Business Coordinator

BMO•New York, NY

3d•$100,000

About The Position

The Business Coordinator works alongside Business Managers to drive operational efficiency, deliver data-driven insights, while supporting senior leaders by providing high-level administrative support. This role ensures smooth day-to-day execution while enabling leadership to focus on strategic priorities.

Requirements

1–5 years of experience in a business coordination, administrative, analyst, or business support role, ideally within financial services or a fast‑paced corporate environment.
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.
Proven ability to manage multiple priorities, schedules, and deliverables across a complex business structure.
Excellent written and verbal communication skills, with the confidence to interact effectively across multiple levels of the organization.
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 the ability to work effectively with senior leaders, team members, and partner functions across the organization.

Responsibilities

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.
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.
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.
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.
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.
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.
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.
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.