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When you join J.P. Morgan Wealth Management you will have the opportunity to utilize your talents in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill sets with a growing team.

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

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Base Pay/Salary

New York,NY $72,200.00 - $103,000.00 / year