Corporate Governance & Legal Support

• Serve as Assistant Secretary for various BMO Financial Group (BFG) subsidiaries and affiliates; prepare meeting agendas, distribute materials, and draft meeting minutes.

• Maintain and update the corporate subsidiary database, ensuring accurate and complete information for identified subsidiaries and affiliates.

• Prepare incumbency certificates and other documentation related to officer signing authority.

• Catalog, organize, and store corporate recordsincluding acquisition closing documents, agreements, settlement materials, and Board minutes.

• Manage state corporate filings for BFGs U.S. subsidiaries, including annual reports and qualifications to do business.

• Work independently on special projects involving legal, corporate governance, and corporate secretarial matters.

• Develop solutions and make recommendations aligned with business strategy and stakeholder needs.

• Review and update operations manuals, procedures, and policies to ensure consistency and compliance.

• Handle sensitive and confidential information with discretion while minimizing legal risk.

Project & Stakeholder Management

• Lead or participate in cross-functional projects, managing timelines and preparing reports and presentations.

• Support the execution of strategic initiatives in collaboration with internal and external stakeholders.

• Build effective working relationships across all levels of management and with external directors.

• Develop materials and requirements for meeting facilitation.

Analysis & Data Management

• Break down strategic problems; analyze data and information to provide insights and recommendations.

• Execute tasks independently, delivering timely, accurate, and efficient support.

• Exercise judgment to identify, diagnose, and resolve issues within established guidelines.

• Work on a wide range of complex tasks, including unique or non-standard situations.

• May take on broader or enterprise-wide responsibilities as required.

• Approximately 7-10 years of relevant experience and a Paralegal Certificate or equivalent onthejob training.

• Bachelors degree and prior experience in a large law firm or inhouse legal department preferred.

• Strong interpersonal and communication skills with the ability to engage effectively with all levels of management and external directors.

• Exceptional organizational skills and strong writing abilities.

• Demonstrated creative thinking and ability to propose innovative solutions.

• Technical proficiency obtained through education and/or handson experience.

• In-depth skills in:

  • Verbal and written communication

  • Collaboration and teamwork

  • Analytical and problem-solving

  • Influence and stakeholder engagement

  • Data-driven decision-making