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Private Wealth Administrative Assistant, Co-op/Internship, 4 months
BMO U.S.Administrative Assistant role providing clerical support to BMO's Private Wealth division. Engaging with teams to facilitate business operations and maintain organization.
About the role
Key responsibilities & impact- Provides a variety of general office support services and clerical tasks to support one or more business groups and facilitate group operations.
- Collaborates with internal and external stakeholders to facilitate delivery of business objectives in accordance with applicable policies, processes, and controls.
- Troubleshoots and resolves routine problems according to policies, standard procedures, schedules, and deadlines and maintains audit trails, or escalates non-routine problems.
- Compiles, copies, sorts, and files records of office activities and business transactions.
- Administers a filing system to ensure the availability of business and operational reports, forms, and other documentation.
- Creates, maintains, and enters information into databases.
- Prepares funding approval requests for department projects.
- Tracks, verifies, and processes department budget and capital expenditure invoices.
- Resolves or escalates invoice discrepancies in accordance with accounts payable policies, procedures, and vendor agreements.
- Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs (e.g. documents, tracks, and communicates maintenance requests to appropriate areas for execution).
- Maintains office supplies inventory, checks inventory of supply stocks, places and facilitates the execution of office supply orders, and verifies receipt.
- Schedules meetings and coordinates applicable audio-visual equipment, catering, room setup, and conference calls.
- Books travel arrangements and prepares itineraries for management.
- Answers central phone lines, responds to and resolves or escalates inquiries for resolution.
Requirements
What you’ll need- High school diploma or equivalent work experience
- Certificate in Office Administration is desirable.
- Working knowledge of general office procedures.
- Working knowledge of office equipment, such as photocopiers and printers.
- General knowledge of audio visual equipment to conduct training and demonstrations, perform maintenance, and troubleshoot issues.
- Verbal & written communication skills - Basic (in business environment).
- Organization skills - Basic (in business environment).
- Collaboration & team skills - Basic (in business environment).
Benefits
Comp & perks- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
office supportclerical taskstroubleshootingdatabase managementbudget processinginvoice resolutionfiling system administrationdocument trackingschedulingtravel arrangement
Soft Skills
communication skillsorganization skillscollaboration skills
Certifications
high school diplomacertificate in Office Administration