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BMO Financial Group Administrative Specialist/Senior Administrative Assistant in San Francisco, California



  • Very fast-paced, friendly but a demanding one.

Daily Responsibilities:

  • Phone coverage

  • Managing multiple calendars and contacts within MS Office

  • Arranging complex travel arrangements (international, various destinations)

  • Photocopy & bind

  • Expense processing

  • Data Entry into Salesforce / Report generating

  • Creating and editing various documents in MS Office

  • Monitoring suppliers - for office supplies and technologies

  • Onboarding / Off boarding Employees

  • Creating and maintaining hardcopy and softcopy filing systems

  • Interacting their teams and those they support and teams in Chicago and Atlanta


Must Have Skills:

  • 5-7 years of previous administrative experience in a fast-paced environment

  • Good knowledge of Outlook, Word, Intermediate Excel, PowerPoint (2010) and Salesforce

  • Strong experience completing expense reports, arranging travel (domestic and international) and managing calendars.

  • Experience setting up for meetings/conferences

  • Ability to manage multiple calendars in Outlook

  • Previous event planning experience - client dinners and/or 100-200 people

  • Strong verbal and written communication skills

  • Ability to be a team player (Is a must)

Nice to Have Skills:

  • Experience with a Customer Relations Management (CRM) Tool

  • Project experience - database type ones

  • Experience in another bank

  • University degree


  • Big picture thinker

  • Strong customer service skills and interpersonal skills

  • Confident, professional and polished demeanor

  • Strong attention to detail

  • Strong ability to multi-tasking

  • Ability to work independently as well as part of a team and manage one’s time

  • Logical and has the ability to use good judgement

  • Ability to keep information organized and confidential

  • Strong prioritization skills

We’re here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

As a member of the BMO Harris Bank 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://bmoharriscareers.com .

BMO Harris Bank 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 Harris Bank N.A. 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.


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Primary Location:

United States-California-San Francisco