responsibilities from the Finance Operations Manager.

Adhere to daily, weekly, monthly reporting requirements as established by the VP, Finance.

Track, develop, and maintain processes for ensuring accurate inventory management.

Work closely with the team for all valve scheduling and paperwork requirements.

Ensure work orders are filled out in accordance with customer and company requirements.

Handle and manage questions from employees and customers regarding procedures, products, and issues that may arise regarding scheduling and paperwork.