Location: Morristown, NJ, United States

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs

 

As a Seasonal Hire within J.P. Morgan Advisors, you will have the opportunity to build foundational knowledge, professional skills, and experience in a team-based environment. You will perform daily administrative and operational duties that support the Wealth Advisor(s) and clients, including handling ad hoc requests. This role provides a unique opportunity to learn the fundamentals of working with clients in service-oriented roles and gain exposure to investment strategies, portfolio analytics, and holistic financial planning. Your proactive approach and attention to detail will be crucial in supporting the team with administrative duties and following up on internal processing to provide status updates to the team.

Job responsibilities

• Building foundational knowledge, professional skills and experience while working in a team-based environment.
• Perform daily administrative and operational duties that support the Wealth Advisor(s) and clients including ad hoc requests. 
• Learn the fundamentals of working with clients in service-oriented roles and gaining exposure to investment strategies, portfolio analytics and holistic financial planning. 
• Support team with administrative duties.  Activities could include buy not be limited to scheduling of client/internal meetings, team calendar management, sending mail, preparing client reviews, support marketing initiatives, etc. 
• Follow up on internal processing (e.g., account opening, asset movement, asset movement, account maintenance tickets, account updates, banking request) to provide status updates to the team and escalate when encountering roadblocks.

Required qualifications, capabilities, and skills

• Actively pursuing bachelor’s or master’s degree

Join elite Financial Advisors to assist high net worth individuals and families in building and managing their wealth effectively