Business Coordinator & Executive Assistant

BMO; United States; On-site; USD 85,000 - 115,000; Full time

Job summary

BMO Capital Markets is seeking a Business Coordinator to work closely with senior leaders, product heads, and managers to drive strategic initiatives and optimize operations. The role blends data analytics, reporting, and high‑quality administrative support in a fast‑paced environment.

You will create executive-ready analyses and presentations, coordinate meetings, manage expenses, and ensure reporting integrity across dashboards.

Qualifications

• 2–5 years of experience in business coordination, administrative, analyst, or business support roles.
• Analytical reporting skills with ability to produce management information and executive-ready slides.
• Strong organizational and communication abilities across senior leadership and cross-functional teams.

Responsibilities

• Provide high-quality operational and business support to senior leaders within a designated product line.
• Convene and participate in high-level meetings; capture decisions, track actions, and distribute notes promptly.
• Compile, analyze, and deliver recurring and ad-hoc management information reports using Excel and related data sources; develop polished PowerPoint presentations.
• Partner with Business Managers to report on performance, initiatives, and metrics; ensure clarity and actionable outcomes.
• Manage expense processing for senior leadership; ensure accuracy, timeliness, and policy compliance; analyze trends for cost-saving opportunities.
• Oversee reporting integrity within SmartProcure dashboards; identify discrepancies and coordinate with stakeholders.
• Coordinate internal team and client events, including venue, logistics, catering, and entertainment.
• Draft professional communications on behalf of product leaders to internal teams and stakeholders.

Skills

Excel

PowerPoint

Analytical reporting

Communication

Organizational

Tools

STAR

Expense management systems

Calendar management tools

Job description

Application Deadline: 10/23/2026 Address: 151 W 42nd Street

Job Family Group: Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.

Role Overview

The Business Coordinator extends beyond traditional administrative duties, partnering closely with Business Managers, Product Heads, and senior leadership to execute strategic initiatives, enhance decision-making through data-driven insights, and optimize business operations. Acting as a trusted partner and key point of contact, the Business Coordinator combines operational excellence, analytical reporting, and thoughtful business support to enable leaders to focus on strategic priorities while ensuring day-to-day execution runs.

Key Responsibilities

• Provide high-quality operational and business support to select senior leaders within a designated product line, ensuring priorities are managed efficiently in a fast-paced, complex environment.
• Convene and actively participate in high-level meetings; capture key decisions, document outcomes, track action items, and ensure timely follow-up with stakeholders. Distribute clear, concise meeting notes immediately following meetings to maintain momentum and accountability.
• Compile, analyze, and deliver recurring and ad-hoc management information reports using Excel and related data sources. Identify trends, risks, and key insights to support business decision-making. Develop polished PowerPoint presentations that clearly communicate performance metrics, business updates, and insights to senior leadership and broader stakeholders.
• Partner with Business Managers to support reporting on business performance, initiatives, and operational metrics. Ensure reporting is accurate, well-structured, and tailored to the needs of different audiences, with a focus on clarity, consistency, and actionable outcomes.
• Manage expense processing for senior leadership, ensuring submissions are accurate, timely, and compliant with firm policy. Review expenses with appropriate judgment and attention to detail, partner with Junior Sales Assistants on expense accuracy, and analyze expense trends to identify potential issues or cost-saving opportunities.
• Support broader expense oversight through review of trends and data accuracy within SmartProcure dashboards. Challenge discrepancies where necessary and collaborate with stakeholders to ensure reporting integrity and policy alignment.
• Coordinate internal team and client events, including venue selection, logistics, catering, and entertainment. Liaise with the client entertainment team to manage ticket requests and approvals.
• Draft and distribute professional communications on behalf of product leaders to internal teams and key stakeholders, ensuring messaging is clear, timely, and aligned with business objectives.

Key Skills & Qualifications

Experience: 2–5 years of experience in a business coordination, administrative, analyst, or business support role, ideally within financial services or a fast‑paced corporate environment.

Analytical & Reporting Skills: Strong ability to analyze data, identify trends, and produce management information reports with clear, insightful commentary. Demonstrated experience building Excel-based analyses and creating executive-ready PowerPoint presentations.

Organizational Skills: Proven ability to manage multiple priorities, schedules, and deliverables across a complex business structure.

Communication Skills: Excellent written and verbal communication skills, with the confidence to interact effectively across multiple levels of the organization.

Technical Proficiency: Advanced proficiency in Microsoft Office (particularly Excel and PowerPoint), calendar management tools, STAR, and expense management systems.

Problem Solving & Initiative: Ability to anticipate issues, proactively identify solutions, and drive continuous improvement in processes and reporting.

Collaboration: Strong interpersonal skills and the ability to work effectively with senior leaders, team members, and partner functions across the organization.

Salary

Please note the base salary for this role is $100,000 USD Salary: 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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to [e-mail] and let us know the nature of your request and your contact information.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Every day we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

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.