Address:

WORKING EXPECTATIONS:

• The position operates in a fast-paced institutional sales and trading environment where client, market, research, conference, and transaction-related matters require immediate attention.
• The role requires the ability to manage frequent interruptions, competing priorities and short execution timelines while maintaining accuracy and professionalism.
• Working hours align with the requirements of the institutional equities business and may begin as early as 7:00 a.m. Availability outside standard business hours may occasionally be required to support conferences, events, live transactions, business stakeholders, and time-sensitive client matters.

KEY ACCOUNTABILITY AREAS:

• Equity Sales and Trading Business Management Support
• CRM Management
• Analyst Marketing and Conferences
• New Issue and Deal Execution Support

SPECIFIC ACCOUNTABILITIES:

• Provides operational support to Institutional Equity Sales and Trading team members.
• Supports the planning, coordination and execution of analyst marketing, client events, specialty-sector programs.
• Coordinates internal and external meetings, including scheduling, invitations, room bookings, conference lines, materials and other logistical requirements.
• Builds effective working relationships with Sales, Trading, Research, Equity Capital Markets, Investment Banking, Corporate Access, Compliance and other internal and external stakeholders.
• Prepares, edits and distributes client-facing communications, invitations, agendas, presentations, research materials, procedures, templates and other business communications.
• Assists with the preparation, formatting and distribution of recurring sales and research communications, including the Morning Note template.
• Maintains client and account information in CRM, including contact details, meeting activity, event attendance and other time-sensitive updates, and tracks related business activity.
• Provides client-service support as an extension of the sales team by coordinating meetings, distributing approved materials, responding to logistical requests and appropriately escalating inquiries.
• Maintains organized electronic records, tracking files, templates, checklists and documented procedures so that client, conference, marketing, research and transaction information is accurate and readily available.
• Supports the maintenance of internal and external distribution lists and coordinates updates when employees, clients or business responsibilities change.
• Supports employee onboarding and transitions by coordinating system access, distribution lists, equipment, training and other administrative requirements.
• Coordinates training sessions, including invitations, scheduling, attendance tracking, confirmations and follow-up communications.
• Maintains knowledge of business systems and applications, including Microsoft Office, CRM, research-distribution, corporate-access, event-management and deal-related tools.
• Identifies opportunities to improve recurring processes, reduce duplication and strengthen coordination across the team.
• Manages multiple requests and changing priorities and supports the team during periods of increased activity, employee absences, conferences, live transactions and other time-sensitive business events.
• Broader work or accountabilities may be assigned as needed.

QUALIFICATIONS:

• 3-5 years of experience in an administrative, operational, client-service or professional support function. Experience within Financial Services or Capital Markets is an asset.
• Post-secondary degree or diploma in a related field of study is desirable.
• Working knowledge of the institutional equities business and the respective functions of Sales, Trading, Research, Equity Capital Markets and Investment Banking is an asset.
• Experience supporting events, conferences, client programs or other activities involving multiple stakeholders and deadlines.
• Strong client-service orientation and ability to communicate professionally with internal and external stakeholders.
• Verbal and written communication skills - Good.
• Organization and time-management skills - Strong.
• Collaboration and team skills - Strong.
• Analytical and problem-solving skills - Good.
• Attention to detail and accuracy - Strong.
• Ability to manage multiple priorities and respond effectively to changing business requirements.
• Ability to exercise judgment, handle confidential information and escalate issues appropriately.
• Proficiency with Microsoft Outlook, Word, PowerPoint, Teams and Excel.
• Experience with CRM, research-distribution, corporate-access or event-management systems is an asset.
• CSC and CPH completion, or willingness to complete based on role requirements.

The salary range for this role is $100,000 up to $115,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

This job posting is for a current vacancy.

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: