Job Information
BMO Financial Group Analyst - Administrative Support in New York, New York
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. #bmocapitalmarkets
Analyst-Administrative Support (Hybrid Function)
This role will primarily support the MD & Head, US Broker Dealers and US Branch Network. This is a hybrid role, and the majority of the focus will be coordination and analysis, and the other portion of the role will consist of administrative support.
The selected candidate will perform various tasks to support to one or more senior leaders within our US Legal Entity and Branch Management team, and their direct reports. This may include helping develop and maintain components of our governance obligations for our BMO US Branch Network and US Capital Markets activity. It was also include helping maintain strong regulatory relations for our various US legal entities by supporting the team’s efforts in managing various regulatory engagements. You are expected to contribute to a strong risk management culture through collaboration with other employees to ensure compliance, operational and regulatory risks are identified, mitigated, monitored and reported on an ongoing basis.
Additionally, this role will provide general office services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in the implementation of improvement opportunities, contributing to the effective and efficient operation of the team.
The accountabilities of this role include, but are not limited to the following:
Analysis/Coordination Support
Builds effective relationships with internal/external stakeholders.
Support coordination efforts for regulatory meetings, information requests, and other ad hoc requests.
Support legal entity risk and management committees including via meeting minutes, information gathering, and attendance tracking.
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 and/or assists in the planning, coordinating and implementing the team’s business continuity plans and other department events.
Employs systems (e.g., customized exception reports, tracking reports etc.) to manage information.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Coordinates training requirements for staff (i.e., 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.
Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures).
Develops and maintains an understanding of the business/group strategies and objectives, products and services, internal and external stakeholders and business processes as well as the underlying infrastructure to identify and manage implications and risk exposures for the business/group.
Identifies, investigates, analyzes, documents & mitigates program risks, taking into account jurisdictional issues, and raises any issues or concerns to senior leaders and other stakeholders.
Analyzes the impact and effectiveness of the program through periodic reviews.
Develops, documents and maintains business/group procedures updating and obtaining approvals as regulations or the operating environment changes and communicates changes to the business/group & relevant stakeholder groups.
Administrative Support
Provides senior level administrative and operational support for the team.
Provides input into the planning and implementation of administrative programs.
Coordinates and monitors budgets and reporting on results vs. budget.
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 execution of strategic initiatives; includes tracking metrics and milestones
Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.
Dispatches outgoing communications. May be required to respond to 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.
Knowledge, Skills & Qualifications:
Typically, 4+ years of relevant experience in an administrative/ professional support function, demonstrating progressive responsibility and post-secondary degree in related field of study.
Must be able to thinks creatively and proposes solutions.
Exercises good judgment to identify, diagnose, and solve problems within given guidelines.
Proven ability to work with little direction.
Broader work or accountabilities may be assigned as needed.
Specialized knowledge from education and/or business experience.
Strong verbal & written communication skills.
Demonstrated collaboration & team skills.
Detailed analytical and problem-solving skills.
Some experience influencing people at various levels is considered a strong asset.
Compensation and Benefits:
$48,400.00 - $90,200.00
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
We’re here to help
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/us/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. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.