Strategic Executive Assistant & Operations Partner

BMO U.S.; San Francisco (CA); On-site; USD 69,000 - 128,000; Full time

Benefits offered by this job

Performance-based incentives

Discretionary bonuses

Other perks and rewards

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking an experienced administrative professional to provide high-level support to one or more Managers and their teams in San Francisco. You will establish best practices, manage calendars, reports, and communications, and drive process improvements across a large, diverse group.

Your role involves handling confidential information, coordinating events, and collaborating with internal and external stakeholders to meet business objectives while adhering to risk and

Qualifications

• Typically between 8+ years of relevant experience with a minimum 2 years of experience managing other administration staff, as applicable; post-secondary degree in related field of study.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

Responsibilities

• Establishes administrative support & reception best practices and ensures consistent adoption.
• Identifies, develops, recommends and implements cost saving opportunities and seeks approval for recommendations.
• Provides subject matter expertise and advice related to assigned strategic initiatives and act as relationship management for assigned initiatives.
• Builds effective relationships with internal/external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Leads the planning, coordinating and implementing department events.
• Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Provides senior level administrative and operational support within a large, diverse team including one or more senior executives.
• May manage and supervise the day-to-day functions of an administrative team.
• Manages sensitive communications, Outlook inbox, reports, invoices, and related documents for the assigned Executive; maintains confidentiality.
• Tracks and distributes recognition awards on behalf of the Executive, as applicable.
• Resolves escalated issues.
• Leads the execution of administrative programs; assesses and adapts as needed to ensure quality of execution.
• 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.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• 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.

Skills

Administrative support

Relationship management

Data analysis

Communication skills

Change management

Budget tracking

Education

Post-secondary degree in related field

Job description

BMO Financial Group is seeking an experienced administrative professional to provide high-level support to one or more Managers and their teams in San Francisco. You will establish best practices, manage calendars, reports, and communications, and drive process improvements across a large, diverse group.

Your role involves handling confidential information, coordinating events, and collaborating with internal and external stakeholders to meet business objectives while adhering to risk and