Executive Administrative Assistant

JPMorgan Chase • Palm Beach Gardens, FL • 9h ago

Become an integral part of Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality.

As an Executive Assistant in Wealth Management, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job responsibilities

Manage extensive and complex calendar for Senior Executive in a fast paced and dynamic environment.

Assist RD and Regional Business Manager with key reports, meetings, and presentations.

Produce high quality emails and messages to individuals at all levels of the organization.

Coordinate and organize senior meetings, draft communications and presentations including agenda setting, material preparation and distribution, coordination of guest speakers, and logistics.

Arrange and coordinate complicated domestic travel.

Organize all aspects of internal and external events, including catering, meeting setup, agendas and travel logistics.

Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines.

Screen incoming calls and determine the level of priority, while using caution in dispensing information.

Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access and general office support.

Handle regular activities without prompting and advise in advance with issues or delays.

Anticipate needs and proactively communicate on all issues.

Required qualifications, capabilities, and skills

At least five years of administrative experience

Advanced ability to organize

Discretion and good judgment in confidential situations, and proven experience interacting with senior management

Operate with a high degree of professionalism and expect a high level of advisor interaction

Manage the coordination and logistics of both internal and external meetings.

Strong interpersonal, written, and oral communication skills

Strong proficiency in Microsoft Office

Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

Preferred qualifications, capabilities, and skills

Experience supporting at the Managing Director level (or equivalent) or above

College degree is a plus

Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

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