Senior Executive Assistant – Wealth Management

JPMorganChase; San Francisco (CA); On-site; USD 85,000 - 125,000; Full time

Job summary

JPMorgan Chase & Co. in San Francisco is seeking an experienced Executive Assistant to support a senior leader within Asset & Wealth Management. You will manage complex calendars, screen calls, and coordinate meetings with internal and external stakeholders.

The role requires discretion, superior communication skills, and proficiency in Microsoft Office. You will help onboard/offboard staff, prepare client-ready materials, and ensure seamless operation of the day-to-day activities.

Qualifications

• At least five years of administrative 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.

Responsibilities

• Maintain complex and detailed calendars.
• 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.

Skills

Administrative experience

Organization

Discretion

Communication

Microsoft Office

Telephone etiquette

Education

College degree

Tools

Microsoft Office

Job description

JPMorgan Chase & Co. in San Francisco is seeking an experienced Executive Assistant to support a senior leader within Asset & Wealth Management. You will manage complex calendars, screen calls, and coordinate meetings with internal and external stakeholders.

The role requires discretion, superior communication skills, and proficiency in Microsoft Office. You will help onboard/offboard staff, prepare client-ready materials, and ensure seamless operation of the day-to-day activities.