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Job Description We’re always looking for talented professionals to join our team! If you're interested in becoming part of a dynamic and growing organization, we invite you to submit your resume for consideration across various departments. Our management team continually seeks exceptional candidates for both current and future opportunities. At our firm, you'll find a collaborative and engaging work environment with ample opportunities for professional growth. Whether your expertise lies in legal, administrative support, finance, IT, marketing, or other professional fields, we encourage you to apply and explore the possibilities with us! EEO Statement: We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other legally protected status. We are committed to diversity and inclusion in our workforce.

Job Description This role supports daily operations across brokerage transactions, listings, property management, and executive-level organization. The successful candidate will manage tasks from assignment through completion, maintain accurate systems, and ensure continuity across transactions and projects. This position requires strong organizational skills, attention to detail, responsiveness during work hours, and the ability to work independently once direction is provided. Compensation: $66,000 - $75,000 yearly Responsibilities: Transaction & Deal Coordination • Coordinate the full lifecycle of real estate transactions from offer through closing, • Prepare and organize purchase memorandums, contracts, disclosures, and addenda using Dotloop and DocuSign, • Track transaction timelines and required milestones in accordance with established SOPs, • Maintain continuity across emails, documents, and transaction records, • Communicate with attorneys, lenders, inspectors, and title companies to support timely closings, • Coordinate post-closing follow-ups, including client reviews and referrals Listings & Showings • Coordinate listing preparation, including photography, signage, lockboxes, and marketing logistics, • Upload and manage listings in MLS, • Track listing paperwork sent, signed, and pending, • Schedule and manage showings using ShowingTime, • Provide regular status updates on listings and activity Systems, Organization & Operations • Maintain accurate and organized systems within:, • Google Drive / Google Workspace, • Lofty CRM, • Dotloop, • Track tasks digitally from assignment through completion, • Ensure documentation and task tracking are centralized and up to date, • Identify and implement workflow improvements to enhance operational efficiency Property Management, Purchasing & Financial Support • Assist with paying property bills and tracking expenses using Buildium, • Track expenses for rental properties, renovations, and investments, • Assist with purchasing materials, supplies, and services, • Coordinate deliveries, timelines, and vendor follow-ups, • Support QuickBooks data entry, reconciliations, and wire tracking, • Assist with entity setup (LLCs) and compliance documentation, • Track commissions and basic banking activity Executive Support • Manage calendars, scheduling, and inbox organization, • Draft professional correspondence and internal documentation, • Track renovation and investment projects and coordinate vendors and contractors Qualifications: • Valid driver’s license and reliable personal vehicle, • Strong working knowledge of Google Workspace (Docs, Sheets, Gmail, Calendar), • Minimum of 2 years’ experience in real estate operations, transaction coordination, or property management, • Experience with Dotloop, DocuSign, CRM systems (Lofty preferred), and Buildium or similar platforms, • Ability to manage multiple tasks and priorities independently, • Experience working with structured processes or SOPs, • Strong responsiveness and communication during work hours (phone, email, text) About Company We are a high-volume real estate brokerage and investment firm specializing in acquisitions, sales, property management, and development. Our operation is fast-paced, detail-driven, and systems-oriented. We work with clear processes, defined expectations, and a strong focus on execution. We are seeking a Real Estate Executive Assistant / Operations & Transaction Coordinator to work directly with ownership and a lead real estate professional. This role is ideal for someone who thrives in structured environments, follows established processes, manages multiple priorities independently, and takes ownership of outcomes.

Job DescriptionBeware of Recruitment Fraud: We are committed to protecting job seekers from recruitment fraud. Please be aware that all official communication regarding opportunities with our firm will come exclusively from an email address ending in @RoseNYC.com. We will never request payment, financial information, or sensitive personal documentation during the application process, and we will never extend a job offer without first conducting a formal in-person interview. If you receive a message that appears suspicious or does not originate from this domain, please mark it as spam or phishing and report it to us directly at recruiting@rosenyc.com. Overview Rose Associates is a recognized market leader in multifamily and mixed-use real estate. Based in New York City, we own, develop and operate leading properties in urban markets from Philadelphia to Boston and across all residential asset classes, including market, regulated, workforce and affordable housing. Our dynamic services platform spans development, construction, property and asset management, leasing, marketing and accounting/financial operations. We partner with private owners and institutional investors globally to develop and operate some of the most iconic assets in our markets. We rely on technology and the deep expertise of our team to consistently outperform the market in the operation of more than 30,000 units across some 250 properties in the most challenging housing markets in the country. For the past three years, Rose has been the top-rated manager for resident satisfaction in the United States on the Kingsley Surveys platform (peer group of firms with 10-30,000 units being surveyed). Established in 1925, Rose Associates possesses a century of real estate expertise and an impeccable reputation for excellence and integrity. Today a woman-owned business led by CEO Amy Rose, we are committed to a corporate culture of belonging and inclusion that is widely admired in the industry. As we expand across the Northeast, Rose is providing opportunity for our team members to grow their careers in an environment of respect and support. Join us on the forefront of innovation and growth – Rose Associates is where excitement meets opportunity! We're on the lookout for a visionary leader to join our dynamic team as Associate Director of Multifamily Operations. In this pivotal role, you'll spearhead the operational excellence for select properties within our multifamily portfolio, actively contributing to strategic planning and guaranteeing the overall success of our residential communities. If you're ready to make a significant impact and lead with innovation, we invite you to apply to be part of our exciting journey! Essential Job Functions • Collaborate with property managers to optimize daily operations, implement financial strategies, and monitor budgets, including analyzing monthly financial performance, rent variations, and staying informed about market intelligence., • Prepare owner reporting packages, incorporating budgets, business plans and monthly owner reports., • Deliver effective leadership and mentorship to ensure high performance and foster a collaborative work environment among property management teams., • Provide comprehensive asset management support, overseeing acquisitions and dispositions, and communicate relevant information and key issues effectively to ownership., • Contribute to the development and execution of strategic plans, addressing escalated resident concerns, and identifying growth opportunities for enhanced satisfaction., • Collaborate with the marketing team to ensure accuracy and adjust marketing plans as necessary., • Review leasing, occupancy activity, and approve resident retention and renewal programs to meet budget/proforma expectations., • Collaborate across departments to efficiently achieve property goals., • Ensure strict compliance with legislation, regulations, and safety standards., • Proactively manage assigned communities, conducting frequent site visits and inspections to ensure property upkeep and compliance, preserving their integrity., • Uphold compliance with company policies, government regulations and Fair Housing., • Review and inspect all Capital Replacement Plans., • Manage recruitment and retention of site employees, ensuring training milestones and requirements are met., • Must be present on-site and be able to move throughout the buildings to address community-related matters, including exceptional communication skills to meet with tenants, staff, vendors and visitors., • Ability to travel between the main office and site locations within the portfolio and be able to ascend and descend stairs, including comfortability with exposure to varying environmental climates and circumstances., • Position may be required to perform duties outside their normal responsibilities as needed. Qualifications • Bachelor's degree in a relevant field or equivalent experience., • 10 years of residential property management experience, including a minimum of 7 years in a senior management position., • Proficiency in navigating computers and community management software, to include, • Microsoft Office include iLuvLeasing, On-Site, and Yardi., • Demonstrated ability to supervise staff, manage operational matters, and solve problems., • Excellent organizational, time management, and communication skills., • Strong technical knowledge of building operations and maintenance., • Understanding of marketing trends, budgeting, and reporting, including strong financial skills with knowledge of GAAP., • Work authorization (required)In addition to base compensation, full benefits packages and significant incentive pay are available. Annual salary range: $120,000 - $140,000 Powered by JazzHR 1zq5po6WXU

Job Description If you are confident in your abilities and would like to try something new we are looking for energetic people with 3+ year's business ownership or sales experience who would like an opportunity as an Outside Sales Rep with our company. This is a great opportunity to expand your career working with a leading business development firm. Responsibilities: • Preparing for appointments received from assistant the day prior--all travel is local, • Directing 2-3 sales appointments daily with owners of small to medium sized businesses with the goal of marketing and securing Business Analysts a Survey Agreement, • Contacting Business Coordinator with feedback from appointments and sharing new business lead opportunities., • Reviewing the day's successes and challenges with your Sales Manager, gaining sales support as appropriate-- all administrative support people have a vested interest in your success Requirements: • At least three years of business ownership experience and/or three years of face-to-face direct sales experience, • Bachelor's degree preferred but not necessary. We will consider the right experience over a degree, • Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision, • Outgoing personality with expertise at developing relationships, particularly with business owners, presidents and CEO's, • Good communicator--excellent listening skills and ability to uncover the real "pain" a client might be experiencing, • Ability to begin work immediately Selected Territory Currently available in the White Plains area We Offer a Fantastic Benefits and Compensation Program • This is a commission only position with residual income, and daily cash bonuses. $100K-$110K realistic first year earnings, • Potential to earn high 6 figure commissions, • Comprehensive new hire and ongoing training and development, • Full benefits after 60 days of employment & 401k after 1 year, • Protected territory and pre-set appointments To schedule an interview forward resume Equal Opportunity Employer

Job Description Network Doctor is an IT managed services firm where company culture and teamwork are essential. We provide IT support to hundreds of SMB companies in the NY-metro area, across a diverse range of industries including finance, healthcare, real estate, non-profit, and more. Our focus is on creating and maintaining a comfortable, collaborative, and inclusive environment where everyone has a voice and all suggestions are considered when delivered respectfully. This ideology is at the core of who we are and strive to be. We are looking to hire individuals passionate about working in a team environment alongside talented technology and administrative professionals. The Client Management Team is responsible for developing long-term success with our clients by fostering meaningful relationships. As an Account Management Intern, you'll primarily support our Client Management Team in day-to-day client operations, communications, and account coordination — with occasional opportunities to assist the marketing team on select initiatives. You may be involved in creating compelling content, ensuring our marketing materials are visually appealing and effective, and meeting deadlines. The candidate should be a motivated individual looking to work in a stimulating, fast-paced and fun atmosphere. Responsibilities will be diverse and often require personal judgment. Successful interns will develop a tremendous amount of experience in business, client communications, technology, and process automation. Internships typically last +/- 8 months. Job Responsibilities: Client Management Support (Primary Focus): • Assist with day-to-day tasks for the Client Management Team., • Communicate with clients, internal resources, and vendors on service tickets, proposals, updates, and more., • Help schedule internal resources and client meetings., • Help prepare client proposals., • Assist in coordinating client onboardings and ongoing projects., • Analyze service data and financial metrics to support account health and reporting., • Support relationship-building efforts that drive long-term client retention and satisfaction. Occasional Marketing Support: • Collaborate with the marketing team on selecting content or campaign initiatives as needed., • Assist in the creation of promotional materials such as flyers, brochures, or social media posts., • Support marketing efforts with basic photos or visual content as requested. Requirements: • Excellent Communication Skills: Both verbal and written., • Organized and Detail-Oriented: Thorough in your work., • Team Player: Personable and collaborative., • Customer Service Skills: Strong interpersonal and problem-solving abilities., • Time Management: Ability to manage multiple tasks and changing priorities., • Dependable and Responsible: Reliable in meeting commitments., • Tech-Savvy: Proficient with Microsoft Office Suite and graphic design software such as Adobe Creative Suite (Photoshop, Illustrator, InDesign)., • Experience with Video Editing Software: Such as Adobe Premiere Pro or Final Cut Pro., • Photography Skills: Ability to take high-quality photos and proficiency in photo editing software such as Adobe Lightroom or Photoshop. Why You’ll Love It Here: • Hands-On Experience: Gain real-world experience in a professional marketing environment., • Diverse Projects: Work on a variety of projects and build a strong portfolio., • Mentorship: Receive guidance from experienced marketing professionals., • Career Opportunities: Potential for future career opportunities within the company. Join us and become a key player in delivering outstanding client experiences and innovative marketing solutions. We can’t wait to see what you’ll bring to our team!

Job Description Beware of Recruitment Fraud: We are committed to protecting job seekers from recruitment fraud. Please be aware that all official communication regarding opportunities with our firm will come exclusively from an email address ending in @RoseNYC.com. We will never request payment, financial information, or sensitive personal documentation during the application process, and we will never extend a job offer without first conducting a formal in-person interview. If you receive a message that appears suspicious or does not originate from this domain, please mark it as spam or phishing and report it to us directly at recruiting@rosenyc.com. Overview Rose Associates is a recognized market leader in multifamily and mixed-use real estate. Based in New York City, we own, develop and operate leading properties in urban markets from Philadelphia to Boston and across all residential asset classes, including market, regulated, workforce and affordable housing. Our dynamic services platform spans development, construction, property and asset management, leasing, marketing and accounting/financial operations. We partner with private owners and institutional investors globally to develop and operate some of the most iconic assets in our markets. We rely on technology and the deep expertise of our team to consistently outperform the market in the operation of more than 30,000 units across some 250 properties in the most challenging housing markets in the country. For the past three years, Rose has been the top-rated manager for resident satisfaction in the United States on the Kingsley Surveys platform (peer group of firms with 10-30,000 units being surveyed). Established in 1925, Rose Associates possesses a century of real estate expertise and an impeccable reputation for excellence and integrity. Today a woman-owned business led by CEO Amy Rose, we are committed to a corporate culture of belonging and inclusion that is widely admired in the industry. As we expand across the Northeast, Rose is providing opportunity for our team members to grow their careers in an environment of respect and support. Join us on the forefront of innovation and growth – Rose Associates is where excitement meets opportunity! We are seeking a dedicated and detail-oriented individual to join our team as an Assistant Property Manager for our multifamily properties. The Assistant Property Manager will play a crucial role in supporting the Property Manager in day-to-day operations, resident relations, and administrative tasks to ensure the success of our vibrant residential communities. Essential Job Functions • Liaise between ownership and residents, including drafting and distributing resident communications., • Foster positive relationships among residents, management, and building staff., • Attend designated weekly/monthly meetings, manage all aspects of lease administration, including data entry into property management software, calendar management, and code processing for accounts payable and receivable., • Maintain office files, inventory, and compliance of storage, bicycle, and fitness agreements., • Prepare monthly reports, ensuring delinquency is below 0.5% of GPR., • Coordinate Move In/Move Out schedule, collect insurance certificates, and process Move Out Reports and security deposit refunds., • Support Resident Manager with post-move out walk-throughs, vendor coordination, and contract reviews., • Assist Property Manager with budget forecasting, building-related events, and emergencies., • Provide after-hours on-call support when required and communicate issues to the Property Manager., • Analyze income and expense patterns, participate in budget forecasting, and provide support in code processing and filing., • Collaborate with property management on renovations, vendor coordination, and lease enforcement., • Maintain competitive marketplace intelligence, supervise resident retention programs, and be available for emergencies., • Must be present on-site, with the ability to move throughout the building, ensuring effective communication with tenants, staff, vendors, and visitors., • Ability to ascend and descend stairs and be comfortable with exposure to varying environmental climates and circumstances., • Position may be required to perform duties outside their normal responsibilities as needed. Qualifications • Bachelor’s degree in business, marketing, real estate, or finance is preferred., • Minimum of 3 years of multifamily or assistant property management experience., • Proficiency in navigating computers and property management software, including Microsoft Office, On-Site, Elise AI, RentCafe and Yardi., • Technical knowledge of building operations and maintenance., • Understanding of marketing trends, budgeting, and reporting., • Valid NYS real estate license or ability to obtain one within the first 120 days of employment. All active license holders must register their license with Rose Associates upon hire., • Work authorization (required), • Must be available to work weekends (Saturdays and Sundays). The current schedule for this position is Monday to Friday. In addition to base compensation, significant incentive pay and full benefits packages are available. Annual salary range: $70,000 - $75,000 Powered by JazzHR LX01eqznzn

Description We are looking for a Logistics Specialist to support dealer-facing operations near Englewood Cliffs, New Jersey. This Long-term Contract position is well suited for someone who is highly detail-oriented, comfortable working with invoices and payment records, and confident handling dealership questions related to vehicle orders. The ideal candidate will serve as a reliable point of contact for order activity, billing accuracy, and product-related support while helping maintain smooth day-to-day logistics coordination. Responsibilities: - Manage vehicle order activity and respond to dealer inquiries with timely, accurate updates. - Review invoices and payment records to help ensure billing information is complete, correct, and properly tracked. - Act as a primary support contact for dealers when issues arise involving vehicles, orders, or customer-related concerns. - Provide informed guidance on product details so dealership partners can resolve questions efficiently. - Coordinate logistics-related tasks that support order processing, shipping activity, and delivery follow-through. - Investigate discrepancies in order or invoicing information and work with internal teams to bring issues to resolution. - Maintain organized documentation for transactions, dealer communications, and order status changes. - Deliver responsive customer service while balancing a high volume of detail-driven operational requests. Requirements - Experience in logistics, distribution, or supply chain coordination. - Background supporting invoicing, payment processing, or other detail-intensive transactional work. - Ability to manage dealer or customer communication in a detail-focused and solution-focused manner. - Familiarity with vehicle order processes or experience within the automotive industry. - Strong numerical accuracy and attention to detail when reviewing records and documentation. - Working knowledge of shipping functions and logistics coordination activities. - Effective organizational skills with the ability to prioritize multiple tasks in a fast-paced environment. TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Job Description Employment Type: Full-Time FSLA: Salary/Exempt Division: Project Management Department: Project Management Reports to: Project Executive Supervisory Duties: Yes Salary Range: $181,000- $238,000 The Senior Project Manager (SPM) will be assigned to large complex projects or multiple projects and will serve as the main point of contact and corporate representative for all project stakeholders including Owners, OPM’s, developers, architects, engineers and subcontractors. The SPM is responsible for oversight of the entire project’s life cycle including budget, cost, schedule, risk, resource management and safety while providing exceptional customer service. The SPM will oversee the implementation of a Raving Fans action plan and will play a key role in business development including networking events, marketing initiatives, proposal preparation and interviews. Responsibilities / Essential Functions • Lead and communicate with Field Supervision, Subcontractors, and Vendors to assist them in working to the Project Schedule., • Represent Consigli with Owners, Architects, Consultants, Vendors and Subcontractors, • Administer all financial aspects of the project including management of Owner’s contract term and subcontracts agreements., • Build effective working relationships with clients and the project team members., • Manage multiple projects depending on size, complexity, and type., • Continuously coordinate with field staff (General Superintendent, Project Superintendent, Assistant Superintendent, Safety Manager, etc.) on project goals, budget and schedule., • Mentor staff: manage multiple team members on a single large project or multiple projects., • Provide formal evaluation(s) of team members on performance and progress., • Oversee training and professional development plans of team members and assist in implementation., • Take ownership in the development of relationships with new clients, Owners, Architect and Engineers to generate new opportunities., • Take lead in the development and management of optimal project profit opportunities including self-perform trades., • Participate in corporate and Project Management Department operations initiatives. Preconstruction Responsibilities, • Work with and support estimating throughout the proposal and preconstruction process., • Provide constructability reviews of drawings and budget updates as necessary., • Review prime contract and provide comments accordingly to ensure any specific contractual conditions are included in subcontract bidding documents., • Develop contract schedule with Superintendent., • Work closely with the Purchasing Department throughout the project procurement/buy-out process., • Take lead with identifying, managing and reporting project risks throughout life cycle., • Identify and take lead in the development of conversion action plans to push the projects from preconstruction into construction., • Develop project financial plan with Project Executive and oversee initial budget development and project set-up. Project Management, • Attend and run weekly owner/architect/contractor (OAC) project meetings and subcontractor meetings; and manage the preparation and distribution of meeting minutes., • Manage and support the maintenance of project logs (RFI’s, submittals, change requests, etc.)., • Coordinate with Project Scheduler to update and distribute project master schedule with input from Superintendent and project teams., • Manage and support cost reporting, forecasting, budget and change management throughout the lifecycle of the project., • Oversee all project reporting activities including Owner meetings, internal cost meetings, financial meetings and monthly reports., • Assist the project Superintendent and other team members in the resolution of all critical issues, RFI’s, etc. with a focus on quality, cost and schedule., • Manage timely reviews and approval of invoices and subcontractor requisitions., • Manage the requisition process: maintain and report cash flow throughout the project and address/communicate issues proactively and promptly. Key Skills • A driven leader who spearheads Consigli’s corporate culture of Raving Fans., • Excellent business judgment demonstrated by consistently achieving project objectives while developing/maintaining outstanding relationships with Owner, Architect and Subcontractors., • Develop and utilize business development skills in addition to project management responsibilities., • Excellent organizational skills and attention to detail evidenced by a strong command of all applicable contract and legal provisions., • Ability to multi-task and handle competing priorities., • A strong sense of urgency and self-initiative., • Strong problem-solving skills and the ability to confidently and decisively take action., • Team leader with excellent diplomatic and communication skills, able to handle and resolve conflicts effectively in a firm but fair manner., • Train, develop and mentor team members., • Full understanding of corporate profit models and institute opportunities to optimize margins. Required Experience • A bachelor's degree in engineering, Construction Management or Architecture preferred., • A minimum of 10-15 years of experience within the construction industry in Project Management or similar role., • OSH 10 and OSHA-30 preferred., • Additional proficiencies shall include cost management software (Timberline, Sage preferred), scheduling software (Primavera P6 preferred) and construction management software (Procore preferred)., • Knowledge and understanding of all PM, APM and PE, Superintendent and Assistant Superintendent responsibilities.

Job Description POSITION SUMMARY: The Administrative Assistant plays a vital role in ensuring smooth and efficient daily operations while upholding the highest standards of client service. Acting as the central point of coordination within the office, this individual is expected to be dependable, personable, punctual, and assertive. Key responsibilities include managing client interactions, routing calls, processing mail, and maintaining organized and accurate data systems. The Administrative Assistant is instrumental in facilitating a professional environment that consistently meets or exceeds client expectations. RESPONSIBILITIES: CLIENT RELATED SERVICES • Serve as the first point of contact for clients, ensuring a professional and welcoming experience., • Documents all in-office visits following the process and procedures., • Answering and routing incoming calls to the appropriate department., • Filter client calls by identifying urgent matters and following the call escalation process., • Responsible for returning missed calls and assigned callbacks provided by the Manager., • Responsible for retrieving voice messages left on Main Lines., • Handles each call with a positive, helpful attitude while being thorough in concise., • Assist with client referrals and ensure timely follow-up to maintain strong relationships and continuity of service., • Support business development efforts by attending events, distributing materials, and helping build a positive public presence for the firm., • Assist with posting content to all social media sites., • Assist with creating digital marketing, promotional material, and advertisements while ensuring brand consistency., • Assist with coordinating company marketing efforts, conferences, union events, golf outings, company events etc. OFFICE ADMINISTRATION • Processes all incoming and outgoing mail & packages via USPS, UPS and FedEx., • Fax and scan client documents in accordance with company procedures., • Collecting and routing hand-delivered packages., • Inventory management of office supplies, cleaning supplies, marketing supplies, etc. will be responsible for notifying management of supplies that require replenishing., • Maintaining the cleanliness of the office waiting area, lobby, and other public areas., • Completing assignments and tasks provided by the manager as needed. DATA ENTRY • Maintain strict confidentiality of client records and sensitive information in accordance with firm policies and legal regulations., • Categorize and upload incoming documents into the client’s matter, ensuring correct document type classification and creation of corresponding task(s)., • Complete client file requests in a timely and organized manner., • Transfer legal documents and client files to/from USB drives or CDs as needed, ensuring proper labeling, security, and documentation. REQUIREMENTS: • Minimum 1-2 years of administration experience, • 1-year experience in a call center environment preferred, • Provides a clean, polished, and professional appearance, • Proficient in relevant computer applications, • Excellent level of experience with the use of a computer and general office equipment such as printers, scanners, and copy machines, • Knowledge of customer service practices and principles, • Excellent data entry and typing skills, • Committed to providing quality service in relation to organization's mission, • Superior listening, verbal, and written communication skills, • Ability to handle stressful situations appropriately, • Ability to modify and adapt to improvements within the organization, • Ability to operate in a high-paced environment with a composed sense of urgency, • Excellent time management and organizational skills, • Bilingual/ Spanish speaking (Required), • High school diploma or equivalent (Required) PHYSICAL DEMANDS & WORK ENVIRONMENT: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Physical Demands: While performing the duties of this job the employee is frequently required to sit, stand, walk, talk, hear, bend, stoop, and have finger, hand, and arm dexterity. Work Environment: This job operates in a professional office environment and routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. We are a paperless work environment utilizing E-fax, Vonage Application, the Microsoft Office Suite package, & Smart Advocate legal database software.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities: • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades, • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation, • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports, • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires, • Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation), • Prioritize daily work, track progress for current work, and consistently meet deadlines, • Maintain and foster team culture Required qualifications, capabilities, and skills: • A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment, • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam, • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. 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 our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction.