Be part of the Wealth Management Technology team, where you will have the opportunity to work in a fast-paced organization that is results-oriented, with a focus on attention to detail and quality.

As an Executive Assistant in Wealth Management–Technology, you will support wealth management and need to work well in a team environment, represent the manager/group with professional courtesy and acumen, and deliver flawless work output. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's and teams activities and goals.

Job responsibilities

• Leverage enterprise AI tools as a daily productivity partner across all responsibilities — including drafting communications, summarizing documents, researching information, preparing meeting materials, and proofreading work — while applying sound judgment regarding accuracy, tone, and information sensitivity.
• Maintain complex and detailed calendars
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate complicated domestic and international travel
• Organize all aspects for offsite conferences and external events, including catering and transportation
• Process invoices and T&E expense claims for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter experts for policies and procedures
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to individuals at all levels of the organization
• Maintain current organizational charts and Executive Bio’s
• Work cooperatively with the administrative assistants team, in positive partnership to support each other smoothly
• Assist in editing documents, spreadsheets and presentations.

Required qualifications, capabilities, and skills

• Frequent user of AI tools and adoption of AI into daily workflows
• At least five years of administrative experience,
• Advanced ability to organize
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office: Excel, OneNote, Teams.
• Must be familiar with international travel coordination and logistics

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option

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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

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Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

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Bring structure, detail focus, energy, and flexibility to thrive in a fast paced, deadline driven organization.