Executive Assistant - US Wealth Management Senior Leadership-1700013858

Executive Assistant - US Wealth Management Senior Leadership-170#######

Job Description:

Executive Assistant US Wealth Management Senior Leadership

This position is responsible for providing a high level of general administrative support to the National Heads of Investment and Client Experience of BMO Wealth Management.

Accountabilities:

• Responsible for providing the highest level of service and administrative support to the National Heads (NH) in all aspects of his/her role.
• Represents the office of the NH internally and externally.
• Liaison between the NH and his/her direct reports, discipline teams and senior leadership team.
• Maintains a high level of discretion when handling sensitive and confidential information.
• Utilize your extensive knowledge of BMO and the operational role of executive to make sound decisions.
• Balance multiple priorities considering risk, importance, urgency, impact.
• Understand the key drivers affecting BMO and our clients, and apply that knowledge to complete projects
• Protect confidential and proprietary information.

Professional Support:

• Manage complex and heavy calendaring including team meetings, client meetings, internal and external partner meetings, discipline group calls, off-sites, etc.
• Coordinates and handles all travel arrangements.
• Manage and process expense reports, timesheets for leaders; assist with approvals for those of direct reports.
• Answers phones, screens calls and takes messages, as well as covers for other Team Assistants when necessary
• Coordinates and sets up all aspects for meetings, including conference room, call in number, agenda/materials, notes in meeting (as needed).
• Independently set up and manage project plans at the Administrator level.
• Demonstrate high-level knowledge of the Quality & Risk management policies related to specific service lines and the bank
• Independently compose, format and edit non-technical business documents
• Compile data and assist in creating Power Point presentations and Excel spreadsheets for team meetings and other executive team meetings
• Works with Corporate Marketing and Communications team to craft company literature, promotions, weekly update emails, etc.
• Orders all company printed-related materials, i.e. stationary, business cards, etc.

Knowledge:

• 5-7+ years experience as an Executive Assistant.
• 2+ years working in investments/ financial services a plus, Bachelor s Degree a plus.

Skills:

• Professional demeanor and etiquette;
• Ability to maintain confidentiality and a high level of integrity.
• Extremely organized; Ability to multi-task and work under pressure in a fast paced environment;
• Ability to meet tight deadlines. Strong problem solving skills.
• Excellent communication skills, both written and verbal.
• Team building skills.
• Availability to work extended hours on occasion as necessary.
• Proficiency in Microsoft Word, Excel, Power Point and Outlook.

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do helping people is in our DNA. For 200 years we have thought about the future the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we re changing the way people think about a bank.

As a member of the BMO Harris Bank 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.

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BMO Harris Bank 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. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.