Business Coordinator & Executive Assistant

BMO•New York, NY

2d•$100,000

About The Position

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 role combines operational excellence, analytical reporting, and business support to enable leaders to focus on strategic priorities while ensuring day-to-day execution. The position provides operational and business support to select senior leaders within a designated product line. It coordinates and participates in high-level meetings, prepares management reports and presentations, supports business-performance reporting, manages and reviews expenses, coordinates internal and client events, and drafts communications on behalf of product leaders. The role requires 2–5 years of relevant experience, strong analytical and organizational skills, excellent communication, and advanced proficiency in Microsoft Office and relevant business tools.

Requirements

2–5 years of experience in a business coordination, administrative, analyst, or business support role.
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.
Ability to manage multiple priorities, schedules, and deliverables across a complex business structure.
Excellent written and verbal communication skills, with confidence interacting across multiple organizational levels.
Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint, calendar management tools, STAR, and expense management systems.
Ability to anticipate issues, proactively identify solutions, and drive continuous improvement in processes and reporting.
Strong interpersonal skills and ability to collaborate with senior leaders, team members, and partner functions.

Nice To Haves

Experience in financial services or a fast-paced corporate environment.

Responsibilities

Provide operational and business support to select senior leaders within a designated product line.
Convene and participate in high-level meetings; record decisions and outcomes, track action items, follow up with stakeholders, and distribute meeting notes.
Compile, analyze, and deliver recurring and ad-hoc management information reports using Excel and related data sources; identify trends, risks, and insights.
Develop PowerPoint presentations communicating performance metrics, business updates, and insights to senior leadership and other stakeholders.
Partner with Business Managers on reporting business performance, initiatives, and operational metrics, ensuring reports are accurate, clear, consistent, and tailored to their audiences.
Process and review senior leadership expenses for accuracy, timeliness, and compliance with firm policy; partner with Junior Sales Assistants on expense accuracy and analyze expense trends.
Review expense trends and data accuracy in SmartProcure dashboards, challenge discrepancies, and collaborate with stakeholders to maintain reporting integrity and policy alignment.
Coordinate internal team and client events, including venue selection, logistics, catering, and entertainment; liaise with the client entertainment team on ticket requests and approvals.
Draft and distribute professional communications on behalf of product leaders to internal teams and key stakeholders.