Sr Associate Document Management

Application Deadline :

02 / 02 / 2025

Address :

401 N Executive Drive

Job Family Group :

Customer Shared Services

Provides document management services and processes including (but not limited to) filing, safe custody, sending / retrieval, imaging / digitizing, maintenance, archival and destruction of documents, leading to secure, consistent and effective access to and management of documentation. Document types include account documentation, securities / certificates, transaction information, etc.

• Provides advice and guidance to assigned business / group on implementation of solutions.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Coordinates the management of documents' database; ensures alignment and integration of documents in adherence with BMO's standards.
• Assists with preparation of reports.
• Analyzes information and provide insights and recommendations.
• Gathers and formats data appropriately into agreed upon, standard document format.
• Communicates with internal stakeholders to respond to standard and non-standard inquiries.
• Provides input into the planning and implementation of document management programs.
• Executes work to deliver timely, accurate, and efficient service.
• May assist in activities such as coordination and scheduling of work, resource forecasting, quality control, training, team coaching and guidance, operations research and problem resolution.
• Promotes continuous improvement / cost effectiveness of business processes and procedures.
• Evaluates circumstances requiring exceptions and engages senior management for resolution where required. Migrates / transfers documents securely from / to a secure storage repository (may be an internal location i.e. vault or an external location / service).
• May function as a problem-solving resource for more junior staff.
• Determines type of documents and appropriate document management actions as per document management 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.
• Executes work in accordance with defined procedures and processes to meet the prescribed timeframe.
• 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.
• 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 :

Salary :

41,715.00 - $73,800.00

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 :

About 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. 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 proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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.

Salary : $41,715 - $73,800