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Asset & Wealth Management - Executive Administrative Assistant

Req #: 180006929
Location: Plano, TX, US
Job Category: Admin/Secretarial
Potential Referral Amount: US Dollar (USD)

Wealth Management Operations


Our Business

 J.P. Morgan Asset and 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.


Wealth Management is part of the Asset & Wealth Management business segment.  It has offered for over 160 years customized solutions and client service of the highest quality to solve the complex needs of wealthy individuals and their families around the world.  With assets under management of $1.25 trillion, it is one of the largest asset and wealth managers in the world


As an Executive Assistant, you will manage a multitude of diverse responsibilities in a fast-paced environment.  You will have the ability to anticipate needs and be flexible in approach and hours.

The main responsibilities of this role include:

  • Primary support for Head of US Onboarding
  • Diary management and manage email correspondence
  • Prepare presentations and pitches
  • Provide support for visiting executives
  • Co-ordinate domestic and international travel
  • Expense administration and accounts payable
  • Maintain good relationships with co-workers and clients
  • Preparation of highly sensitive and confidential information
  • General office administration
  • Other adhoc duties that arise on a day to day basis


  • 5+ years of experience
  • Excellent organizational skills
  • Attention to detail
  • Excellent verbal/written communication skills
  • Demonstrate initiative and creativity
  • Ability to prioritize workload, work well under pressure and be pro-active
  • Maintain a sense of urgency and ability to prioritize and multi-task
  • Committed in approach, flexible attitude towards working hours
  • Ability to build both internal and external relationships
  • Ability to demonstrate utmost discretion and professionalism at all times
  • Experience in banking or professional environment
  • MS Office (Word, PowerPoint, Excel, Outlook) - Advanced
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