PB Operations Platform Specialist

at  BMO Financial Group

250 Yonge Street Toronto Ontario,M5B 2L7

Provides a variety of general office support services and clerical tasks to support to one or more business groups and facilitate group operations. Collaborates with internal and external stakeholders to facilitate delivery of business objectives in accordance with applicable policies, processes, and controls. Troubleshoots and resolves routine problems according to policies, standard procedures, schedules, and deadlines and maintains audit trails, or escalates non-routine problems.

• Provides advice and guidance to assigned business/group on implementation of solutions.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Ensures alignment between stakeholders.
• Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• Recommends changes in procedures and resources.
• Compiles, copies, sorts, and files records of office activities and business transactions.
• Administers a filing system to ensure the availability of business and operational reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Investment system knowledge; nice to have Broadridge, Global Plus, Fundserv
• Prepares funding approval requests for department projects.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
• Maintains office supplies inventory, checks inventory of supply stocks, places and facilitates the execution of office supply orders, and verifies receipt.
• Supports the development of tailored messaging by writing, editing, and distributing communications materials (e.g. correspondence, agendas, presentations, proposals, reports, bulk emails, and policies and procedures) and dispatching outgoing communication.
• Processes modifications and updates to departmental procedures for manager’s approval, ensuring new information and procedures are provided to the team.
• Liaises with internal business units and external vendors to coordinate and implement changes to premises to accommodate incoming and outgoing staff and contractors (e.g. relocations, office planning and new furniture requirements) with minimal interruptions to business operations.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.QUALIFICATIONS:
• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Solid knowledge and understanding of the business unit’s key products and services, processes, and controls.
• Strong understanding of the business unit’s risk and regulatory requirements.
• Solid knowledge and understanding of routine procedures and/or processes of the work team.
• Solid knowledge of transactional documentation types, workflow priorities, and deadlines of processing areas that interact with the business unit.
• Technical proficiency gained through education and/or business experience.
• Understand Macros; create, edit, modify
• Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Nice to have: C++, SQL, JavaScript, VBA
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

• Provides advice and guidance to assigned business/group on implementation of solutions.
• Helps determine business priorities and best sequence for execution of business/group strategy.
• Ensures alignment between stakeholders.
• Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
• Provides input into the planning and implementation of operational programs.
• Recommends changes in procedures and resources.
• Compiles, copies, sorts, and files records of office activities and business transactions.
• Administers a filing system to ensure the availability of business and operational reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Investment system knowledge; nice to have Broadridge, Global Plus, Fundserv
• Prepares funding approval requests for department projects.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
• Maintains office supplies inventory, checks inventory of supply stocks, places and facilitates the execution of office supply orders, and verifies receipt.
• Supports the development of tailored messaging by writing, editing, and distributing communications materials (e.g. correspondence, agendas, presentations, proposals, reports, bulk emails, and policies and procedures) and dispatching outgoing communication.
• Processes modifications and updates to departmental procedures for manager’s approval, ensuring new information and procedures are provided to the team.
• Liaises with internal business units and external vendors to coordinate and implement changes to premises to accommodate incoming and outgoing staff and contractors (e.g. relocations, office planning and new furniture requirements) with minimal interruptions to business operations.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.QUALIFICATIONS:
• Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Solid knowledge and understanding of the business unit’s key products and services, processes, and controls.
• Strong understanding of the business unit’s risk and regulatory requirements.
• Solid knowledge and understanding of routine procedures and/or processes of the work team.
• Solid knowledge of transactional documentation types, workflow priorities, and deadlines of processing areas that interact with the business unit.
• Technical proficiency gained through education and/or business experience.
• Understand Macros; create, edit, modify
• Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Nice to have: C++, SQL, JavaScript, VBA
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth