Strategic Executive Assistant – Wealth Management

JPMorgan Chase; Seattle (WA); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase's Wealth Management team is seeking a Senior Administrative Assistant to join a fast-paced, detail-oriented environment where professional growth is supported and high-quality output is expected.

You will manage complex calendars, screen calls, coordinate meetings and travel, support onboarding, prepare client-ready documents, and liaise with senior leaders across the organization.

Qualifications

• At least three 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 (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

Admin exp

Org skills

Discretion

Communication

MS Office

Phone etiquette

Calendar management

Senior leadership contact

Tools

MS Office Suite

Job description

JPMorgan Chase's Wealth Management team is seeking a Senior Administrative Assistant to join a fast-paced, detail-oriented environment where professional growth is supported and high-quality output is expected.

You will manage complex calendars, screen calls, coordinate meetings and travel, support onboarding, prepare client-ready documents, and liaise with senior leaders across the organization.