Private Wealth Administrative Assistant - Calgary, Winter 2027 (Co-op/Internship) - 4 months

Bank of Montreal; Calgary; On-site; CAD 34,000 - 50,000; Part time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal (BMO) Canada invites students enrolled in an academic program to join our co‑op/internship track. You’ll gain hands-on experience within the campus program, contribute to business groups, and develop professional skills from day one.

You will collaborate with internal and external stakeholders, handle clerical tasks, support budgeting and reporting processes, and learn how to navigate risk and controls in a large financial institution.

Qualifications

• High school diploma or equivalent work experience.
• Certificate in Office Administration desirable.
• Experience with general office procedures and equipment.

Responsibilities

• Provides a variety of general office support services and clerical tasks to support one or more business groups and facilitate group operations.
• Collaborates with internal and external stakeholders to facilitate delivery of business objectives in accordance with applicable policies, processes, and controls.
• Troubleshoots and resolves routine problems according to policies, standard procedures, schedules, and deadlines and maintains audit trails, or escalates non‑routine problems.
• Compiles, copies, sorts, and files records of office activities and business transactions.
• Administers a filing system to ensure the availability of business and operational reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Prepares funding approval requests for department projects.
• Tracks, verifies, and processes department budget and capital expenditure invoices.
• Resolves or escalates invoice discrepancies in accordance with accounts payable policies, procedures, and vendor agreements.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs.
• Maintains office supplies inventory, checks inventory of supply stocks, places and facilitates the execution of office supply orders, and verifies receipt.
• Schedules meetings and coordinates applicable audio‑visual equipment, catering, room setup, and conference calls.
• Books travel arrangements and prepares itineraries for management.
• Answers central phone lines, responds to and resolves or escalates inquiries for resolution.
• Supports the development of tailored messaging by writing, editing, and distributing communications materials and dispatching outgoing communication.
• Processes modifications and updates to departmental procedures for manager’s approval, ensuring new information and procedures are provided to the team.
• Verifies staff timesheets and collects and tracks staff attendance data in accordance with applicable guidelines.
• Liaises with internal business units and external vendors to coordinate and implement changes to premises with minimal interruptions to business operations.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework.

Skills

Verbal communication

Written communication

Organization

Collaboration

Education

High school diploma or equivalent work experience

Certificate in Office Administration

Tools

Office equipment

Audio visual equipment

Job description

Application Deadline: 09/20/2026 Address: 525 8th Ave SW East Tower Job Family Group: Business Management

As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do.

You will have the opportunity to participate in programs such as the Women in Banking Mentorship Program, BMO Social Squad student‑led activities, BMO Academy learning platform and access to various Employee Resource Groups to further develop your network within BMO. Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @bmocanada | @bmo_us and joining our LinkedIn group BMO Campus Recruiting & Early Talent.

Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co‑op/Internship opportunities. Students who recently graduated are invited to apply to our New Grad opportunities which are available at https://jobs.bmo.com/ca/en/new-grad

Responsibilities

• Provides a variety of general office support services and clerical tasks to support one or more business groups and facilitate group operations.
• Collaborates with internal and external stakeholders to facilitate delivery of business objectives in accordance with applicable policies, processes, and controls.
• Troubleshoots and resolves routine problems according to policies, standard procedures, schedules, and deadlines and maintains audit trails, or escalates non‑routine problems.
• Compiles, copies, sorts, and files records of office activities and business transactions.
• Administers a filing system to ensure the availability of business and operational reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Prepares funding approval requests for department projects.
• Tracks, verifies, and processes department budget and capital expenditure invoices.
• Resolves or escalates invoice discrepancies in accordance with accounts payable policies, procedures, and vendor agreements.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
• Maintains office supplies inventory, checks inventory of supply stocks, places and facilitates the execution of office supply orders, and verifies receipt.
• Schedules meetings and coordinates applicable audio‑visual equipment, catering, room setup, and conference calls.
• Books travel arrangements and prepares itineraries for management.
• Answers central phone lines, responds to and resolves or escalates inquiries for resolution.
• Supports the development of tailored messaging by writing, editing, and distributing communications materials (e.g. correspondence, agendas, presentations, proposals, reports, bulk emails, and policies and procedures) and dispatching outgoing communication.
• Processes modifications and updates to departmental procedures for manager’s approval, ensuring new information and procedures are provided to the team.
• Verifies staff timesheets and collects and tracks staff attendance data (e.g. overtime, sick, and vacation time) in accordance with applicable guidelines to ensure consistency and determine staff availability.
• Liaises with internal business units and external vendors to coordinate and implement changes to premises to accommodate incoming and outgoing staff and contractors (e.g. relocations, office planning and new furniture requirements) with minimal interruptions to business operations.
• Completes standardized tasks under supervision.
• Performs initial problem solving within given rules/limits & escalates when required.
• Broader work or accountabilities may be assigned as needed.
• Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

• High school diploma or equivalent work experience.
• Certificate in Office Administration is desirable.
• Working knowledge of general office procedures.
• Working knowledge of office equipment, such as photocopiers and printers.
• General knowledge of audio visual equipment to conduct training and demonstrations, perform maintenance, and troubleshoot issues.
• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization skills - Basic (in business environment).
• Collaboration & team skills - Basic (in business environment).

Salary: $33,500.00 - $50,000.00 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: https://jobs.bmo.com/global/en/Total‑Rewards

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 https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives.

Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Who we are

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.