Conseiller technique chez Promutuel Assurance, expert en audit et conformité des risques d’assurance des particuliers. Soutien aux analystes, formation et amélioration continue des processus.
About the role
- Service Coordinator supporting BMO’s investment operations, risk controls, reconciliations, and stakeholder service. Developing solutions, reports, training, and process improvements for a Canadian bank.
Responsibilities
- Support and provide service for BMO’s Investment Operations business stakeholders and customers
- Execute Investment product and service processes in accordance with financial and regulatory controls and operational guidelines
- Develop solutions and recommendations based on business strategy and stakeholder needs
- 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
- Prepare 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
- Develop communication plans, tailored messaging, and distribution channels
- Coordinate and schedule work and forecast resources as needed
- Coordinate team workflow, including work assignment, quality control, training, coaching, and problem resolution
- Process transactions, inquiries, and audit/reconciliation activities
- Analyze and resolve complex issues or escalate them as required
- Act as primary backup to team members and backup to the manager
- Evaluate exceptions and engage senior management for resolution
- Design and develop tools and training programs and deliver training as needed
- Act as day-to-day vendor contact and support vendor solution implementation and maintenance
- Contribute to continuous improvement of business processes and procedures
- Participate in planning, testing, and implementation of projects, products, services, and processes
- Process transactions accurately and timely while meeting service-level agreements
- Check and reconcile information and documentation for accuracy and completeness
- Collaborate with stakeholders and maintain effective relationships to deliver business objectives
- Maintain understanding of regulatory requirements and operational risks
- Support development of tools and training focused on business results
Requirements
- Typically 4–6 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 and understanding of business unit products, services, processes, and controls
- In-depth knowledge of risk and regulatory requirements of the business
- Good prioritization skills
- In-depth customer service skills
- In-depth PC skills, including MS Word, Excel, and PowerPoint
- Ability to multitask in a fast-paced environment
- 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 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
- Accommodations available on request during the selection process
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