Internship

Private Wealth Administrative Assistant – Co-op/Internship

Summer 2025, 4 Months

Posted on 1/1/2025

Bank of Montreal

Bank of Montreal

10,001+ employees

Diversified financial services provider in North America

Fintech
Financial Services

Compensation Overview

$15.72 - $23.37Hourly

Oakville, ON, Canada

Located at 360 Oakville Place Drive.

Category
Administrative & Executive Assistance
Administrative Support
Required Skills
Inventory Management

You match the following Bank of Montreal's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Typically between 1 – 2 years of experience in an administrative/professional support function and post-secondary degree in related field of study desirable.
  • 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.
  • Broader work or accountabilities may be assigned as needed.
Desired Qualifications
  • post-secondary degree in related field of study desirable.

BMO Financial Group offers a variety of financial services, including personal banking, commercial banking, wealth management, and capital markets. The company provides everyday banking solutions, tailored financial services for various industries, and investment advice for individuals and institutions. BMO stands out from competitors by delivering a comprehensive range of services and leveraging its industry expertise to meet diverse client needs. The goal of BMO is to grow its business by effectively addressing the unique financial requirements of its clients across North America.

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1988

Simplify Jobs

Simplify's Take

What believers are saying

  • BMO's portal integration with QuickBooks enhances data sharing for SMB clients.
  • The new SMB banking team could leverage AI to improve customer satisfaction.
  • BMO's involvement in sustainability initiatives could attract environmentally conscious clients.

What critics are saying

  • Increased competition from fintech companies like Certn challenges BMO's traditional services.
  • Cloud-based platforms like FreshBooks may attract BMO's small business clients.
  • Digital stock trading platforms in Canada may reduce demand for BMO's investment services.

What makes Bank of Montreal unique

  • BMO offers a comprehensive range of financial services across North America.
  • The company has a strong presence in both Canada and the United States.
  • BMO's new SMB banking team focuses on supporting small businesses during the pandemic.

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Benefits

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

401(k) Retirement Plan

Professional Development Budget

Hybrid Work Options

INACTIVE