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Executive Assistant - Private Bank

  • Job
    Full-time
    Senior Level
  • People, HR & Administration
  • San Diego

AI generated summary

  • You need 5+ years of administrative experience, advanced organizational skills, discretion, strong communication, Microsoft Office proficiency, and experience supporting senior management. College degree preferred.
  • You will manage complex calendars, screen calls, coordinate meetings and travel, handle event logistics, process expenses, assist with onboarding, maintain documents, and edit materials.

Requirements

  • 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
  • Experience supporting at the Managing Director level (or equivalent) or above
  • College degree is a plus

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

FAQs

Do we support remote work?

No, this role requires five days in the office (Mon-Fri) and does not support hybrid options.

What are the primary responsibilities of the Executive Assistant?

The Executive Assistant will maintain complex calendars, manage calls and meetings, coordinate travel, organize events, process invoices, assist with onboarding and offboarding, produce high-quality communications, maintain documents, handle regular activities, and assist in editing spreadsheets and presentations.

What is the required experience for this position?

The position requires at least five years of administrative experience.

Is a college degree required for this role?

A college degree is preferred but not mandatory.

What skills are essential for this job?

Essential skills include advanced organizational ability, discretion in confidential situations, strong interpersonal and communication skills, strong proficiency in Microsoft Office, excellent telephone etiquette, and the ability to manage competing priorities.

What level of management will I be supporting?

The role involves support at the Managing Director level (or equivalent) or above.

What benefits does JPMorgan Chase offer?

JPMorgan Chase offers a competitive total rewards package including comprehensive health care coverage, retirement savings plans, backup childcare, tuition reimbursement, mental health support, financial coaching, and more.

Are there opportunities for professional growth in this role?

Yes, the role provides a platform for professional growth and skill enhancement within a fast-paced organization.

What is the work environment like for this position?

The work environment is fast-paced and results-oriented with a focus on attention to detail and quality.

How is the compensation for this role structured?

Compensation includes a base salary determined based on the role, experience, skill set, and location. Eligible roles may also receive commission-based pay and/or discretionary incentive compensation.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.