Application Deadline:

02/07/2025

Address:

320 S Canal Street

Job Family Group:

Legal

Provides services in support of legal counsel. Participates in the implementation of improvement opportunities to contribute to the effective and efficient operations of the business. Builds productive relationships with legal counsel, Board and Committee members, and delivers exceptional administrative service through responsive, accurate and knowledgeable support.

Act as Secretary or Assistant Secretary for various BMO Financial Group subsidiaries and affiliates (BFG); prepare meeting agendas, disseminate meeting materials via email and online board portal and draft minutes for operating companies, including regulated entities.

Assist in coordinating BFG materials for Board and committee meetings.  Be responsible as needed for disseminating information to directors and management, coordinating meeting dates, arranging audio-visual, transportation, catering and making other arrangements for the meetings.  Ability to handle director payments; monitor and track attendance; circulate and follow up on various questionnaires.

Independently handle time sensitive redactions of board and committee meeting materials and minutes.

Responsible for annual FRY-6 filings.

Manage regulatory compliance and risk program for the U.S. team including, but not limited to, maintaining regulatory inventory, conducting monitoring and testing of program, distributing quarterly attestation reports and compiling results, and tracking issues.

Other corporate governance and paralegal work may include:

Maintaining and updating database of information on identified subsidiaries and affiliates.  

Preparing incumbency and other certificates for signing authority of officers.

Cataloging and storing corporate records (for example, acquisition closing documents, purchase and sale agreements, settlement agreements, Board meeting minutes).

Handling state corporate filings (annual reports, qualifications to do business, etc.) for BMO Financial Corp.’s U.S. subsidiaries.

Working independently on special projects relating to legal, corporate governance and corporate secretarial matters.

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.

Ensures alignment between values and behaviour that fosters diversity and inclusion.

Plans, attends and executes allocated Board and Board Committee meetings, including review and coordination of agendas with various stakeholders, coordination of the allocated Board and Board Committee meeting material mailing process, meeting minutes scribing, follow-up trackers.

Prepares correspondence, reports and other documents as required.

Develops and maintains filing systems; ensures business/ operational reports, forms and other documentation, paper or electronic, are readily available.

Maintains and certifies accuracy of portfolio information in Global Entity Management System (GEMS).

Certifies completion of compliance procedures, legal documents, and documentation to support various transactions.

Coordinates internal funding transactions.

Provides insider reporting information, including ensuring insider filing requirements and controls, and monitors the exercising of stock options as required.

Supports the management of projects and transactions by monitoring progress against key milestones and monitoring project expenses to ensure on budget.

Handles sensitive/ confidential Bank information while minimizing risk.

Operates effectively in a high stress environment with constantly changing expectations.

Builds effective relationships with internal/external stakeholders.

Privy to sensitive and confidential Bank Matters which may impact the Bank’s reputational risk.

Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

Provides specialized consulting, analytical and technical support.

Exercises judgment to identify, diagnose, and solve problems within given rules.

Works independently and regularly handles non-routine situations.

Broader work or accountabilities may be assigned as needed.

Qualifications:

7-15 years experience and a Paralegal Certificate or equivalent training on the job.  Bachelor’s degree and large law firm or in-house experience preferred.

Excellent interpersonal and communication skills and be able to interact with all levels of management, both inside the bank and with external directors. 

Superior organizational skills and strong writing abilities are critical.

Knowledge of the business and regulatory environment.

Transactional experience an asset.

Deep knowledge and technical proficiency gained through extensive education and business experience.

Collaboration & team skills - In-depth.

Analytical and problem solving skills - In-depth.

Influence skills - In-depth.

Data driven decision making - In-depth.

Salary:

$79,800.00 - $148,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.

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.