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Asset Wealth Management - Documentation Process Coordinator - Associate

Req #: 170121030
Location: Chicago, IL, US
Job Category: Operations
Potential Referral Amount: 0 US Dollar (USD)
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
 
The Process Coordinator will be responsible for information management and prioritization, including any scheduling needed to ingest new documents / new disclosures into a central database, coordinating with Technology around on going technology support needs, and quality assurance. This involves frequent cross-functional interaction with Legal and Compliance, Product and Business Support teams in a dynamic, fast-paced environment.
 
Key Qualities and Responsibilities:
  • Excellent Project management skills
  • Strong sense of prioritization & ability to execute against deliverables
  • Able to take personal accountability for projects & issue resolution
  • Analytic problem solver with excellent written and verbal communications skills
  • Proven ability to build strong, cohesive partnerships with the business, operations, technology & other key stakeholders and work effectively in a matrix organization
  • Superior planning, tracking and communication skills
  • Partnering with a variety of teams to collect required legal documents and associated information to meet all regulatory and internal polices
  • Manage document updates and conduct quality control activities
  • Coordinate use of Golden Source Disclosure Library
  • Manage internal and vendor application user entitlements and access, training, and troubleshooting for user documentation collaboration
  • Perform quality assurance & collect and maintain BAU MIS metrics
 
  • Bachelor’s degree preferred or equivalent military experience
  • 3-5 years of experience within a financial services, operational or compliance fields
  • Experience in an operations environment
  • A "can do" attitude is a must with a passion for driving best practices
  • Strong written and oral communication skills
  • Ability to communicate clearly and confidently; able to influence internal and external stakeholders
  • Ability to successfully navigate a complex infrastructure that involves numerous groups and individuals
  • Consultative in approach, understanding and anticipating business partner needs and proactively delivering solutions. 
  • Ability to directly address conflicts and escalate issues where appropriate.
  • Proficient with technology and systems and capable of applying knowledge to operations and understanding the overall infrastructure and business implications.
  • Proactive and responsive communicator, maintaining frequent contact with business partners, listening to understand needs, and taking ownership of incoming and outgoing messages.  
 
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