Senior Executive Assistant & Operations Partner

BMO; United States; On-site; USD 55,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks an Executive Assistant to support the US Head of Global Asset Management, providing senior-level administrative and operational support, coordinating calendar, travel, meetings, and day-to-day requirements.

The role requires discretion and independent judgment, builds relationships with stakeholders, and drives process improvements in the US Asset Management leadership office.

Qualifications

• Seven or more years of progressively responsible experience supporting senior executives in a complex, fast-paced business environment.
• Demonstrated experience managing complex calendars, travel arrangements, meetings, expenses, and executive communications.
• Strong organizational, planning, and prioritization skills with exceptional attention to detail.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and the ability to build effective working relationships with senior leaders, employees, and external stakeholders.
• Ability to handle highly confidential and sensitive information with discretion and sound judgment.
• Proven ability to anticipate needs, work independently, and manage multiple priorities simultaneously.
• Strong problem-solving skills and a proactive, service-oriented approach.
• Proficiency with Microsoft Outlook, Word, PowerPoint, Excel, Teams, and related business applications.
• Experience in financial services or another professional services environment is preferred.
• Post-secondary education is preferred.

Responsibilities

• Manage a complex and frequently changing executive calendar, ensuring effective prioritization of meetings, commitments, and business activities.
• Coordinate internal and external meetings, including invitations, conference rooms, technology, materials, agendas, and logistics.
• Anticipate scheduling conflicts and proactively recommend solutions based on business priorities.
• Coordinate domestic and international travel arrangements, itineraries, and related logistics.
• Prepare and process expense reports, invoices, and other administrative documentation in accordance with established policies and procedures.
• Prepare, organize, and distribute presentations, reports, correspondence, and other executive materials.
• Track follow-up items, commitments, and action items to help ensure timely completion.
• Draft, edit, and distribute routine communications on behalf of the executive, as appropriate.
• Coordinate leadership meetings, town halls, off-sites, employee events, and other stakeholder engagements.
• Support onboarding activities, including coordination of office access, equipment, workspace, and related administrative requirements.
• Develop and maintain administrative systems, trackers, and processes that improve organization, efficiency, and follow-through.
• Organize and maintain electronic and physical records, files, and reference materials.
• Build effective relationships with senior leaders, employees, external stakeholders, and business partners.
• Handle confidential and sensitive information with sound judgment, professionalism, and discretion.
• Exercise independent judgment in managing competing priorities and resolving administrative and operational issues.
• Support additional business initiatives and special projects as required.

Skills

Calendar management

Meeting coordination

Travel coordination

Executive communications

Confidential information handling

Stakeholder management

Process improvement

Microsoft Outlook

Microsoft Word

PowerPoint

Excel

Teams

Financial services experience

Education

Post-secondary education preferred

Tools

Microsoft Outlook

Microsoft Word

PowerPoint

Excel

Teams

Job description

BMO Financial Group seeks an Executive Assistant to support the US Head of Global Asset Management, providing senior-level administrative and operational support, coordinating calendar, travel, meetings, and day-to-day requirements.

The role requires discretion and independent judgment, builds relationships with stakeholders, and drives process improvements in the US Asset Management leadership office.