25 days old

Wealth Management - Private Bank - Senior Executive Assistant - Miami, Florida

JPMorgan Chase & Co.
Miami, FL 33128
  • Job Code

Wealth Management - Private Bank - Senior Executive Assistant - Miami, Florida

Req #: 190094922
Location: Miami, FL, US
Job Category: Admin/Secretarial
Potential Referral Amount: US Dollar (USD)

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.


J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.


J.P. Morgan Private Bank advises the world’s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.


The U.S. Private Bank advises families across the U.S. through 45 offices and represents one of the largest growth opportunities for J.P. Morgan Chase & Co. In 2019, the U.S. Private Bank was recognized by Euromoney as the #1 Private Bank Overall in North America.


The Role:

The Senior Executive Assistant will strategically support the business with a variety of administrative tasks and key projects. This assistant must lead all initiatives from conception to completion. This individual will work behind the scenes to seamlessly execute on all deliverables.  The duties and administrative functions will require confidentiality, initiative, sound decision-making, independent judgment and the ability to escalate serious or unique problems to higher levels. This candidate must be driven by a first class goal to make a substantial and valuable impact to the firm.


The successful candidate will possess structure, attention to detail, quality focus, high energy and flexibility to a high-paced deadline driven organization. This individual 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. This assistant’s daily routine also includes interaction with various executive level internal clients across the lines of businesses. The individual in this role will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.



  • Maintain complex and detailed calendars

  • Screen incoming calls and determine the level of priority while using caution in dispensing information

  • Coordinate logistics for both internal and external meetings

  • Arrange and coordinate complicated domestic and international travel

  • Organize all aspects for offsite conferences and external events; including catering and transportation

  • Expense Management – processing invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed within provided guidelines. Subject matter experts for policies and procedures

  • Assist with staff onboarding 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 current organizational charts and executive bios for the Segment/Region Head

  • Handle regular activities without prompting, and advise in advance with issues or delays

  • Assist in editing spreadsheets and presentations, and printing and binding for client meetings

  • Work cooperatively with the administrative assistant team, in positive partnership to back up each other smoothly

  • Lead and coordinate in ad hoc projects as requested

  • Strong interpersonal, written, and oral communication skills

  • Strong PC skills (proficient knowledge of MS Outlook, Word, Excel, and PowerPoint)

  • Superior oral and written communication skills

  • Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

  • Advanced ability to organize

  • Tact and good judgment in confidential situations and proven experience interacting with senior management

  • At least five years of administrative experience ideally supporting at the Managing Director level (or equivalent) or above

  • College degree is a plus


Keyword: consumer%20banking


Posted: 2019-11-11 Expires: 2019-12-11

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Wealth Management - Private Bank - Senior Executive Assistant - Miami, Florida

JPMorgan Chase & Co.
Miami, FL 33128

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast