Pension Outsourcing Intern supporting defined benefit plan administration at WTW. Performing calculations, data updates, benefit statements, and client support in a hybrid Montreal team.
About the role
- Regional Coordinator supporting BMO, a personal and commercial bank providing wealth management and investment services. Managing strategic initiatives, risk, budgets, reporting, communications, and stakeholder escalations.
Responsibilities
- Support an assigned senior leader in executing strategic business priorities
- Gather and integrate information to improve effective and profitable business/group operations
- Interpret financial and business results and provide planning, support, and recommendations
- Support operational and compliance risk management and attestation/reporting processes
- Provide counsel and coordinate logistics for community and industry events
- Develop consistent communications for senior leaders and leadership teams
- Develop solutions and recommendations aligned with business strategy and stakeholder needs
- Support operational program planning and implementation
- Support strategic initiatives with internal and external stakeholders
- Analyze strategic problems, data, and information to provide insights and recommendations
- Conduct independent reviews and resolve strategic issues
- Monitor performance, address issues, and produce regular and ad-hoc reports and dashboards
- Build change management plans and lead or participate in readiness, planning, stakeholder management, execution, evaluation, and sustainment activities
- Define communication plans, develop tailored messaging, and identify distribution channels
- Build relationships and ensure alignment with internal and external stakeholders
- Manage service and customer complaint escalations through resolution and follow-up
- Plan and control unit operating expenses within budget
- Coordinate budgets and reporting to compare actual results with budget
- Use tracking and exception-reporting systems to manage information
- Integrate information from multiple sources to improve processes, analysis, and reporting
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy, policies, laws, and regulations
Requirements
- Typically 4–6 years of relevant experience
- Post-secondary degree in a related field of study or equivalent combination of education and experience
- Technical proficiency gained through 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
- In-depth data-driven decision-making skills
- Ability to apply BMO’s Risk Management Framework and comply with applicable policies, laws, and regulations
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Accommodations available on request during the selection process
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