Asset Management Latin America Private Bank Executive Administrative Assistant - (Spanish Fluency Required) - Houston, Texas

Job description

About JP Morgan Asset Management
J.P. Morgan Asset 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.

Our Business
J.P. Morgan Private Bank has more than 160 years of experience helping Latin America's wealthiest individuals, families, foundations and endowments grow, manage and sustain their wealth. We serve clients from more than 20 countries in Latin America and the Caribbean with offices across Latin America, in the United States and in Switzerland, with a total of over 400 employees.

Position Description
As an Administrative Assistant, you will support a team of professionals in all facets of their daily business routine. You will perform diverse administrative functions requiring confidentiality, initiative, thoughtfulness, and follow-through.

Roles and Responsibilities

Advisor and Client Assistance
· Facilitate the on-boarding and on-going coordination of client maintenance including helping to maintain banker pipeline and inputting call memos
· Help gather, track, monitor and maintain information and status from various sources and assist in the submission of detailed due diligence reports (KYC) and account opening documentation
· Execute client mailings (holiday cards, Reading List books, mortgage applications, etc.)
· Professionally field phone calls, address issues or redirect as appropriate, and distribute messages in a timely and appropriate manner
· Assist with overflow, ad-hoc projects and day-to-day tasks as assigned

Office Administration
· Coordinate with advisors and internal events team for coordination and support of events (ticket allocation, RSVP tracking, and in some cases, event organization and follow-up)
· Schedule internal/external meetings, appointments and coordinate conference calls
· Coordinate group coverage schedule (i.e.: lunch hours, vacations, training and temporary assistance)
· Organize travel arrangements (air, hotel accommodations, and ground transportation) for advisors
· Compile and submit expense reports in a timely manner, order and maintain office supplies
·  Regional: Manage internal client center where applicable - (greet clients, setup of rooms, order catering and manage reservations via the Event Management System)
·  Regional: Liaise with business management regarding office resiliency planning and execution

Technology
· Comprehension and proficiency of proprietary J.P. Morgan systems and CRM tools used to onboard clients, prospect, enter call notes, and KYCs
· Daily work within Microsoft Suite particularly Excel, Word, and Powerpoint

Desired profile

Qualifications

Communication
· Exemplary communication and interpersonal skills
· Excellent telephone etiquette
· Superior oral and written communication skills

Work Ethic
· Exhibit a high level of critical thinking skills and project management in order to ensure client requests are completed
· Strong initiative, energy and confidence to complete projects with limited supervision
· Good judgment and discretion, as Administrative Assistants work with highly confidential information
· Must exhibit a high degree of motivation, sense of urgency and professional demeanor
· Excellent organizational skills and the ability to effectively handle multiple priorities
· Ability to multi-task and ensure multiple projects are completed on time
· The ability to be an integral member of the team
Technology
· Strong computer skills and proficient knowledge of Microsoft Suite
· Ability to learn procedures and proprietary systems quickly
Experience and Education
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, risk management, etc.)
· 1-2 years of experience in financial services; prior wealth management experience a plus
· Bachelor Degree preferred
·  Spanish Fluency Required