Administrator, Administrative Support
Reference ID: 1900002166
Under the direction of the Professional Support Manager, this role supports the branch team in delivering leading client experience, from greeting clients to supporting strong operational support contributing to the effective and efficient operation of the business.
Business Delivery and Operational Effectiveness
Warmly welcomes and triage clients as they enter the branch
Manages all incoming calls in a timely, professional and courteous manner
Prepares and dispatches outgoing mail, interfaces with selected couriers to ensure packages have been delivered within established timeframes
Ensures the proper maintenance and operation of all Branch Equipment (i.e. fax machines, printers, phones), including training on office equipment, as required
Co-ordinates and manages bookings of Branch Events/Meetings
Co-ordinates all moves including movers, packaging, voice communications and IT
Co-ordinates all premise access requests
Prepares and distributes standard client correspondence, such as new client welcome letters and distribution of tax receipts (no accounting skills required)
Sorting and internal mail distribution, such as Trust bill payment for Encircle Client
Ensures all branch pamphlets are up to date and available
Prepares welcome packages for the Investment Management line of business
Risk Management & Controls
Ensure all relevant compliance regulations are adhered to.
Ensure 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.
On-going review of internal branch processes with a focus on continued improvement.
Knowledge and Skills
Projects a professional presence, proactively assisting branch staff & visiting clients
Experience using a very busy switchboard required
Computer literate, typing skills required
Working knowledge of Microsoft Office would be an asset
Professional telephone manner
Excellent organizational, interpersonal, written and verbal skills in French and in English
Basic knowledge of business operations and Banking industry
Learns quickly and is motivated to apply new knowledge
Ability to work both independently and well as part of a team
Ability to deal with confidential materials in an appropriate manner
Commitment to excellence in client service
Minimum High School Diploma
Previous experience working for another financial service firm or similar office environment
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.
Posted: February 14, 2019
Closes: April 15, 2019