BMO
Fintech & PaymentsDirect Workday career site

Business Coordinator & Executive Assistant

Pay
$100,000 per year
Location
New York, NY · On-site
Job type
Full-time
Level
Mid-level
Experience
2+ years
Listed
22 days ago

Skills & highlights for this role

  • Microsoft Excel
  • PowerPoint
  • management information reporting

Also useful

  • STAR
  • expense management systems

Stated benefits & perks

  • Health
  • Tuition
  • Retirement savings

About the role

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. #bmocapitalmarket 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 Senior Leadership & Business Support: 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.

Meeting Coordination & Participation: 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.

Management Reporting & Data Analysis: 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.

Business Performance & Insights: 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.

Expense Management & Review: 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.

Expense Analysis: 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. Event Planning: 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. Communication Management: 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. 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. 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. 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.

Read the original posting

From BMO's careers page, first listed on Rolev.ai on October 19, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

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Common questions

What is the salary for the Business Coordinator & Executive Assistant role at BMO?

The Business Coordinator & Executive Assistant posting at BMO states compensation of $100,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on BMO's official career site.

Where is the Business Coordinator & Executive Assistant job at BMO located?

This Business Coordinator & Executive Assistant position at BMO is located in New York, NY (On-site). Always check BMO's application page for specific state eligibility or relocation policies.

What qualifications are required for Business Coordinator & Executive Assistant at BMO?

For the Business Coordinator & Executive Assistant role, BMO highlights 2+ years of relevant experience; experience with Microsoft Excel, PowerPoint, management information reporting. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Business Coordinator & Executive Assistant position at BMO?

This listing links directly to BMO's Workday application page. You can apply directly on BMO's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.