Administrative Assistant, Compliance

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Overview of JNAM

Jackson National Life Insurance Company (Jackson) offers products, tools, and support designed to help Americans plan for a retirement with purpose.  Jackson National Asset Management, LLC (JNAM) is the investment manager responsible for selecting and monitoring the asset managers of the JNL Funds – a series of proprietary mutual funds that facilitates investment freedom for contract owners within the Jackson variable annuity platform. JNAM is also responsible for providing accounting and administrative services for the JNL Funds. In addition, JNAM directly manages several risk-based multi-strategy fund-of-fund offerings available exclusively through Jackson products.

Working in JNAM

At JNAM, we pursue individuals who exhibit dedication and willingness to learn in a high performing culture.  We encourage collaboration and give our associates and leaders the freedom to speak openly and share new ideas. Our values guide our internal conduct and help define meaningful internal and external relationships.  We attract and retain talent who believe in our culture and take ownership in delivering results.

As one of Chicago’s largest money managers, working at JNAM provides the opportunity to work with complex investment offerings and well-known investment management firms.  Our investment partners are selected and monitored through a rigorous due diligence process focused on performance, repeatability, operations, oversight, and fit.

We value our people: 

• Fair pay, pay-for-performance, and competitive benefits

• Talent development

• Inclusion and Engagement: Business Resource Associate Groups (BRAGs)

• Emotional well-being

• Financial wellness

We value our community:

• Charitable giving to communities

• Financial education

• Associate volunteerism and giving

Job Purpose

The Administrative Assistant is responsible for providing administrative support for management including filing, invoice processing, coordinating travel arrangements, expense reporting, meeting planning and ordering office supplies. The Administrative Assistant also prepares reports, presentations and other materials.

The Administrative Assistant is responsible for providing administrative support for JNAM Compliance. The Administrative Assistant also assists with the Code of Ethics oversight process, updates policies and procedures, generates quarterly Board reporting, participates in various projects, and assists management with reporting required by JNAM’s parent company, Jackson Financial Inc.

Essential Responsibilities

• Supports management in the implementation of the JNAM Compliance Program.

• Assists with managing one or more processes and may manage cross-functional projects as requested by JNAM’s Chief Compliance Officer and Compliance team.

• Updates compliance policies, procedures, and reference materials.

• Assists with the Code of Ethics process and new hire and annual Compliance training.

• Assists with regulatory filings, under the direction of superiors (e.g., Form ADV, Form N-CSR).

• Assists with monitoring regulatory developments.

• Provides administrative support in preparing memoranda on compliance-related issues for management and JNL Funds’ Board.

• Schedules and maintains calendar of appointments, meetings, travel itineraries and coordinates related arrangements.

• Designs presentation slides with original graphic content for a variety of audiences.

• Provides administrative support including creation and maintenance of reports, charts, spreadsheets, documents and presentations.

• Creates and maintains department metrics and performance indicators.

• Establishes, maintains and updates files and records.

• Sends company-wide announcements and/or informational emails.

• Processes financial documents including department invoices and executive expense reports.

• Screens, organizes and prioritizes phone calls, visitors and incoming mail.

• Coordinates office moves, new hire workspace, and minor office reconstruction.

• Assists with special projects as required.

• May order supplies for the office.

Other Duties

• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Solid written and verbal communication skills including the ability to edit and compose correspondence.

• Solid interpersonal skills and ability to communicate effectively with senior management and peers.

• Solid PC skills including Microsoft Office software and other relevant software applications.

• Ability to prioritize, coordinate multiple activities and follow up on projects with minimum supervision.

• Ability to handle sensitive confidential information.

• Must be detail oriented and focused on accuracy.

• Demonstrates superior characteristics in terms of quality work product, dependability, attitude, and overall willingness to contribute to team goals.

• Ability to multi-task and be flexible.

• Ability to work independently with limited supervision.

Qualifications

• H.S. Diploma or equivalent (G.E.D.). required.

• Associate's Degree preferred.

• 3+ years of related experience required.

We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

Base Pay: