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About the Role

Performs end-to-end document management activities ensuring compliance with standards and safeguarding the integrity of critical documentation. Develops and optimizes core document management processes, prioritizing automation and efficiency to streamline workflows and enhance operational performance. Manages the document database and mitigates risks within document management processes to protect the integrity of all critical documentation. 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.

Responsibilities

Formulates and updates document retention guidelines and policies in accordance with best practices and regulatory standards.
Analyses reports on document management metrics and operational performance and proposes changes to senior management.
Reviews the necessary documentation for audits, ensuring adherence to internal policies and external regulations.
Analyses higher-risk client requests, verifying proper authorizations for a seamless and secure process.
Executes and contributes to change management initiatives to ensure adoption of anticipated process improvements.
Manages end-to-end document workflows for deposit accounts, client onboarding and treasury services, ensuring compliance with company policies and regulations.
Ensures completeness and correctness of account documentation, adhering to specified formats and regulatory requirements.
Organizes, secures, and mitigate risks in document processes while maintaining integrity and compliance.
Ensures accuracy in documentation, prepares audit materials, and mitigates risks in document management.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Requirements

4 – 6 years of relevant experience in accounts documentation, or financial operations in a corporate or banking environment is preferred.
Technical proficiency gained through education and/or business experience.

Skills

Risk Management
Electronic Documentation Management Systems
Regulatory Compliance
Risk Assessments
Financial Analysis
Change Management
Problem Solving
Collaboration
Time Management
Detail-Oriented

Location

250 Yonge Street

Work Type

Hybrid Role
Salaried

Experience Level

Intermediate level of proficiency
Advanced level of proficiency

Education Level

Bachelor’s degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.

Salary/Compensations

$56,000.00 - $103,500.00

Benefits

health insurance
tuition reimbursement
accident and life insurance
retirement savings plans

About the Company

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 https://jobs.bmo.com/ca/en.

Equal Opportunity

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.