Administrative Assistant jobs at Deutsche Bank

Wedbush Securities is one of the largest securities firm and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing and Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized services is the foundation of our consistent growth. We are seeking a Service Desk Analyst to work out of our New York office. The Senior Service Desk Analyst leads the day-to-day operations of the IT support team, resolving complex technical issues and developing service desk policies to ensure high-quality service delivery. This role requires strategic thinking, independent judgment, and close collaboration with IT leadership to align support services with business needs. Responsibilities include, but are not limited to: * Develop and implement service desk policies, procedures, and standards to ensure efficient and effective IT support services * Analyze service desk performance metrics and generate reports to inform strategic decisions and continuous improvement initiatives * Manage escalated technical issues, coordinating with cross-functional teams to resolve complex problems * Analyze systematic information systems issues and implement solutions that impact business operations * Analyze current IT Resources support procedures implement changes that impact management policies * Advice management in planning, purchasing and negotiation of agreements with vendors * Perform other tasks and duties as required and assigned Experience and Skills * Bachelor's Degree from an accredited University, preferably in Computer Science or other related fields * 10+ years helpdesk experience * Strong technical troubleshooting skills. * Familiarity with ITSM tools and ITIL practices. * Ability to analyze and resolve complex support issues. * Effective leadership, communication, and customer service abilities. * Combined with solid time management, independent judgment, and the capacity to mentor others and improve support processes. * Ability to work in a constant state of alertness and safe manner What We Offer As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture. * Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family * Health Savings Account with company-sponsored contributions * Flexible Spending Accounts (FSA) traditional and dependent care * Pre-Tax Commuter Benefits * 401(k) plan with discretionary, competitive company matching and profit-sharing contributions * Tuition reimbursement up to $5,250/year * 3 weeks of Paid Time Off * 2 weeks of Paid Sick Time (may vary by location) * 10 Paid Holidays * Charitable Donation Matching Contributions * Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.) * FINRA License Sponsorship * Travel & Employee Assistance and Employee Discount Programs The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current hiring range is $100,000- $120,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here **************************************************** This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55

YOUR IMPACT Goldman Sachs Family Office is in search of an experienced estate planning attorney to serve as a Vice President to develop innovative wealth planning strategies to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with a background in tax, trust and /or estate advisory. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL * Act as a subject matter expert in assisting high net worth clients from an income, trust and estate, and tax planning perspective * Provided tailored support to bespoke clients * Advise individuals and families on all aspects of the transition of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, pre-transaction planning, charitable giving and the administration and restructuring of trusts * Counsel clients on asset protection techniques and implementation * Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients' wealth planning * Formalize financial goals and put into action a plan to achieve those goals. * Presentation of internal educational seminars to Private Wealth Management teams EXPERIENCE & SKILLS WE'RE LOOKING FOR * Bachelor's Degree and Juris Doctorate required * 4 to 7 years of experience as a practicing attorney in Trust and Estates * Experience working with clients in structuring multi-generational wealth and estate planning strategies * Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including the impact of the Alternative Minimum Tax * Strong estate tax planning expertise * Experience with state and local tax matters for the CA and western states a plus * Familiarity with directed trust structures and fiduciary laws of Delaware or other trust-favored jurisdictions a plus * Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning * Excellent interpersonal skills and a desire to work in a team-oriented environment * Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment * Experience presenting to internal and external audiences * Ability to build consensus and facilitate decision-making among families * Experience in the structuring and management of family office entities is a plus * Ability to work in a fast-paced environment and think clearly under pressure * Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within the first 3 months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

Corporate Profile: Acquisition Professionals (AP) LLC is a trusted strategic partner and solutions-based company that combines years of deep knowledge-based expertise, agile program management, and customized learning solutions, AP provides cradle-to-grave acquisition services and acquisition training; administrative support services; Information Technology Support Services and program and financial management. We leverage technology, tools, and industry best practices through our experienced personnel to create cross-functional results and navigate the complex and high-risk areas for our clients' projects and programs. Job Summary: Performs a full range of standard and nonstandard administrative and secretarial duties in support of an office. Overall tasks to be performed in each area include (Accomplish other noncritical clerical work as requested). Provides administrative support, performing a combination of various clerical and administrative duties requiring overall knowledge of systems, policies, and procedures. Responsibilities: Maintain the staff reception office area, greet visitors, and direct them to the appropriate government staff personnel. Receive and respond to calls from customers, government personnel at all levels, and the general public regarding requests for information, building services, and other services, including Freedom of Information Act document gathering. Schedule appointments, arrange interviews and meetings, and communicate meeting details, including times, participants, and locations, as directed by management or staff. Requires proficiency in Microsoft Windows-based computer operating systems and Microsoft Office programs to include Word, Excel, Access, and Outlook email system, as well as scanners, printers, and copiers. Requires accurate spelling, typing and attention to detail and shall have ability to compile and organize reports. Shall design, organizes and maintain filing system. Maintain access to various databases in order to compile and provide information to government personnel. Collect and disseminate Government Owned Vehicle mileage and maintenance information on a monthly basis or as required to include auditing monthly vehicle operation reports. Education/Certifications: MINIMUM REQUIREMENTS: Advanced knowledge and proficiency in Microsoft Office products, including Word, Access, intermediate Excel, and PowerPoint. Excellent communication skills (both written and verbal) with the ability to prepare and make group/executive presentations Excellent presentation skills Strong analytical skills Ability to conduct online research Resourcefulness, initiative, and skill to function in a fast-paced environment Attention to detail in goal/task accomplishment with minimal supervision Professionalism and the ability to interact effectively with others Ability to meet planned and unscheduled deadlines in a timely manner All contract personnel will be required to undergo a background suitability clearance prior to reporting to work and maintain this suitability clearance Ability to work independently. Must dress in casual business attire and required to act in a professional manner at all times Qualifications: High School Diploma 2 years experience Corporate Summary: Acquisition Professionals (AP) LLC is an Economically Disadvantaged, Women owned 8 (A) small business. We are located at the Metro Park Office Complex in Alexandria, Virginia. We offer a competitive salary and compensation benefits package, including medical, dental, vision, disability, matching 401k, tax free transit subsidy, paid federal government holidays and paid time off. AP is committed to creating an environment of work life balance.

Corporate Profile: Acquisition Professionals (AP) LLC is a trusted strategic partner and solutions-based company that combines years of deep knowledge-based expertise, agile program management, and customized learning solutions, AP provides cradle-to-grave acquisition services and acquisition training; administrative support services; Information Technology Support Services and program and financial management. We leverage technology, tools, and industry best practices through our experienced personnel to create cross-functional results and navigate the complex and high-risk areas for our clients' projects and programs. Job Summary: Performs a full range of standard and nonstandard administrative and secretarial duties in support of an office. Overall tasks to be performed in each area include (Accomplish other noncritical clerical work as requested). Provides administrative support, performing a combination of various clerical and administrative duties requiring overall knowledge of systems, policies, and procedures. Responsibilities: Overall tasks to be performed in each area include (Accomplish other noncritical clerical work as requested). Maintain the staff reception office area, greet visitors, and direct them to the appropriate government staff personnel. Receive and respond to calls from customers, government personnel at all levels, and the general public regarding requests for information, building services, and other services, including Freedom of Information Act document gathering. Additionally, schedule appointments, arrange interviews and meetings, and communicate meeting details, including times, participants, and locations, as directed by management or staff. Requires proficiency in Microsoft Windows-based computer operating systems and Microsoft Office programs to include Word, Excel, Access, and Outlook email system, as well as scanners, printers, and copiers. Requires accurate spelling, typing and attention to detail and shall have ability to compile and organize reports. Shall design, organizes and maintain filing system. Maintain access to various databases in order to compile and provide information to government personnel. Collect and disseminate Government Owned Vehicle mileage and maintenance information on a monthly basis or as required to include auditing monthly vehicle operation reports. Education/Certifications: High School diploma and one (2) years of experience. Qualifications: Minimum Requirements: Advanced knowledge and proficiency in Microsoft Office products, including Word, Access, intermediate Excel, and PowerPoint. Excellent communication skills (both written and verbal) with the ability to prepare and make group/executive presentations Excellent presentation skills Strong analytical skills Ability to conduct online research Resourcefulness, initiative, and skill to function in a fast-paced environment Attention to detail in goal/task accomplishment with minimal supervision Professionalism and the ability to interact effectively with others Ability to meet planned and unscheduled deadlines in a timely manner All contract personnel will be required to undergo a background suitability clearance prior to reporting to work and maintain this suitability clearance Ability to work independently. Must dress in casual business attire and be required to act in a professional manner at all times Corporate Summary: Acquisition Professionals (AP) LLC is an Economically Disadvantaged, Women owned 8 (A) small business. We are located at the Metro Park Office Complex in Alexandria, Virginia. We offer a competitive salary and compensation benefits package, including medical, dental, vision, disability, matching 401k, tax free transit subsidy, paid federal government holidays and paid time off. AP is committed to creating an environment of work life balance.

Our Springfield, IL office is seeking an Administrative Intern to support our Tax Services team throughout the busy season. This onsite internship will run from late January through April 15 and requires a Monday-Friday schedule, with a minimum commitment of five hours per day. Key Responsibilities Open, log, and check in clients' tax documents Organize tax documents for scanning and routing Run reports for managers and partners as needed Reconcile returns in preparation and review with the tax system Print and distribute returns for remote team members Qualifications High school diploma required; associate degree preferred Prior experience in a professional office setting is a plus Strong organizational skills and attention to detail Proficiency with basic office software and general computer literacy Ability to manage multiple priorities and meet deadlines Skills & Competencies Excellent communication and interpersonal skills Discretion and professionalism when handling confidential information Strong problem-solving skills and adaptability in a fast-paced environment Availability Must be available Monday-Friday, 5 to 8 hours per day Careers at KEB Founded in 1931, Kerber, Eck & Braeckel LLP (KEB) is a mid-sized firm of certified public accountants and management consultants with eight offices in three Midwestern states. KEB provides a full range of accounting, tax and management consulting services to our diverse base of clients. We serve large and small clients in the Midwest and throughout the nation, in a variety of industries and sectors including financial institutions, insurance companies, health care, construction, agribusiness, manufacturing, religious organizations, and government and not-for-profit entities. KEB offers a competitive wage and comprehensive benefits package, demonstrating our commitment to attracting, retaining, and supporting top professionals in their careers. Kerber, Eck & Braeckel LLP is an Equal Opportunity Employer.

Job DescriptionOur Springfield, IL office is seeking an Administrative Intern to support our Tax Services team throughout the busy season. This onsite internship will run from late January through April 15 and requires a Monday-Friday schedule, with a minimum commitment of five hours per day. Key Responsibilities Open, log, and check in clients' tax documents Organize tax documents for scanning and routing Run reports for managers and partners as needed Reconcile returns in preparation and review with the tax system Print and distribute returns for remote team members Qualifications High school diploma required; associate degree preferred Prior experience in a professional office setting is a plus Strong organizational skills and attention to detail Proficiency with basic office software and general computer literacy Ability to manage multiple priorities and meet deadlines Skills & Competencies Excellent communication and interpersonal skills Discretion and professionalism when handling confidential information Strong problem-solving skills and adaptability in a fast-paced environment Availability Must be available Monday-Friday, 5 to 8 hours per day Careers at KEB Founded in 1931, Kerber, Eck & Braeckel LLP (KEB) is a mid-sized firm of certified public accountants and management consultants with eight offices in three Midwestern states. KEB provides a full range of accounting, tax and management consulting services to our diverse base of clients. We serve large and small clients in the Midwest and throughout the nation, in a variety of industries and sectors including financial institutions, insurance companies, health care, construction, agribusiness, manufacturing, religious organizations, and government and not-for-profit entities. KEB offers a competitive wage and comprehensive benefits package, demonstrating our commitment to attracting, retaining, and supporting top professionals in their careers. Kerber, Eck & Braeckel LLP is an Equal Opportunity Employer. Powered by JazzHR i4FsVbyNsc

JOB SUMMARYAs an Administrative Assistant III, you will provide essential administrative support to facilitate the smooth operation of the organization. You will perform a variety of tasks, including managing correspondence, scheduling appointments, organizing meetings, and handling administrative requests. Your strong organizational skills, attention to detail, and ability to multitask will contribute to the efficiency and effectiveness of the team and the overall success of the organization. Administrative Support: Manage and prioritize incoming communications, including emails, phone calls, and mail Draft and edit correspondence, memos, reports, and other documents Maintain accurate records and databases, ensuring data integrity and confidentiality Coordinate travel arrangements, including booking flights, accommodations, and transportation Assist with expense tracking and reimbursement processes Billing/invoicing, A/R support, Maconomy reporting Calendar Management and Scheduling: Maintain and update calendars, scheduling and coordinating appointments, meetings, and conferences Send meeting invitations, prepare meeting agendas, and ensure timely distribution of relevant material Coordinate and schedule conference calls, video conferences, and other virtual meetings Meeting and Event Coordination: Arrange logistics for meetings, conferences, and events, including venue selection, catering, and audiovisual setup Prepare and distribute meeting minutes and follow-up action items Track and manage RSVPs, ensuring appropriate attendance and participation Office Support: Serve as a point of contact for internal staff and external stakeholders, providing exceptional customer service Coordinate office supplies and equipment, ensuring availability and functionality Support special projects and initiatives as assigned Occasional reception area coverage Special project responsibilities for specific office or entire region (i.e. e-filing, CPE tracking, bulk engagement letters) Production Responsibilities Assembling tax returns Formatting financial statements and proposals Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 25 pounds at a time Travel required No Required education and experience High School Diploma (or GED or High School Equivalence Certificate) 3+ years of relevant experience Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint) Preferred education and experience Software: Engagement, CCH Prosystem FH, Axcess Tax, Axcess Document, Axcess Workstream, Maconomy, Safesend Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in the state of NY, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York State Pay Transparency Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $60,000 to $80,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYAs a Receptionist, you will serve as the first point of contact for visitors and callers, providing exceptional customer service and creating a positive and professional impression of the organization. You will handle various administrative tasks, manage incoming inquiries, and ensure smooth operations of the front desk area. Your strong communication and organizational skills will contribute to creating a welcoming and efficient environment for staff, clients, and guests. Front Desk Operations: Greet and welcome visitors and guests in a friendly and professional manner Manage incoming calls, directing them to the appropriate individuals or departments Maintain a clean and organized front desk area, ensuring a professional and welcoming atmosphere Monitor and manage visitor access and security procedures Schedule and manage conference rooms/training room Administrative Support: Provide administrative support to various departments, including handling mail, scheduling appointments, and managing office supplies Assist with data entry, document preparation, and record-keeping tasks Coordinate and schedule meetings, conference rooms, and appointments as requested Communication and Customer Service: Effectively communicate with clients, guests, and staff, both in person and through various communication channels (phone, email, etc.) Respond to inquiries promptly and provide accurate and helpful information Supervisory responsibilities None Work environment Work is conducted in a fast paced professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 25 pounds at a time Travel required No Required education and experience High School Diploma (or GED or High School Equivalence Certificate) 1+ years of relevant experience Proficient in using office software and tools, including MS Office Suite (Word, Excel, Outlook, PowerPoint) Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our Hudson location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunity in accordance with the New York Human Rights Law. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $41,600 to $47,840. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

The Administrative Assistant - Operations & Finance provides high-level administrative and clerical support to both the Operations and Finance departments. This position plays a key role in maintaining efficient workflows, supporting daily financial and operational activities, coordinating internal processes, and ensuring compliance with organizational policies and deadlines. Job duties include but are not limited to the following: Operations Support Assist with Time and Billing Assist with Client Monthly Billings Assist with Client AR including collections Maintain the Time & Billing database Produce monthly reporting Produce reporting as requested Answer Client Emails Year End Procedures Prepare Invoices, Post Invoices, Credit Invoices, Delete Invoices and Email Invoices Time Entry Changes (Move, Delete, Change) Make client info changes (email, address and name) Assist in coordinating and tracking operational projects, timelines, and deliverables. Prepare and maintain operational reports and documentation. Coordinate logistics for meetings, events, and training sessions. Assist with performance metrics reporting and data analysis for process improvement. Finance Support Support the Finance department in accounts payable/receivable processing. Assist with reconciliations, budget tracking, and expense monitoring. Maintain financial records, spreadsheets, and reports with confidentiality and accuracy. Liaise with vendors, clients, and internal staff regarding billing, payments, and documentation. Support the Finance team during audits and month-end/year-end closing procedures. Marketing Support Assist in coordinating marketing materials, social media posts, and newsletters. Help update community page with content under supervision of the Marketing and Operations team. Maintain inventory for career fairs and trade shows. Support the planning and logistics of company events, trade shows, or community outreach. Compile and distribute basic marketing reports or engagement metrics as directed. General Administrative Duties Serve as a liaison between Operations, Finance, and other departments. Manage calendars, schedule meetings, and coordinate travel arrangements. Handle confidential information with professionalism and discretion. Contribute to continuous improvement initiatives and administrative process optimization. Requirements Education Requirements: Highschool diploma required. Associate's degree in Business Administration, Accounting, Finance, or a related field preferred. Experience: 2-4 years of experience in administrative support, preferably within Operations or Finance functions. Skills: Strong organizational and multitasking skills with attention to detail. Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and/or Google Workspace. Experience with Practice Management a plus. Experience with accounting systems (e.g., QuickBooks) is a plus. Excellent written and verbal communication skills. Ability to handle sensitive information with confidentiality. Strong problem-solving skills and a proactive attitude. Salary Description $22.00 - $25.00

Jefferies Group LLC, the largest independent, global, full-service investment banking and capital markets firm headquartered in the U.S. focused on serving clients for 60 years, is a leader in providing insight, expertise and execution to investors, companies and governments. We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia. Jefferies Group LLC is a wholly owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company. Summary: Jefferies LLC is seeking an Administrative Assistant for the Equity Research department in New York. The ideal candidate should be a team player, must exhibit strong attention to detail, communication skills, be adaptable to change, possess an ability to multi-task, and be efficient in a fast-paced, often demanding work environment. Essential aspects to success in this role are accuracy, follow-through, proactivity, and the ability to work with many different personalities while under pressure. Responsibilities include: Provide high-level administrative support to senior management while supporting Analysts and their teams Scheduling calls, meetings and accurate calendaring Coordinating often complex travel arrangements according to Jefferies policies using SAP/Concur, including acquiring appropriate visas and approvals Assuring timely delivery of presentations ahead of meetings and marketing trips Creating and submitting Travel & Expense reports using Concur Support with event planning, booking, scheduling, and registering of guests Maintaining Analysts' contact and distribution lists Providing general office support, including juggling multiple phone lines, file maintenance, copying, binding and shipping of presentations, filling in for other Assistants as needed, and other tasks as assigned Qualifications: 5 to 7 years of administrative experience supporting senior-level executives in a fast-paced, professional environment Experience supporting teams within equity research, investment banking or similar financial institutions preferred Candidates must be available to work onsite 5 days per week Experience with Microsoft Word and Outlook is essential SAP/Concur experience required Excel and PowerPoint experience preferred Strong communication and organization skills and ability to maintain confidentiality, given the sensitive nature of our business Administrative experience supporting multiple teams Ability to multi-task and anticipate team needs Bachelor's degree preferred Primary Location Full Time Salary Range of $90,000 - $115,000.

The Fund Administration intern will work with the members of the Fund Administration team and other departments on financial and regulatory activities in support of the funds. The role will have cross-functional interactions with Accounting, Operations, Tax, Compliance, and other departments through normal course of business. Primary Responsibilities: * Reviews daily fund activity by validation of calculated NAV through valuation, expense, and position reconciliation. * Completes periodic and ad-hoc expense processing and analysis. * Assists in the review of regulatory annual and quarterly financial reporting filings. * Provides support and participates in the gathering of information for internal and external audits. * Provides support on additional projects as required. Preferred Qualifications: * Undergraduate junior or senior, preferably majoring in Accounting, Finance or Economics, or MBA student. Evidence of challenging curriculum and a minimum 3.0 GPA. * Ability and desire to work as part of a team. * Independent and original thinker. * Strong level of integrity with an entrepreneurial spirit. * Demonstrated interest within the investment management industry is preferred. * Intermediate knowledge of Microsoft Office applications - primarily Excel. * Familiarity or experience with AI tools in an educational or professional setting. (Claude, Chat GPT, Copilot, Gemini, etc.) For Illinois Applicants only: the expected hourly rate for this position is $22/hr.

Join a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development. Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry. Our Administrative Internship is a paid internship and will be held from October 2025 through January 2026. Scheduled hours will be to work between 25-40 hours a week. Requirements Responsibilities: Manage calendar and schedule meetings for clients, prospects and outside vendors. Participate in client meetings - review concerns and beneficiaries, assist with technology, and take notes. Open, transfer and close customer accounts and maintain appropriate account records. Respond to incoming emails and phone calls in a professional manner. Update CRM database and client records. Qualifications: Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field Proficiency in Microsoft Excel, Word and Outlook, and Adobe CRM Database experience preferred, not required Culture and Core Values: KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: Honesty Integrity Respect Balanced Life Community Oriented Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.

Primary responsibility will be to assist with the reconciliation of loan servicing general ledger and DDA accounts, ensuring accurate tracking of items for completion. Additionally, supporting the team in addressing the backlog of reconciling items, identifying amounts to be offset, refunded to customers, or written off. Job Responsibilities: • Support the team on data entry and audits, physical mail management, and general loan servicing tasks. • Assist in the reconciliation of loan servicing general ledger and DDA accounts on a regular basis • Ensure accurate tracking of items in the reconciliation process to facilitate timely completion • Collaborate with team members to research and resolve discrepancies found during the reconciliation process • Support the Loan Administration team in addressing the backlog of reconciling items • Identify amounts that need to be offset, refunded to customers, or written off based on established guidelines and procedures • Prepare reports and documentation related to reconciliation activities for review and analysis. • Assist in maintaining accurate records and documentation of all reconciliation activities • Stay updated on relevant industry regulations and guidelines to ensure compliance with accounting standards • This is a paid part-time internship opportunity • Compensation will be commensurate with experience and qualifications Requirements Education and Experience Requirements: • Currently pursuing a degree in Accounting, Finance, or a related field. • Prior experience or coursework in reconciliations or financial analysis is preferred. Additional Requirements: • Strong analytical and problem-solving skills with a keen attention to detail • Proficient in Microsoft Excel and other accounting software • Excellent organizational and time management abilities • Ability to work effectively both independently and as part of a team • Strong written and verbal communication skills • Familiarity with loan administration processes and general accounting principles is a plus • Responsive and customer-focused with a demonstrated use of professional judgment The above is merely a description. Responsibilities and duties are not limited to the above. Quontic reserves the right to change job descriptions at any time. Benefits This role's hourly rate is $17 to $20.

Job Title: Administrative assistant: Legal Team We are seeking a highly organized and detail-oriented Administrative Assistant to join our Legal team within Investment Banking. This individual will provide administrative support to the legal department, ensuring the smooth operation of daily activities and maintaining the highest level of confidentiality and professionalism. Key responsibilities: * Manage daily administrative tasks, including scheduling meetings, coordinating calendars, and preparing correspondence and legal documents. * Maintain and organize confidential files and records. * Liaise with internal departments and external counsel, ensuring timely document flow and compliance with regulatory deadlines. Qualifications: * 3-5 years of experience as an Administrative Assistant, preferably within a Legal or financial environment * Strong organizational skills and exceptional attention to detail * Excellent written and verbal communication skills * Proven ability to manage multiple priorities in a fast-paced, high-pressure environment * Proficiency in Microsoft Office Suite (Word, Excel, Power point, and Outlook) and experience with document management systems. Primary Location, New York Full Time Salary Range of $70,000-$90,000. #LI-MB1

Job Title: Administrative assistant: Legal Team We are seeking a highly organized and detail-oriented Administrative Assistant to join our Legal team within Investment Banking. This individual will provide administrative support to the legal department, ensuring the smooth operation of daily activities and maintaining the highest level of confidentiality and professionalism. Key responsibilities: Manage daily administrative tasks, including scheduling meetings, coordinating calendars, and preparing correspondence and legal documents. Maintain and organize confidential files and records. Liaise with internal departments and external counsel, ensuring timely document flow and compliance with regulatory deadlines. Qualifications: 3-5 years of experience as an Administrative Assistant, preferably within a Legal or financial environment Strong organizational skills and exceptional attention to detail Excellent written and verbal communication skills Proven ability to manage multiple priorities in a fast-paced, high-pressure environment Proficiency in Microsoft Office Suite (Word, Excel, Power point, and Outlook) and experience with document management systems. Primary Location, New York Full Time Salary Range of $70,000-$90,000. #LI-MB1

This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Market Unit (“GMU”), Americas Division” which performs business functions. The Front Office Risk Management & Administration Team's (“FORMAT/ MFM”) primary responsibility is to establish and maintain a sound risk management structure regarding compliance, regulatory issues and operational risks within the GMU. Your Role Overview: Assists in tasks concerning compliance and operational risk management; assists in account onboarding and maintenance; maintains approvals, legal documentations, and other documents for GMU; and processes various administrative tasks. Your Duties and Responsibilities: Management of Important Documents, contract renewal and maturity date tracking of GMU's contracts. Assists in maintaining trading systems accesses and permissions. Reviews and processes invoices / subscriptions and prepares budget forecast for management. Assists setting up and organizes internal meetings for GMU. Performs administrative tasks such as updating and filing documents, applications, procedures and policies, and the New Product Due Diligence process. Prepares reports on a daily, weekly, and monthly basis. Assists with account maintenance and compliance updates. Assists with KYC matters of bank's clients and counterparties Assists with and performs FATCA tax due diligence for bank's clients and counterparties Abides by all compliance related policies and procedures. Performs other duties and responsibilities as assigned by management. Your Qualifications: Bachelor's degree or equivalent. Proficient in Microsoft 365 (Excel, Word, and Outlook). Prior work experience in a financial institution preferred. Strong communication skills and interpersonal skills. Ability to process information (both numbers and descriptive) accurately. Highly attentive to detail. Strong organization skills. Strong multi-tasking ability. Ability to work with team setting. Why you should join SuMi Trust: SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals. Check out our LinkedIn for our employee experience: *************************************** We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Market Unit (“GMU”), Americas Division” which performs business functions. The Front Office Risk Management & Administration Team's (“FORMAT/ MFM”) primary responsibility is to establish and maintain a sound risk management structure regarding compliance, regulatory issues and operational risks within the GMU. Your Role Overview: Assists in tasks concerning compliance and operational risk management; assists in account onboarding and maintenance; maintains approvals, legal documentations, and other documents for GMU; and processes various administrative tasks. Your Duties and Responsibilities: Management of Important Documents, contract renewal and maturity date tracking of GMU's contracts. Assists in maintaining trading systems accesses and permissions. Reviews and processes invoices / subscriptions and prepares budget forecast for management. Assists setting up and organizes internal meetings for GMU. Performs administrative tasks such as updating and filing documents, applications, procedures and policies, and the New Product Due Diligence process. Prepares reports on a daily, weekly, and monthly basis. Assists with account maintenance and compliance updates. Assists with KYC matters of bank's clients and counterparties Assists with and performs FATCA tax due diligence for bank's clients and counterparties Abides by all compliance related policies and procedures. Performs other duties and responsibilities as assigned by management. Your Qualifications: Bachelor's degree or equivalent. Proficient in Microsoft 365 (Excel, Word, and Outlook). Prior work experience in a financial institution preferred. Strong communication skills and interpersonal skills. Ability to process information (both numbers and descriptive) accurately. Highly attentive to detail. Strong organization skills. Strong multi-tasking ability. Ability to work with team setting. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals. Check out our LinkedIn for our employee experience: *************************************** We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.) Assist administrator with data entry such as contribution and enrollment processes as needed. Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust. Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents. Provide back up to office receptionist (office duties) as needed. Deliver daily outgoing mail to mailbox. Pick-up incoming mail daily from mailbox. Provide clerical back up support for Benefit Trust Services team members Assist in mass mail projects Miscellaneous errands (post office, bank, etc.) Meet all quality, productivity, and turnaround goals Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Learn functions of Benefit Trust Services administration Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations Effective oral and written communication skills Organization and prioritization skills Software Skills: MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc. Online portals for Insurance Carriers Bank Deposit Machines (WF CEO, CB&T, Union Bank etc) Detail orientation Ability to work independently Effective Interpersonal skills Demonstrates initiative Good judgment 1 - 2 years office experience We are proud to be an Equal Opportunity Employer The national average salary range for this role is $20-$22 per hour in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits . Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Job Description This is a temporary internship that is scheduled to end May 2026. The Intern Administrative Assistant with Financial Strategies, Inc. at Mutual Savings Association (MSA/FSI) plays a vital role in ensuring the smooth and efficient operation of the office by providing comprehensive support to management, supervisors, agents, client service representatives, and other administrative personnel. This dynamic position requires adaptability, strong organizational skills, and a proactive approach to assisting the entire team in achieving operational excellence. The Intern Administrative Assistant will contribute to a variety of critical tasks, fostering a productive and welcoming environment while gaining valuable experience in a professional setting.