Executive Assistant, Investment Banking, BMO Capital Markets
Core
Provides senior-level administrative, operational, and strategic support to Managers and senior executives in Investment Banking, managing complex calendars, budgets, and strategic initiatives.
Role type
Senior Executive Assistant (Investment Banking)
Builds
Operational efficiency and strategic support for business groups
Domain
Financial Services / Investment Banking
Required skills
Strategic initiative management, complex calendar management, budget coordination, stakeholder relationship management, data analysis, report generation, travel logistics, vendor liaison, mentoring junior staff
Preferred skills
Subject matter expertise, creative problem solving, risk-informed decision making
Technologies
Customized exception reports, tracking reports, expense claim systems, filing systems
Responsibilities
Coordinate and monitor budgets and reporting on results vs. budget; Manage and monitor calendars and upcoming events for senior executives; Provide coaching and mentoring to junior administrative assistants; Liaise with internal business units and external vendors for premises and building matters; Gather and format data into regular and ad-hoc reports and dashboards; Process invoices and prepare expense claims; Make travel arrangements and book reservations.
Seniority
Senior, hands-on IC