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Administrative Assistant/Personal Assistant jobs at Farmers National Bank - 105 jobs

  • Trust Administrative Assistant

    Farmers National Banc Corp 4.7company rating

    Administrative assistant/personal assistant job at Farmers National Bank

    Assists Trust Company employees with clerical/administrative support and assists clients with needs pertaining to their trust accounts when officers are not available. ESSENTIAL DUTIES and RESPONSIBILITIES: * File correspondence, bill paid, legal documents, memos, and asset processing in documentary and original files * Process Employee and Employer contributions received through the recordkeeping system * Set-up and monitor recurring payments from client accounts (including monthly pension checks), make changes as necessary * Provide distribution and loan forms to participants * Input and process distributions and payments from client accounts on demand * Monitor available cash and notify Administrator of cash needs * Processes all updates to the trust system, i.e. name/address records, account statements, etc. as directed by Trust Administrator * Produce reports and Excel spreadsheets as needed * Open accounts by inputting necessary client information; close accounts per instructions of Administrator * Provide paperwork to Trust Operations in order to process receipt and delivery of securities * Prepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request additional information to process transfers. Follow-up on receipt of assets and troubleshoot problems/issues * Obtain cost basis information/estate valuation * Prepare Court Accountings as needed (if applicable) * Coordinate client meetings and preparation of necessary presentation materials and board packets * Greet and assist visitors (if applicable) * Handle incoming phone calls to answer questions and resolve problems * Sort and distribute incoming mail. Daily run to Post Office (if applicable) * Type correspondence, reports and other documents * Complete all other duties as assigned EDUCATION and/or EXPERIENCE: * High School diploma/GED and two (2) years Trust experience, business or college classes. * Must be proficient in the following computer programs (Word, Excel Spreadsheets,etc.) and able to use all general office equipment. E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
    $29k-34k yearly est. 35d ago
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  • Administrative Assistant

    CTC 4.6company rating

    Mason, OH jobs

    We are seeking a proactive and detail‑oriented Administrative Assistant to ensure the smooth and efficient operation of our office. This role is central to supporting managers and employees, coordinating communication, and keeping processes organized. If you thrive in a dynamic environment and enjoy being the go‑to person for organization and problem‑solving, this is the opportunity for you. Key Responsibilities Answer and direct phone calls, manage email correspondence, and provide information to visitors and staff Schedule meetings and appointments, maintain contact lists, and develop filing systems Produce and distribute memos, letters, faxes, and forms; assist in preparing reports and presentations Order office supplies, book travel arrangements, reconcile expense reports, and monitor invoices Ensure smooth operation of office equipment, coordinate repairs, and maintain supply inventories Support administrative staff development and contribute to process improvements Handle confidential and time‑sensitive information with discretion Qualifications Strong organizational and multitasking skills Excellent verbal and written communication skills Ability to manage confidential information responsibly Familiarity with office practices, procedures, and equipment Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook) A proactive mindset with attention to detail What We Offer Opportunities for professional growth and skill development A collaborative team culture where your contributions are valued Exposure to diverse projects and networking opportunities A role that balances structure with variety
    $27k-36k yearly est. 1d ago
  • Senior Executive Administrative Assistant

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Become an integral part of the JPMorgan Wealth Management Service and Administration team where you will have the opportunity to work in a fast-paced, dynamic environment. Each day will be unique! This role provides a platform for professional growth and skills development. Be part of a results-oriented team that values proactive support, exceptional attention to detail, and high-quality execution. As a Senior Executive Assistant in the JPMorgan Wealth Management Service and Administration team, you will need to work well in a high-performing team environment, represent the leader with professionalism strong judgment, and consistently deliver high-quality work. Your daily routine will include interactions with senior executives and internal partners across the business and the broader Wealth Management industry. You will need to adapt procedures, processes and techniques to complete assignments in line with the team's priorities and goals. Job responsibilities Maintain complex and detailed calendars, ensuring proactive management of scheduling needs and potential conflicts Screen and prioritize incoming calls, meeting requests and inquiries, using discretion in managing information flow Manage the coordination and logistics of both internal and external meetings, including agenda preparation, materials, and follow-up actions. Arrange and coordinate complicated domestic and international travel, including itineraries, accommodations, and contingency planning Organize all aspects of internal and external events, including logistics, catering, and transportation, and onsite coordination. Process invoices and T&E expense claims for team members, ensuring compliance with firm policies and timely, accurate submission. Assist with employee onboarding and offboarding, including equipment requests, system access, and coordination with support teams. Produce high quality emails and written communications to individuals at all levels of the organization and to external partners. Maintain departmental documents, including the organization charts, executive bios, and leader specific materials. Manage routine activities and proactively identify and communicate issues, conflict or delays. Assist in preparing and editing spreadsheets and presentations, including formatting, printing and binding, for client and team meetings Required qualifications, capabilities and skills Minimum of five years of administrative experience Advanced ability to organize Discretion and good judgment in confidential situations, and proven experience interacting with executive leadership Strong interpersonal, written, and oral communication skills Strong Professional in-person and Virtual presence Strong proficiency in Microsoft Office Ability to manage competing priorities i.e. calendar management Preferred qualifications, capabilities and skills Experience supporting at the Managing Director level (or equivalent) or above Bachelor's degree is a plus Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
    $77k-103k yearly est. Auto-Apply 5d ago
  • Wealth Advisory Administrative Assistant

    German American Bancorp, Inc. 4.5company rating

    Whitehall, OH jobs

    Job Title: Wealth Advisory Administrative Assistant Our Wealth Advisory group is looking for a Wealth Advisory Administrative Assistant who thrives on supporting client relationships, managing account documentation, and staying on top of all the little things that keep us running smoothly. This role is essential to the success of our client experience-from onboarding new relationships to preparing for committee meetings and keeping trust documentation current. You'll be the go-to person for administrative coordination and a trusted partner to our Wealth Advisors and Relationship Managers. A Day in the Life: You'll start your day reviewing client account activity, following up on any transaction requests, and making sure all onboarding paperwork is moving along-whether that's prepping forms for e-signature or supporting a Relationship Manager with meeting materials. You might find yourself: * Helping clients reset passwords or walking them through how to access their account * Inputting one-time checks, wires, ACHs and internal transfers * Sending birthday cards to clients (yes, really!) * Preparing and distributing materials for upcoming client and/or internal committee meetings * Updating addresses, statement frequencies, or indexing trust documents * Supporting seasonal projects like mail merge of letters or coordinating our Christmas card list No two days are the same-but every day, your work ensures our clients feel supported and our team feels prepared. What it Takes: * A knack for keeping things organized and accurate-even when juggling a long to-do list * Friendly, professional communication skills and a customer-focused mindset * A willingness to handle both recurring tasks and special projects * Comfort using systems like Microsoft Office Suite, TrustDesk, Director, and document indexing tools (we'll train you!) * Discretion and integrity in handling confidential financial information * A strong sense of ownership and follow-through Bonus Points: * Prior experience in a wealth management, trust, or investment services environment * Familiarity with financial operations (wires, ACHs, internal transfers, etc.) * Experience managing continuing education programs or marketing mailings * Skilled in systems like Microsoft Office Suite programs and Adobe Acrobat * You love a good checklist and aren't afraid to speak up when something looks off What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Education Assistance Program * Paid Parental Bonding Leave * Wellness benefits * Life event coverage * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be located at: 430 North Hamilton Road Whitehall, Ohio, 43213 United States About Us: Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
    $34k-39k yearly est. 20d ago
  • Private Investment Administration Associate

    Hamilton Capital 3.7company rating

    Columbus, OH jobs

    ___________________________________________________________________________________ Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen _________________________________________________________________________________________________________________________ At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas. We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love. In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness. Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital. About the Position Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Private Investment Administration Associate (PIAA) oversees all operational, administrative, and reporting functions for Hamilton Capital's private investment vehicles, including special purpose vehicles, direct investments, and select alternative investment funds. This position reports directly to the Deputy Chief Investment Officer. The PIAA works closely with internal teams and external partners (including fund administrators, accountants, legal counsel, and tax specialists) to ensure accurate accounting, timely distributions, regulatory compliance, and comprehensive investor reporting. This role serves as the primary internal coordinator for all private investment administrative activities, supporting the Investment Management team, Compliance, Finance, Advisors, and Client Relations in executing Hamilton Capital's opportunistic alternative investment. Position Benefits Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally Thought leadership and innovative thinking are valued and rewarded Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more Individual and Team Incentive Plans Complimentary investment management and financial planning services Primary Position Responsibilities Private Fund Administration - Manages day-to-day administration of Hamilton Capital's private investment vehicles including special purpose vehicles for direct investments in real estate and private equity. Accounting and Financial Oversight - Organizes and delivers to third-party administrators all documents required to maintain accurate accounting of fund activity including custodian and bank statements, invoices paid, engagement letters, and capital activity records. Vendor and External Partner Management - Manages relationships with external partners for fund administration, IRA custodians, accounting, income payment distribution, tax reporting, and audits. Investor Relations and communication Support - Collaborates with Investment Team, Advisors, and Client Relations to resolve investor questions, onboarding issues, and ongoing account maintenance. Process Development and Project Management - Establishes and documents operational processes, creates procedures, and develops workflows for private investment administration. Compliance and Reporting - Coordinates filings and regulatory notifications for private investment offerings. Position Requirements Bachelor's degree or equivalent experience required; emphasis in business, accounting, finance, or operations preferred. Minimum five years of financial services experience with a focus in operations, private fund administration, or alternative investments. Experience with private or public fund administration strongly preferred. Wealth management or asset management experience desired. Experience in establishing new operational processes, creating procedures, and developing workflows. Proven ability to lead and communicate timelines for projects. Knowledge of alternative investment structures including private equity, real estate, and direct investments desired. Understanding of fund accounting, investor reporting, and regulatory compliance requirements. Skills and Traits Technical Skills Effective user of MS Office products (Word, Excel, Outlook) with advanced Excel skills desired (VLOOKUP, pivot tables, complex formulas). Experience with Orion reporting platform preferred. Experience with fund administration platforms such as Carta welcomed. Ability to quickly learn industry-specific software and adapt to new systems. Professional Competencies Excellent analytical, relational, and organizational skills. Strong attention to detail with process-driven, methodical approach to operations and administration. Robust oral and written communication skills. Warm customer service orientation. Project management and vendor management experience preferred. Works well within a team-based environment while also being a self-starter. Personally accountable and responsible. Ability to identify and prioritize critical tasks. Ability to learn quickly and enjoys solving problems and finding solutions. For confidential consideration, submit your resume in PDF format only to *********************************************
    $24k-35k yearly est. 13d ago
  • Private Investment Administration Associate

    Hamilton Capital 3.7company rating

    Columbus, OH jobs

    Job Description ___________________________________________________________________________________ Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen _________________________________________________________________________________________________________________________ At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas. We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love. In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness. Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital. About the Position Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Private Investment Administration Associate (PIAA) oversees all operational, administrative, and reporting functions for Hamilton Capital's private investment vehicles, including special purpose vehicles, direct investments, and select alternative investment funds. This position reports directly to the Deputy Chief Investment Officer. The PIAA works closely with internal teams and external partners (including fund administrators, accountants, legal counsel, and tax specialists) to ensure accurate accounting, timely distributions, regulatory compliance, and comprehensive investor reporting. This role serves as the primary internal coordinator for all private investment administrative activities, supporting the Investment Management team, Compliance, Finance, Advisors, and Client Relations in executing Hamilton Capital's opportunistic alternative investment. Position Benefits Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally Thought leadership and innovative thinking are valued and rewarded Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more Individual and Team Incentive Plans Complimentary investment management and financial planning services Primary Position Responsibilities Private Fund Administration - Manages day-to-day administration of Hamilton Capital's private investment vehicles including special purpose vehicles for direct investments in real estate and private equity. Accounting and Financial Oversight - Organizes and delivers to third-party administrators all documents required to maintain accurate accounting of fund activity including custodian and bank statements, invoices paid, engagement letters, and capital activity records. Vendor and External Partner Management - Manages relationships with external partners for fund administration, IRA custodians, accounting, income payment distribution, tax reporting, and audits. Investor Relations and communication Support - Collaborates with Investment Team, Advisors, and Client Relations to resolve investor questions, onboarding issues, and ongoing account maintenance. Process Development and Project Management - Establishes and documents operational processes, creates procedures, and develops workflows for private investment administration. Compliance and Reporting - Coordinates filings and regulatory notifications for private investment offerings. Position Requirements Bachelor's degree or equivalent experience required; emphasis in business, accounting, finance, or operations preferred. Minimum five years of financial services experience with a focus in operations, private fund administration, or alternative investments. Experience with private or public fund administration strongly preferred. Wealth management or asset management experience desired. Experience in establishing new operational processes, creating procedures, and developing workflows. Proven ability to lead and communicate timelines for projects. Knowledge of alternative investment structures including private equity, real estate, and direct investments desired. Understanding of fund accounting, investor reporting, and regulatory compliance requirements. Skills and Traits Technical Skills Effective user of MS Office products (Word, Excel, Outlook) with advanced Excel skills desired (VLOOKUP, pivot tables, complex formulas). Experience with Orion reporting platform preferred. Experience with fund administration platforms such as Carta welcomed. Ability to quickly learn industry-specific software and adapt to new systems. Professional Competencies Excellent analytical, relational, and organizational skills. Strong attention to detail with process-driven, methodical approach to operations and administration. Robust oral and written communication skills. Warm customer service orientation. Project management and vendor management experience preferred. Works well within a team-based environment while also being a self-starter. Personally accountable and responsible. Ability to identify and prioritize critical tasks. Ability to learn quickly and enjoys solving problems and finding solutions. For confidential consideration, submit your resume in PDF format only to *********************************************
    $24k-35k yearly est. 17d ago
  • Sales Administrative Assistant Intern - Summer 2026 (Cleveland, OH)

    Quicken Loans 4.1company rating

    Cleveland, OH jobs

    We're looking for driven and detail-oriented Administrative Assistant Interns to join our sales Business Support team within Mortgage Banking. In this role, you'll be a key partner in the mortgage process, providing critical support to sales leadership and ensuring smooth day-to-day operations. This internship offers hands-on experience in a fast-paced, client-focused environment where you'll strengthen your organizational and communication skills, collaborate with passionate professionals, and share ideas that help us innovate and elevate the client experience. About the Role Assist sales leadership in mortgage banking with a variety of administrative tasks that keep daily operations running smoothly. Handle essential duties such as taking notes, managing projects, and scheduling meetings to support team efficiency. Create presentation materials that reflect and amplify Rocket's culture and values. Gather and analyze performance metrics and reporting to help mortgage banking teams make informed decisions. Build and strengthen interpersonal sales skills through direct collaboration with team members and leadership. Contribute fresh ideas to improve processes and enhance overall business efficiency. About You Proficient in Microsoft Office Suite (especially Excel and PowerPoint). Excellent verbal and written communication skills Strong organizational and time management abilities. Ability to thrive in a fast-paced environment. Self-motivated with a competitive spirit and a passion for learning. What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket Mortgage was founded in 1985. Today, we're a Detroit-based, publicly traded company with a mission to Help Everyone Home. At Rocket Mortgage, we believe that home is more than the house you live in. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams. We're known as experts in the mortgage industry, but we're also innovators - we strive to create the best experiences for our clients from beginning to end. And we're not your typical employer. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at ************************** . Illinois, Maryland, Minnesota, Massachusetts, Colorado, Cleveland, New York City, New Jersey, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $10.23-$27.82 per hour. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found here . The information regarding compensation and other benefits included in this paragraph is only an estimate and is subject to revision from time to time as the Company, in its sole and exclusive discretion, deems appropriate. The Company may determine during its review of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position. Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the California Fair Chance Act.
    $10.2-27.8 hourly Auto-Apply 15d ago
  • Associate Commercial Closer Assistant

    Quicken Loans 4.1company rating

    Cleveland, OH jobs

    As an Associate Commercial Closer Assistant, you will support the escrow team in managing the funds and documents in a real estate transaction until all conditions of the purchase agreement and lender instructions are met. You will prepare closing documents like settlement statements and affidavits. You will coordinate with buyers, sellers, lenders and attorneys to gather necessary information, and use software to track the transaction from opening to closing. About the role Support the escrow team in the overall closing process, from the initial order to post-closing activities Prepare commercial settlement statements and real estate closing documents Accurately compile electronic versions of documents and prepare for distribution Prepare invoices and closing documents Verify wiring Instructions Compile disbursement packages Research recording requirements, fees and proof documents for recording and insurability Order zoning and closing protection letters Assist in policy reviews and file audits Manage receipt and distribution of original documents; scan, paginate, organize, file and circulate to parties. Accurately follow instructions provided by closers and clients as to edits and finalization of original documents. Occasionally meet with clients to obtain signatures on original documents. Occasionally walk documents into recorder's office. About you Minimum Qualifications Basic understanding of real estate transactions and real estate terminology. Proficient in using Microsoft Office suite and specialized title/escrow software. Possess clear and confident written and verbal communication and excellent interpersonal skills for interacting with diverse clients and teams. Ability to multitask and resolve issues quickly and accurately in a fast-paced environment and Exercise sound judgement during the transaction process. Preferred Qualifications Basic understanding of a commercial real estate transaction What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket Close is a leading national provider of title insurance, property valuations and settlement services. Here, you'll be given all the resources and support needed to deliver innovative solutions and in turn, your hard work will be rewarded with a competitive compensation package and an array of other amazing benefits. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at ****************** . Illinois, Maryland, Minnesota, Massachusetts, Colorado, Cleveland, New York City, New Jersey, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $20.98-$36.13 per hour. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found here . The information regarding compensation and other benefits included in this paragraph is the company's current, good faith estimate at the time of posting. [Compensation and benefits are subject to modification from time to time as the Company, in its sole and exclusive discretion, deems appropriate.] The Company may determine during its future reviews of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position. Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the Fair Chance Initiative for Hiring.
    $21-36.1 hourly Auto-Apply 14d ago
  • Commercial Lending Administrative Assistant

    QNB Bank 4.2company rating

    Quakertown, PA jobs

    FUNCTION: The Commercial Lending Administrative Assistant will provide administrative and office support to Commercial Loan Relationship Managers and the Commercial Loan Manage, and contributes to the overall efficient operation of the Commercial Loan Department. GENERAL DUTIES AND RESPONSIBILITIES: Assist commercial customers with their loan and deposit account requirements. Identify customer concerns and work with other departments in the Bank to maintain customer satisfaction. Serve as the liaison between the Relationship Managers, Credit, Loan Documentation, and other internal support departments. Verify availability of funds and disbursement requests for advances or pay-downs under lines of credit and/or commitments including construction draw requests. Review and/or process document files pre and post-settlement. Assist Relationship Managers with their daily overdraft report and process decisions. Assist Relationship Managers with the collection and monitoring of loan payments from the monthly delinquency report. Assist Relationship Managers with ongoing identification and correction of pending items from the Pending report. Assist Relationship Managers with contacting customers and requesting items from the Financial Exception Report Facilitate efficient workflow and overall organization of Relationship Manager's commercial loan portfolio including updating CRM software and coordinating loan closings (with customer, lender, attorney and/or title companies). Update Credit Department weekly regarding the Status of Approved Committee Loans Update quarterly SAC reports including but not limited to loans, deposits, credit and collateral analysis. Prepare outgoing correspondence as required for Relationship Managers. Prepare Commercial Loan Documents as need to support the Loan Documentation Department. Process and monitor Participation/SNC loans. Prepare monthly Sales Reports. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assume other job-related duties as required. REQUIRED TRAINING, EXPERIENCE AND EDUCATION: Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. Must be proficient in various computer applications, including Microsoft Word and Excel. Previous commercial loan and/or customer service experience. Strong organizational and time management skills. Strong oral and written communication skills. Strong math skills. Ability to solve problems and work independently without supervision, except for complex situations. High school diploma plus four years of banking experience or equivalent. PREFERRED TRAINING, EXPERIENCE AND EDUCATION: Previous documentation experience. Previous administrative assistant experience. PA Notary Public
    $32k-39k yearly est. 60d+ ago
  • Commercial Lending Administrative Assistant

    QNB Bank 4.2company rating

    Quakertown, PA jobs

    Job Description FUNCTION: The Commercial Lending Administrative Assistant will provide administrative and office support to Commercial Loan Relationship Managers and the Commercial Loan Manage, and contributes to the overall efficient operation of the Commercial Loan Department. GENERAL DUTIES AND RESPONSIBILITIES: Assist commercial customers with their loan and deposit account requirements. Identify customer concerns and work with other departments in the Bank to maintain customer satisfaction. Serve as the liaison between the Relationship Managers, Credit, Loan Documentation, and other internal support departments. Verify availability of funds and disbursement requests for advances or pay-downs under lines of credit and/or commitments including construction draw requests. Review and/or process document files pre and post-settlement. Assist Relationship Managers with their daily overdraft report and process decisions. Assist Relationship Managers with the collection and monitoring of loan payments from the monthly delinquency report. Assist Relationship Managers with ongoing identification and correction of pending items from the Pending report. Assist Relationship Managers with contacting customers and requesting items from the Financial Exception Report Facilitate efficient workflow and overall organization of Relationship Manager's commercial loan portfolio including updating CRM software and coordinating loan closings (with customer, lender, attorney and/or title companies). Update Credit Department weekly regarding the Status of Approved Committee Loans Update quarterly SAC reports including but not limited to loans, deposits, credit and collateral analysis. Prepare outgoing correspondence as required for Relationship Managers. Prepare Commercial Loan Documents as need to support the Loan Documentation Department. Process and monitor Participation/SNC loans. Prepare monthly Sales Reports. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assume other job-related duties as required. REQUIRED TRAINING, EXPERIENCE AND EDUCATION: Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. Must be proficient in various computer applications, including Microsoft Word and Excel. Previous commercial loan and/or customer service experience. Strong organizational and time management skills. Strong oral and written communication skills. Strong math skills. Ability to solve problems and work independently without supervision, except for complex situations. High school diploma plus four years of banking experience or equivalent. PREFERRED TRAINING, EXPERIENCE AND EDUCATION: Previous documentation experience. Previous administrative assistant experience. PA Notary Public
    $32k-39k yearly est. 11d ago
  • Administrative Assistant, Community Development, Cleveland

    Dollar Bank 4.3company rating

    Cleveland, OH jobs

    The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job. Qualifications: • High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking. • Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred. • Mortgage, credit counseling or lending experience preferred. • Knowledge of Bank operations, functions and organization preferred. • Must be proficient in Microsoft Office products (Candidate will be tested). • Communicate clearly and concisely, both orally and in writing. • Establish and maintain effective working relationships with those contacted in the course of work. • Strong interpersonal skills required. • The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines. • A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy. Principle Activities and Duties: • Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program. • Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions. • Attend evening and weekend events as required • Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit. • Review Home Ownership Program applications. • Actively researches for new community development partnerships that align with Community Development mission. • Order and review credit reports as requested. • Maintain updated filing/purging system to keep accurate count of program clients. • Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports. • Manage database of new clients via computer and create customer records. • Assist Community Development Officer with clients and follow-ups as needed. • Work in conjunction with Marketing Department on departmental booklet ads for events. • Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets. • Prepare for exams from the Office of the Comptroller of the Currency (OCC). • Verify/Investigate organizations as 501 (c3), non-profit. • Prepare and send notifications/official letters to approved organizations. • Assist VP with contribution budget preparation and monitoring. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation: $23.08 - $27.69/per hour Schedule Information Monday - Friday 8:30 am - 5:00 pm EEO Statement Dollar Bank is an Equal Opportunity Employer. Minority/Female/Veteran/Disabled Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes. Part-time employees qualify for 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes. For more information, please visit ************************************************
    $23.1-27.7 hourly 18d ago
  • Fund Administration Officer- GIM (Assistant Treasurer)

    Glenmede 4.6company rating

    Philadelphia, PA jobs

    Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Glenmede Investment Management: Exceeding client expectations through our consistent approach to active management, unparalleled access to our team of experts and excellent service. Our professionals are dedicated to outperforming our clients' expectations. Going above and beyond is our imperative. We work to keep clients a step ahead in today's markets by consistently using our insights, rigor and discipline to develop differentiated strategies - even if it means taking a new path when others are headed in a different direction. This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA). OVERVIEW: The primary function of the Fund Administration Officer (Vice President) is to assist the Director, Head of Fund Administration for Glenmede Investment Management LP (GIM) with day-to-day operational and administrative business matters. Tasks can include, but are not limited to: assisting with oversight of the GIM mutual fund/ETF complex (including interaction with third-party business partners and service providers), launch of initial GIM ETFs, manage internal control documentation, liaise with other functional business areas of the parent company (i.e. Finance, Accounting, IT, Marketing…etc.), provide assistance in resolving middle and back-office issues, and generally support ad hoc reporting and business development requests as needed. Other core responsibilities will be focused on maintaining a strong control environment, ensuring regulatory compliance, and acting in all matters with a sense of urgency, composure and technical expertise to ensure accurate and timely service for internal/external constituents alike. RESPONSIBILITIES: Reporting. Assist the Director of Fund Administration with the collection, analysis, and reporting of firm-level cashflows, including preparation and distribution of weekly, monthly, quarterly, and ad-hoc new business reporting for all GIM products. Client Service and Account Administration. Independently handle certain complex to moderately complex client (internal and/or external clients) inquiries. Undertake research to respond to client requests, take needed action and keep all relevant parties informed, including escalation as needed. Assist with the documentation, project management, and logistical coordination for investment vehicle formations/closures (e.g. Mutual Funds, ETFs, CITs, SMAs). Mutual Funds/ETFs. Assist the Fund Treasurer with the administration and oversight of the GIM mutual fund and ETF complex. Duties include assisting with the launch of GIM's initial ETFs (including existing GIM Mutual Fund to ETF conversions), preparation and coordination of Board meetings (including gathering materials and assisting with logistical planning and scheduling with external presenters), monitor and ensure adherence to compliance and regulatory requirements, serve as an escalation contact for internal business areas (e.g. Middle and Back-Office teams), and liaise with all 3rd party business partners (i.e. Broker/Dealers, Distributors, Custodian, Fund Counsel, Sub-Advisors…etc.). General willingness to assist with ad-hoc needs as they arise including if after traditional business hours. Internal Support. Support GIM President and Director of Fund Administration with ad-hoc projects. Assist in gathering metric data (e.g. performance, asset flows, wrapper availability) for GIM's different investment strategies and firm-level assets under advisory. Serve as a point of contact in responding to inquiries from GIM Business Development Officers, RFP specialists, and senior leaders in the organization's Finance, Accounting, Tax or other departments as needed. Participate in special projects and other assignments as required. If approved by Fund Board, serve as Assistant Treasurer for the GIM mutual fund/ETF complex (i.e. The Glenmede Fund, Inc.) Firm Building. Represent GIM in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office, and business capabilities. Cover situations that arise when other team members are out of the office. Other duties as required by the position. REQUIRED QUALIFICATIONS: * Bachelor's degree minimum. Pursuit toward or attainment of advanced graduate degree in business or certifications such as CPA or CFA ideal. * Minimum of seven - ten years of experience in financial services, with direct experience and working knowledge of current regulatory, reporting, and compliance standards for SEC registered investment vehicles such as Mutual Funds or ETFs and Department of Labor (DOL) ERISA qualified Collective Investment Trusts (CITs). PREFERRED QUALIFICATIONS: * Command of Microsoft Office (proficiency in macros and pivot tables would be helpful). Familiarity with electronic tools and systems such as FactSet, Morningstar, or Bloomberg would also be beneficial. * Fulfill daily responsibilities, including document management, mutual fund/ETF administrator oversight, and exception-based reconciliation reviews and remediation. * Accuracy and attention-to-detail is essential. * Proven ability to interact with other professionals on a daily basis, including Senior Leadership. Excellent interpersonal and communication skills, including confidence with public speaking. * High functioning individual with strong organizational, time management, and problem-solving skills; ability to multi-task and work well under pressure in time sensitive situations without sacrificing attention-to-detail or accuracy. * An individual with a team-oriented demeanor, an effective collaborator, who can also be a self-starter and work independently. Someone who possesses an inquisitive nature and drive for continuous self-improvement including critical and analytical thinking. * Full understanding of client privacy and confidentiality. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: * Competitive health and welfare benefits, including company HSA contributions * Numerous voluntary benefit choices available * Superior 401k match * Tuition reimbursement * Company subsidized commuter benefits * Generous paid time off, including parental leave * Plus more! Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid
    $29k-39k yearly est. 19d ago
  • Fund Administration Officer- GIM (Assistant Treasurer)

    Glenmede Trust Co 4.6company rating

    Philadelphia, PA jobs

    Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Glenmede Investment Management: Exceeding client expectations through our consistent approach to active management, unparalleled access to our team of experts and excellent service. Our professionals are dedicated to outperforming our clients' expectations. Going above and beyond is our imperative. We work to keep clients a step ahead in today's markets by consistently using our insights, rigor and discipline to develop differentiated strategies - even if it means taking a new path when others are headed in a different direction. This position will operate in a hybrid work environment, 3 days per week in the office ( Philadelphia, PA ). OVERVIEW: The primary function of the Fund Administration Officer (Vice President) is to assist the Director, Head of Fund Administration for Glenmede Investment Management LP (GIM) with day-to-day operational and administrative business matters. Tasks can include, but are not limited to: assisting with oversight of the GIM mutual fund/ETF complex (including interaction with third-party business partners and service providers), launch of initial GIM ETFs, manage internal control documentation, liaise with other functional business areas of the parent company (i.e. Finance, Accounting, IT, Marketing…etc.), provide assistance in resolving middle and back-office issues, and generally support ad hoc reporting and business development requests as needed. Other core responsibilities will be focused on maintaining a strong control environment, ensuring regulatory compliance, and acting in all matters with a sense of urgency, composure and technical expertise to ensure accurate and timely service for internal/external constituents alike. RESPONSIBILITIES: Reporting. Assist the Director of Fund Administration with the collection, analysis, and reporting of firm-level cashflows, including preparation and distribution of weekly, monthly, quarterly, and ad-hoc new business reporting for all GIM products. Client Service and Account Administration . I ndependently handle certain complex to moderately complex client (internal and/or external clients) inquiries. Undertake research to respond to client requests, take needed action and keep all relevant parties informed, including escalation as needed. Assist with the documentation, project management, and logistical coordination for investment vehicle formations/closures (e.g. Mutual Funds, ETFs, CITs, SMAs). Mutual Funds/ETFs . Assist the Fund Treasurer with the administration and oversight of the GIM mutual fund and ETF complex. Duties include assisting with the launch of GIM's initial ETFs (including existing GIM Mutual Fund to ETF conversions), preparation and coordination of Board meetings (including gathering materials and assisting with logistical planning and scheduling with external presenters), monitor and ensure adherence to compliance and regulatory requirements, serve as an escalation contact for internal business areas (e.g. Middle and Back-Office teams), and liaise with all 3rd party business partners (i.e. Broker/Dealers, Distributors, Custodian, Fund Counsel, Sub-Advisors…etc.). General willingness to assist with ad-hoc needs as they arise including if after traditional business hours. Internal Support. Support GIM President and Director of Fund Administration with ad-hoc projects. Assist in gathering metric data (e.g. performance, asset flows, wrapper availability) for GIM's different investment strategies and firm-level assets under advisory. Serve as a point of contact in responding to inquiries from GIM Business Development Officers, RFP specialists, and senior leaders in the organization's Finance, Accounting, Tax or other departments as needed. Participate in special projects and other assignments as required. If approved by Fund Board, serve as Assistant Treasurer for the GIM mutual fund/ETF complex (i.e. The Glenmede Fund, Inc.) Firm Building. Represent GIM in department-specific and firm-wide initiatives to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office, and business capabilities. Cover situations that arise when other team members are out of the office. Other duties as required by the position. REQUIRED QUALIFICATIONS: Bachelor's degree minimum. Pursuit toward or attainment of advanced graduate degree in business or certifications such as CPA or CFA ideal. Minimum of seven - ten years of experience in financial services, with direct experience and working knowledge of current regulatory, reporting, and compliance standards for SEC registered investment vehicles such as Mutual Funds or ETFs and Department of Labor (DOL) ERISA qualified Collective Investment Trusts (CITs). PREFERRED QUALIFICATIONS: Command of Microsoft Office (proficiency in macros and pivot tables would be helpful). Familiarity with electronic tools and systems such as FactSet, Morningstar, or Bloomberg would also be beneficial. Fulfill daily responsibilities, including document management, mutual fund/ETF administrator oversight, and exception-based reconciliation reviews and remediation. Accuracy and attention-to-detail is essential. Proven ability to interact with other professionals on a daily basis, including Senior Leadership. Excellent interpersonal and communication skills, including confidence with public speaking. High functioning individual with strong organizational, time management, and problem-solving skills; ability to multi-task and work well under pressure in time sensitive situations without sacrificing attention-to-detail or accuracy. An individual with a team-oriented demeanor, an effective collaborator, who can also be a self-starter and work independently. Someone who possesses an inquisitive nature and drive for continuous self-improvement including critical and analytical thinking. Full understanding of client privacy and confidentiality. Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid
    $29k-39k yearly est. Auto-Apply 20d ago
  • Credit Admin Intern

    Stock Yards Bank & Trust 4.7company rating

    Louisville, KY jobs

    Job Title: Credit Admin Intern FLSA Status: Non-Exempt Department: Credit Administration Hours of Operation: 8:00 - 5:00 Monday - Friday Supports Third Party Collateral in monitoring marketable securities. Reviews pertinent credit and financial information, including financial statements, tax returns, credit bureau reports, banks reports. Assists with construction loan draw requests and other ancillary duties. Organizational Duties and Responsibilities: Supports the mission, vision and philosophy of the Bank. Complies willingly with all organizational policies and procedures. Supports all functions that maintain compliance with regulatory agencies. Essential Duties and Responsibilities: Supports Third Party Collateral in monitoring collateral for commercial loans including stocks, trust accounts and individual brokerage accounts on a weekly basis. Observes spreading of financial statements including, but not limited to, C&I, Commercial Investment Real Estate, Owner-occupied and Residential Construction customers. Assists with construction loan draw requests, with the direction of the CLA team. Collaborates in preparing loan packages for committee meetings. Performs all duties in accordance with prescribed regulatory compliance guidelines. Completes related and unrelated duties as may be required. Perform job duties of other Credit Administration positions as needed. Working Conditions: Office setting Minimum Job Requirements: Education: High School Diploma or GED Equivalent and pursuing a Bachelor's Degree in Finance or Accounting. Specific Skills: Knowledge of financial statement analysis, computer skills, organizational skills, excellent writing skills. Physical requirements: The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Primarily sedentary work performed in an office environment Ability to sit for extended periods of time while working at a computer Frequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipment Ability to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in person Visual acuity sufficient to read computer screens, printed documents, and financial data Occasional standing, walking, bending, or reaching Ability to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)
    $27k-31k yearly est. 12d ago
  • Administrative Assistant (Part-Time)

    Crosscountry Mortgage 4.1company rating

    Bethlehem, PA jobs

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Administrative Assistant is responsible for coordinating calendars and appointments, managing email communications, updating CRM records, and preparing client appreciation materials. This role supports the team's social media strategy by brainstorming creative ideas, capturing and editing video content, and scheduling posts across multiple platforms. Job Responsibilities: Manage and confirm all appointments for the Branch Manager. Monitor and organize daily email communications and calendar schedules. Print calendars, prepare call lists, and schedule follow-ups. Prepare thank-you cards, birthday gifts, and closing celebration items. Maintain accurate client records by regularly updating the Customer Relationship Management (CRM) system and associated databases. Coordinate team meetings and generate printed reports. Assist with happy hours, lunch-and-learn sessions, and event logistics. Help manage and post to the team's social media platforms (Instagram, LinkedIn, Facebook, etc.). Capture and organize video content, assisting with filming behind-the-scenes or “talking head” videos. Brainstorm and execute content ideas that highlight the team's brand personality and value to clients. Post testimonials, success stories, events, home closing celebrations, and more. Utilize tools such as BombBomb, Vidyard, Canva, or Reels/TikTok for basic video editing and content delivery. Qualifications and Skills: Experience in real estate, mortgage lending, or sales administration, preferred. Experience in event planning or coordinating client gifting initiatives, preferred. Knowledge of Canva or other video editing software, preferred. Advanced knowledge of Instagram Reels, LinkedIn posting, and email marketing tools, preferred. Comfortable with producing and participating in video content, including smartphone-based recordings. Skilled in applying checklist-driven workflows, time-blocking techniques, and proactive planning. Excellent attention to detail, adept at efficiently executing tasks in dynamic environments. Skilled in proactively managing tasks and sustaining highly organized workflows. Skilled in fostering personal growth and supporting team success. Excellent communication skills. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $34k-42k yearly est. Auto-Apply 60d+ ago
  • Administrative Assistant

    Core Financial Outsourcing 3.7company rating

    Doylestown, PA jobs

    Join us as an Administrative Assistant at Core Financial Outsourcing, Inc. , Inc. Core Financial Outsourcing, Inc. is dedicated to offering top-notch financial services with a commitment to excellence and integrity. We are currently looking for a talented and highly organized Administrative Assistant to join our team and contribute to our success. If you thrive in a dynamic environment and are passionate about supporting financial operations, we want to hear from you. Key Responsibilities Provide comprehensive administrative support to our financial management teams Handle invoices, expense claims, payroll, and other essential financial tasks efficiently Maintain meticulous digital records of all transactions and client documents Professionally manage phone calls, schedule appointments, and assist with client service requests Organize travel arrangements and manage orders for office supplies Qualifications Proven experience as an administrative or financial assistant is essential Exceptional organizational and multitasking abilities Proficiency in Microsoft Office and accounting software Excellent communication skills coupled with a strong customer service orientation A proactive approach with a keen eye for detail and a collaborative team spirit Desirable Skills Previous experience in the financial services industry is a plus Knowledge of bookkeeping and accounting principles A degree in finance, accounting, business administration, or a related field Why Work with Us? Competitive salary accompanied by performance-based bonuses Comprehensive health, dental, and vision insurance packages Access to a retirement savings plan with company match Opportunities for ongoing professional development and career progression Enjoy a supportive work environment that values collaboration and flexibility Be Part of Core Financial Outsourcing At Core Financial Outsourcing, we value diversity and strive to create an inclusive environment for all employees. Join us, where your skills and contributions are recognized and celebrated! Core Financial Outsourcing, Inc. is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace.
    $30k-42k yearly est. 60d+ ago
  • Administrative Assistant

    Maumee Valley Group 3.6company rating

    Defiance, OH jobs

    Maumee Valley Group in Defiance, Ohio is looking for a hard-working and organized individual to join our office staff! Job Responsibilities: We're seeking a proactive and tech-savvy Office Assistant who can do more than answer phones and greet visitors. This role requires someone who is highly proficient in Microsoft Excel, can navigate various digital tools with ease, and is comfortable handling a range of administrative and technical tasks in a fast-paced environment. A/P data entry Gas receipts, application and posting A/P discrepancy resolution Document scanning Answering incoming calls from customers Inputting issues into service log Communicating with drivers and maintenance techs *This position can also include other various office tasks and projects.* QUALIFICATIONS High School diploma or the equivalent Excellent written and verbal communication skills Excellent computer skills Experience with Microsoft Office and Google Sheets Critical thinking skills Ability to problem solve Ability to work in a team environment Benefits: Weekly Pay, Every Wednesday Medical, Dental & Vision Insurance. Available on 31st day. 401K matching program Paid Vacation Paid Holidays (8) Company paid Life Insurance Policy Schedule: Monday-Friday, 8:30am-4:30pm Education: High school or equivalent Job Type: Full-time
    $30k-41k yearly est. 10d ago
  • Administrative Assistant

    HBK 4.4company rating

    Meadville, PA jobs

    HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and foster thousands of close, caring, supportive client relationships. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Administrative Assistant. QUALIFICATIONS High School Diploma or GED required Office experience or training required Receptionist experience required, at a high-end service provider (Law Firm, CPA Firm, etc.) preferred ESSENTIAL FUNCTIONS: Be prompt, efficient and complete when carrying out all tasks assigned by supervisors. Be courteous, pleasant, and helpful at all times. Maintain a neat and organized work environment. Manage records and files in an organized manner. Maintain strict confidentiality of all clients and firm business. Maintain good communication with supervisors to ensure work is performed accurately and efficiently. Work overtime during tax season and as needed throughout the rest of the year. Type financial statements, tax returns, correspondence, and other projects. Assist with inventory, ordering and receipt of office supplies, internal forms, and checklists. Answer phones in a professional manner, providing answers when possible and transferring calls or taking messages when needed. Open and close office location facility when needed. Deliver all in-coming mail and collect out-going mail in time for daily delivery. Assist with preparation of engagement letters Schedule meetings and appointments/arrange travel Proficient in the Microsoft Office Suite Knowledge of STAR Practice Management and CCH Axcess is a plus Follow firm procedures and comply with firm policies as outlined in the Human Resource Manual. BENEFITS WE OFFER: Competitive Compensation Lucrative New Business & Employee Referral Bonuses Anniversary Bonus Paid Time Off 401(k) plan with company match and profit sharing Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 9 Paid holidays Annual Performance Reviews And Much More… HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. #HBKCPA
    $33k-44k yearly est. 52d ago
  • Administrative Assistant

    Reliance First Capital, LLC 3.7company rating

    Independence, OH jobs

    Administrative Assistant Reliance First Capital, LLC a national financial services firm, is seeking an Administrative Assistant to provide administrative support to the office and loan originators. This is an entry level position with possible potential for advancement. Essential Functions: Greet guests and visitors Heavy phone communication Data Entry - Update, post and distribute various reports Order office supplies and work with facilities management Order FHA Case numbers, run searches through FHA Connection Order Title/Tax Cert/Survey. Follow up to ensure all docs requested are received in a timely manner Order payoff, pay histories, VOR/VOM as needed Oder subordination of mortgage as needed Review appraisal and title for accuracy Verify real estate taxes are current Assist the closing department to resolve any funding issues Additional responsibilities as assigned by supervisor Requirements: Strong communication skills, both written and phone Strong organizational and analytical skills Detail oriented and strong follow up skills necessary Working knowledge of PowerPoint and Excel spreadsheets required Ability to multi-task in an efficient and effective manner Experience ordering appraisals and titles preferred Why Join Reliance First Capital's Processing Team: Upbeat office atmosphere with team luncheons and community events Great team relations. Never dull - it's a busy, fun, and rewarding environment We are a large company with a warm, small company culture Growth opportunities with a company that promotes from within Full Benefits: Competitive salary & eligible for monthly bonus based on performance Medical, Dental, Vision, and Disability Insurance Company Paid Life Insurance Flexible Spending Account Paid vacation and holidays 401(k) participation Employee discount programs Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristics protected by law.
    $34k-41k yearly est. Auto-Apply 60d+ ago
  • Administrative Assistant

    First National Bank (FNB Corp 3.7company rating

    Pittsburgh, PA jobs

    Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. regulars a 5 day, in-office, schedule and will support several executive leaders. Administrative Assistant 3 Business Unit: Multiple Reports To: Various Position Overview: This position is responsible for supporting the administrative needs of the department. Primary Responsibilities: Composes and types memos, e-mails and letters, records, posts and maintains and organizes records. Greets and gives information to callers and visitors, screens and transfers calls as necessary. Copies, scans, e-mails documents, routes various communications, distributes mail and maintains office supplies. Arranges meetings and prepares necessary meeting materials. Prepares management reports by consolidating information, formats reports, handles multiple projects and monitors invoices, receipts and expense reports and processes payments. Handles travel arrangements. Copies and binds presentation materials and brochures. Provides assistance with organization of files and work flow within the department. Performs other related duties as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: High School or GED Minimum Years Experience: 5 Special Skills: Excellent communication skills, both written and verbal Detail-oriented Ability to work and multi-task in a fast paced environment Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $26k-31k yearly est. Auto-Apply 39d ago

Learn more about Farmers National Bank jobs