Executive Assistant, Investment Banking, BMO Capital Markets
Core
Provides senior-level administrative, operational, and strategic support to managers and executives in Investment Banking, managing complex calendars, budgets, and departmental initiatives.
Role type
Senior Executive Assistant (Investment Banking)
Builds
Operational efficiency and strategic support for business groups
Domain
Financial Services / Investment Banking
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Strategic initiative management, stakeholder relationship management, data analysis and reporting, budget coordination, event planning, calendar management, travel logistics, expense tracking, vendor liaison, mentoring junior staff, communication drafting, risk management framework application
Preferred skills
Subject matter expertise in strategic initiatives, creative problem solving, independent judgment
Technologies
Customized exception reports, tracking reports, expense claim systems, calendar management tools
Responsibilities
Provide senior level administrative and operational support to senior executives; coordinate and monitor budgets and report on results vs. budget; manage and monitor calendars and upcoming events; process invoices and prepare expense claims; make travel arrangements; liaise with internal business units and external vendors; coach and mentor junior administrative assistants; gather and format data into reports and dashboards; support the development of tailored messaging and communications.
Seniority
Senior, hands-on IC
