Executive & Team Assistant, Asset Management

Location: Sydney, NSW, Australia

Job Family: Administrative Assistant

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a strong presence in asset management, helping clients achieve their investment goals through innovative strategies and world-class expertise. The Executive & Team Assistant role in our Sydney Asset Management team is pivotal in driving operational excellence. Reporting to senior leaders, you will provide proactive, high-touch support to ensure seamless execution of daily priorities in a collaborative, fast-paced environment. This position offers the opportunity to contribute to one of Australia's key financial hubs, supporting teams that manage billions in assets while fostering a culture of innovation and integrity. Your core responsibilities will include managing complex calendars for multiple executives, orchestrating travel and logistics for regional and international engagements, and preparing polished materials for client presentations and internal strategy sessions. You will serve as the central point of contact, facilitating communication across JP Morgan's global network, including coordination with New York and Hong Kong offices. Additionally, you will handle administrative tasks such as expense management, document control, and compliance adherence to Australian Securities and Investments Commission (ASIC) standards, all while identifying ways to optimize team workflows in the asset management space. We seek a detail-oriented professional with a passion for the financial services industry, capable of thriving in a high-stakes setting. This role demands not only administrative prowess but also the ability to anticipate needs and build strong relationships with stakeholders. Joining JP Morgan Chase means becoming part of a prestigious institution committed to employee growth, with access to cutting-edge resources and a supportive community dedicated to excellence in asset management.

Key Responsibilities

• Provide high-level administrative support to senior leaders in the Asset Management division, including calendar management, travel arrangements, and meeting coordination
• Prepare and distribute executive reports, presentations, and materials for internal and client meetings
• Coordinate team events, offsites, and logistics for up to 20 team members in a dynamic Sydney office
• Manage confidential correspondence, expense reimbursements, and documentation in compliance with JP Morgan policies
• Act as a key liaison between executives, internal stakeholders, and external partners in the financial services sector
• Support onboarding of new team members and maintain accurate records in HR and compliance systems
• Monitor and prioritize incoming requests, ensuring timely responses and follow-ups
• Assist in budget tracking and basic financial reporting for team initiatives
• Collaborate with global teams to facilitate cross-border communications and project deliverables
• Proactively identify opportunities to streamline processes and enhance team efficiency

Required Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field
• Minimum of 5 years of experience as an executive assistant in a financial services environment
• Proven track record supporting senior executives in asset management or investment banking
• Proficiency in Microsoft Office Suite, including advanced Excel and PowerPoint
• Strong understanding of financial terminology and regulatory compliance in the Australian market
• Excellent organizational skills with the ability to manage multiple priorities in a fast-paced setting
• Australian citizenship or permanent residency with eligibility for employment in Australia

Preferred Qualifications

• Experience working at a global financial institution like JP Morgan Chase
• Knowledge of asset management operations and portfolio management tools
• Certification in administrative management or project coordination (e.g., CAP-OM)
• Familiarity with Sydney-based financial regulations and ASIC requirements
• Previous exposure to international team coordination across APAC regions

Required Skills

• Exceptional communication and interpersonal skills for executive-level interactions
• Advanced proficiency in Microsoft Outlook, Excel, PowerPoint, and Teams
• Strong time management and prioritization in high-pressure environments
• Discretion and ability to handle sensitive financial and client information
• Proactive problem-solving and attention to detail
• Knowledge of financial services terminology and asset management processes
• Excellent organizational and multitasking abilities
• Adaptability to dynamic team needs in a global firm
• Proficiency in virtual collaboration tools like Zoom and SharePoint
• Customer service orientation for internal and external stakeholders
• Basic project management skills for coordinating team initiatives
• Cultural sensitivity for working with diverse APAC teams
• Analytical skills for report preparation and data handling
• Resilience and composure under tight deadlines
• Tech-savviness with emerging office productivity software

Benefits

• Competitive base salary with performance-based bonuses aligned to financial services standards
• Comprehensive health and wellness benefits, including medical, dental, and mental health support
• Generous parental leave policy with up to 16 weeks paid leave for primary caregivers
• Professional development opportunities through JP Morgan's internal training programs and tuition reimbursement
• Retirement savings plan with employer matching contributions
• Flexible hybrid work arrangements in the Sydney office with modern facilities
• Employee stock purchase plan and access to financial wellness resources
• Paid volunteer time off and community involvement programs focused on financial literacy

JP Morgan Chase is an equal opportunity employer.