Executive Administrative Specialist – Wealth Management

Next Frontier Capital; Town of Brookfield (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

Chase, a leading financial services firm, is seeking a Senior Administrative Assistant for US Wealth Management. You will support executives, manage complex calendars, screen calls, arrange travel, and coordinate meetings with internal clients across lines of business.

The role requires at least five years of administrative experience, exceptional organizational skills, discretion with confidential information, and strong Microsoft Office proficiency.

Qualifications

• Five+ years of administrative experience.
• Advanced ability to organize and manage competing priorities.
• Discretion and good judgment when handling confidential information and working with senior leadership.
• Strong written and oral communication skills.
• Proficiency in Microsoft Office and calendar management.

Responsibilities

• Maintain complex and detailed calendars
• Screen incoming calls and determine priority
• Coordinate internal and external meetings
• Arrange and coordinate domestic travel
• Organize internal and external events, including catering and transportation
• Process invoices and T&E claims per policy
• Assist with staff onboarding and offboarding (equipment and access)
• Produce high quality emails/messages to all levels
• Maintain department documents and Exec bios
• Anticipate issues and advise on delays
• Edit spreadsheets and presentations for client meetings

Skills

Five years administrative experience

Calendar management

Discretion and judgment

Interpersonal communication

Microsoft Office proficiency

Telephone etiquette

Education

College degree preferred

Tools

Microsoft Office

Job description

Chase, a leading financial services firm, is seeking a Senior Administrative Assistant for US Wealth Management. You will support executives, manage complex calendars, screen calls, arrange travel, and coordinate meetings with internal clients across lines of business.

The role requires at least five years of administrative experience, exceptional organizational skills, discretion with confidential information, and strong Microsoft Office proficiency.