Corporate Access Coordinator

Address:
100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

What is the primary purpose of this job? How does the job add value to BMO? What results will it deliver?

Coordinator on Canadian Equity Marketing team. Assist on all equity marketing activities including corporate deal & non-deal roadshows, site tours, desk updates & conferences. Track client-related activities and manage and/or assist on all logistics for equity client events. This role is accountable to provide corporate access for BMO's Equity business to all corporate clients. The role plays a critical part within BMO Capital Markets, Equity Sales and Institutional & Corporate Banking.

Key Accountabilities

List and describe the major components of work (e.g., strategy, governance, people management, analysis) and the approximate percentage of time spent on each. What action does the job take (e.g., own, execute, support, co-ordinate)? What results or outcomes are expected? Is there anything unique and important to know about what this job accomplishes?

Core Responsibilities

• Provide support to Equity Marketing team for the coordination & execution of all corporate (deal and non-deal) roadshows, site tours, conferences and sales desk updates
• Ability to communicate clearly & effectively with external clients and internal stakeholders (BMO Equity Research, Sales, Trading, I&CB & global Equity Marketing teams)
• Advising on logistics for all projects - both virtual and in-person (flights, ground transport, venues, hotels, virtual calls etc)
• Preparation of appropriate invitations and flyers to be sent to clients for new marketing events
• Monitoring responses and updating schedules with the most current information
• Investor conference coordination and 1x1 scheduling - both virtual and in-person
• Maintain relationships with roadshow suppliers
• Work with and maintain entries for client management database - Salesforce.com/Tier 1
• Update and maintain equity marketing stats/data to aid in the production of pitch decks and reports for equity marketing team, banking and clients

Client Relationships

• Provides adequate and appropriate information to internal and external client groups
• Communicates professionally and appropriately
• Consistently delivers a high standard of service, often exceeding client expectations

Attitude and Approach

• Demonstrates a strong sense of commitment to the company and position through a positive attitude, taking pride in their work.
• Proactive and resourceful attitude, showing interest, enthusiasm and taking initiative where appropriate.

Teamwork and Communication

• Communicates professionally at all times, listens to colleagues and clients, responds appropriately and instils confidence and adaptability
• Respects and recognises the contributions of other team members.
• Willing to be a team player

• Technical Skills
• Manage schedules using a web-based scheduling/ event management tool

Being BMO

• The employee exemplifies Being BMO in the employee's actions and the way that the employee works and interact with clients

Knowledge and Skills

Describe special knowledge, subject matter expertise, accreditation / credentials, professional designations, skills, years of related work experience, human relations skills, type of education or degree needed to be successful on this job.

Knowledge:

• Knowledge of institutional equities business helpful
• Strong team player/ability to work on trading floor environment
• Strong communication and presentation skills
• Ability to quickly learn and communicate information
• Excellent customer service skills, strong work ethic and attention to detail
• Experience planning logistics for a variety of events

• Experience planning conferences and events

• CSC an asset
• Computer skills: Microsoft Word, PowerPoint and high level of comfort in Excel
• Complete understanding of the organization as a whole and its cultural values "being BMO"

Skills:

• Exceptionally strong organizational skills and attention to detail.
• Excellent written and oral communication
• Strong project management abilities
• Logistical and organizational skills
• Solid level of relationship management, stakeholder management and interpersonal skills
• Detail and results oriented with the ability to prioritize tasks in a fast-paced, high pressured work environment
• Creative thinker and proactive attitude
• High level of PC Skills (MS Office; Excel; Word, PowerPoint)
• Broad knowledge of suitable venues across Canada
• Ability to be a team player and flexible with working hours
• Sensitivity in dealing with complex and confidential matters
• Additional language an advantage.

Authorities (decision-making\\autonomy)

What authority is needed to deliver on the key accountabilities (e.g. credit limits, budget, decision making, hiring, resourcing)? What kinds of decisions / recommendations does this job make? What kinds of decisions does this job take to its manager or others for approval before taking action?

• Under guidance, this role provides information to clients.
• Authority to use and access confidential information related to product and financial information and is trusted with confidentiality.

Cross Functional Relationships

What other jobs does this job interact with to get things done? What important contacts will this job have with other positions, departments in the organization, or outside? Please describe the nature, purpose, frequency of contact.

• BMO Financial Group globally
• Interacts and collaborates regularly as a critical function internally with all levels of BMO Executives and their representatives, analysts, assistants etc to ensure the details are achieved for projects as well as developing relationships across the bank.
• Interacts with external clients.
• Interacts with vendors depending on requirements for the business unit.

Working Conditions

Specify any non-standard working conditions and travel requirements (i.e. describe intensity, frequency, and duration of factors inherent in the work).

• This role operates within an office environment with minimal exposure to discomfort or risk of ill health.
• Travel as required.

What is the primary purpose of this job? How does the job add value to BMO? What results will it deliver?

Coordinator on Canadian Equity Marketing team. Assist on all equity marketing activities including corporate deal & non-deal roadshows, site tours, desk updates & conferences. Track client-related activities and manage and/or assist on all logistics for equity client events. This role is accountable to provide corporate access for BMO's Equity business to all corporate clients. The role plays a critical part within BMO Capital Markets, Equity Sales and Institutional & Corporate Banking.

Key Accountabilities

List and describe the major components of work (e.g., strategy, governance, people management, analysis) and the approximate percentage of time spent on each. What action does the job take (e.g., own, execute, support, co-ordinate)? What results or outcomes are expected? Is there anything unique and important to know about what this job accomplishes?

Core Responsibilities

• Provide support to Equity Marketing team for the coordination & execution of all corporate (deal and non-deal) roadshows, site tours, conferences and sales desk updates
• Ability to communicate clearly & effectively with external clients and internal stakeholders (BMO Equity Research, Sales, Trading, I&CB & global Equity Marketing teams)
• Advising on logistics for all projects - both virtual and in-person (flights, ground transport, venues, hotels, virtual calls etc)
• Preparation of appropriate invitations and flyers to be sent to clients for new marketing events
• Monitoring responses and updating schedules with the most current information
• Investor conference coordination and 1x1 scheduling - both virtual and in-person
• Maintain relationships with roadshow suppliers
• Work with and maintain entries for client management database - Salesforce.com/Tier 1
• Update and maintain equity marketing stats/data to aid in the production of pitch decks and reports for equity marketing team, banking and clients

Client Relationships

• Provides adequate and appropriate information to internal and external client groups
• Communicates professionally and appropriately
• Consistently delivers a high standard of service, often exceeding client expectations

Attitude and Approach

• Demonstrates a strong sense of commitment to the company and position through a positive attitude, taking pride in their work.
• Proactive and resourceful attitude, showing interest, enthusiasm and taking initiative where appropriate.

Teamwork and Communication

• Communicates professionally at all times, listens to colleagues and clients, responds appropriately and instils confidence and adaptability
• Respects and recognises the contributions of other team members.
• Willing to be a team player

• Technical Skills
• Manage schedules using a web-based scheduling/ event management tool

Being BMO

• The employee exemplifies Being BMO in the employee's actions and the way that the employee works and interact with clients

Knowledge and Skills

Describe special knowledge, subject matter expertise, accreditation / credentials, professional designations, skills, years of related work experience, human relations skills, type of education or degree needed to be successful on this job.

Knowledge:

• Knowledge of institutional equities business helpful
• Strong team player/ability to work on trading floor environment
• Strong communication and presentation skills
• Ability to quickly learn and communicate information
• Excellent customer service skills, strong work ethic and attention to detail
• Experience planning logistics for a variety of events

• Experience planning conferences and events

• CSC an asset
• Computer skills: Microsoft Word, PowerPoint and high level of comfort in Excel
• Complete understanding of the organization as a whole and its cultural values "being BMO"

Skills:

• Exceptionally strong organizational skills and attention to detail.
• Excellent written and oral communication
• Strong project management abilities
• Logistical and organizational skills
• Solid level of relationship management, stakeholder management and interpersonal skills
• Detail and results oriented with the ability to prioritize tasks in a fast-paced, high pressured work environment
• Creative thinker and proactive attitude
• High level of PC Skills (MS Office; Excel; Word, PowerPoint)
• Broad knowledge of suitable venues across Canada
• Ability to be a team player and flexible with working hours
• Sensitivity in dealing with complex and confidential matters
• Additional language an advantage.

Authorities (decision-making\\autonomy)

What authority is needed to deliver on the key accountabilities (e.g. credit limits, budget, decision making, hiring, resourcing)? What kinds of decisions / recommendations does this job make? What kinds of decisions does this job take to its manager or others for approval before taking action?

• Under guidance, this role provides information to clients.
• Authority to use and access confidential information related to product and financial information and is trusted with confidentiality.

Cross Functional Relationships

What other jobs does this job interact with to get things done? What important contacts will this job have with other positions, departments in the organization, or outside? Please describe the nature, purpose, frequency of contact.

• BMO Financial Group globally
• Interacts and collaborates regularly as a critical function internally with all levels of BMO Executives and their representatives, analysts, assistants etc to ensure the details are achieved for projects as well as developing relationships across the bank.
• Interacts with external clients.
• Interacts with vendors depending on requirements for the business unit.

Working Conditions

Specify any non-standard working conditions and travel requirements (i.e. describe intensity, frequency, and duration of factors inherent in the work).

• This role operates within an office environment with minimal exposure to discomfort or risk of ill health.
• Travel as required.

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/ca/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. 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.

Category

Sales and Marketing Maintenance and Technicians