Broker Management Coordinator
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Job Summary
Application Deadline:
Address:
rue St-Jacques OJob Family Group:
The Broker Management Coordinator roleplays a key support role within BMO BrokerEdge contributing to the efficient management onboarding and ongoing support of broker relationships. This position is responsible for administrative coordination across broker lifecycle processes training oversight compliance support and handling escalated broker and client inquiries.
The ideal candidate is highly organized detail-oriented and comfortable working in a fast-paced environment with multiple stakeholders.
Bilingual language skills in French and English are an asset
- Support broker onboarding and offboarding processes ensuring timely and accurate completion of all administrative requirements
- Maintain and update broker records documentation and systems in alignment with internal policies
- Coordinate with internal teams to ensure a seamless broker experience
- Assist in the coordination and tracking of broker training programs (initial onboarding and ongoing education)
- Ensure brokers meet required compliance standards and regulatory requirements
- Maintain training records and support audit readiness
- Provide administrative support in resolving broker and client escalations
- Assist with identity verification (IDV) processes and documentation review as required
- Collaborate with internal partners to ensure timely issue resolution while maintaining a high level of client service
- Support day-to-day operational activities to improve team efficiency and effectiveness
- Assist with reporting documentation and process tracking
- Identify opportunities for process improvement and contribute to operational enhancements
- Build and maintain effective working relationships with internal stakeholders (e.g. compliance operations sales teams)
- Act as a point of contact for administrative inquiries from brokers and internal partners
- Support cross-functional initiatives to drive growth and operational excellence
- Take on ad hoc projects and tasks as assigned to support business growth and strategic priorities
- Post-secondary education in business finance or a related discipline preferred
- 13 years of experience in an administrative operations or financial services environment
- Strong organizational and time management skills with high attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Excellent communication and interpersonal skills
- Strong problem-solving abilities and sound judgment
- Proficiency in Microsoft Office (Excel Word Outlook PowerPoint)
- Experience working with CRM systems or internal workflow tools is an asset
- Team-oriented mindset with a proactive approach
- Ability to handle sensitive information with discretion and confidentiality
- Adaptability and willingness to take on new responsibilities
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The above represents BMO Financial Groups pay range and type.
Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.
BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.
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. Well 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 well help you gain valuable experience and broaden your skillset.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.
Required Experience:
IC
About Company
We cover the whole balance sheet, from foreign exchange, trade finance and treasury management to corporate lending, securitization, public and private debt and equity underwriting. Our team of experts can also provide a full range of advisory services, along with industry-leading res ... View more
