Home Lending Product and Transformation Executive Assistant

About the role

Become an integral part of the Home Lending Product and Transformation team where you will work in a fast-paced organization with unique daily challenges. This role offers a platform for professional growth and skill enhancement within a results-oriented team focused on attention to detail and quality. You will collaborate in a team environment, represent the manager/group with professionalism, and deliver flawless work output. Daily interactions include executive-level internal clients across lines of business, adapting procedures and processes to align with departmental activities and goals.

Responsibilities

• Proactively manage agendas for 3 Product Managers (2 MDs and 1 ED)
• Screen incoming calls and determine priority levels while exercising discretion in sharing information
• Coordinate logistics for internal and external meetings
• Arrange and coordinate complicated domestic and international travel
• Organize all aspects of internal and external events, including catering and transportation
• Process invoices and T&E expense claims for team members, ensuring compliance with policies and timely processing
• Assist with staff onboarding and offboarding, including equipment setup and system access requests
• Produce high-quality emails and messages for individuals at all organizational levels
• Maintain department documents, including current organizational charts and executive bios
• Handle regular activities independently and advise in advance of issues or delays
• Assist in editing spreadsheets and presentations, including printing and binding for client meetings

Requirements

• At least five years of administrative experience or equivalent experience
• Advanced organizational ability
• Discretion and good judgment in confidential situations, with proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities, including calendar management

Preferred Qualifications

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

Note: This role requires five days in the office (Monday–Friday) and does not support hybrid options.

About Us

Chase is a leading financial services firm helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put customers at the heart of everything we do. We support small businesses, nonprofits, and cities with solutions to meet their financial needs.