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Executive Assistant jobs at BMO Harris Bank - 1295 jobs

  • Executive Administrative and Project Specialist

    BMO Harris Bank 4.1company rating

    Executive assistant job at BMO Harris Bank

    Application Deadline: 01/26/2026 Address: 1200 E. Warrenville Road Job Family Group: Business Management Performs a variety of special projects, administrative/clerical tasks, financial/budget management, and human resources administration. Provides professional support to one or more managers and their direct reports. The role provides general office services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group. Provides senior level administrative and operational support within a large, diverse team including one or more senior executives. Establishes administrative support best practices and ensures consistent adoption. Manages and monitors calendars and upcoming events. Sends meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Leads the planning and coordination of department events, such as townhall meetings, employee engagement activities, annual giving campaigns, and volunteer events. Manages sensitive communications, Outlook inbox, reports, invoices, and related documents for the assigned Executive and maintains confidentiality. Tracks and distributes recognition awards on behalf of the Executive, as applicable. Manages new employee onboarding and exiting employee offboarding, including equipment, physical security, and systems requirements. Maintains the unit's asset inventory. Maintain team organizational charts. Coordinating onsite events. Managing BMO Swag procurement, distribution, and storage Building communications including but not limited to safety drills, maintenance/outages, Room/desk reservation process changes, and building sponsored events, for all key staff locations. Email distribution list management. Builds effective relationships with internal/external stakeholders, including other administrative support staff. Gathers and formats data and information into regular and ad-hoc reports, and dashboards using Word, PowerPoint, Excel and other tools. Identifies, develops, recommends and implements cost saving opportunities and seeks approval for recommendations. Develops and maintains a filing system for the team and ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available. Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements. Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget. Makes travel arrangements, booking flight/hotel reservations as needed. Coordinates building access for staff and guests. Maintains supplies inventory. Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution. Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.). Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures). Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Collaborates with internal and external stakeholders in order to deliver on business objectives. Organizes work information to ensure accuracy and completeness. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed. Desire to learn about the bank, partners, and continue to grow their career. Qualifications: Three years of relevant experience. Degree in related field of study. Technical proficiency gained through education and/or business experience. Verbal & written communication skills commensurate with executive level communications. Expertise in PowerPoint and proficient skills in Excel. Collaboration & team skills. Analytical and problem solving skills. Influence skills. Data driven decision making. Salary: $57,500.00 - $106,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $57.5k-106.5k yearly Auto-Apply 9d ago
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  • Senior HRBP & Exec Partner - Hybrid Work Model

    Prologis 4.9company rating

    San Francisco, CA jobs

    A leading logistics firm is seeking a Senior HR Business Partner in San Francisco to drive organizational effectiveness and cultural transformation. The role requires strategic partnership, data fluency, and executive influence. Candidates should have over 5 years of HR experience. Excellent benefits and competitive salary ranging from $140,000 to $193,000 are offered, along with a flexible work environment. #J-18808-Ljbffr
    $140k-193k yearly 5d ago
  • Executive Assistant-OnBrand

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Global Advertising and Brand Management (GABM) organization has a mission to create marketplace demand and drive commerce for American Express through differentiated and innovative products, partnerships, marketing, and customer experiences. OnBrand is American Express' In-House Creative agency, our agency is on journey for an exciting expansion. Our ambition is "Become creative partner-of-choice to build seamless customer experiences for our Business Units, essential for driving results and unlocking value through deeper knowledge of our business powered by industry-defining creative excellence". We are focused on developing forward thinking ideas and work across channels, end-to-end experiences in digital and beyond. The Executive Assistant will provide administrative support to the VP OnBrand - Account Management and the VP OnBrand - Head of Creative Design and Content Production, both based in New York. Candidates must be willing to work in the New York office at least 3 days per week. They must exercise considerable discretion and good judgment, as well as ability to interface and work with senior level business leaders and their offices. The ideal candidate must be experienced in handling a wide range of administrative tasks and be able to work independently and confidently under pressure. Enthusiasm in learning about the team's work and interest in participating in team projects a plus. This individual will support enabling strategic and creative elements of the agency, but also playing a critical role to attract, retain and develop best-in-industry agency talent and build a culture delivering transformative work. **Responsibilities:** + Organizing and proactively maintaining calendars, including scheduling meetings across multiple time-zones, using a high level of tact and integrity + Assisting the VPs with appropriate email delegation, booking meetings, and reacting and prioritizing what is important and urgent. Acknowledging receipt/replies on behalf of, etc. + Coordinating with OnBrand chief of staff to support team collaboration and culture development + Coordinating conferences and staff meetings, including room booking, catering, security etc. + Coordinating travel arrangements and logistics (hotel, rental car, and other travel-related needs) + Processing monthly expense reports and reviewing expense reports for approval + Assisting with on and off boarding and new employee logistics + Tracking and approving timekeeping for team + Managing the procurement of office supplies and other departmental needs + Providing coverage for other team-based Executive/Administrative Assistants that are on PTO or sick leave + Supporting ad hoc project work as directed by leadership **Minimum Qualifications** + High level of integrity required for handling sensitive and confidential information + High energy, proactive, positive attitude, and ability to prioritize and work on own initiative + Strong interpersonal, relationship and networking skills to build and maintain effective professional relationships across all areas of the organization + Previous executive administrative support experience within a large organization + Experience in handling a wide range of administrative-related tasks, organizing large meetings across time zones and arranging global travel + Highly organized with an ability to demonstrate keen attention to details, adaptability, flexibility, resourcefulness and efficiency + Demonstrated ability to act diplomatically and respectfully when communicating with key internal and external customers and individuals of varying levels + Demonstrated ability to take the initiative to spot problems before they arise, find solutions, and provide timely follow-through on projects + Demonstrated ability to work with a sense of urgency and under pressure, as needed to handle multiple tasks and prioritize effectively + Strong proficiency with MS Office, including Word, Excel, PowerPoint and Outlook required + Experience with Ariba, Concur and HR payroll systems preferred + Excellent written and verbal communication skills + Commitment to ongoing learning and development + Bachelor's degree preferred **Qualifications** Salary Range: $31.49 to $49.28 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Marketing **Primary Location:** US-New York-New York **Other Locations:** US-New York-New York **Schedule** Full-time **Req ID:** 25023799
    $90k-125k yearly est. 1d ago
  • Senior Executive Assistant - Corporate Affairs & Communications

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The American Express Corporate Affairs & Communications (CA&C) team is a strategic function that works to enhance and protect the continued strength of the American Express brand through public relations, social media and content, colleague communications and corporate social responsibility (CSR) initiatives. **How will you make an impact in this role?** The Executive Assistant will be a key member of the team, primarily supporting an Executive Vice President and two full-time vice presidents in CA&C, and aiding their teams as needed. We work on tight deadlines, with multiple partners and communications agencies, and our work is visible both to external audiences and to the broader enterprise. We are looking for someone who is detail oriented with a positive, can-do attitude. You are seasoned and experienced in handling a wide range of administrative-related tasks and can work independently through building positive relationships and being resourceful. **Responsibilities include:** + Organizing and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones + Calendar management, including scheduling meetings with EC members and other senior leaders, colleagues, and external parties. + Preparing, reviewing, and processing expense reports, and running expense report approvals, in line with company T&E policy and budget + Assisting with timekeeping and payroll duties + Fluency in American Express ARIBA and Concur + Handling organization charts and team rosters + Booking and coordinating travel arrangements including air and hotel bookings for both domestic and international business trips. + Supporting team administration including job postings, on boarding for new hires, updating distribution lists, setting up group-wide team meetings, coordinating team real estate + Processing of requisitions and other invoices, ordering supplies and handling ticket requests + Coordinating logistics for internal meetings and events, including scheduling of conference rooms, catering and technology support as required + Support special ad-hoc projects and initiatives as assigned **Minimum Qualifications:** + 5 years experience in providing administrative support is required + Ability to work well in a dynamic and fast-paced organization and manage multiple tasks and priorities + Excellent written and verbal communication skills + Ability to work effectively on a team, sometimes under pressure with accuracy, attention to detail, professionalism, and timely, direct follow-up + Strong sense of integrity and ability to handle sensitive issues and maintain confidentiality + Ability to proactively identify and resolve issues + Ability to work with all levels of management, associates and external business contacts + Strong computer skills, including Microsoft Outlook, WebEx, MS Office Suite (Word, Excel, PowerPoint) **Preferred Qualifications:** + Thorough knowledge of American Express Company internal systems (e.g., Concur, Ariba, etc.) **Qualifications** Salary Range: $37.50 to $59.98 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Communications **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 25023408
    $113k-163k yearly est. 1d ago
  • Executive Assistant-OnBrand

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Global Advertising and Brand Management (GABM) organization has a mission to create marketplace demand and drive commerce for American Express through differentiated and innovative products, partnerships, marketing, and customer experiences. OnBrand is American Express' In-House Creative agency, our agency is on journey for an exciting expansion. Our ambition is "Become creative partner-of-choice to build seamless customer experiences for our Business Units, essential for driving results and unlocking value through deeper knowledge of our business powered by industry-defining creative excellence". We are focused on developing forward thinking ideas and work across channels, end-to-end experiences in digital and beyond. The Executive Assistant will provide administrative support to the VP OnBrand - Account Management and the VP OnBrand - Head of Creative Design and Content Production, both based in New York. Candidates must be willing to work in the New York office at least 3 days per week. They must exercise considerable discretion and good judgment, as well as ability to interface and work with senior level business leaders and their offices. The ideal candidate must be experienced in handling a wide range of administrative tasks and be able to work independently and confidently under pressure. Enthusiasm in learning about the team's work and interest in participating in team projects a plus. This individual will support enabling strategic and creative elements of the agency, but also playing a critical role to attract, retain and develop best-in-industry agency talent and build a culture delivering transformative work. Responsibilities: Organizing and proactively maintaining calendars, including scheduling meetings across multiple time-zones, using a high level of tact and integrity Assisting the VPs with appropriate email delegation, booking meetings, and reacting and prioritizing what is important and urgent. Acknowledging receipt/replies on behalf of, etc. Coordinating with OnBrand chief of staff to support team collaboration and culture development Coordinating conferences and staff meetings, including room booking, catering, security etc. Coordinating travel arrangements and logistics (hotel, rental car, and other travel-related needs) Processing monthly expense reports and reviewing expense reports for approval Assisting with on and off boarding and new employee logistics Tracking and approving timekeeping for team Managing the procurement of office supplies and other departmental needs Providing coverage for other team-based Executive/Administrative Assistants that are on PTO or sick leave Supporting ad hoc project work as directed by leadership Minimum Qualifications High level of integrity required for handling sensitive and confidential information High energy, proactive, positive attitude, and ability to prioritize and work on own initiative Strong interpersonal, relationship and networking skills to build and maintain effective professional relationships across all areas of the organization Previous executive administrative support experience within a large organization Experience in handling a wide range of administrative-related tasks, organizing large meetings across time zones and arranging global travel Highly organized with an ability to demonstrate keen attention to details, adaptability, flexibility, resourcefulness and efficiency Demonstrated ability to act diplomatically and respectfully when communicating with key internal and external customers and individuals of varying levels Demonstrated ability to take the initiative to spot problems before they arise, find solutions, and provide timely follow-through on projects Demonstrated ability to work with a sense of urgency and under pressure, as needed to handle multiple tasks and prioritize effectively Strong proficiency with MS Office, including Word, Excel, PowerPoint and Outlook required Experience with Ariba, Concur and HR payroll systems preferred Excellent written and verbal communication skills Commitment to ongoing learning and development Bachelor's degree preferred Salary Range: $31.49 to $49.28 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
    $31.5-49.3 hourly 1d ago
  • Executive Assistant

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day. This position is responsible for administrative support for two Vice Presidents within the US Consumer Marketing (USCM) team. It is a dynamic, high-paced environment and therefore the day-to-day responsibilities require seamless collaboration across a wide range of business partners. The ideal candidate must be seasoned and experienced in handling a wide range of administrative related tasks and be able to work independently and confidently under pressure. Building strong relationships, being resourceful and knowing how to navigate large organizations fluidly will also be critical to success in this position. Day to day responsibilities include, but are not limited to: Organizing and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones Calendar management, including scheduling meetings with various colleagues internally and externally Coordinating logistics for meetings, including scheduling of conference rooms and technology support as required Preparing, reviewing, and processing expense reports, and managing expense report approvals, in line with company T&E policy and budget Assisting with timekeeping and payroll duties Providing coverage for other team-based Executive/Administrative Assistants that are on vacation or sick leave Managing organization charts and team rosters Booking and coordinating travel arrangements including air and hotel bookings Supporting the scheduling and coordination of events, including room booking, catering, etc. Supporting team administration including job postings, on boarding for new hires, updating distribution lists, setting up group-wide team meetings, coordinating team real estate Processing of requisitions and other invoices, ordering supplies and managing ticket requests Minimum Qualifications: Positive attitude, solutions-oriented demeanor, and reliable Exceptional organizational, administrative, and interpersonal skills Keen attention to detail and a sense of urgency in execution and follow-up Ability to prioritize multiple tasks and work autonomously with minimal guidance Strong integrity and ability to handle confidential / sensitive information with discretion Strong written and verbal communication skills Proficiency in Microsoft Outlook and Office, including Word, PowerPoint and Excel Minimum 3-5 years of experience supporting executives with complex calendars and travel Salary Range: $31.49 to $49.28 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
    $31.5-49.3 hourly 1d ago
  • Senior Associate, Administration

    AIG-American International Group, Inc. 4.5company rating

    New York, NY jobs

    As a member of the Global Service Delivery team within the Global Legal, Compliance & Regulatory organization, you will support operational excellence through the delivery of functional support activities. The ideal candidate has strong organizationa Associate, Customer Service, Senior, Operations, Support, Project Management, Technology
    $76k-108k yearly est. 1d ago
  • Executive Assistant

    Aquarian 3.9company rating

    New York, NY jobs

    Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service. Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022. Aquarian Investments complements the insurance operations , combining best practices from the world's leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners. Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people. In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio. Role Summary We are seeking talented individuals to serve as Executive Assistants to our Executives and their department, supporting the continued growth and evolution of their dynamic teams. This position will focus primarily on calendar management. The role is ideal for a motivated, self-starting professional open to dive into both administrative responsibilities as well as special assignments with excellent problem solving and critical thinking skills. This position is onsite 5 days a week at our New York City office. Please note that this is a temporary role with an opportunity for permanent placement. Key Responsibilities: Provide high-volume calendar management of internal and external meetings Regularly interface with high-profile professionals, communicate on behalf of the executive team to clients, investors, partners, board members, and team managers Collect and prepare information for the team, create and edit presentations, spreadsheets and other documents as needed Collaborate with assistants in all areas of the company to handle logistics for internal and external meetings, projects, and special assignments Coordinate business travel logistics, creating itineraries and making travel arrangements Manage expense reports and vendor invoices as needed Both individually and on a team, assist with special project assignments Assist with ad-hoc job-related and personal requests as needed Qualifications: 4+ years of experience supporting C-level executives (CEO, Managing Partner, or CFO support ideally, preferably in the Finance/Investment industry) Experience in a fast-paced, dynamic environment Bachelor's degree preferred but not required Quick and agile thinker / learner able to function well in a high-paced, rapidly evolving environment Proven ability to meet deadlines, multi-task, and take full ownership of responsibilities Flexible and resilient with an eagerness to learn, receptive to constructive feedback Detail oriented with excellent time management and organizational skills High level of integrity, discretion, professionalism, and confidentiality Ability to anticipate the needs of the executive, the team, and the company Tech-savvy and resourceful Proactive, positive, energetic personality with a can-do attitude Excellent written and verbal skills Advanced knowledge of Microsoft Office Suite, including proficiency in Excel Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.
    $55k-83k yearly est. 1d ago
  • Senior Executive Assistant - Corporate Affairs & Communications

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The American Express Corporate Affairs & Communications (CA&C) team is a strategic function that works to enhance and protect the continued strength of the American Express brand through public relations, social media and content, colleague communications and corporate social responsibility (CSR) initiatives. How will you make an impact in this role? The Executive Assistant will be a key member of the team, primarily supporting an Executive Vice President and two full-time vice presidents in CA&C, and aiding their teams as needed. We work on tight deadlines, with multiple partners and communications agencies, and our work is visible both to external audiences and to the broader enterprise. We are looking for someone who is detail oriented with a positive, can-do attitude. You are seasoned and experienced in handling a wide range of administrative-related tasks and can work independently through building positive relationships and being resourceful. Responsibilities include: Organizing and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones Calendar management, including scheduling meetings with EC members and other senior leaders, colleagues, and external parties. Preparing, reviewing, and processing expense reports, and running expense report approvals, in line with company T&E policy and budget Assisting with timekeeping and payroll duties Fluency in American Express ARIBA and Concur Handling organization charts and team rosters Booking and coordinating travel arrangements including air and hotel bookings for both domestic and international business trips. Supporting team administration including job postings, on boarding for new hires, updating distribution lists, setting up group-wide team meetings, coordinating team real estate Processing of requisitions and other invoices, ordering supplies and handling ticket requests Coordinating logistics for internal meetings and events, including scheduling of conference rooms, catering and technology support as required Support special ad-hoc projects and initiatives as assigned Minimum Qualifications: 5+ years experience in providing administrative support is required Ability to work well in a dynamic and fast-paced organization and manage multiple tasks and priorities Excellent written and verbal communication skills Ability to work effectively on a team, sometimes under pressure with accuracy, attention to detail, professionalism, and timely, direct follow-up Strong sense of integrity and ability to handle sensitive issues and maintain confidentiality Ability to proactively identify and resolve issues Ability to work with all levels of management, associates and external business contacts Strong computer skills, including Microsoft Outlook, WebEx, MS Office Suite (Word, Excel, PowerPoint) Preferred Qualifications: * Thorough knowledge of American Express Company internal systems (e.g., Concur, Ariba, etc.) Salary Range: $37.50 to $59.98 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
    $37.5-60 hourly 1d ago
  • Executive Assistant to CFO

    Americo 4.7company rating

    Kansas City, MO jobs

    We are seeking an Executive Assistant (EA) to provide high-level administrative and analytical support to the Chief Financial Officer (CFO). This role goes beyond traditional administrative duties and requires a proactive, detail-oriented professional who can manage complex tasks, analyze data, and ensure seamless operations for the CFO. The ideal candidate is attentive, highly organized, dependable, discreet, and capable of working in a fast-paced environment with changing priorities. Additionally, the candidate must work with minimal supervision and demonstrate exceptional written and verbal communication skills. Executive Support Serve as the primary point of contact for the CFO, managing communications and ensuring timely responses. Manage the CFO's calendar, including scheduling meetings, coordinating travel, and handling logistics. Prepare and organize materials for meetings, presentations, and reports. Anticipate the CFO's needs and proactively address issues before they arise. Analytical & Data Support Assist with financial data analysis, reporting, and spreadsheet management. Compile, review, and summarize data for decision-making purposes. Support the CFO in preparing budgets, forecasts, and performance metrics. Operational Excellence Coordinate communication between the CFO and internal/external stakeholders. Ensure confidentiality of sensitive information and maintain discretion at all times. Handle expense reporting, invoice processing, and other financial administrative tasks. Flexibility & Availability Be available outside standard business hours for urgent matters or time-sensitive projects. Adapt to changing priorities and deadlines with professionalism and efficiency. Core Competencies Adaptability: Thrives in a fast-paced environment and adjusts quickly to changing priorities. Initiative: Proactively identifies opportunities for process improvement and takes action. Continuous Learning: Demonstrates curiosity and a commitment to professional growth; willingness to learn and initiate new and improved processes. Problem-Solving: Approaches unfamiliar situations and challenges with creativity and resourcefulness. Business Acumen: Understands organizational priorities and applies sound judgment in decision-making. Self-Motivation & Organization: Action-oriented with the ability to create a task list and execute it with little supervision. Efficiency: Works quickly without compromising quality. Collaboration: Builds strong relationships across teams and communicates effectively. Professionalism: Maintains discretion, integrity, and a positive attitude at all times. Required Skills & Qualifications Minimum 5+ years supporting C-Suite Executives in an EA role, preferably in finance or corporate leadership. Advanced proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word), data analysis tools, and financial reporting systems. Strong analytical skills for working with numbers, spreadsheets, and interpreting data. Excellent written and verbal communication skills. Exceptional time management, prioritization, and attention to detail. Ability to anticipate needs, identify issues, and implement solutions independently. Willingness to learn and initiate new and improved processes. Ability to pass a drug test and background check. Excellent verifiable references. Preferred Qualifications Bachelor's degree in Business Administration, Finance, or related field. Experience in a corporate finance environment or supporting a CFO. Familiarity with financial statements and terminology. #americo
    $47k-68k yearly est. 1d ago
  • Executive/Admin Assistant - US Consumer & Digital Technology

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights. The U.S. Consumer Services and Enterprise Digital & Data Technology Team brings together foundational strategic technology capabilities in digital experience engineering (Mobile and Web), AI/ML, marketing technology, enterprise communications, travel and lifestyle, and automation, grounded in our data technology model that prioritizes data governance. It employs a ground-breaking focus with development responsibilities for customer-facing capabilities that deepen and expand digital engagement, as well as core technical capabilities that cut across business lines and customer segments. An exciting opportunity has arisen for an Executive Assistant to provide support to the Vice President, US Consumer & Digital Tech, and their global teams of multiple individuals. This position is an integral part of the team and needs to be extremely proactive in anticipating and adapting to the needs of the team. The candidate must have the ability to work well in a fast-paced engineering organization and manage multiple tasks and conflicting priorities with accuracy, flexibility, and attention to detail. Critical to the success of this position is the development of positive working relationships with a wide range of colleagues both within and outside of American Express. Additionally, this role will partner closely with the Manager Assistant, Project Manager and other EAs within the Web and Mobile Engineering Team and across other lines of business. **Responsibilities** + Proactively manage calendar appointments in multiple time zones. + Accommodating to last minute changes and urgent business needs as required. + Set the approach for how the VPs spend their time and proactively manage calendar based on this strategy, top priorities and when they will be in office. + Actively flag and problem solve constraints such as determining delegates when attendees are unable to attend and ensuring read-ahead materials are provided when required. + Coordinate and perform monthly activities to include, but not limited to, consolidating organization charts, distribution lists and compiling information i.e., mid & year end feedback. + Manage the team calendar and ensure it is both up to date and accessible + Provide detailed itineraries of trips, including hotel arrangements, transfers, meetings scheduled, contact details, addresses etc. + Arrange and manage meetings, including scheduling of conference rooms, coordinating food, logistics, etc. + Assist in tracking team expenditure and monitor T&E and budget. + Assisting with recruitment for the team as needed which includes scheduling of interviews and associated tasks. + Assist in preparing select PowerPoint presentations + Perform other related projects and duties as requested. **Skills Required** + Experience in an executive assistant capacity in a fast-paced environment for large global companies + Able to anticipate well, ask the right questions before problems arise and escalate matters accordingly + Highly proficient technical skills (Microsoft Outlook, Excel, Word, Power Point) + Proficiency and experience in using mac OS and Slack + Highest degree of integrity, professionalism, diplomacy, and discretion required + Capable of handling multiple tasks efficiently and meet tight deadlines + Must demonstrate good judgment and decision-making capabilities + Must be a resourceful and independent thinker + Must be a self-starter with excellent prioritization skills + Excellent verbal and written communication skills + Highly developed organizational and time management skills with careful attention to detail **Qualifications** Salary Range: $31.49 to $49.28 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Administration **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 25018890
    $89k-126k yearly est. 1d ago
  • Executive Assistant for CEO Team

    Q Investments 4.1company rating

    Fort Worth, TX jobs

    The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
    $87k-125k yearly est. 1d ago
  • Private Equity Fund Admin Associate - NAV & Reporting

    Jpmorgan Chase & Co 4.8company rating

    New York, NY jobs

    A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr
    $101k-135k yearly est. 1d ago
  • Life Sciences Banking Executive Director - Strategic Relationships

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    A leading financial institution seeks a Relationship Executive in Life Sciences Banking to cultivate client relationships and drive business growth. This role requires over 8 years of experience in Commercial Banking, excellent sales and interpersonal skills, and a proven ability to manage risks effectively. The position involves strategic networking and a focus on innovation within the vibrant Life Sciences sector, emphasizing a customer-centric approach. Competitive compensation and benefits are offered. #J-18808-Ljbffr
    $187k-269k yearly est. 2d ago
  • J.P. Morgan Wealth Management - Executive Director, Divisional Director of Lending

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long‑term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self‑Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As the Divisional Director of Lending within J.P. Morgan Wealth Management, you will be responsible for promoting growth and profitability of Lending. You will seamlessly blend strategic vision with hands‑on support to expand the reach of Lending Solutions. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expertise in margin, securities‑based lending, custom lending, and mortgages to enhance client experiences and business development. Success is measured by business growth, talent development, and the ability to empower advisors to deliver lending as a core client solution, while demonstrating flexibility and adaptability under pressure. You will be directly accountable to the Head of Lending Solutions for growing the business in a particular market. Job Responsibilities Develop and implement regional and divisional sales strategies to expand the reach and impact of lending solutions. Identify and capitalize on growth opportunities, positioning liability management as a core component of comprehensive client wealth management solutions. Lead initiatives to promote awareness and adoption of lending capabilities through strategic partnerships and targeted efforts, while building and maintaining strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team. Partner with key stakeholders (e.g., Finance, Legal, Risk, Compliance, Product, Credit) to deliver tailored solutions and drive high‑impact initiatives and transactions. Act as a trusted resource for complex lending queries, providing expert guidance and support to internal partners and clients. Oversee and manage the end‑to‑end lending pipeline, ensuring efficient deal flow, high‑quality execution and timely closing of transactions. Serve as a subject‑matter expert in securities‑based lending, margin lending, custom lending and mortgages, staying informed about industry trends and regulatory changes. Contribute to projects related to productivity improvements, compliance, and product innovation, driving continuous improvement across the division. Build, mentor, and develop a high‑performing lending team, fostering a culture of accountability, collaboration, and continuous learning. Provide ongoing coaching and feedback to advisors and lending specialists, enhancing their expertise across margin, securities‑based lending, custom lending and mortgage products. Create opportunities for team members to grow in leadership and expand their proficiency across multiple lending products. Required qualifications, capabilities, and skills 10+ years of experience in financial services, with a focus on lending solutions within wealth management. Proven experience managing, mentoring, and developing junior talent within a sales or wealth management environment. Strong leadership and interpersonal skills, with the ability to collaborate effectively across all levels of the organization. Exceptional analytical, written, and communication skills; must be articulate and able to engage confidently with stakeholders. Demonstrated sales leadership with a history of driving sustained business growth and delivering exceptional results. Flexibility, adaptability, and the ability to work effectively under pressure in a dynamic environment. SIE, Series 7 & Series 66 licenses (63/65), or willingness to obtain them within 120 days from the start date as a condition of employment. Willingness to travel as needed to support market activities and business development efforts. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. #J-18808-Ljbffr
    $187k-269k yearly est. 5d ago
  • Executive Director, Advanced Wealth Planning

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    A leading financial services firm is seeking an Executive Director, Wealth Planner in California. In this role, you will leverage your expertise in tax and trust law to provide customized wealth planning advice. Responsibilities include collaborating with Advisors, presenting leading content on wealth management topics, and serving as a resource for both basic and sophisticated tax strategies. The ideal candidate has over 7 years of experience, strong presentation skills, and the ability to engage clients effectively. #J-18808-Ljbffr
    $187k-269k yearly est. 4d ago
  • Relationship Executive - Applied Technology Banking - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    and 1 more Job Information Job Identification 210657302 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 08/28/2025, 06:50 PM Job Schedule Full time Job Shift Day Job Description You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the Applied Technology team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. By focusing on world changing technologies across robotics, space, quantum computing, semiconductors, you will support the growth of founders innovating at the intersection of hardware and software. The Applied Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Required Qualifications, Capabilities and Skills 8+ years of related experience Strong understanding of Commercial Banking products and services Understanding and interest in high growth software, payments, ecommerce and marketplaces Excellent sales management and business development skills Proficiency in building and maintaining positive client relationships Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr
    $187k-269k yearly est. 2d ago
  • Tech Investment Banking Executive Director

    Moelis & Company 4.9company rating

    San Francisco, CA jobs

    A leading global independent investment bank is seeking an experienced Executive Director to join their Technology financial advisory practice in San Francisco. The ideal candidate will have over 8 years of investment banking experience, particularly in M&A for technology clients. This role involves leading deal origination, managing client relationships, and overseeing quantitative analyses. An MBA from a top-tier school is required. The expected salary for this position is USD $275,000. #J-18808-Ljbffr
    $275k yearly 1d ago
  • Administrative Assistant

    Americo 4.7company rating

    Kansas City, MO jobs

    We are seeking a highly organized and proactive Administrative Assistant. In this role, you will serve as a trusted partner to our VP of Operations. You will work to anticipate needs, manage priorities, and ensure seamless day-to-day operations. The ideal candidate will demonstrate exceptional attention to detail, strong problem-solving skills, and the ability to communicate effectively with colleagues at all levels, as well as external vendors and partners. You will be responsible for coordinating schedules, facilitating meetings, preparing materials, and handling sensitive information with the utmost discretion and professionalism. Success in this role requires adaptability, sound judgment, and the ability to thrive in a fast-paced environment while balancing multiple priorities. If you are a skilled multitasker who takes pride in enabling executive and team success, we invite you to apply and join our dynamic organization. This is role is 100% on-site. KEY RESPONSIBILITIES: Proactively manage and optimize the department executive's daily schedule, calendar, and meetings to ensure maximum productivity. Serve as the first point of contact for incoming calls and requests, prioritizing communications and responding accordingly. Coordinate and organize meetings, conference calls, and special events, including preparing agendas and materials. Oversee all travel arrangements, including booking flights, accommodations, and itineraries, while effectively managing last-minute changes. Draft and edit correspondence, reports, presentations, and communications for internal and external stakeholders. Maintain spreadsheets, documents, and PowerPoint presentations to support initiatives. Organize and manage department files and records for easy access and efficiency. Assist with special projects, purchasing, and provide administrative support as needed. KNOWLEDGE, SKILLS, AND ABILITIES 5+ years of experience in an administrative support role Excellent communication skills - both written and verbal - with a professional and polished demeanor. Strong organizational and multitasking abilities, with a keen ability to prioritize and adapt to changing priorities. Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). High level of discretion and confidentiality when handling sensitive information. Ability to work under pressure and meet tight deadlines in a fast-paced environment. A proactive, problem-solving mindset with the ability to anticipate needs and take initiative. EDUCATION QUALIFICATIONS: 4-year college degree preferred #americo
    $31k-42k yearly est. 1d ago
  • Executive Assistant Legal and Regulatory Compliance

    BMO Harris Bank 4.1company rating

    Executive assistant job at BMO Harris Bank

    Application Deadline: 02/05/2026 Address: 320 S Canal Street Job Family Group: Business Management Executive assistant to two executives in Legal and Regulatory Compliance. Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to two executives and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group. Provides subject matter expertise and advice related to assigned strategic initiatives and act as relationship management for assigned initiatives. Builds effective relationships with internal/external stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards. Leads the planning, coordinating and implementing department events. Provides senior level administrative and operational support within a large, diverse team including two senior executives. Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information. Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. Provides input into the planning and implementation of administrative programs. Coordinates and monitors budgets and reporting on results vs. budget. Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities. Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events. Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available. Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures). Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries. Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget. Makes travel arrangements, booking flight/hotel reservations as needed. Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations. Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution. Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.). Collaborates with internal and external stakeholders in order to deliver on business objectives. Organizes work information to ensure accuracy and completeness. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications: Typically 7+ years of relevant experience in an administrative/ professional support function, demonstrating progressive responsibility and post-secondary degree in related field of study. Specialized knowledge from education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Salary: $45,000.00 - $83,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $45k-83k yearly Auto-Apply 7d ago

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