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Asset & Wealth Management, J.P.Morgan Securities, Administrative Financial Coordinator/Analyst

Req #: 170117559
Location: New York, NY, US
Job Category: Admin/Secretarial
Job Description:
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at
Asset & Wealth Management Overview: J.P. Morgan Asset & Wealth Management, with client assets of $2.6 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.
JPMorgan Securities Overview: At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.

Provide administrative and business support in all recruiting facets of daily business routine for JP Morgan Securities (JPMS). A qualified candidate must be highly organized, competent in key administrative skills, well-spoken and comfortable in a fast-paced environment. 



·         Assisting Executive Recruiting with the scheduling of Financial Advisor Recruit VIP days to NY and acting as onsite facilitator

·         Responsible for recruiting analytics weekly MIS reporting to senior leaders in Wealth Management

·         Help manage and implement JPMS Recruitment Pipeline to track lifecycle of Financial Advisor recruits while reporting to JPMS Senior Leaders

·         Manage 3rd party vendor candidate referral flow to track for accuracy and activity change; when applicable process accounts payable invoices for referred hired candidates

·         Basic financial modeling to assist with deal analyses incentivizing Financial Advisors to transition their business to JPMS

·         Act as a due diligence coordinator between Executive recruiting and JPMS branches collecting appropriate documents for an offer committee to review Financial Advisor deal

·         Create and help implement the strategic recruiting process for 2018 to standardize processes, centralize tasks, and reduce redundancies

·         Assist Executive Recruiting with Financial advisor post-hire tasks

·         Telephone coverage and calendar management for JPMS Senior Business Manager; schedule internal/external meetings and appointments; and coordinate conference calls

·         Draft letters, marketing materials, flow charts, spreadsheets and other computer generated documents

·         Maintaining the integrity of the employment files

·         Assist with overflow, special projects and day-to-day tasks

  • Bachelor's Degree required
  • 0-3 years’ experience, strongly preferred with financial services experience
  • Ability to address, respond, and follow-up with client needs in a timely manner
  • Strong administrative, interpersonal, and communication skills
  • Excellent proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), MS Outlook, and ability to learn proprietary software with strong knowledge of computers
  • Self-starter, extremely organized and very detailed-oriented with strong commitment to accuracy
  • Ability to multi-task and manage priorities effectively
  • Absolute discretion when dealing with confidential matters
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