Wealth Management Support Specialist

Provide support and service for BMO’s Investment Operations function and business stakeholders/customers Execute Investment product and service processes in compliance with financial and regulatory controls and operational guidelines Advise assigned business/groups on solution implementation Support strategic initiatives with internal and external stakeholders Respond to standard and non-standard inquiries from internal business partners and external customers Monitor and track performance and address issues Analyze data and information to provide insights and recommendations Gather and format data into regular and ad-hoc reports and dashboards Support change management execution and sustainment activities Deliver timely, accurate, and efficient service Resolve standard issues and elevate non-routine issues Provide problem-solving support to junior staff Contribute to continuous improvement of business processes and procedures Participate in planning, testing, and implementation of projects, products, services, and processes Process transactions and activities accurately and in compliance with regulatory and risk controls Check and reconcile information and documentation for accuracy and completeness Identify, analyze, and resolve issues or escalation as required Communicate and collaborate with internal and external stakeholders Maintain stakeholder relationships and service delivery expectations Maintain understanding of regulatory requirements and operational risks Collaborate on new processes/systems and improvements to existing systems and processes Support development of tools and delivery of training Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations Requirements Typically 3–5 years of relevant experience Post–secondary degree in a related field of study or equivalent combination of education and experience In‑depth knowledge and experience using relevant systems and technology In‑depth knowledge of business unit products, services, processes, and controls In‑depth knowledge of business risk and regulatory requirements Good prioritization skills In‑depth customer service skills In‑depth PC skills, including MS Word, Excel, and PowerPoint Specialized knowledge from education and/or business experience In‑depth verbal and written communication skills In‑depth collaboration and team skills In‑depth analytical and problem‑solving skills In‑depth influence skills Ability to apply risk management principles and comply with policies, laws, and regulations Core Competencies Demonstrates expertise in Investment Operations, regulatory compliance, and risk management while providing exceptional customer service and support for business stakeholders. Proficient in data analysis, reporting, and process improvement to enhance operational efficiency. Highest-signal resume keywords Investment Operations Support Regulatory Compliance Data Analysis Customer Service Skills Risk Management Principles ATS Optimization Keywords Hard Skills Data Analysis Process Improvement Transaction Processing Regulatory Requirements Business Unit Products Knowledge MS Word MS Excel MS PowerPoint Performance Monitoring Change Management Soft Skills Verbal Communication Written Communication Collaboration Problem‑Solving Prioritization Industry Keywords Financial Controls Operational Guidelines Stakeholder Relationships Continuous Improvement Risk Management Framework #J-18808-Ljbffr Jobtailor