דרושים Administrator ב-United States, New York, New York
JPMorgan JP Morgan Advisors - Business Analyst Administrator New York... United States, New York, New York
As a Business Analyst/Administrator within J.P. Morgan Advisors, you will work closely with Wealth Advisors, sales support staff and management to create a seamless and integrated client and advisor experience. You will provide dedicated administrative support to the advisor team, ensuring smooth team operations and servicing. This role offers the opportunity to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment. Your attention to detail will be crucial in ensuring all follow-ups are completed in a timely manner. You will also have the chance to communicate effectively with team members while maintaining professionalism in difficult situations.
Job Responsibilities:
- Support two Wealth Partners by performing administrative duties as needed such as maintaining complex calendars, screen incoming calls and emails, manage coordination and logistics of meetings, arrange travel, process invoices and T&E expense claims, produce high quality emails and messages, maintain team documents
- Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.)
- Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.
- Create and develop strategies in partnership with Business-aligned functional areas to ensure communication flow and improve efficiencies
- Identify and report efficiencies/inefficiencies to corresponding leaders in other groups to improve growth and development
Required qualifications, capabilities, and skills:
- Bachelor’s degree required
- Executive Assistant/Administrative experience within financial services
- Highly proficient user of Outlook, Word, PowerPoint, Excel, Concur, Corporate Travel
- Ability to communicate effectively with clients and maintain professionalism in difficult situations
- Proven ability to be a self-starter and work independently in a high-pressure environment
- Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client and Financial Advisors’ needs
- Demonstrate proactive follow-up and follow through on a task from start to finish
משרות נוספות שיכולות לעניין אותך
Citi Group Escrow Product Administrator United States, New York, New York
Responsibilities:
The role holder will work closely with Junior Escrow Product Specialists on all aspects of escrow account openings, including account set-up and submissions, monitoring incoming wire queue for new accounts, establishing appropriate cash sweeps for each account and ensuring funds are properly credited to new accounts.
Administer / set up fees for new accounts, including fee approvals, waivers, and collection of fees.
Work closely with the Escrow Service Team to track all account closings to ensure that accounts are closed on a timely basis and residual funds are properly disbursed.
Candidate will be responsible for routine maintenance items such as arranging for online access, address changes, adding / removing authorized signers and imaging appropriate documentation (amendments, etc.).
Assist with gathering information / preparation of year-end tax reporting.
Contributions to the development of new techniques and the improvement of processes and work-flow are encouraged.The candidate will be required to evaluate moderately complex and variable issues and apply appropriate problem solving skills in the development of solutions.
Work closely with all members of the CPB Escrow Team and Escrow Services Team to provide an exceptional Client Experience to Private Bank clients nationwide.
Act as a source of technical expertise within the team, keeping abreast of developments and offering support and guidance.
Deal with complex issues and challenges as they arise
Ability to work well with other CPB product partners in meeting client expectations
Resolve client inquiries and issues on a timely basis and as accurately as possible
Direct contact with clients and their attorneys, accountants, third party vendors, representatives, etc.
Daily interaction with Private Bankers, Banker Associates, Service Officers, and other internal constituents as necessary
Ensure compliance with all legal and regulatory policies and requirements of the Private Bank
Resolve client inquiries and issues on a timely basis and as accurately as possible through effective and efficient use of Private Bank resources
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
3 - 5 years of experience in the financial services industry
Prior experience with escrow transactions and settlement funds is helpful but not mandatory
Communication skills, problem solving, project management, analytical skills
Candidate must be well-organized and highly efficient. Ability to effectively multi-task and prioritize assigned tasks is critical.
Technical skills: thorough knowledge and familiarity with Microsoft Word, Excel, and Outlook is required. Familiarity with internal Citi systems is helpful but not mandatory.
Anticipated Posting Close Date:
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משרות נוספות שיכולות לעניין אותך
As a Business Analyst/Administrator within J.P. Morgan Advisors, you will work closely with Wealth Advisors, sales support staff and management to create a seamless and integrated client and advisor experience. You will provide dedicated administrative support to the advisor team, ensuring smooth team operations and servicing. This role offers the opportunity to be a self-starter, act as an end-to-end owner of tasks, and work independently in a fast-paced environment. Your attention to detail will be crucial in ensuring all follow-ups are completed in a timely manner. You will also have the chance to communicate effectively with team members while maintaining professionalism in difficult situations.
Job Responsibilities:
- Support two Wealth Partners by performing administrative duties as needed such as maintaining complex calendars, screen incoming calls and emails, manage coordination and logistics of meetings, arrange travel, process invoices and T&E expense claims, produce high quality emails and messages, maintain team documents
- Oversee the administrative elements of client events (e.g., invitations, venue oversight, agendas, gift distribution, etc.)
- Perform other daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests.
- Create and develop strategies in partnership with Business-aligned functional areas to ensure communication flow and improve efficiencies
- Identify and report efficiencies/inefficiencies to corresponding leaders in other groups to improve growth and development
Required qualifications, capabilities, and skills:
- Bachelor’s degree required
- Executive Assistant/Administrative experience within financial services
- Highly proficient user of Outlook, Word, PowerPoint, Excel, Concur, Corporate Travel
- Ability to communicate effectively with clients and maintain professionalism in difficult situations
- Proven ability to be a self-starter and work independently in a high-pressure environment
- Works well in a fast-paced environment and has the ability to proactively recognize and anticipate client and Financial Advisors’ needs
- Demonstrate proactive follow-up and follow through on a task from start to finish
משרות נוספות שיכולות לעניין אותך
