Executive Assistant - Global Markets

Bank of Montreal • New York, NY

7d

About The Position

The Global Markets Executive Assistant (EA) supports a large team across multiple Global Markets functions and provides secondary coverage for Global Markets executives. The role requires professionalism, discretion, an understanding of financial markets, and the ability to work at the pace of a front-office environment. The EA acts as a trusted partner to the team and helps ensure seamless operations.

Responsibilities include comprehensive administrative support for a team of 25–35 professionals; complex calendar and meeting coordination across time zones; domestic and international travel arrangements and expense processing; preparing correspondence, reports, presentations, and meeting materials; managing communications and stakeholder relationships; maintaining records and processing invoices and requests in accordance with internal controls; assisting with onboarding and offboarding; and supporting ad hoc projects and process improvements. The role also handles sensitive information and ensures work complies with internal policies, compliance standards, and regulatory expectations.

Requirements

• Proven experience as an assistant, preferably in Global Markets, Capital Markets, or a fast-paced corporate environment.
• Strong organizational skills and ability to manage competing priorities and deadlines.
• Excellent written and verbal communication skills and a professional, confident approach.
• Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and collaboration tools such as Teams and SharePoint.
• High attention to detail, accuracy, and follow-through.
• Ability to anticipate needs, work proactively, and remain calm under pressure.
• Strong judgment, integrity, and commitment to confidentiality.
• Several years of relevant executive or senior administrative support experience.

Nice To Haves

• Post-secondary education is preferred.
• Experience supporting senior professionals or teams within financial services is an asset.

Responsibilities

• Provide secondary support to Global Markets executives, coordinating with their primary assistants and handling delegated needs in a timely manner.
• Manage urgent executive requests, including lunch, coffee, and print-material pickups.
• Provide comprehensive administrative support to a team of 25–35 Global Markets professionals.
• Manage complex calendars and schedule internal and external meetings across time zones, resolving conflicts.
• Coordinate domestic and international travel, including flights, accommodations, visas, and itineraries.
• Process travel-related expenses accurately and on time.
• Prepare, edit, and format correspondence, reports, presentations, and meeting materials.
• Serve as a key contact for internal partners and external stakeholders.
• Manage high-volume email traffic, prioritizing and redirecting messages as appropriate.
• Prepare for meetings by organizing agendas and distributing materials, and manage follow-ups.
• Maintain organized electronic filing systems in line with internal policies and record-keeping standards.
• Process invoices, expenses, and requests in accordance with Global Markets controls and timelines.
• Assist with team-member onboarding and offboarding, including system access, equipment, and coordination with internal teams.
• Support ad hoc projects, reporting requests, and process improvements.
• Handle sensitive and highly confidential information with discretion and sound judgment.
• Ensure activities comply with internal policies, compliance standards, and regulatory expectations.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses may be included in total compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed