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Administrative Coordinator

Company: Bank of Montreal
Location: Portland
Posted on: January 17, 2020

Job Description:

4380 SW Macadam Avenue

Job Family Group:
Business Management

Thank you for your interest in BMO Financial Group. We are currently working towards providing a better candidate experience by including all of our job descriptions in both English and French. In the meantime, if this role is located in Quebec and/or New Brunswick please reference the French job description available below the English version. Otherwise please see the job description below in English as per federal language requirements.

Nous vous remercions pour votre intrt l'gard de BMO Groupe financier. Nous travaillons actuellement offrir une meilleure exprience aux candidats en publiant toutes nos descriptions de poste en franais et en anglais. Entre-temps, si ce poste est affich au Qubec ou au Nouveau-Brunswick, veuillez consulter la description de poste en franais disponible sous la version anglaise. Autrement, veuillez consulter la description de poste ci-dessous en anglais, conformment aux exigences fdrales en matire de langues.

BMO Family Office, LLC is a high touch wealth advisor delivering integrated solutions to ultra- affluent individuals, families and family offices. We offer open architecture investment advisory, customized lending, and family office services. We have over 180 professionals serving 340 families. Our clients entrust us to manage or advise on approximately $29 billion of their assets.

As the Administrative Coordinator you will provide key administrative support for the firm along with support for the firms operational functions. The successful individual must be comfortable balancing multiple priorities and timelines and work with collaborative, cross-functional teams.


  • Coordinate and facilitate meetings; assist with the setup and breakdown of client meetings
  • Document archiving support
  • Support the employee emergency process
  • Facilitate specific processes to ensure compliance standards are met
  • Assist with the coordination of office and firm wide events
  • Assist coordination for production of client performance, research and marketing reports, including organizing the process, tabbing and binding the reports
  • Act as back up to other administrative team members, including reception, scanning, document management, expense management, accounting and finance, and audit support
  • Other assigned projects and office duties as required
    • Undergraduate degree in business administration, accounting, finance, or related field preferred.
    • 3+ years of experience in administration, accounting, finance; experience in investment management, consulting, accounting or similar professional services organization preferred.
    • The ability to take initiative, problem-solve, exercise excellent judgment and critical thinking skills, and multi-task and adapt to changing circumstances and shifting priorities in a high-profile environment.
    • Highest level of professionalism and respect for confidentiality and ability to interact with all levels of internal and external constituents.
    • Strong interpersonal and conflict avoidance / management skills as well as the ability to prioritize.
    • Continual attention to detail in composing and proofing materials, establishing priorities and meeting deadlines.
    • Expertise with the MS Office Suite (Excel, Word, PowerPoint). Proficiency with MS SharePoint or MS Dynamics a plus.

      We're here to help

      At BMO Harris Bank 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 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.

      To find out more visit us at https://bmoharriscareers.com .

      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 N.A. 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.

Keywords: Bank of Montreal, Portland , Administrative Coordinator, Administration, Clerical , Portland, Oregon

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