Home Lending Product and Transformation Executive Assistant

Next Frontier Capital; Plano (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

Chase is seeking an Executive Assistant for the Home Lending Product and Transformation team. The role supports three senior Product Leaders, coordinates complex scheduling, travel, and events, and interacts with executive clients across lines of business.

The position emphasizes discretion, professional courtesy, and high-quality output, with five days in-office weekly and no hybrid option.

Qualifications

• At least five years of administrative experience or equivalent experience.
• Advanced ability to organize work and manage multiple priorities.
• Discretion and good judgment in confidential situations with senior management.
• Strong interpersonal, written, and oral communication skills.
• Strong proficiency in Microsoft Office applications.
• Excellent telephone etiquette and ability to manage competing priorities (calendar management).

Responsibilities

• Proactively manage agendas for 3 Product Managers (2 MDs and 1 ED).
• Screen incoming calls and determine priority while guarding information.
• Coordinate and logistics for internal and external meetings.
• Arrange and coordinate domestic and international travel.
• Organize internal and external events, including catering and transport.
• Process invoices and travel expenses following policy guidelines.
• Assist with staff onboarding and off-boarding including equipment setup.
• Produce high quality emails and messages to all levels.
• Maintain department documents and executive bios.
• Handle regular activities independently and flag delays in advance.
• Assist editing spreadsheets and presentations for client meetings.

Skills

Administrative experience

Organization

Discretion

Communication

Microsoft Office

Calendar management

Education

College degree

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 Assistant in Home Lending Product and Transformation, 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

• Proactively manage agendas for 3 Product Managers (2 MDs and 1 ED)
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• 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 and transportation
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to individuals at all levels of the organization
• Maintain department documents, including current organizational charts and Executive Bio’s
• Handle regular activities without prompting, and advise in advance with issues or delays
• 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 experience
• Advanced ability to organize
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• 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

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. Showcase your professional acumen, communication skills and flexibility while delivering flawless work output in this role.