J.P. Morgan Advisors - Business Analyst Administrator - New York, NY

J.P. Morgan; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

J.P. Morgan Advisors is seeking a Business Analyst Administrator in New York, NY. This role involves providing dedicated administrative support to Wealth Advisors, ensuring smooth operations, and enhancing client experiences. The ideal candidate will be detail-oriented, proactive, and able to thrive in a fast-paced environment, working independently while managing various tasks.

Qualifications

• Executive Assistant/Administrative experience within financial services.
• Ability to communicate effectively with clients.
• Works well in a fast-paced environment.

Responsibilities

• Support Wealth Partners by maintaining complex calendars and managing logistics.
• Oversee administrative elements of client events.
• Identify and report efficiencies to improve growth.

Skills

Communication

Attention to Detail

Proactive Follow-up

Self-Starter

Time Management

Tools

Outlook

Word

PowerPoint

Excel

Concur

Corporate Travel

Job description

J.P. Morgan Advisors - Business Analyst Administrator - New York, NY

When you join J.P. Morgan Wealth Management you will have the opportunity to utilize your talents in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill sets with a growing team.

As a Business Analyst/Administrator within J.P. Morgan Advisors, you will work closely with Wealth Advisors, sales support staff and management to create a seamless and integrated client and advisor experience. You will provide dedicated administrative support to the advisor team, ensuring smooth team operations and servicing. This role offers the opportunity to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment. Your attention to detail will be crucial in ensuring all follow-ups are completed in a timely manner. You will also have the chance to communicate effectively with team members while maintaining professionalism in difficult situations.

Job Responsibilities:

• Support two Wealth Partners by performing administrative duties as needed such as maintaining complex calendars, screen incoming calls and emails, manage coordination and logistics of meetings, arrange travel, process invoices and T&E expense claims, produce high quality emails and messages, maintain team documents
• Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.)
• Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.
• Create and develop strategies in partnership with Business-aligned functional areas to ensure communication flow and improve efficiencies
• Identify and report efficiencies/inefficiencies to corresponding leaders in other groups to improve growth and development

Required qualifications, capabilities, and skills:

• Executive Assistant/Administrative experience within financial services
• Highly proficient user of Outlook, Word, PowerPoint, Excel, Concur, Corporate Travel
• Ability to communicate effectively with clients and maintain professionalism in difficult situations
• Proven ability to be a self-starter and work independently in a high-pressure environment
• Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client and Financial Advisors’ needs
• Demonstrate proactive follow-up and follow through on a task from start to finish

About the company

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients' interests first.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.