Executive Administrative Assistant jobs at Jpmorgan in United States, Boston

As an Executive Assistant in Commercial & Investment Banking, you 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. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's activities and goals.

Job Responsibilities

• Maintain detailed calendars, ensuring efficient time management
• Coordinate visitor access and manage logistics
• Organize all aspects of onsite and offsite events,(virtual and in-person) including invitations, catering and transportation
• 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 high volumes of domestic and international travel
• Process T&E expenses for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures
• Produce high quality emails and messages to individuals at all levels of the organization
• Handle regular activities without prompting, and provide advance notice of any issues or delays

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

Required qualifications, skills and capabilities

• At least 3 years of administrative experience
• Advanced calendar management and the ability to organize and prioritize tasks
• 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

Preferred qualifications, capabilities, and skills

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

As an Executive Administrative Assistant you will possess structure, attention to detail, quality focus, high energy and flexibility to a high-paced organization. You will need to work well in a team environment, be able to represent the senior leaders and team with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt to procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job Responsibilities:

• Maintain detailed calendars
• Coordinate visitor access and handle logistics
• Organize and arrange all aspects of high volumes of onsite and offsite events, such as but not limited to, virtual and in-person meetings and roadshows, including invitations, scheduling, catering and transportation
• 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. Work closely with sales team to ensure clients are registered and meetings are scheduled
• Arrange and coordinate high volumes of domestic and international travel
• Process T&E expenses for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures
• Produce high quality emails and messages to individuals at all levels of the organization
• Handle regular activities without prompting, and advise in advance with possible issues or delays
• Assist in editing spreadsheets and presentations, including printing for client meetings
• Work cooperatively with the administrative assistant team, in positive partnership to support each other smoothly
• Lead and coordinate on ad hoc projects as requested

Required qualifications, skills and capabilities

• Preferably candidates should have at least 3 years of administrative experience, supporting all levels through managing director
• Advanced calendar management
• Advanced ability to organize and prioritize
• Tact and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Candidates should have Expense, Invoice and Charitable Contributions knowledge
• Proficiency within the Microsoft Office Suite, including Excel and PowerPoint
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management
• Ability to learn procedures and processes quickly

Job summary:

As an Enterprise Sales Professional - Executive Director on the 55ip Enterprise sales team you will lead our enterprise efforts and secure new partnerships for our tax-smart investment platform. You will be a team player who brings energy, creativity, and a collaborative spirit to help grow our firm and positively impact the advisors we serve. This growth-oriented role is expected to make a meaningful contribution to the continued success of 55ip.

Job responsibilities:

• Source new leads and cultivate opportunities within wealth management channels, including Broker-Dealers, Wire houses, custodians, and Turnkey Asset Management Programs (TAMPS) by building relationships with key decision-makers
• Partner with National Accounts functions across strategic partners, including JPM, to create shared opportunities and drive mutual success.
• Identify additional opportunities within existing enterprise relationships
• Drive the sales process from initial contact through contract negotiations to close
• Collaborate with product consulting, technology, and operations teams to identify prospect-specific scope and pricing
• Coordinate with project management, implementation, and relationship management teams to ensure successful rollouts
• Work with product and marketing teams on market research to identify and develop target prospects and competitive intelligence

Required qualifications, skills and capabilities:

• Minimum of 10 years of experience, preferably selling to wealth management platforms
• Previous experience as a sales engineer, national accounts, or related position is a plus
• Ability to drive sales across multiple channels
• Demonstrated ability to collaborate with internal stakeholders to cultivate opportunities and contribute to successful rollouts
• Strong understanding of tech stack and workflow at the enterprise and advisor level
• Understanding of tax management, tax overlay, and direct indexing
• Trusted, senior contact at key firms within our target market (e.g., BDs, RIAs, Wires, and TAMPs)

Preferred qualifications, skills and capabilities:

• Successfully sold wealth/financial technology and investment solutions across the wealth management landscape (Asset Managers, Broker-Dealers, Platforms/TAMPs, RIA Aggregators).
• Deep knowledge of the wealth management marketplace, including trends and technology, as well as practice and portfolio management solutions
• Exposure to or experience working directly with products/capabilities that integrate into advisors' technical/operational workflows.
• Strong familiarity with investment products and services, model portfolios, tax management, and/or knowledge of ETFs is a plus
• Ability to thrive in a highly demanding, entrepreneurial environment
• Key contacts at asset managers, model providers, and strategists are a plus

As an Executive Director on the US Equities Franchise Sales team, you will serve as a quarterback for the firm, delivering & monetizing J.P. Morgan resources in a thoughtful manner while building, strengthening, and maintaining relationships with the largest mutual funds and hedge funds in the world.

Job Responsibilities:

• Senior salesperson focused on day-to-day coverage of existing client relationships as well as helping to build new relationships.
• Conduct close interactions with internal partners in Equity Research, Equity Capital Markets, Banking, Trading and Sales (Equity, Prime Brokerage, Derivatives).
• Practice strong intellectual curiosity, enjoy building relationships, and have deep understanding of markets and geopolitics, and an extremely high degree of attention to detail.
• Maintain a sense of urgency with a strong focus on organization will be critical.

Required qualifications, capabilities, and skills:

• +10 years of sales experience
• Series 7 & 63 license
• Team player: work well in small groups, partner well with internal teams
• Deep knowledge of global markets
• Critical thinking skills and willing to drive trade concepts and themes for investor clients
• Effective communicator
• Strong proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint

Job Responsibilities:

• Lead sales team to establish end-to-end sales and prospect opportunity pursuit planning strategies for new business sales.
• Drive pro-active and effective collaboration between Merchant Services and the Core sector teams.
• Execute and lead strong performance management discipline.
• Leverage expert cross-functional business knowledge, financial acumen, strong internal relationships, and exceptional leadership skills to make significant and impactful decisions
• Represent the "voice of the client" to Merchant Services product and manage revenue vulnerability and client loss through a deep understanding of the client's needs and identification of product and service delivery gaps
• Have demonstrated understanding of the business including financial performance benchmarks, key challenges and opportunities in the competitive landscape
• Apply financial and market analysis to support proposals for new business and renewals
• Be a Strategic thinker who supports the goals and direction of Merchant Services, Commercial Banking and the firm
• Demonstrate best in class communication skills, including influencing, negotiation and collaboration
• Lead by example, by applying a consultative selling approach to cultivate references and develop appropriate product solution recommendations as a player and coach to the team.

Required qualifications, skills and capabilities:

• Possess 10+ years of relevant experience in sales, client management, or relationship management
• Demonstrate management experience of a sales and/or relationship management team
• Exhibit proven leadership, management, execution, coaching, and influencing skills, particularly at the C-Level
• Develop and build collaborative partnerships across lines of business (X-LOB) with key stakeholders to achieve firm-wide objectives
• Achieve proven success in active leadership and direct management of a geographically dispersed sales team
• Demonstrate experience in cross-selling products and a track record of meeting or exceeding product penetration goals
• Establish and maintain excellent relationships with clients
• Utilize data and information to drive business results, make compelling recommendations, and inform effective decision-making
• Apply financial and market analysis experience to support proposals for new business and renewals
• Maintain a strong executive presence and experience speaking in public forums.
• Possess strong knowledge and understanding of the Merchant Services business model, products, and services, with an emphasis on the US market and competitive landscape
• Up to 50% Travel Required