Initiatives Coordinator, Wealth Management - Winter 2024 (Co-Op/Internship) - 4 Months

Supports the management & execution of the assigned business/group program or project, including providing input to design, development & execution. Supports the execution of program components working with internal & external stakeholders to ensure effective & seamless delivery.

• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Verbal & written communication skills - Good.
• Specialized knowledge.
• Participates in the design, development, implementation, and management of core program processes.
• Organization skills - Good.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed. Qualifications:
• Analyzes data and information to provide program insights and recommendations.
• Supports the management of the program/project, including developing program components, promoting the program and ensuring the execution of all program components.
• Communicates and reinforces program principles, strategies, processes and standards in all operational activities.
• Supports the execution of strategic initiatives; includes tracking metrics and milestones.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Provides input to the program strategy by analyzing current operations & challenges, researching best practices and understanding industry trends.
• Tracks exception requests and corresponding approvals.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications.
• Organizes work information to ensure accuracy and completeness (e.g., customized exception reports, initiative tracking reports, etc.).
• Provides support for the investigation, analysis & documentation of program risks.
• Collaboration & team skills - Good.
• Typically between 2 – 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Analytical and problem solving skills - Good.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.