Documentation Specialist - Halifax, NS, Canada - Bank of Montreal

Description

Supports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the bank's ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation. Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses. Negotiates agreements with internal and external counsel.

• Advises and guides on sales legal documentation to clients and internal partners.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Resolves questions and issues with sales agreements and account documentations.
• Coordinates the management of documents' database; ensures alignment and integration of documents in adherence with BMO's standards.
• Analyzes information and provide insights and recommendations.
• Executes the end-to-end documentation processes for assigned sectors, including the distribution, collection, review and analysis.
• Reviews higher-risk client requests and confirm that proper authorizations have been received.
• Assists with the development, review and implementation of legal documents.
• Provides input into the planning and implementation of document management programs.
• Determines type of documents and appropriate actions as per request and establish procedures and processes.
• Reviews documents to verify that forms are correctly completed and required formats are used.
• Executes data entry/processing/tracking to support document management activities.
• Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.
• Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
• Follows records retention guidelines and policies for type of documentation, as required.
• Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.
• Participates in the design, development, implementation, and management of core processes.
• Improves operational methods and workflows by identifying, recommending process improvement opportunities.
• Supports change management work to ensure the achievement of anticipated benefits.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed. Qualifications:
• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Prioritization skills – Good.
• Ability to multi-task in a fast-paced environment.
• Specialized knowledge from education and/or business experience.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Compensation and Benefits:

Application Deadline:

04/28/2024

Address:

1675 Grafton Street

Job Family Group:

Customer Shared Services

Supports all sales forces in the opening, maintenance and closing of accounts and services. Directly impacts the bank's ability to meet manage risk and regulatory requirements through the timely preparation, review and analysis of treasury management agreements and deposit account documentation. Ensures adherence to all internal and external policies and requirements in order to protect the Bank's assets and minimize losses. Negotiates agreements with internal and external counsel.

• Advises and guides on sales legal documentation to clients and internal partners.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Resolves questions and issues with sales agreements and account documentations.
• Coordinates the management of documents' database; ensures alignment and integration of documents in adherence with BMO's standards.
• Analyzes information and provide insights and recommendations.
• Executes the end-to-end documentation processes for assigned sectors, including the distribution, collection, review and analysis.
• Reviews higher-risk client requests and confirm that proper authorizations have been received.
• Assists with the development, review and implementation of legal documents.
• Provides input into the planning and implementation of document management programs.
• Determines type of documents and appropriate actions as per request and establish procedures and processes.
• Reviews documents to verify that forms are correctly completed and required formats are used.
• Executes data entry/processing/tracking to support document management activities.
• Develops and maintains effective relationships with team members and stakeholders to execute work and fulfill service delivery expectations.
• Understands risks inherent in the operating area and ensures appropriate actions, including accuracy and safeguarding of all documents.
• Follows records retention guidelines and policies for type of documentation, as required.
• Collaborates to establish procedures and processes for document imaging, filing, verification/review, maintenance, etc. as required.
• Participates in the design, development, implementation, and management of core processes.
• Improves operational methods and workflows by identifying, recommending process improvement opportunities.
• Supports change management work to ensure the achievement of anticipated benefits.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed. Qualifications:
• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• PC skills (MS Word, Excel, PowerPoint) – Good.
• Time management skills – Good.
• Prioritization skills – Good.
• Ability to multi-task in a fast-paced environment.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Compensation and Benefits:

$42 300,00 - $78 400,00

Pay Type:

Salaried

The above represents BMO Financial Group's 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 Group's expected target for the first year in this position.

BMO Financial Group's 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:

We're here to help

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. We'll 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, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.

About Us

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are

We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.

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