Executive Administrative Assistant-Chase Wealth Management-Hudson Metro

Location: White Plains, NY, United States

Job Family: Administrative Assistant

About the Role

At JP Morgan Chase, we are seeking a highly professional Executive Administrative Assistant to support our Chase Wealth Management team in the Hudson Metro area. Based in White Plains, NY, this role is pivotal in ensuring seamless operations for senior executives focused on delivering personalized wealth management solutions to high-net-worth clients. You will showcase your professional acumen by managing complex schedules, coordinating high-stakes meetings, and handling administrative tasks with precision in a dynamic financial services environment. Your flexibility and communication skills will be key as you navigate the fast-paced world of investment advisory, portfolio management, and client relations, all while upholding the firm's commitment to integrity and excellence. In this position, you will provide direct support to executives overseeing wealth strategies, including preparing detailed financial reports, arranging travel for client engagements, and facilitating compliance with regulatory standards such as those from the SEC and FINRA. You will act as a trusted gatekeeper, managing confidential information related to client portfolios and market analyses, while collaborating with cross-functional teams to drive efficiency. The role demands a proactive approach to problem-solving, ensuring that administrative processes align with JP Morgan Chase's global standards for innovation and client-centric service in the competitive financial industry. Joining JP Morgan Chase means becoming part of a world-class institution renowned for its leadership in wealth management. This opportunity allows you to contribute to empowering clients' financial futures while growing your career in a supportive, inclusive culture. With access to cutting-edge resources and professional development, you will deliver flawless work output that supports our mission to help clients achieve their wealth goals in the Hudson Metro market and beyond.

Key Responsibilities

• Provide high-level administrative support to senior executives in Chase Wealth Management, including calendar management, travel arrangements, and meeting coordination
• Prepare and edit executive correspondence, reports, and presentations using financial data and market insights
• Manage expense reimbursements, budgets, and vendor relationships in compliance with JP Morgan Chase policies
• Coordinate internal and external meetings, including virtual sessions with clients and stakeholders in the Hudson Metro region
• Handle sensitive client information and ensure adherence to regulatory standards such as SEC and FINRA guidelines
• Liaise between executives, team members, and external partners to facilitate seamless operations
• Maintain organized filing systems for documents, contracts, and wealth management portfolios
• Assist in event planning for client appreciation events or team-building activities in White Plains, NY
• Track and report on key performance metrics for administrative efficiency and executive productivity
• Support ad-hoc projects related to wealth management initiatives, such as digital onboarding processes

Required Qualifications

• Bachelor's degree or equivalent experience in business administration or a related field
• Minimum of 5 years of administrative support experience, preferably in a financial services environment
• Proven ability to handle confidential information with discretion and integrity
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced setting
• Proficiency in Microsoft Office Suite, including advanced Excel and PowerPoint
• Excellent verbal and written communication skills for interacting with senior executives
• Availability to work flexible hours, including occasional travel within the Hudson Metro area

Preferred Qualifications

• Experience supporting executives in wealth management or investment banking at a major financial institution
• Familiarity with financial terminology and compliance requirements in the banking sector
• Certification in administrative professional skills, such as CAP (Certified Administrative Professional)
• Prior exposure to CRM systems like Salesforce used in wealth management
• Bilingual proficiency in English and Spanish, given the diverse client base in Hudson Metro

Required Skills

• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Strong calendar and scheduling management
• Excellent verbal and written communication
• High level of discretion and confidentiality
• Exceptional organizational and multitasking abilities
• Problem-solving and critical thinking
• Attention to detail in financial documentation
• Customer service orientation for client interactions
• Adaptability to dynamic financial market changes
• Time management under pressure
• Basic knowledge of financial software like Bloomberg or internal JP Morgan tools
• Interpersonal skills for executive and team collaboration
• Technical aptitude for virtual meeting platforms (e.g., Zoom, Teams)
• Analytical skills for report preparation
• Proactive initiative in anticipating executive needs

Benefits

• Comprehensive medical, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible pay
• Paid time off including vacation, sick days, and 20+ paid holidays annually
• Tuition reimbursement program for professional development and advanced degrees
• Employee stock purchase plan allowing discounted shares of JP Morgan Chase stock
• Wellness programs including gym memberships, mental health support, and fitness challenges
• Parental leave benefits with up to 16 weeks of paid leave for new parents
• Flexible work arrangements and commuter benefits for Hudson Metro employees

JP Morgan Chase is an equal opportunity employer.