Post job

Administrative Specialist jobs at Carrington Mortgage Services, Mortgage Lending Division

- 1565 jobs
  • Executive Administrator

    Empower Wealth & Tax PLLC 4.3company rating

    Cedar Park, TX jobs

    Responsibilities · Under immediate supervision, the Executive Administrator assists one or more Financial Advisor with the opening and maintenance of client accounts and records and performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for Financial Advisor communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the Financial Advisor · Perform clerical functions related to opening client accounts and ongoing account coding based on account features chosen by the client · Work with the Financial Advisor and the client in obtaining the required documents based on the type of account(s) established · Organize and assist in the maintenance of complete client accounts and trade-related records for the Financial Advisor and certain required files for the branch office · Perform operational or administrative functions for client-related requests (i.e., check requests, wiring funds, address change, dividend information, etc.) · Provide reports and other information to the Financial Advisor, as requested · Identify situations that need to be brought to the attention of the Financial Advisor or escalated to the Manager, including suspicious client and/or employee activity or behavior · Perform various administrative duties (i.e., typing, filing, answering phones, mailing documents/letters, etc.) and other duties and projects as assigned by the Financial Advisor and/or Manager Qualifications Administrative Knowledge - Knowledge of administrative and clerical procedures and systems such as word processing, spreadsheet applications, managing files and records, and other office procedures and terminology Industry Knowledge - General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products Time Management - Able to organize, prioritize, and manage multiple tasks, responsibilities, and deadlines; is able to follow through and accomplish goals, manage expectations appropriately, and use the firm's resources efficiently Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to practical problem solving Customer and Interpersonal Skills - Knowledge of principles and processes for providing exemplary customer and personal services This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction · High School Diploma / College Experience (preferred) · 2 years of clerical/related industry · Proficient in Microsoft Excel, Word, PowerPoint, Outlook
    $37k-49k yearly est. 2d ago
  • Administrative Coordinator for Innovation Ventures (PHOENIX)

    Usaa 4.7company rating

    Phoenix, AZ jobs

    Why USAA? Check below to see if you have what is needed for this opportunity, and if so, make an application asap. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Performs administrative support for multiple members of the Executive Management Group (EMG), depending on Executive level and team structure. Ensures day-to-day activities are coordinated and EMG members are prepared for responsibilities. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Charlotte, NC, Chesapeake, VA or Tampa, FL. What youll do: Delivers administrative support to assigned EMG through management of schedule/calendar, emails, call routing and ensuring appropriate record retention. Coordinates activities and ensures timely information flow for EMG assigned. Collaborates with EMG to understand, prioritize and organize daily activities/responsibilities to meet deadlines and deliver on EMG goals/objectives. Identifies topics that translate into prioritizing meeting planners, emails, people, and data. Delivers effective challenge to preserve EMGs time. May prepare/update presentations. Ensures accuracy and compliance with USAA presentation standards. Additionally, drafts internal communications and other materials on behalf of the leader to share with a variety of audiences including department leaders, employees, key stakeholders, or business partners. As requested by assigned EMG, prepares correspondence on behalf of EMG. Ensures information to and from EMG members are treated with appropriate level of confidentiality. Responsible for maintaining awareness on applicable intranet pages, messaging channels, leader communications, and other information platforms. Proactively disseminates reminders to leaders and employees for upcoming deadlines, such as check-in completion, LMS training deadlines, or other urgent work deliverables. Monitors EMG calendars to coordinate meetings and ensure leader/team is aligned with all aspects of meeting. Creates agenda, takes meeting minutes, documents follow up action items, manages attendees, delegates, and ensures all meetings have a clear purpose/agenda. In addition, coordinates schedules, meeting planners, dates and secures the content to be presented. Understands the importance of team culture for the EMGs organization. Prioritizes employee 1:1s, staff meetings, skip levels, and other connection points. Creates positive experiences for employees through coordination. Partners with hiring manager to improve employee experience by proactively planning and onboarding new EMG or other team members. Collaborates to formulate an effective transition plan that minimize/eliminate a negative impact for the incoming EA/EMG relationship. Additionally, update/submit organizational charts prior to the 1st of the month and update distribution lists within one business day of employee hire/exit. Ensures new hires are provided access to resources and knowledge of department-wide operations/processes. May coordinate desk/seating logistics for employees and provide oversight for on-site events. Manages travel and expense reporting timely and effectively. Additionally, manages team budget and confirms people leader adherence to individual budget plans. Responsible for maintaining inventory of office supplies with an expense management focused mindset. Maintains filing system for key documents. Generates reports requested by assigned EMG. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 4 years directly related work experience. Proficient in Windows, MS Word, Excel, Outlook, PowerPoint, Word, Excel, Adobe, and Publisher. Advanced knowledge of spreadsheets, data retrieval, and word processing and presentation software. Demonstrated experience with calendar management and/or prioritizing tasks in a fast-paced environment. Ability to effectively build strong relationships and work with all levels within the organization. Excellent oral and written communication skills with a high degree of accuracy and attention to detail needed. What sets you apart: Experience managing the workload and calendars for multiple executives simultaneously and having the ability to be open and flexible with complex schedule requests and prioritizing meetings based on different priorities/tasks. Experience building relationships across the organization; able to learn and adapt to different personalities and priorities. Proactive mindset anticipating changes and being adaptable. Comfortable communicating and collaborating with senior executives and a proven capability to work with discretion and high integrity. Advanced proficiency with Outlook, Concur and Microsoft Office applications (Excel, Word, Power Point) Experience with planning, organizing and executing team events What we offer:Compensation: The salary range for this position is: $ 63,590 - $121,530 . Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on . Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $37k-49k yearly est. 1d ago
  • Senior Administrative Coordinator - Strategic Innovation (TAMPA)

    Usaa 4.7company rating

    Tampa, FL jobs

    Why USAA? Check below to see if you have what is needed for this opportunity, and if so, make an application asap. At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values honesty, integrity, loyalty and service define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity Performs administrative support for multiple members of the Executive Management Group (EMG), depending on Executive level and team structure. Ensures day-to-day activities are coordinated and EMG members are prepared for responsibilities. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Charlotte, NC, Chesapeake, VA or Tampa, FL. What youll do: Delivers administrative support to assigned EMG through management of schedule/calendar, emails, call routing and ensuring appropriate record retention. Coordinates activities and ensures timely information flow for EMG assigned. Collaborates with EMG to understand, prioritize and organize daily activities/responsibilities to meet deadlines and deliver on EMG goals/objectives. Identifies topics that translate into prioritizing meeting planners, emails, people, and data. Delivers effective challenge to preserve EMGs time. May prepare/update presentations. Ensures accuracy and compliance with USAA presentation standards. Additionally, drafts internal communications and other materials on behalf of the leader to share with a variety of audiences including department leaders, employees, key stakeholders, or business partners. As requested by assigned EMG, prepares correspondence on behalf of EMG. Ensures information to and from EMG members are treated with appropriate level of confidentiality. Responsible for maintaining awareness on applicable intranet pages, messaging channels, leader communications, and other information platforms. Proactively disseminates reminders to leaders and employees for upcoming deadlines, such as check-in completion, LMS training deadlines, or other urgent work deliverables. Monitors EMG calendars to coordinate meetings and ensure leader/team is aligned with all aspects of meeting. Creates agenda, takes meeting minutes, documents follow up action items, manages attendees, delegates, and ensures all meetings have a clear purpose/agenda. In addition, coordinates schedules, meeting planners, dates and secures the content to be presented. Understands the importance of team culture for the EMGs organization. Prioritizes employee 1:1s, staff meetings, skip levels, and other connection points. Creates positive experiences for employees through coordination. Partners with hiring manager to improve employee experience by proactively planning and onboarding new EMG or other team members. Collaborates to formulate an effective transition plan that minimize/eliminate a negative impact for the incoming EA/EMG relationship. Additionally, update/submit organizational charts prior to the 1st of the month and update distribution lists within one business day of employee hire/exit. Ensures new hires are provided access to resources and knowledge of department-wide operations/processes. May coordinate desk/seating logistics for employees and provide oversight for on-site events. Manages travel and expense reporting timely and effectively. Additionally, manages team budget and confirms people leader adherence to individual budget plans. Responsible for maintaining inventory of office supplies with an expense management focused mindset. Maintains filing system for key documents. Generates reports requested by assigned EMG. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or General Equivalency Diploma required. 4 years directly related work experience. Proficient in Windows, MS Word, Excel, Outlook, PowerPoint, Word, Excel, Adobe, and Publisher. Advanced knowledge of spreadsheets, data retrieval, and word processing and presentation software. Demonstrated experience with calendar management and/or prioritizing tasks in a fast-paced environment. Ability to effectively build strong relationships and work with all levels within the organization. Excellent oral and written communication skills with a high degree of accuracy and attention to detail needed. What sets you apart: Experience managing the workload and calendars for multiple executives simultaneously and having the ability to be open and flexible with complex schedule requests and prioritizing meetings based on different priorities/tasks. Experience building relationships across the organization; able to learn and adapt to different personalities and priorities. Proactive mindset anticipating changes and being adaptable. Comfortable communicating and collaborating with senior executives and a proven capability to work with discretion and high integrity. Advanced proficiency with Outlook, Concur and Microsoft Office applications (Excel, Word, Power Point) Experience with planning, organizing and executing team events What we offer:Compensation: The salary range for this position is: $ 63,590 - $121,530 . Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on . Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. xevrcyc All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $38k-48k yearly est. 1d ago
  • Relocation Administrative Assistant

    Properties 4.8company rating

    Chicago, IL jobs

    @properties is the largest independent real estate brokerage firm in the state of Illinois and one of the top 8 residential brokers in the U.S. As a locally-owned, independent company, we offer local homebuyers and sellers the highest level of service for their real estate needs through our award-winning sales and marketing programs, industry-leading technology, and experienced, innovative brokers. We have the opportunity to add a Relocation Administrative Assistant to our team. This is a Monday through Friday in-office role at our office located in Chicago. The Relocation Administrative Assistant will serve as administrative support to the @relocation department, which handles real estate referrals. This role will work directly with the consultant team handling administrative duties pertaining to their files, plus project work as defined by the Relocation Director. Duties Assists in management of the @properties referral network (holding company), including communications with network members and IDFPR and maintaining of records Updates and utilizes the eRelocation referral tracking database regularly, including reporting, file notation, payment information, and other tasks, as needed. Provides administrative support to @properties Relocation departments, including referral updates and payment tracking and other items, as needed Data entry and maintenance of records Filing, updating, coordinating incoming and outgoing payments Works with utility companies to turn on/off utilities at various properties Coordinates repair work/quotes/billing with vendors and contractors; other property management, as needed General administrative as directed by the relocation director Assistance in arranging events Writing of personal notes and mailing for marketing related projects Support, as needed, for the consultant team Other duties as assigned Qualifications: High school diploma or general education degree (GED) 1-2 years of related experience Real estate/relocation experience and college degree preferred Clear and professional oral and written communication skills Motivated, organized, detail-oriented, resourceful Basic math skills (add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals) Knowledge of Word Processing software; Spreadsheet and Excel software and Database software Knowledge of Microsoft Outlook or similar email system Compensation: The base pay range for this position is $40,000-$45,000 annually; however, base pay offered may vary depending on job-related knowledge, skills, experience and market location. Bonuses may be provided as part of the compensation package, in addition to a full range of benefits.
    $40k-45k yearly 2d ago
  • Cybersecurity GRC Specialist

    Hyundai Capital America 4.6company rating

    Irvine, CA jobs

    Who We Are Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and Kia customers and dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach. We believe that success comes from within and are proud to support our team members through skill development and career advancement. Hyundai Capital America is an Equal Opportunity Employer committed to creating a diverse and inclusive culture for our workforce. We are a values-driven company dedicated to supporting both internal and external communities through volunteering, philanthropy, and the empowerment of our Employee Resource Groups. Together, we strive to be the leader in financing freedom of movement. We Take Care of Our People Along with competitive pay, as an employee of HCA, you are eligible for the following benefits: Medical, Dental and Vision plans that include no-cost and low-cost plan options Immediate 401(k) matching and vesting Vehicle purchase and lease discounts plus monthly vehicle allowances Paid Volunteer Time Off with company donation to a charity of your choice Tuition reimbursement What to Expect The Cybersecurity Governance Manager plays a critical role in the organization's second line of defense, ensuring policies, governance frameworks, and regulatory adherence in cybersecurity governance, risk and compliance across the organization. This role establishes oversight mechanisms, monitors compliance with industry regulations, and ensures access-related risks are effectively managed. In addition, this role ensures governance and compliance strategies are aligned with business objectives and security standards. What You Will Do 1. Cybersecurity Governance and Risk Management Manage, maintain and enforce security policies, standards and guidelines related to Cybersecurity governance processes. Develop, implement, maintain and execute a Cybersecurity Risk Register, Policy Risk Exception Process, and Procedures. Conduct risk assessments and impact analyses to identify risks, manage remediations, to ensure compliance across business systems, IT Infrastructure, and network operating environments. 2. Cybersecurity Risk Assessment Perform Global Integrated Security Framework (GSIF) assessments, monitor and ensure remediations are following GSIF ISO 27001 standards across cross-functional departments. Collaborate with Cybersecurity Risk Management, Cybersecurity Engineering Operations, and IT to ensure security best practices are integrated within each project and system deployment. Cybersecurity Governance and Risk Reporting Develop metrics and reporting for senior management and stakeholders that identify security risks and provide actionable insights to address gaps. Develop and maintain the governance mechanisms and automation tools track the Risk Register, and compliance status across the organization. Develop and maintain dashboards and regular reporting to manage management performance metrics, risk metrics. Qualifications What You Will Bring Minimum 5-7 years progressive experience in cybersecurity governance, risk management, or compliance within financial services with a deep understanding of the IT systems. Bachelor's degree in Cybersecurity, Information Security, Risk Management or a related field Master's degree a plus. Certifications such as CISSP, CISM, CRISC, CGEIT, CISA, and ITIL are highly desirable. Working knowledge of Cybersecurity risk management frameworks, Governance, Risk, and Compliance process, IT general controls (e.g. asset classification, risk assessments, vulnerability and threat analysis, risk treatment, audit controls and remediation, vendor risk management, and IT risk management & reporting). Working knowledge of Information Security & Risk Frameworks including ISO 27001/2, ISO 31000:2009, ISO 27005:2008; NIST Special Publications and Methodologies (e.g. SP800-12, 30, 37, 39, 53,150, 161). Working knowledge of California Consumer Privacy Act (CCPA), Gramm-Leach-Bliley Act (GLBA), NYDFS Cybersecurity Regulation, PCI-DSS, FFIEC, SOX, and other relevant laws and regulations. Basic understanding of financial regulatory frameworks and cybersecurity best practices. Ability to communicate complex security concepts to business leaders and technical teams. Work Environment Employees in this class are subject to extended periods of sitting, standing and walking, and using a computer. Work is performed in an office environment. The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Successful candidates may be hired anywhere in the salary range based on these factors. It is uncommon to hire candidates at or near the top of the range. California Privacy Notice This notice only applies to our applicants who reside in the State of California. The latest version of our Privacy Policy can be found here. This Privacy Policy provides you with notice, at or before the point of collection, about the categories of personal information to be collected from you, the purposes for which your personal information is collected or used, and whether that information is sold or shared, so that you can exercise meaningful control over our use of your personal information. We are providing this notice to comply with the California Consumer Privacy Act of 2018, as amended as amended by the California Privacy Rights Act of 2020 (“CCPA”). If you have any questions about CCPA regarding California residents or HCA team members, please contact the Privacy Team at Privacy2@hcs.com. Primary Location: United States-California-Irvine Work Locations: Headquarters 1 3161 Michelson Dr. Ste 1900, Irvine 92612 Job: Information Security Job Type: Regular Overtime Status: Exempt Schedule: Full-time Minimum Salary: $92,500.00 Maximum Salary: $143,500.00
    $92.5k-143.5k yearly 5d ago
  • Trust Administration Officer II

    City National Bank 4.9company rating

    Wilmington, DE jobs

    WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues. WHAT WILL YOU DO? * For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy. * Prepare new account paperwork, as required. * Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. * Obtain missing documents from clients. * For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document. * Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries. * Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.) * Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. * Respond to advisors and intermediaries regarding the administration and maintenance of accounts. * Fields phone calls from clients and intermediaries. * Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA. * Gather information from clients for projects. * Prepare draft correspondence letters and memos. * Maintain new account logs. * Follow appropriate Regulation 9 process. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 3+ years of experience in financial services required * 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written and verbal communications skills * Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions * Ability to set priorities, and objectives * Trust Certificate and/or CTFA a plus *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $71.8k-114.7k yearly 41d ago
  • Specialty Wealth Asset Administration Officer II (Trust Real Estate)

    City National Bank 4.9company rating

    Wilmington, DE jobs

    *SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking reports, as well as general support of the asset management team. This position is also responsible to assist on more complex accounts, tasks and projects related to the administration of the SWA team and its operations. Develop and maintain relationships with colleagues and clients (as necessary) to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. WHAT WILL YOU DO? * Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures. * Prepare and submit documents related to account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management. * Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy. * Prepare and maintain accurate account and departmental documentation, files, and records. * Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. * Assist with complicated accounts, processes, projects, and tasks, as assigned. * Maintain various tracking spreadsheets and logs for the group. * Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required). * Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. * Perform other related duties as assigned or directed. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 8 years of administrative/clerical experience And * Minimum 5 years of experience in a real estate industry Or * Minimum 5 years of experience in Personal Trust administration *Additional Qualifications* * Strong written and verbal communication skills * Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions * Ability to set priorities, and objectives * Demonstrate working knowledge of trust administration * Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $65.3k-104.3k yearly 9d ago
  • Trust Administration Officer II

    City National Bank 4.9company rating

    New York, NY jobs

    WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues. WHAT WILL YOU DO? * For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy. * Prepare new account paperwork, as required. * Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. * Obtain missing documents from clients. * For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document. * Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries. * Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.) * Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. * Respond to advisors and intermediaries regarding the administration and maintenance of accounts. * Fields phone calls from clients and intermediaries. * Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA. * Gather information from clients for projects. * Prepare draft correspondence letters and memos. * Maintain new account logs. * Follow appropriate Regulation 9 process. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 3+ years of experience in financial services required * 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written and verbal communications skills * Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions * Ability to set priorities, and objectives * Trust Certificate and/or CTFA a plus *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $71.8k-114.7k yearly 60d+ ago
  • Specialty Wealth Asset Administration Officer II (Trust Real Estate)

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    *SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking reports, as well as general support of the asset management team. This position is also responsible to assist on more complex accounts, tasks and projects related to the administration of the SWA team and its operations. Develop and maintain relationships with colleagues and clients (as necessary) to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. WHAT WILL YOU DO? * Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures. * Prepare and submit documents related to account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management. * Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy. * Prepare and maintain accurate account and departmental documentation, files, and records. * Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. * Assist with complicated accounts, processes, projects, and tasks, as assigned. * Maintain various tracking spreadsheets and logs for the group. * Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required). * Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. * Perform other related duties as assigned or directed. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 8 years of administrative/clerical experience And * Minimum 5 years of experience in a real estate industry Or * Minimum 5 years of experience in Personal Trust administration *Additional Qualifications* * Strong written and verbal communication skills * Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions * Ability to set priorities, and objectives * Demonstrate working knowledge of trust administration * Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-DN1 \#CA-DN1
    $65.3k-104.3k yearly 8d ago
  • Personal Assistant to the CEO (Part-Time)

    Hold Brothers 3.5company rating

    New York, NY jobs

    The CEO of a global leading direct access trading firm is seeking a dedicated and proactive personal assistant to join his team of assistants part-time. This is a great internship-style opportunity that is ongoing to showcase strategic and analytical thinking abilities while juggling the private and professional needs of a very active executive. This is a position for someone who thrives in a fast-paced environment and has exceptional organizational skills. Responsibilities Manage both personal and professional tasks, which include reservations, appointments, and any household needs Coordinate international and domestic travel logistics including flight itineraries, hotel reservations and car services. Organize agendas, manage calendar and plan events while prioritizing competing demands Prioritize and manage multiple projects simultaneously, maintaining diligent track of project timelines and deadlines Conduct thorough research on various topics as needed, providing detailed reports and actionable insights to support the CEO's initiatives Handle contract negotiations with third-party vendors, ensuring favorable terms and agreements Wardrobe and style management, personal shopping, procuring, and audit of wardrobe from day to day and special event clothing Perform general admin duties such as; recording meeting minutes, data entry, filing, copying, faxing, mailings, etc. Prioritize and lead multiple projects at a time, keeping diligent track of project timelines and deadlines Uphold a highly organized and detailed to-do list for both the CEO and business and taking careful note of important dates Maintain diligent communication with the rest of the team and ensure all aspects of the business are on track Monitor multiple social media accounts to help grow and expand online presence on existing and emerging social platforms Additional Personal / Creative / Executive Assistant duties as needed Requirements Incoming Freshman of Sophomore pursuing a Bachelor's Degree from an accredited university Must be able to provide SAT and/or ACT scores in order to be considered Ability to provide clear and concise oral and written communication A self-starter who is eager, optimistic, and has a “no task too small” mindset Must be able to work 10-15 hours per week Pays $39/ hour Visa sponsorship available
    $39 hourly Auto-Apply 60d+ ago
  • Personal Trust Administrative Officer II

    Stifel 4.8company rating

    Saint Louis, MO jobs

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs. Review trusts to ensure compliance with regulatory guidelines and fiduciary responsibility. Interpret document to ensure appropriate administration of trusts; make sure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines. Review and report account status annually; consult with supervisor to clarify ambiguous terms or provisions of the document. Coordinate, monitor and execute post-death provisions with appropriate areas of trust company. . Review the trust for the dispositive provisions and notify remaindermen. Coordinate with attorney, CPA and personal representative the closing of the estate and the preparation of a 706 to determine each party's responsibility. Review estate assets and coordinate the disposition under minimal supervision with the attorney, personal representative and remaindermen. Review estate tax return (706) and order of distribution. Coordinate the transfer of assets from the estate to the trust (where applicable) or out of the trust per the dispositive provisions. Review Court Accountings under minimal supervision and upon approval, file with the appropriate Court or Court Referee. Review work of Trust Associate assigned to help with account administration for accuracy and bring any issues to manager's attention. Monitor trust activity; approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc. Review daily account activity; establish recurring bill payments and client disbursements, keep client and FA apprised of any unusual activity in the account, monitor the yearly gift from the client to insurance trusts for payment of premiums. and revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions. What You'll Bring Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc. Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions. Ability to assess liability and react appropriately and promptly. Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Education & Experience Minimum Required: Bachelor's degree in Business Minimum Required: 3-5 years' of experience in Personal Trust Administration or Estate Planning Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-JK1 About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights. Stifel is an Equal Opportunity Employer.
    $87k-115k yearly est. Auto-Apply 60d+ ago
  • Administrative Officer (DOD SkillBridge Trainee)

    UBS 4.5company rating

    Irvine, CA jobs

    Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning service members approved for DOD SkillBridge will be considered. Are you highly motivated in solving technology issues? Are you at your best when supporting others? Do you work well in a team environment? We're looking for an Administrative Manager to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Detailed salary information: * Irvine: the salary range for this role is $110000 to $135000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2+ years of experience with a leading financial institution * management experience as administrative manager or other substantive leadership role * must pass SIE and Series 66 during Skillbridge trainee period * motivated, self-directed and driven * comfortable working in partnership * skilled at creating a positive business culture (you have the human touch) At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services. Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $110k-135k yearly 12d ago
  • Administrative Officer

    UBS 4.5company rating

    Bellevue, WA jobs

    Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an Administrative Manager to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Detailed salary information: * Bellevue: the salary range for this role is $120000 to $140000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2-5 years of experience with a leading financial institution * management experience as administrative manager or other substantive leadership role * series 7, 66 and 9/10 and insurance * motivated, self-directed and driven * comfortable working in partnership * skilled at creating a positive business culture (you have the human touch) About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $120k-140k yearly 12d ago
  • Administrative Officer

    UBS 4.5company rating

    Greenville, NC jobs

    Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an Administrative Manager to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * series 7, 66 and 9/10 required * ideally 5+ years of experience with a leading financial institution * management experience as administrative manager or other substantive leadership role * motivated, self-directed and driven * comfortable working in partnership * skilled at creating a positive business culture (you have the human touch) About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $71k-115k yearly est. 12d ago
  • Administrative Officer

    UBS 4.5company rating

    Charlotte, NC jobs

    Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an Administrative Manager to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2+ years of experience with a leading financial institution * management experience as administrative manager or other substantive leadership role * series 7, 66 and 9/10 * motivated, self-directed and driven * comfortable working in partnership * skilled at creating a positive business culture (you have the human touch) About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
    $62k-103k yearly est. 12d ago
  • Admin Officer

    Cordant Group 3.3company rating

    Hillsborough, CA jobs

    * Hillsborough * Posted December 8, 2025 * Admin Officer Admin Officer - Sustainable Livestock Systems Rate of Pay: £13.75 per hour Hours: Monday to Friday, 37 hours per week We are seeking a proactive and detail-oriented Admin Officer. This temporary, ongoing role focuses on ensuring compliance, accuracy, and efficiency across a range of administrative and regulatory tasks. Key Responsibilities: * Manage procurement processes and maintain expenditure records * Liaise with suppliers and finance teams, and support year-end financial procedures. * Process industrial staff timesheets, maintain absence records, and coordinate with managers. * Generate monthly and quarterly rent invoices and respond to related queries. * Manage central email inboxes, respond to finance and management queries, and ensure timely communication. * Handle incoming calls and direct or resolve queries from internal and external contacts. * Provide front desk support, assist visitors and contractors, issue passes, and coordinate with the Premises Officer including coordination of business meetings. * Record daily meteorological data and produce monthly reports for staff. * Provide support to management where required, including minute taking and maintaining action logs. * Carry out general administrative duties and any other tasks as required by management. Essential Criteria: * 5 GCSEs including Science, Maths, and English Language (Grades A*-C or equivalent) * Minimum of 6 months relevant experience in an administrative role Desirable: * Knowledge or experience in agriculture or agri-business operations
    $62k-98k yearly est. 17d ago
  • Admin Officer

    Cordant Group 3.3company rating

    Hillsborough, CA jobs

    Admin Officer- * Hillsborough, County Down * Up to £13.75 per hour * Posted December 16, 2025 Admin Officer - Sustainable Livestock Systems Rate of Pay: £13.75 per hour Hours: Monday to Friday, 37 hours per week We are seeking a proactive and detail-oriented Admin Officer. This temporary, ongoing role focuses on ensuring compliance, accuracy, and efficiency across a range of administrative and regulatory tasks. Key Responsibilities: * Manage procurement processes and maintain expenditure records * Liaise with suppliers and finance teams, and support year-end financial procedures. * Process industrial staff timesheets, maintain absence records, and coordinate with managers. * Generate monthly and quarterly rent invoices and respond to related queries. * Manage central email inboxes, respond to finance and management queries, and ensure timely communication. * Handle incoming calls and direct or resolve queries from internal and external contacts. * Provide front desk support, assist visitors and contractors, issue passes, and coordinate with the Premises Officer including coordination of business meetings. * Record daily meteorological data and produce monthly reports for staff. * Provide support to management where required, including minute taking and maintaining action logs. * Carry out general administrative duties and any other tasks as required by management. Essential Criteria: * 5 GCSEs including Science, Maths, and English Language (Grades A*-C or equivalent) * Minimum of 6 months relevant experience in an administrative role Desirable: * Knowledge or experience in agriculture or agri-business operations
    $62k-98k yearly est. 10d ago
  • Functional Coordinator and EA, Core Finance

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: * This roles requires strong administrative supporting skills, communication skills. The ideal candidate requires to have good interpersonal skills to communicate with multiple stakeholders across the globe. Key Responsibilities Business * Facilitation of stationary needs : Requirement gathering, Vendor Quotes, liaison and procurement of Stationary for Core Finance, Change * Visitor Facilitation : Visa invites for visitors, Travel arrangements, Access card management, High Tea / Dinner and coordination * Logistical support for new employees, employee relocation, Team outing logistics, etc * Seamless facilitation of Town Halls for Core Finance * Travel calendar and travel facilitation both Local and International for Head, Core Finance * Interaction with Finance team and facilitate Core Finance invoicing / POs, Vendor payments, etc. * Due diligence on Team expenses including travel expenses of individuals * Travel settlement for Head of function * Maintain calendar, including meeting room booking / VC calls coordination * Facilitate travel including raising travel request, stay facilitation and calendar along with meeting schedules / appointments * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct Key Stakeholders * COO Management teams * Controllership Teams * Subledger Technology Teams * Finance Downstream Teams * Regional Change Champions * GFS MT * External Vendors Skills and Experience * Graduate with 3-5 years of work experience as a Functional coordinator and EA * MS Tools - Outlook, Work, PPT, Excel, OneNote * Time Management * Strong communication and stakeholder management skills * Investment banking experience (finance or product control experience preferred) * Strong self-starter with minimal need for guidance/supervision * Experience with waterfall & agile methodologies About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $58k-80k yearly est. 21d ago
  • Post Closing Support Specialist (Entry level - Admin)

    Service First Mortgage 3.5company rating

    Plano, TX jobs

    The Loan Delivery Specialist reviews funded files and ships/uploads them to the investor to which they've been designated for purchase. If any suspense items are issued on a file after its receipt by the investor, the Loan Delivery Specialist obtains and satisfies those requirements. Duties include: · Reviews funded loans as assigned and ships to designated investor within designated timeframe · Audits each assigned loan using the checklist from the loan origination system · Notifies the Closing Team, Title Company or appropriate team member to obtain corrections for any documents not completed or signed/dated correctly · Uploads the documents package once the audit is complete · Contacts the appropriate source to resolve loans conditioned/suspended by an investor within the designated timeframe · Makes all entries and updates as appropriate within the loan origination system Requirements Education and/or Work Experience Requirements: · 1-3 years of applicable working experience; mortgage experience is a plus · High School Diploma required; Bachelor's degree is a plus Skills: · Good communication skills · Aptitude for self-development and learning · Proficient with MS Office · Proficient with MS Excel spreadsheet creation and reporting · Strong planning and organization skills · Attention to detail · Ability to multitask and manage multiple priorities · Ability to complete a high volume of tasks with minimal supervision · Ability to monitor and follow up on assigned responsibilities · Appropriate sense of urgency · High level of integrity, ethics, discretion and professionalism in handling confidential and sensitive information Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Short Term & Long Term Disability Training & Development Wellness Resources
    $33k-47k yearly est. Auto-Apply 34d ago
  • Consumer Servicing Administrative Support Specialist

    Bethpage Federal Credit Union 3.8company rating

    Baltimore, MD jobs

    It Starts With Our Employees FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work. What You'll Do As a key member of the Consumer Servicing team, the Consumer Servicing Administrative Support Specialist handles a wide range of loan or lease servicing requests with precision and efficiency. This role will perform functions including but not limited to check processing, loan maintenance, loan research/corrections, transaction analysis, and any other job duties as assigned (i.e. mail processing or organizing). In addition, this role will also cross collaborate with related consumer lending units in all aspects of loan servicing, including Branch Offices and our Contact Center. Core Contributions * Process Incoming Payments: Receive and process incoming checks and wire transfers to apply loan payoffs or regular payments, ensuring accuracy and timely application. * Execute Account Maintenance: Complete a variety of consumer servicing maintenance requests in accordance with credit union policies, procedures, and guidelines, including account updates, transaction processing, and vendor coordination. * Ensure Policy Compliance: Maintain a strong working knowledge of all credit union operational policies and procedures to ensure servicing activities are executed in full compliance. * Member and Partner Communication: Respond promptly, professionally, and accurately to phone and email inquiries from members, internal teams, and third-party partners. * Issue Resolution: Investigate and resolve consumer servicing issues, including escalations, member complaints, and compliance-related concerns, ensuring proper documentation and communication. * Document Management: Prepare, copy, sort, and scan documentation into the online storage system, ensuring accuracy and organization of all files, while assisting team members as needed. * Payoff Processing: Review payoff documentation for completeness and accuracy. Verify that incoming funds match payoff amounts in the core system and contact members or third parties regarding discrepancies or shortages. Provide updated payoff quotes as needed and document all activity appropriately. * Daily Balancing: Perform daily balancing of processed checks and electronic transactions to ensure financial accuracy and integrity. * Mail Management: Receive and process incoming mail, log receipt, and distribute to appropriate team members. Maintain accurate mail logs and ensure all mail-related tasks are documented properly. * Financial Calculations: Perform basic financial calculations to determine interest, loan payoffs, payment reversals, and proper payment applications. * Task Management: Complete and manage assigned tasks within established service level agreements (SLAs), including ticket requests, internal communications, and other servicing-related channels. * Cross-Department Support: Support other departments, including providing backup to the Loan Servicing team, and contribute to special projects or duties as assigned by management. Assets You Will Bring * High School Diploma or GED. * 2 years check handling experience, preferably in loan servicing with a credit union or financial industry. * Ability to understand and execute tasks within the Service Level Agreements (SLAs), required. * Knowledge of State and Federal laws pertaining to the consumer lending industry (i.e., ECOA, etc.) preferred. * Proficiency in Microsoft Office (Word, Excel, Outlook) preferred. Core systems like DNA, ArcOS, Velocity, preferred. * Ability to work independently while promoting a positive team environment. * Strong problem-solving ability and analytical skills with a high degree of accuracy. * Excellent time management with the ability to prioritize workload based on department requirements and member needs while working in a fast-paced, deadline driven environment. * Ability to function in changing environment and multi-task in other areas of the unit as needed. * Strong communication skills, both verbal and written. The estimated salary for this role is $23.00 to $27.48 per hour. (FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.) What Sets Us Apart? Along with a comprehensive benefit package, we offer: * Competitive 401k * Tuition reimbursement * Flexible work options * Volunteer opportunities * Water Cooler Chats with executive teammates * Clubs & Sports * Food truck days ….and more! Who is FourLeaf? FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey. From applying for a credit card to closing on your mortgage to opening your child's first savings account, FourLeaf is here to help you reach your financial goals. We are proud to be an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America's Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune's Best Workplaces in Financial Services & Insurance 2024. As a credit union, our vision is to enrich the lives of our members, employees, and communities. Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.
    $23-27.5 hourly 58d ago

Learn more about Carrington Mortgage Services, Mortgage Lending Division jobs