Executive & Team Assistant, Asset Management

JOB DESCRIPTION

Join a dynamic team where your proactive approach and attention to detail will help drive business success. As an Executive and Team Assistant, you’ll play a key role in supporting senior leaders and collaborating with talented colleagues. This is an opportunity to grow your career, make an impact, and be part of a supportive, high-performing environment.

As an Executive and Team Assistant in the Asset Management team, you provide comprehensive support to the CEO and the broader Sales team. You excel in a fast-paced environment, demonstrate sound judgment in prioritizing tasks, and know when to escalate issues. You work closely with colleagues, fostering a collaborative and positive team culture.

Job Responsibilities

Maintain complex and detailed diaries for multiple stakeholders across various time zones, ensuring seamless coordination for senior leaders and team members
Liaise with internal and external stakeholders to organize meetings, events, and logistics, ensuring all arrangements are efficient and client-focused
Produce high-quality emails and messages for individuals at all levels of the organization, exercising discretion in sharing information
Arrange and coordinate domestic and international travel for the team, adhering to travel and expense policies
Process invoices and expense claims in a timely manner, ensuring compliance with guidelines and acting as a subject matter expert for policies and procedures
Work cooperatively with other assistants and team members, fostering a positive and collaborative environment
Support regular activities independently and proactively communicate any issues or delays
Lead and coordinate ad hoc projects and team events as requested, ensuring successful execution and attention to detail
Demonstrate strong judgment in managing competing priorities, knowing when to escalate urgent matters and how to effectively prioritize tasks

Required Qualifications, Capabilities, and Skills

Diploma in Business Administration, Secretarial Studies, or equivalent qualification
Minimum 5 years’ experience as an Executive Assistant or Team Assistant supporting senior leaders
Advanced proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook)
Demonstrated ability to manage complex diaries and coordinate meetings across time zones
Proven experience arranging domestic and international travel and processing expense claims
Strong organizational skills with the ability to manage multiple responsibilities and prioritize effectively
Excellent written and verbal communication skills
High level of discretion and judgment, especially when handling confidential information
Ability to work collaboratively in a team environment
Reliable, motivated, and flexible approach to work

Preferred Qualifications, Capabilities, and Skills

Experience supporting senior leaders in financial services or asset management
Track record of leading successful team events or ad hoc projects
Familiarity with travel and expense management systems
Ability to adapt quickly to changing priorities and work independently
Strong stakeholder management and relationship-building skills
High level of emotional intelligence and professionalism
Experience working in a fast-paced, deadline-driven environment
ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

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.

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.