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Internship

Private Wealth Administrative Assistant – Co-op/Internship

Winter 2025, 4 Months

Confirmed live in the last 24 hours

Bank of Montreal

Bank of Montreal

10,001+ employees

Provides comprehensive banking services

Robotics & Automation
Consulting
Consumer Software
Enterprise Software
Fintech
Financial Services
Defense

Compensation Overview

$32.7k - $48.6kAnnually

+ Commission + Performance-based incentives + Discretionary bonuses

Ottawa, ON, Canada

Category
Administrative & Executive Assistance
Administrative Support
Required Skills
Communications
Requirements
  • Typically between 1 – 2 years of experience in an administrative/professional support function and post-secondary degree in related field of study desirable. However, as part of the BMO campus program, we are looking for motivated University and College students with a strong desire to learn.
  • Basic specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
Responsibilities
  • Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports.
  • Leads or participates in planning, coordinating and implementing department events.
  • Provides specialized and professional support to an executive and their senior managers within a large and diverse department or business group.
  • Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
  • Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.
  • Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures).
  • Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries.
  • Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements.
  • Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.
  • Makes travel arrangements, booking flight/hotel reservations as needed.
  • Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.
  • Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
  • Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution.
  • Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.).
  • Collaborates with internal and external stakeholders in order to deliver on business objectives.
  • Organizes work information to ensure accuracy and completeness.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.

At BMO, banking is our personal commitment to helping people at every stage of their financial lives. The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the industry. Our incredible team of over 46,000 people is just the tip of the iceberg. You should get to know us. We’re here to help. Our social media terms of use: https://www.bmo.com/socialmediatermsofuse

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1988

Growth & Insights
Headcount

6 month growth

7%

1 year growth

1%

2 year growth

7%
Simplify Jobs

Simplify's Take

What believers are saying

  • BMO's strategic initiatives, like the new SMB banking team, provide employees with opportunities to work on impactful projects that support small businesses.
  • The bank's focus on digital integration, such as the QuickBooks Online portal, positions it as a forward-thinking institution, attracting tech-savvy talent.
  • BMO's active participation in large-scale fundraising and investment activities offers employees exposure to high-profile financial operations and networking opportunities.

What critics are saying

  • The competitive landscape in banking, especially with digital-first banks, could pressure BMO to continuously innovate to retain its market position.
  • Focusing heavily on SMBs might limit BMO's growth potential in other lucrative banking sectors.

What makes Bank of Montreal unique

  • BMO's recent focus on SMBs, including the formation of a dedicated SMB banking team, sets it apart from larger banks that may not offer specialized support for small businesses.
  • The creation of a portal for seamless data sharing with QuickBooks Online highlights BMO's commitment to integrating modern financial tools for its clients.
  • BMO's involvement in significant fundraising efforts, such as the $39.9M for Georgian Alignment II Access Fund, showcases its strong position in capital markets.