Private Wealth Administrative Assistant, Winter 2027 (Co-op/Internship) - 4 months

About the role

Four-month Winter 2027 co-op/internship in Waterloo supporting a Private Wealth team with office administration, records, invoices, scheduling, communications, supplies, travel, and vendor coordination. The role involves completing standardized tasks under supervision, resolving routine issues, escalating exceptions, and applying BMO policies and controls.

Responsibilities

• Provide general office support, including filing records, maintaining databases, and administering document systems.
• Process funding requests, invoices, budget items, capital expenditures, and discrepancies under applicable procedures.
• Coordinate meetings, travel arrangements, office supplies, equipment maintenance, work orders, and premises changes.
• Prepare, edit, and distribute correspondence, agendas, presentations, reports, emails, and procedural updates.
• Answer central phone lines, resolve routine inquiries, and escalate non-routine issues when required.
• Verify timesheets, track attendance, complete standardized tasks, and maintain audit trails and operational records.

Student Program

• This planned recruitment supports future Winter 2027 vacancies and offers a four-month co-op/internship placement.
• Applicants must be enrolled in an academic program and returning to their studies after the placement.
• The campus program provides access to BMO Academy, mentorship, student activities, and employee resource groups.

Application

• Submit a cover letter, resume, and unofficial academic transcript with the application.
• The general posting may consider candidates for multiple student opportunities and locations.