Executive Administrative Assistant, Home Lending

Aumni; Plano (TX); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

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

Job summary

Chase is seeking an Executive Administrative Assistant to join the Home Lending Product and Transformation team in Plano, TX. This role supports senior leaders, coordinates complex calendars, travel, meetings, and event logistics with professionalism and discretion.

You will manage agendas for Product Management leaders (MDs), handle invoices and onboarding tasks, prepare executive materials, and ensure timely, accurate communications across the organization.

Qualifications

• At least five years of administrative experience or equivalent.
• Advanced ability to organize large teams with several competing priorities.
• Strong judgment and professional discretion while navigating confidential situations.
• Proven experience interacting with and successfully supporting senior management.
• Strong interpersonal, written, and oral communication skills.
• Advanced proficiency in Microsoft Office suite.
• Excellent telephone and meeting etiquette with ability to manage competing priorities.

Responsibilities

• Proactively manage agendas for our Product Management leaders (MDs).
• Manage the coordination and logistics of both internal and external meetings.
• Arrange and coordinate complicated domestic and international travel.
• Organize all aspects of internal and external events, including catering, registration of external visitors, travel, and transportation.
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed timely.
• Assist with staff on-boarding and off-boarding, including equipment setup and system access, greeting new hires, coordinating with recruiting.
• Produce high quality communications to individuals at all levels of the organization.
• Maintain department documents, including current organizational charts and executive biographies.
• Handle regular activities without prompting, and advise in advance with issues or delay.
• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings.

Skills

Administrative experience

Calendar management

Executive support

Communication skills

Judgment and discretion

Microsoft Office

Meeting etiquette

Education

College degree (plus)

Tools

Microsoft Office

Job description

Become an integral part of Home Lending Product and Transformation 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 Administrative Assistant in Home Lending Product and Transformation, you will need to work well in a team environment, be able to represent the group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interactions with various executive-level internal clients across the lines of business. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job responsibilities

• Proactively manage agendas for our Product Management leaders (3 MDs)
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate complicated domestic and international travel
• Organize all aspects of internal and external events, including catering, registration of external visitors, travel, and transportation
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed timely and within provided guidelines
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access, greeting new hires, coordinating with recruiting
• Produce high quality communications to individuals at all levels of the organization
• Maintain department documents, including current organizational charts and executive biographies
• Handle regular activities without prompting, and advise in advance with issues or delay
• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Required qualifications, capabilities, and skills

• At least five years of administrative experience or equivalent
• Advanced ability to organize large teams with several competing priorities
• Strong judgment and professional discretion while navigating confidential situations
• Proven experience interacting with and successfully supporting senior management
• Strong interpersonal, written, and oral communication skills
• Advanced proficiency in Microsoft Office suite
• Excellent telephone and meeting etiquette with ability to manage competing priorities

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus, but not required

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

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Proactive, detail-oriented communicator? Support leaders at the center; manage calendars, meetings, travel, exec-ready materials.