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Executive Assistant jobs at Comerica - 846 jobs

  • Senior HRBP & Exec Partner - Hybrid Work Model

    Prologis 4.9company rating

    San Francisco, CA jobs

    A leading logistics firm is seeking a Senior HR Business Partner in San Francisco to drive organizational effectiveness and cultural transformation. The role requires strategic partnership, data fluency, and executive influence. Candidates should have over 5 years of HR experience. Excellent benefits and competitive salary ranging from $140,000 to $193,000 are offered, along with a flexible work environment. #J-18808-Ljbffr
    $140k-193k yearly 5d ago
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  • Executive Assistant-OnBrand

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Global Advertising and Brand Management (GABM) organization has a mission to create marketplace demand and drive commerce for American Express through differentiated and innovative products, partnerships, marketing, and customer experiences. OnBrand is American Express' In-House Creative agency, our agency is on journey for an exciting expansion. Our ambition is "Become creative partner-of-choice to build seamless customer experiences for our Business Units, essential for driving results and unlocking value through deeper knowledge of our business powered by industry-defining creative excellence". We are focused on developing forward thinking ideas and work across channels, end-to-end experiences in digital and beyond. The Executive Assistant will provide administrative support to the VP OnBrand - Account Management and the VP OnBrand - Head of Creative Design and Content Production, both based in New York. Candidates must be willing to work in the New York office at least 3 days per week. They must exercise considerable discretion and good judgment, as well as ability to interface and work with senior level business leaders and their offices. The ideal candidate must be experienced in handling a wide range of administrative tasks and be able to work independently and confidently under pressure. Enthusiasm in learning about the team's work and interest in participating in team projects a plus. This individual will support enabling strategic and creative elements of the agency, but also playing a critical role to attract, retain and develop best-in-industry agency talent and build a culture delivering transformative work. **Responsibilities:** + Organizing and proactively maintaining calendars, including scheduling meetings across multiple time-zones, using a high level of tact and integrity + Assisting the VPs with appropriate email delegation, booking meetings, and reacting and prioritizing what is important and urgent. Acknowledging receipt/replies on behalf of, etc. + Coordinating with OnBrand chief of staff to support team collaboration and culture development + Coordinating conferences and staff meetings, including room booking, catering, security etc. + Coordinating travel arrangements and logistics (hotel, rental car, and other travel-related needs) + Processing monthly expense reports and reviewing expense reports for approval + Assisting with on and off boarding and new employee logistics + Tracking and approving timekeeping for team + Managing the procurement of office supplies and other departmental needs + Providing coverage for other team-based Executive/Administrative Assistants that are on PTO or sick leave + Supporting ad hoc project work as directed by leadership **Minimum Qualifications** + High level of integrity required for handling sensitive and confidential information + High energy, proactive, positive attitude, and ability to prioritize and work on own initiative + Strong interpersonal, relationship and networking skills to build and maintain effective professional relationships across all areas of the organization + Previous executive administrative support experience within a large organization + Experience in handling a wide range of administrative-related tasks, organizing large meetings across time zones and arranging global travel + Highly organized with an ability to demonstrate keen attention to details, adaptability, flexibility, resourcefulness and efficiency + Demonstrated ability to act diplomatically and respectfully when communicating with key internal and external customers and individuals of varying levels + Demonstrated ability to take the initiative to spot problems before they arise, find solutions, and provide timely follow-through on projects + Demonstrated ability to work with a sense of urgency and under pressure, as needed to handle multiple tasks and prioritize effectively + Strong proficiency with MS Office, including Word, Excel, PowerPoint and Outlook required + Experience with Ariba, Concur and HR payroll systems preferred + Excellent written and verbal communication skills + Commitment to ongoing learning and development + Bachelor's degree preferred **Qualifications** Salary Range: $31.49 to $49.28 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Marketing **Primary Location:** US-New York-New York **Other Locations:** US-New York-New York **Schedule** Full-time **Req ID:** 25023799
    $90k-125k yearly est. 1d ago
  • Senior Executive Assistant - Corporate Affairs & Communications

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The American Express Corporate Affairs & Communications (CA&C) team is a strategic function that works to enhance and protect the continued strength of the American Express brand through public relations, social media and content, colleague communications and corporate social responsibility (CSR) initiatives. **How will you make an impact in this role?** The Executive Assistant will be a key member of the team, primarily supporting an Executive Vice President and two full-time vice presidents in CA&C, and aiding their teams as needed. We work on tight deadlines, with multiple partners and communications agencies, and our work is visible both to external audiences and to the broader enterprise. We are looking for someone who is detail oriented with a positive, can-do attitude. You are seasoned and experienced in handling a wide range of administrative-related tasks and can work independently through building positive relationships and being resourceful. **Responsibilities include:** + Organizing and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones + Calendar management, including scheduling meetings with EC members and other senior leaders, colleagues, and external parties. + Preparing, reviewing, and processing expense reports, and running expense report approvals, in line with company T&E policy and budget + Assisting with timekeeping and payroll duties + Fluency in American Express ARIBA and Concur + Handling organization charts and team rosters + Booking and coordinating travel arrangements including air and hotel bookings for both domestic and international business trips. + Supporting team administration including job postings, on boarding for new hires, updating distribution lists, setting up group-wide team meetings, coordinating team real estate + Processing of requisitions and other invoices, ordering supplies and handling ticket requests + Coordinating logistics for internal meetings and events, including scheduling of conference rooms, catering and technology support as required + Support special ad-hoc projects and initiatives as assigned **Minimum Qualifications:** + 5 years experience in providing administrative support is required + Ability to work well in a dynamic and fast-paced organization and manage multiple tasks and priorities + Excellent written and verbal communication skills + Ability to work effectively on a team, sometimes under pressure with accuracy, attention to detail, professionalism, and timely, direct follow-up + Strong sense of integrity and ability to handle sensitive issues and maintain confidentiality + Ability to proactively identify and resolve issues + Ability to work with all levels of management, associates and external business contacts + Strong computer skills, including Microsoft Outlook, WebEx, MS Office Suite (Word, Excel, PowerPoint) **Preferred Qualifications:** + Thorough knowledge of American Express Company internal systems (e.g., Concur, Ariba, etc.) **Qualifications** Salary Range: $37.50 to $59.98 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Communications **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 25023408
    $113k-163k yearly est. 1d ago
  • Executive Assistant-OnBrand

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The Global Advertising and Brand Management (GABM) organization has a mission to create marketplace demand and drive commerce for American Express through differentiated and innovative products, partnerships, marketing, and customer experiences. OnBrand is American Express' In-House Creative agency, our agency is on journey for an exciting expansion. Our ambition is "Become creative partner-of-choice to build seamless customer experiences for our Business Units, essential for driving results and unlocking value through deeper knowledge of our business powered by industry-defining creative excellence". We are focused on developing forward thinking ideas and work across channels, end-to-end experiences in digital and beyond. The Executive Assistant will provide administrative support to the VP OnBrand - Account Management and the VP OnBrand - Head of Creative Design and Content Production, both based in New York. Candidates must be willing to work in the New York office at least 3 days per week. They must exercise considerable discretion and good judgment, as well as ability to interface and work with senior level business leaders and their offices. The ideal candidate must be experienced in handling a wide range of administrative tasks and be able to work independently and confidently under pressure. Enthusiasm in learning about the team's work and interest in participating in team projects a plus. This individual will support enabling strategic and creative elements of the agency, but also playing a critical role to attract, retain and develop best-in-industry agency talent and build a culture delivering transformative work. Responsibilities: Organizing and proactively maintaining calendars, including scheduling meetings across multiple time-zones, using a high level of tact and integrity Assisting the VPs with appropriate email delegation, booking meetings, and reacting and prioritizing what is important and urgent. Acknowledging receipt/replies on behalf of, etc. Coordinating with OnBrand chief of staff to support team collaboration and culture development Coordinating conferences and staff meetings, including room booking, catering, security etc. Coordinating travel arrangements and logistics (hotel, rental car, and other travel-related needs) Processing monthly expense reports and reviewing expense reports for approval Assisting with on and off boarding and new employee logistics Tracking and approving timekeeping for team Managing the procurement of office supplies and other departmental needs Providing coverage for other team-based Executive/Administrative Assistants that are on PTO or sick leave Supporting ad hoc project work as directed by leadership Minimum Qualifications High level of integrity required for handling sensitive and confidential information High energy, proactive, positive attitude, and ability to prioritize and work on own initiative Strong interpersonal, relationship and networking skills to build and maintain effective professional relationships across all areas of the organization Previous executive administrative support experience within a large organization Experience in handling a wide range of administrative-related tasks, organizing large meetings across time zones and arranging global travel Highly organized with an ability to demonstrate keen attention to details, adaptability, flexibility, resourcefulness and efficiency Demonstrated ability to act diplomatically and respectfully when communicating with key internal and external customers and individuals of varying levels Demonstrated ability to take the initiative to spot problems before they arise, find solutions, and provide timely follow-through on projects Demonstrated ability to work with a sense of urgency and under pressure, as needed to handle multiple tasks and prioritize effectively Strong proficiency with MS Office, including Word, Excel, PowerPoint and Outlook required Experience with Ariba, Concur and HR payroll systems preferred Excellent written and verbal communication skills Commitment to ongoing learning and development Bachelor's degree preferred Salary Range: $31.49 to $49.28 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.
    $31.5-49.3 hourly 1d ago
  • Executive Assistant

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel & Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day. This position is responsible for administrative support for two Vice Presidents within the US Consumer Marketing (USCM) team. It is a dynamic, high-paced environment and therefore the day-to-day responsibilities require seamless collaboration across a wide range of business partners. The ideal candidate must be seasoned and experienced in handling a wide range of administrative related tasks and be able to work independently and confidently under pressure. Building strong relationships, being resourceful and knowing how to navigate large organizations fluidly will also be critical to success in this position. Day to day responsibilities include, but are not limited to: Organizing and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones Calendar management, including scheduling meetings with various colleagues internally and externally Coordinating logistics for meetings, including scheduling of conference rooms and technology support as required Preparing, reviewing, and processing expense reports, and managing expense report approvals, in line with company T&E policy and budget Assisting with timekeeping and payroll duties Providing coverage for other team-based Executive/Administrative Assistants that are on vacation or sick leave Managing organization charts and team rosters Booking and coordinating travel arrangements including air and hotel bookings Supporting the scheduling and coordination of events, including room booking, catering, etc. Supporting team administration including job postings, on boarding for new hires, updating distribution lists, setting up group-wide team meetings, coordinating team real estate Processing of requisitions and other invoices, ordering supplies and managing ticket requests Minimum Qualifications: Positive attitude, solutions-oriented demeanor, and reliable Exceptional organizational, administrative, and interpersonal skills Keen attention to detail and a sense of urgency in execution and follow-up Ability to prioritize multiple tasks and work autonomously with minimal guidance Strong integrity and ability to handle confidential / sensitive information with discretion Strong written and verbal communication skills Proficiency in Microsoft Outlook and Office, including Word, PowerPoint and Excel Minimum 3-5 years of experience supporting executives with complex calendars and travel Salary Range: $31.49 to $49.28 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
    $31.5-49.3 hourly 1d ago
  • Senior Associate, Administration

    AIG-American International Group, Inc. 4.5company rating

    New York, NY jobs

    As a member of the Global Service Delivery team within the Global Legal, Compliance & Regulatory organization, you will support operational excellence through the delivery of functional support activities. The ideal candidate has strong organizationa Associate, Customer Service, Senior, Operations, Support, Project Management, Technology
    $76k-108k yearly est. 1d ago
  • Executive Assistant

    Aquarian 3.9company rating

    New York, NY jobs

    Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service. Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022. Aquarian Investments complements the insurance operations , combining best practices from the world's leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners. Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people. In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio. Role Summary We are seeking talented individuals to serve as Executive Assistants to our Executives and their department, supporting the continued growth and evolution of their dynamic teams. This position will focus primarily on calendar management. The role is ideal for a motivated, self-starting professional open to dive into both administrative responsibilities as well as special assignments with excellent problem solving and critical thinking skills. This position is onsite 5 days a week at our New York City office. Please note that this is a temporary role with an opportunity for permanent placement. Key Responsibilities: Provide high-volume calendar management of internal and external meetings Regularly interface with high-profile professionals, communicate on behalf of the executive team to clients, investors, partners, board members, and team managers Collect and prepare information for the team, create and edit presentations, spreadsheets and other documents as needed Collaborate with assistants in all areas of the company to handle logistics for internal and external meetings, projects, and special assignments Coordinate business travel logistics, creating itineraries and making travel arrangements Manage expense reports and vendor invoices as needed Both individually and on a team, assist with special project assignments Assist with ad-hoc job-related and personal requests as needed Qualifications: 4+ years of experience supporting C-level executives (CEO, Managing Partner, or CFO support ideally, preferably in the Finance/Investment industry) Experience in a fast-paced, dynamic environment Bachelor's degree preferred but not required Quick and agile thinker / learner able to function well in a high-paced, rapidly evolving environment Proven ability to meet deadlines, multi-task, and take full ownership of responsibilities Flexible and resilient with an eagerness to learn, receptive to constructive feedback Detail oriented with excellent time management and organizational skills High level of integrity, discretion, professionalism, and confidentiality Ability to anticipate the needs of the executive, the team, and the company Tech-savvy and resourceful Proactive, positive, energetic personality with a can-do attitude Excellent written and verbal skills Advanced knowledge of Microsoft Office Suite, including proficiency in Excel Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.
    $55k-83k yearly est. 1d ago
  • Senior Executive Assistant - Corporate Affairs & Communications

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The American Express Corporate Affairs & Communications (CA&C) team is a strategic function that works to enhance and protect the continued strength of the American Express brand through public relations, social media and content, colleague communications and corporate social responsibility (CSR) initiatives. How will you make an impact in this role? The Executive Assistant will be a key member of the team, primarily supporting an Executive Vice President and two full-time vice presidents in CA&C, and aiding their teams as needed. We work on tight deadlines, with multiple partners and communications agencies, and our work is visible both to external audiences and to the broader enterprise. We are looking for someone who is detail oriented with a positive, can-do attitude. You are seasoned and experienced in handling a wide range of administrative-related tasks and can work independently through building positive relationships and being resourceful. Responsibilities include: Organizing and maintaining complex calendars using a high level of tact, influencing and integrity, including scheduling across multiple time zones Calendar management, including scheduling meetings with EC members and other senior leaders, colleagues, and external parties. Preparing, reviewing, and processing expense reports, and running expense report approvals, in line with company T&E policy and budget Assisting with timekeeping and payroll duties Fluency in American Express ARIBA and Concur Handling organization charts and team rosters Booking and coordinating travel arrangements including air and hotel bookings for both domestic and international business trips. Supporting team administration including job postings, on boarding for new hires, updating distribution lists, setting up group-wide team meetings, coordinating team real estate Processing of requisitions and other invoices, ordering supplies and handling ticket requests Coordinating logistics for internal meetings and events, including scheduling of conference rooms, catering and technology support as required Support special ad-hoc projects and initiatives as assigned Minimum Qualifications: 5+ years experience in providing administrative support is required Ability to work well in a dynamic and fast-paced organization and manage multiple tasks and priorities Excellent written and verbal communication skills Ability to work effectively on a team, sometimes under pressure with accuracy, attention to detail, professionalism, and timely, direct follow-up Strong sense of integrity and ability to handle sensitive issues and maintain confidentiality Ability to proactively identify and resolve issues Ability to work with all levels of management, associates and external business contacts Strong computer skills, including Microsoft Outlook, WebEx, MS Office Suite (Word, Excel, PowerPoint) Preferred Qualifications: * Thorough knowledge of American Express Company internal systems (e.g., Concur, Ariba, etc.) Salary Range: $37.50 to $59.98 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
    $37.5-60 hourly 1d ago
  • Executive/Admin Assistant - US Consumer & Digital Technology

    American Express 4.8company rating

    New York, NY jobs

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues. The Technology organization enables and accelerates the company's growth strategies, delivering global capabilities and services in support of Amex's customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights. The U.S. Consumer Services and Enterprise Digital & Data Technology Team brings together foundational strategic technology capabilities in digital experience engineering (Mobile and Web), AI/ML, marketing technology, enterprise communications, travel and lifestyle, and automation, grounded in our data technology model that prioritizes data governance. It employs a ground-breaking focus with development responsibilities for customer-facing capabilities that deepen and expand digital engagement, as well as core technical capabilities that cut across business lines and customer segments. An exciting opportunity has arisen for an Executive Assistant to provide support to the Vice President, US Consumer & Digital Tech, and their global teams of multiple individuals. This position is an integral part of the team and needs to be extremely proactive in anticipating and adapting to the needs of the team. The candidate must have the ability to work well in a fast-paced engineering organization and manage multiple tasks and conflicting priorities with accuracy, flexibility, and attention to detail. Critical to the success of this position is the development of positive working relationships with a wide range of colleagues both within and outside of American Express. Additionally, this role will partner closely with the Manager Assistant, Project Manager and other EAs within the Web and Mobile Engineering Team and across other lines of business. **Responsibilities** + Proactively manage calendar appointments in multiple time zones. + Accommodating to last minute changes and urgent business needs as required. + Set the approach for how the VPs spend their time and proactively manage calendar based on this strategy, top priorities and when they will be in office. + Actively flag and problem solve constraints such as determining delegates when attendees are unable to attend and ensuring read-ahead materials are provided when required. + Coordinate and perform monthly activities to include, but not limited to, consolidating organization charts, distribution lists and compiling information i.e., mid & year end feedback. + Manage the team calendar and ensure it is both up to date and accessible + Provide detailed itineraries of trips, including hotel arrangements, transfers, meetings scheduled, contact details, addresses etc. + Arrange and manage meetings, including scheduling of conference rooms, coordinating food, logistics, etc. + Assist in tracking team expenditure and monitor T&E and budget. + Assisting with recruitment for the team as needed which includes scheduling of interviews and associated tasks. + Assist in preparing select PowerPoint presentations + Perform other related projects and duties as requested. **Skills Required** + Experience in an executive assistant capacity in a fast-paced environment for large global companies + Able to anticipate well, ask the right questions before problems arise and escalate matters accordingly + Highly proficient technical skills (Microsoft Outlook, Excel, Word, Power Point) + Proficiency and experience in using mac OS and Slack + Highest degree of integrity, professionalism, diplomacy, and discretion required + Capable of handling multiple tasks efficiently and meet tight deadlines + Must demonstrate good judgment and decision-making capabilities + Must be a resourceful and independent thinker + Must be a self-starter with excellent prioritization skills + Excellent verbal and written communication skills + Highly developed organizational and time management skills with careful attention to detail **Qualifications** Salary Range: $31.49 to $49.28 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. **Job:** Administration **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 25018890
    $89k-126k yearly est. 1d ago
  • Executive Assistant for CEO Team

    Q Investments 4.1company rating

    Fort Worth, TX jobs

    The Q Family Office is looking for a bright, eager, and dedicated individual to join its highly successful multi-billion-dollar private investment office in downtown Fort Worth. This person will be part of a team led by a 25-year veteran of the firm, all of whom assist the CEO in managing personal and business scheduling, travel coordination, organizational matters, photo and video archives, and research projects. This person will handle a variety of projects in an array of disciplines, which keeps the work fast paced and ever-changing. Someone who is already very organized and great with details is a must. Base plus bonus (with full benefits) competitive with market and depending on experience. Responsibilities will include: Providing support within Executive Assistant team assisting with very complex calendars and schedules, travel coordination and general operational functions Extensive experience scheduling & managing private air travel Managing vendors and serving as a liaison Researching and developing new ideas and projects Typical hours are in the office (no remote work) Monday thru Friday from 8AM-6PM, i.e., ~ 50-hour weeks. This role does require some occasional weekend work as well. The successful candidate will: 5+ years of experience in an executive admin role supporting an UHNWI or C-Suite executive at a substantial business enterprise Be incredibly organized and detail oriented About The Q Family Office Established in 1994, the Q Family Office is an organization that combines an almost 30+ year history with a deep entrepreneurial spirit. The family office currently includes a manager of a $500 million hedge fund/private investment firm, a $3 billion bank, a $400 million real estate investment firm, and a $275 million charitable foundation.
    $87k-125k yearly est. 1d ago
  • Private Equity Fund Admin Associate - NAV & Reporting

    Jpmorgan Chase & Co 4.8company rating

    New York, NY jobs

    A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively. #J-18808-Ljbffr
    $101k-135k yearly est. 1d ago
  • Executive Assistant, NA Operations

    Visa 4.5company rating

    San Francisco, CA jobs

    Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world. Progress starts with you. Job Description We are hiring a highly organized and efficient administrator to join our North America Executive Office team to provide general administrative support. This role is ideal for someone who wants broad exposure to the inner workings of a Regional Executive office, delights in organization and logistics, and is interested in growing their executive administrative and business acumen. Their primary stakeholders will be the NA Head of Business Operations, NA Chief of Staff, Regional President's Senior Executive Administrator and the Executive Assistants of the North America Leadership team. Key Responsibilities: Establish and maintain effective and cooperative professional business relationships with all levels of management, employees, and outside contacts. Handle all materials with the highest levels of discretion and professionalism Perform team support duties including ordering office supplies, booking meeting rooms, and updating distribution lists. Maintain Regional President's content management system: organize weekly and key workstream folders, upload files, and maintain efficient structure for quick access to information Coordinate on-site client meetings in Mission Rock as the primary point of contact for non-SF Sales teams and Executive Assistants, responsibilities may include reserving conference rooms, arranging catering, managing building access and guest Wi-Fi, printing materials, escorting guests, and ensuring IT support Plan and execute Regional President's client dinners and marquee client gifts Maintain spreadsheets of key client contacts for routine and crucial communications in partnership with NA Chief of Staff and Events teams. Coordinate North America Leadership Team onsite and offsite logistics, including conference rooms, catering, team dinners/events, hotel suggestions, ensuring IT support, and other logistical arrangements. Manage and maintain the North America Leadership Team meeting calendar, Outlook events, and milestone recognitions program Serve as designated backup to the Regional President's Senior Executive Administrator. Manage calendar, appointments, and travel for Head of North America Business Operations and NA Chief of Staff as required. Provide site support for team activities such as group meetings and team outings. Coordinate on-boarding of new employees. Working with facilities to assist with space management, workspace move requests and submit facilities work orders. Coordinate and prepare agendas, materials, and minutes for meetings, conferences, and events. Assist with travel arrangements for visiting team members. Assist with developing and updating PowerPoint presentations, Excel spreadsheets, and other charts and documents in support of team activities. Be available to provide last-minute assistance with administrative tasks as needed. Adapt to changing priorities and support both operational and event-related activities. Act as a liaison, problem solver, and facilitator for the department. Provide support for misc. projects and initiatives. Manage and maintain department T&E budget and expense reports. This role will require occasional off-hours work and responsiveness, as well as occasional errands. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Must be located in San Francisco Preferred Qualifications: 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD 2.5+ years of administrative experience supporting senior executives. Experience in event planning and/or project coordination experience. Excellent verbal and written communication skills. Strong organizational, time management, and problem-solving skills. Ability to work independently and collaboratively with minimal supervision. Attention to detail and accuracy. Friendly, approachable, team-oriented, culture builder and able to create a welcoming environment . Flexibility and adaptability to changing priorities and deadlines. Must be proficient in Microsoft Office and other relevant software. Fluency in M365 Copilot and Power Automate is a plus. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 129,200.00 to 187,350.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
    $96k-132k yearly est. 2d ago
  • Executive Assistant

    Titan Talent Acquisition Inc. 4.6company rating

    Franklin, MI jobs

    Executive Assistant - Private Operations Role A confidential, privately owned organization is hiring an Executive Assistant to support senior leadership across a portfolio of administrative, operational, and financial activities. This role functions as a central point of coordination, ensuring day-to-day tasks, documentation, and external relationships run smoothly and accurately. This position is well-suited for an experienced assistant who thrives in environments requiring discretion, independence, and strong judgment. Core Responsibilities Track and process routine financial activity across multiple accounts and business lines Coordinate payments, documentation, and approvals for recurring and one-time obligations Maintain organized records of statements, invoices, and transaction history Monitor account activity and flag items requiring attention or follow-up Support internal reporting and documentation accuracy Oversee general office organization, records, and correspondence Manage physical and digital filing systems Handle mail, deliveries, and document routing Create and update internal reference materials and workflows Provide support for special initiatives and time-sensitive requests Serve as a point of contact for professional service providers and vendors Coordinate scheduling, documentation, and follow-up with third parties Assist with oversight of contracted services and ongoing operational needs Provide trusted support for leadership-related tasks requiring discretion Assist with logistics, scheduling, and ad hoc requests Anticipate needs and proactively resolve issues before escalation High level of confidentiality and trust required Primarily on-site role with some flexibility as needed Fast-moving environment requiring adaptability and prioritization Independent work style with minimal oversight Qualifications 5+ years of experience supporting executives or senior leadership Strong organizational and time-management skills High attention to detail and follow-through Professional written and verbal communication skills Proficiency with Microsoft Office and digital tools Comfortable handling sensitive information and financial documentation Flexible schedule with availability outside standard hours when required
    $44k-59k yearly est. 4d ago
  • Life Sciences Banking Executive Director - Strategic Relationships

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    A leading financial institution seeks a Relationship Executive in Life Sciences Banking to cultivate client relationships and drive business growth. This role requires over 8 years of experience in Commercial Banking, excellent sales and interpersonal skills, and a proven ability to manage risks effectively. The position involves strategic networking and a focus on innovation within the vibrant Life Sciences sector, emphasizing a customer-centric approach. Competitive compensation and benefits are offered. #J-18808-Ljbffr
    $187k-269k yearly est. 2d ago
  • J.P. Morgan Wealth Management - Executive Director, Divisional Director of Lending

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long‑term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self‑Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. As the Divisional Director of Lending within J.P. Morgan Wealth Management, you will be responsible for promoting growth and profitability of Lending. You will seamlessly blend strategic vision with hands‑on support to expand the reach of Lending Solutions. By collaborating closely with Market Leaders, Financial Advisors, and the lending sales team, you will leverage your deep expertise in margin, securities‑based lending, custom lending, and mortgages to enhance client experiences and business development. Success is measured by business growth, talent development, and the ability to empower advisors to deliver lending as a core client solution, while demonstrating flexibility and adaptability under pressure. You will be directly accountable to the Head of Lending Solutions for growing the business in a particular market. Job Responsibilities Develop and implement regional and divisional sales strategies to expand the reach and impact of lending solutions. Identify and capitalize on growth opportunities, positioning liability management as a core component of comprehensive client wealth management solutions. Lead initiatives to promote awareness and adoption of lending capabilities through strategic partnerships and targeted efforts, while building and maintaining strong relationships with Market Leaders, Financial Advisors, clients and the lending sales team. Partner with key stakeholders (e.g., Finance, Legal, Risk, Compliance, Product, Credit) to deliver tailored solutions and drive high‑impact initiatives and transactions. Act as a trusted resource for complex lending queries, providing expert guidance and support to internal partners and clients. Oversee and manage the end‑to‑end lending pipeline, ensuring efficient deal flow, high‑quality execution and timely closing of transactions. Serve as a subject‑matter expert in securities‑based lending, margin lending, custom lending and mortgages, staying informed about industry trends and regulatory changes. Contribute to projects related to productivity improvements, compliance, and product innovation, driving continuous improvement across the division. Build, mentor, and develop a high‑performing lending team, fostering a culture of accountability, collaboration, and continuous learning. Provide ongoing coaching and feedback to advisors and lending specialists, enhancing their expertise across margin, securities‑based lending, custom lending and mortgage products. Create opportunities for team members to grow in leadership and expand their proficiency across multiple lending products. Required qualifications, capabilities, and skills 10+ years of experience in financial services, with a focus on lending solutions within wealth management. Proven experience managing, mentoring, and developing junior talent within a sales or wealth management environment. Strong leadership and interpersonal skills, with the ability to collaborate effectively across all levels of the organization. Exceptional analytical, written, and communication skills; must be articulate and able to engage confidently with stakeholders. Demonstrated sales leadership with a history of driving sustained business growth and delivering exceptional results. Flexibility, adaptability, and the ability to work effectively under pressure in a dynamic environment. SIE, Series 7 & Series 66 licenses (63/65), or willingness to obtain them within 120 days from the start date as a condition of employment. Willingness to travel as needed to support market activities and business development efforts. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. #J-18808-Ljbffr
    $187k-269k yearly est. 5d ago
  • Executive Director, Advanced Wealth Planning

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    A leading financial services firm is seeking an Executive Director, Wealth Planner in California. In this role, you will leverage your expertise in tax and trust law to provide customized wealth planning advice. Responsibilities include collaborating with Advisors, presenting leading content on wealth management topics, and serving as a resource for both basic and sophisticated tax strategies. The ideal candidate has over 7 years of experience, strong presentation skills, and the ability to engage clients effectively. #J-18808-Ljbffr
    $187k-269k yearly est. 4d ago
  • Relationship Executive - Applied Technology Banking - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA jobs

    and 1 more Job Information Job Identification 210657302 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 08/28/2025, 06:50 PM Job Schedule Full time Job Shift Day Job Description You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the Applied Technology team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. By focusing on world changing technologies across robotics, space, quantum computing, semiconductors, you will support the growth of founders innovating at the intersection of hardware and software. The Applied Technology team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients” Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Required Qualifications, Capabilities and Skills 8+ years of related experience Strong understanding of Commercial Banking products and services Understanding and interest in high growth software, payments, ecommerce and marketplaces Excellent sales management and business development skills Proficiency in building and maintaining positive client relationships Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About the Team J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients-including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations. #J-18808-Ljbffr
    $187k-269k yearly est. 2d ago
  • Tech Investment Banking Executive Director

    Moelis & Company 4.9company rating

    San Francisco, CA jobs

    A leading global independent investment bank is seeking an experienced Executive Director to join their Technology financial advisory practice in San Francisco. The ideal candidate will have over 8 years of investment banking experience, particularly in M&A for technology clients. This role involves leading deal origination, managing client relationships, and overseeing quantitative analyses. An MBA from a top-tier school is required. The expected salary for this position is USD $275,000. #J-18808-Ljbffr
    $275k yearly 1d ago
  • Administrative Assistant - Trust Services

    Northwest Bank 4.8company rating

    Buffalo, NY jobs

    The Administrative Assistant - Trust Services is responsible for administrative support for Account Managers/Trust Officers, maintaining all account files for compliance and audit and a variety of administrative and clerical support duties. Essential Functions * Follow established and defined policies and procedures requiring sound reasoning, judgment and initiative * Coordinate account documentation, including establishing, maintaining, and closing accounts on the trust accounting system * Coordinate documentation and communication with Trust Operations * Verify and/or process transactions, as directed * Initiate specific transactions , as directed * Identify/resolve daily account/administrative issues * Assist with special projects, seminars, and special events * Ensure total document and data integrity * Organize and file correspondence and documentation * Manage personal workload/workflow * Originate and type correspondence/documentation * Answer the telephone * Identify and resolve customer/operational issues * Assist customers, as needed * Partner with Trust personnel and operational staff * Generate customer documents and agreements, as directed * Input new account system information * Monitor overdrafts and excess cash balances in Trust Accounts * Monitor the timely processing of transfers when opening/closing accounts * Process distributions requests and bill payments for clients, as directed * Check previous days operational transactions * Monitor receipt of new account assets and money * Monitor receipt of closing account assets and money * Update current client system information to operations * Deposit/post all transactions * Provide assistance/training to other personnel * Contribute to various committees (as requested) * Perform Committee Secretary duties (as assigned) * Monitor and reconcile daily balance sheets, including those that come from outside record keepers * Coordinate and monitor all incoming rollovers into designated plan * Provide administrative support for all Account Managers/Trust Officers * Assist with audits and special projects as needed * Recommend improvements to procedures * Provide appropriate customer service levels * Minimizing departmental non-payroll costs * Maximize technology tools available * Ensure accuracy of financial data * Communicate problems or areas requiring attention to manager Additional Essential Functions * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Preferred Education High School Diplomaor equivalent Preferred Work Experience 3 - 5 yearscustomer service experience and Trust experience General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among team members and participate in solving problems and making decisions * Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written * Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information * Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information * Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to work with PC's, word processing and spreadsheets Skill in telephone etiquette Clerical aptitude The pay range for this position is generally $21.60 - $24.50 per hour. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
    $21.6-24.5 hourly 2d ago
  • Construction Loan Administrative Specialist

    Cornerstone Capital Bank 3.3company rating

    Houston, TX jobs

    ***No agencies or 3rd party Recruiters please. Thank you! *** Who we are: Cornerstone Home Lending, a division of Cornerstone Capital Bank, is a unique national home lender with a reputation of amazing service, customer satisfaction, employee retention, and happiness. We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. Our brand is known for on-time closings - a key core conviction of Cornerstone. We have successfully navigated our company through many industry cycles and changes in regulations. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. Who we are looking for: We are seeking a Construction Loan Administrative Specialist to join our Construction Lending team! Responsibilities: Communicates with internal and external customers (borrowers, closing agents, loan officers, underwriters, post-closing coordinators, Realtors, builders, etc.) to successfully coordinate functions in the loan's construction disbursement phase. Orders, collects and reviews construction loan documents to ensure conformity with established guidelines and regulations. Facilitates the accurate and timely disbursement of construction funds and performs required disbursement accounting and analysis. Ensures construction projects are adequately insured at all times. Coordinates the builder review process, including file set-up, verification of referrals and credit reporting. Administers the modification of loan terms, interest rate lock confirmation, document preparation, fee and document collection and transfer to other departments. Completes the loan set-up process and conversion from the disbursement phase to permanent phase. Responsible for strict adherence to all compliance and regulatory requirements as well as department policies and procedures. Qualifications: Three or more years' experience with a lender with a focus on construction lending and draw monitoring. Experience with complex Excel spreadsheets. Possess significant experience with construction practices, contractor pay applications, project monitoring of single family residential real estate. Ability to analyze information to recommend, plan and implement processes, technology, etc. Understanding of operational risk management and control methodologies and applicable regulations. Effectively communicate and interact with all levels of the organization. What we offer: Because we recognize and reward hard work, we offer a competitive salary and a full benefits package. What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $25k-30k yearly est. 4d ago

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