Application Deadline :

08 / 01 / 2024

Address : 250 Yonge Street

Job Family Group :

Customer Shared Services

Responsible for fulfilling routine and non-routine tax reporting activities, internal business partner and / or external customer inquiries / requests, and or audit / reconciliation activities and solve more complex issues efficiently and effectively in accordance with Bank and Industry standards, focusing on up to a three month horizon for Nesbitt Burns, InvestorLine and Private Banking lines of business. Follow procedures to resolve internal business partner and / or external customer inquiries / requests and issues. Act as a subject matter expert to the team. Recommend / implement process improvements. Act as point of approval / resolution of escalated issues for more junior staff, where applicable.

KEY AREAS OF ACCOUNTABILITY

Product & Process Risk & Control Business Performance Management

ACCOUNTABILITIES

A. Product & Process

• Process and / or fulfill tax reporting activities, perform audit / reconciliation activities and / or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis.
• Resolve discrepancies / exceptions that frequently deal with non-routine situations, requiring further analysis.
• Investigate and may resolve or make recommendations to more senior team members on more complex, non-routine issues relating to internal business partner and / or external customer inquiries or requests, business process efficiency and quality control within existing procedures.
• May resolve escalated work or issues from more junior staff, where applicable.
• Enable productive relationships within the line of business (LOB) and other functions through responsiveness and support.
• Proactively work with others (i.e., on own team, shared service centre, other operational areas, or with the internal business partner and / or external customer) to ensure delivery of timely, quality and efficient fulfillment activities.
• Provide advice to internal business partners and peers to support the completion of a process or activity within established procedures.
• Provide input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new / revised products / services or processes.
• Provide on-the-job assistance and training to others, as requested.

B. Risk & Control

C. Business Performance Management

AUTHORITIES

This role has the authority to :

CROSS-FUNCTIONAL RELATIONSHIPS

Internal :

External :

SCOPE AND IMPACT

This job has direct or indirect impact on the following :

KNOWLEDGE AND SKILLS

Knowledge :

Skills :

BMO Financial Group thanks all applicants. We advise only those who qualify for an interview will be contacted.

Salary :

37,500.00 - $69,500.00

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 : https : / / jobs.bmo.com / global / en / Total-Rewards

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.