美商摩根大通銀行股份有限公司台北分公司

Job Responsibilities: • Provide prompt and value-added inquiry services for Treasury Services clients. • Handle day-to-day client inquiries and requests related to accounts and transactions. • Take ownership of pending cases, providing proactive updates to clients. • Ensure compliance with risk guidelines while meeting client needs. • Identify and escalate issues in a timely manner. • Coordinate and follow up with internal partners. • Gather and compile information such as interest setup/rates and account statements.

Job Responsibilities: • Assist the Sales team with sales pitch materials, RFP/RFI submissions, and preparation of proposals for internal approvals. Build and understand pricing and profitability models. • Conduct research on existing client portfolios and prospective clients. Prepare client research, industry analysis, and provide fundamental research on market sizing by region. • Review and analyze transactional data to identify key trends, risks, and pricing/billing inefficiencies. • Support the end-to-end sales cycle, including pricing, fee billing setup, and deal execution. Understand client account structures, cash flow, product usage, and regional/global setups. • Prepare client account plans, briefing memos, and portfolio management reports. Take ownership of business and control processes relevant to client administration and reporting needs. • Work closely with a global network of corporate bankers and Payments colleagues to support business activities. • Stay informed about regional developments, including regulatory changes, political background, and market trends.

We are looking to hire a top performing Executive Assistant / Sales Assistant to support dealing room Sales and Traders. Here you will have the opportunity to work in a high-paced, organization. This role offers daily interaction with executive level internal clients across various lines of businesses, providing a platform for professional growth and skill enhancement. Be part of a team that values structure, attention to detail, and quality focus. As an Executive Assistant/Sales Assistant in our dealing room, you will be responsible for performing an array of administrative functions requiring confidentiality, initiative, and sound decision making. This includes managing complex and detailed calendars, coordinating travel arrangements, processing invoices, and handling telephone coverage professionally. You will also support Sales and Traders with ad hoc assignments such as market data gathering and analysis, events planning, and other necessary follow-ups during a transaction process. Job responsibilities • Manage and handle complex and detailed calendars, dealing with multiples and or urgent meeting conflicts, setting up of meetings and conference calls, internally and externally, as well as handle all associated logistical aspects. • Work in a fast paced, ever-changing environment and to effectively handle multiple priorities with a calm, professional and willing attitude. • Handle telephone coverage with ability to answer phones professionally, address issues or redirect as appropriate, and distribute messages in a timely and appropriate manner. • Coordinate travel arrangements (including air, hotel accommodations and ground transportation); prepare detailed itineraries, required travel visas/documents, and assure accuracy and timely delivery of plans/tickets to travelers. • Process invoices and travel & expense claims for team members timely. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures. • Assist on ad-hoc requests from Sales or Traders, and handle queries in a timely manner, work as partnership while consistently keeping an independent mindset.

Job Responsibilities • Generate payment documents and manage mailing arrangements. • Finalise document reviews and communicate with counterparties. • Handle inquiries related to the documents processed. • Undertake tasks assigned by the Manager.