Experiences at JPMorgan Chase Bank, N.A.

During my career at JPMorgan Chase, I have demonstrated exceptional ability to meet organizational objectives and demands. In addition to my secretarial skills, I am proficient in Microsoft Office, Word, Excel, and creating PowerPoint presentations, I have effectively provide word processing team support with basic troubleshooting of hardware and software....

The secret to getting hired at JPMorgan Chase Bank, is having the experience at the level you are coming into; although most major company's train you on certain software and applications, knowing your software skills such as Microsoft, Excel, PowerPoint and any other software that will benefit the company is a plus. Being a team player and having a good rapport with management and co-workers is very important to me, as it should be to anyone that is seeking a position such as an Administrative Assistant. Good typing skills and communication of course is a must....

Successful completion of a personality and skills assessment is required.

Profiled new and existing customers to uncover all of their financial needs. Helped customers with checking, savings,cd's,retirement accounts, and investments as well as all types of loans

Help customers by educating them on fraud prevention.

Marketing for loan officers, compile the loan files, purchasing office products, customer service, data entry

*Performed as primary service contact as Custodian/Trustee for Defined Contribution Plans, Deferred Compensation Plans, Defined Benefit Plans, and Corporate Treasuries
*Dedicated to client scorecards, calling plans and on-site client service reviews
*Experienced with Sarbanes-Oxley regulations and risk controls when handling client instructions
*Partnered with clients' auditors to satisfy audit requirements for client
*Coordinated closely with clients' consultants, investment managers, and record keepers in order to maximize client efficiencies.
*Exposed to legal contract negotiations and transitioned new clients from their prior Custodian/Trustee
*Worked with global market documentation and tax-related forms to help clients trade in various markets and to obtain best possible tax-relief
*Provided extra support for two client relationships going through M & A...