Wealth Management - CWM Operations - Senior Site Administrator
J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Responsibilities
• Support team under senior executives (~10-20 as needed)
• Client Conference Event Planning Skills – Organize, gather and enter details for upcoming client events / meetings / Town Halls / Group Management Meetings
• Answer phones professionally, field phone calls, address issues or redirect as appropriate, and distribute messages in a timely and appropriate manner (internal)
• Manage IT inventory
• Assist in ad hoc technology moves
• Use of JPMorgan internal databases: IBID, EURC, e-Purchase (Ariba)
• Distribute incoming mail and faxes, prepare and send packages via mail, messenger and federal express
• Assist with overflow, special projects, assistant back-up coverage and day-to-day tasks
• Assist with staff onboarding and off boarding which includes requesting equipment setup and system access
• Manage general office needs such as ordering supplies, mail distribution, facilities management and floor maintenance
• Work cooperatively with national team, in positive partnership to back up each other smoothly
• Use of Microsoft Suite: Excel, Word, PowerPoint, and Outlook
• Ability to learn procedures and proprietary systems quickly
• Use of JPM Internet/Intranet
• Self-starter, ability to work in a fast-paced team environment
• Willing and able to learn the business and fully understand how and why tasks satisfy business needs
• Interpersonal and communication skills, both written and oral, and excellent telephone etiquette
• Organized and detail-oriented with strong commitment to accuracy
• Handle regular activities without prompting, and escalate appropriately
• Use of tact and discretion when dealing with confidential matters; proven experience interacting with senior management
• Ability to work closely with other site administrators
• Sound judgment and problem-solving skills
• Confidence to complete projects with limited supervision
• Must exhibit a high degree of motivation, sense of urgency and professional demeanor