Senior Statement Specialist

This is a fully remote position, open to applicants in Canada.

📋 Description

• Provide assistance and service for BMO’s Investment Operations function, business stakeholders, and clients.

• Implement Investment product and service processes in alignment with financial and regulatory controls and operational guidelines.

• Offer advice to assigned business groups on implementing solutions.

• Support strategic initiatives involving both internal and external stakeholders.

• Address standard and non-standard inquiries from internal business partners and external clients.

• Monitor performance and track issues effectively.

• Analyze data and information to deliver insights and recommendations.

• Collect and format data for regular and ad-hoc reports and dashboards.

• Assist in executing change-management activities and ensuring sustainability.

• Conduct work and transactions accurately, efficiently, and in compliance with service-level agreements.

• Resolve standard issues and escalate non-routine matters as necessary.

• Engage in continuous process improvement and participate in the planning, testing, and implementation of projects, products, services, and processes.

• Verify and reconcile information and documentation for accuracy and completeness.

• Communicate and collaborate effectively with internal and external stakeholders.

• Maintain relationships with stakeholders and meet service delivery expectations.

• Support the development and implementation of new processes and systems as well as enhancements to existing ones.

• Assist in the creation of tools and the provision of training.

• Apply BMO’s Risk Management Framework and make risk-informed decisions that align with business strategy, policies, laws, and regulations.

⛳️ Requirements

• Typically requires 3–5 years of relevant experience.

• A post-secondary degree in a related field of study or an equivalent combination of education and experience.

• Extensive knowledge and experience with relevant systems and technology.

• Comprehensive understanding of the business unit’s products, services, processes, and controls.

• Strong knowledge of business risk and regulatory requirements.

• Excellent prioritization skills.

• Exceptional customer service skills.

• Proficient PC skills, including MS Word, Excel, and PowerPoint.

• Specialized knowledge gained through education and/or business experience.

• Strong verbal and written communication skills.

• Excellent collaboration and teamwork abilities.

• Robust analytical and problem-solving skills.

• Strong influencing skills.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for networking.

• Tools and resources to achieve new milestones.

• Accommodations available upon request during the selection process.