Administrative Assistant II - Private Banking
Administrative assistant job at Frost Bank
It's about supporting people, our people.
Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Administrative Assistant II role may be right for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services.
Who you are:
As an Administrative Assistant II,
you
provide support to managers and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.
What you'll do:
Independently perform administrative work specific to the established department processes
Rely on detailed knowledge of department procedures to accurately perform reconciliation duties
Pull, calculate, and format data in an easily digestible way upon request
Maintain contacts within multiple lines of business to appropriately escalate issues and inquiries
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Strong organizational skills
Demonstrated ability to perform administrative tasks
Working knowledge of business specific programs and applications
Excellent written and verbal communication skills
Ability to communicate with all levels of personnel
Demonstrated attention to detail
Proficient in Microsoft computer applications
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyAdministrative Assistant
El Paso, TX jobs
The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
Responsibilities
Handle and coordinate active calendars
Schedule and confirm meetings
Ensure file organization based on office protocol
Provide ad hoc support around office as needed
Qualifications
Bachelor's degree or equivalent experience
Strong interpersonal, customer service and communication skills
Ability to multitask
Proficient in Microsoft Office suite
Administrative Assistant II
Tempe, AZ jobs
**Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.** Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.
**Job Overview**
**Position Schedule:** Full-Time
This job posting is anticipated to remain open for 30 days, from 17-Dec-2025. The posting may close early due to the volume of applicants.
Edward Jones is seeking an Administrative Assistant II to provide support to our Finance, Digital and Emerging Segment team at a Fortune 250 financial planning and wealth management firm! You'll manage complex schedules, coordinate executive meetings, and ensure seamless communication across leadership and stakeholders.
Here are a few of the key responsibilities you will be a part of:
+ May include some or all Administrative Assistant essential functions, plus:
+ Responsible for providing administrative support to multiple General Partners, Directors and to ensure the smooth functioning of the department
+ Utilizes knowledge of the firm's organizational structure, Forums, Division functions, and current initiatives to make appropriate connection points and update the leader(s) as appropriate
+ Prepares and delivers responses (written and verbal) on behalf of leader(s) requiring advanced knowledge of relevant subject matter
+ Prepares the leader for meetings
+ Obtains and organizes information for use in conferences, speeches, reports and/or meetings
+ Prepares meeting materials and assists with the development of presentations
+ Develops, edits, proofs, and/or formats documents for presentation
+ Handling of receipt, payment, and recording of invoices
+ Other duties as assigned
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** .
**Hiring Minimum:** $46600
**Hiring Maximum:** $76800
Read More About Job Overview
**Skills/Requirements**
**What Experience You'll Need:**
+ High School Diploma or equivalent
+ 5+ years related experience, including:
+ Strong organizational skills with ability to set priorities and handle multiple tasks
+ Self-motivated and ability to work independently
+ Must have good verbal and written communication skills and a customer service orientation to handle internal and external contacts
+ Advanced proficiency in Microsoft Outlook, Word, OneNote, Excel, PowerPoint, SharePoint and Adobe Professional
+ Zoom capabilities, including recording and polls
+ Completes work with a limited degree of supervision
+ Likely to act as an informal resource for associates with less experience
+ Moderate problem-solving skills; problems may be non-routine
+ Proven ability to handle confidential information with discretion
****Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.****
**Current home-based associates please note:** Even as a hybrid posted role **you are eligible to apply** and, if selected, may retain your home-based status. However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence.
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
\#LI-HO
Administrative Assistant (Food and Beverage)
Tempe, AZ jobs
Located at the corner of University and Mill, Omni Tempe Hotel at ASU amplifies Tempe's revitalized downtown area and brings some of the largest conference and meeting space to the city. The hotel features 330 guest rooms, four dining outlets, a spacious pool deck, retail, and almost 36,000 square feet of indoor and outdoor meeting space along with expansive views of the ASU campus and the Tempe cityscape. We are building an amazing team that focuses on creating incredible guest experiences. Join us and be a part of something special!
The Food & Beverage Administrative Assistant supports the Food & Beverage leadership team with essential administrative, organizational, and creative tasks that help the department operate smoothly. This role assists with scheduling, payroll support, menu and signage production, guest communication, and coordination with culinary and banquet teams. The ideal candidate is detail-oriented, efficient, and committed to delivering high-quality support that enhances the overall F&B operation at Omni Tempe Hotel at ASU.
Responsibilities
Assist design and layout of menus and promotional materials for all Food and Beverage Departments
Create all banquet labels and signage
Provide administrative support to the Food and Beverage Directors
Enter weekly F&B schedules into On Track
Submit weekly gratuity and provide support to payroll
Maintain up-to-date BEO books
Partner with culinary to create menu and allergen guides
Assist with procurement of menu items not available through our major vendors
On-board new F&B associates
Contact of all large party reservations between 13-30 guests in NHS and Lucero
This is not intended to be all-inclusive. The employer reserves the right to modify duties, responsibilities, and activities at any time, with or without notice, to meet evolving business and operational needs.
Qualifications
Previous experience in food and beverage, ideally in an upscale hotel environment.
Excellent communication and interpersonal skills, with a knack for engaging with a diverse range of guests.
Ability to work efficiently and calmly under pressure in a fast-paced environment.
Strong organizational and multitasking skills, with a keen eye for detail.
Current food handler's card and alcohol service certification as per local, state, or federal regulations.
High school diploma or equivalent; further education in hospitality or related field is a plus.
Must be able to lift, push, pull, place, and carry objects weighing up to 50lbs.
*This position is a full-time, on-site position with no work from home flexibility.
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of Omni Hotels & Resorts.
Omni Hotels & Resorts is an equal opportunity employer - vets/disability. The EEO is the Law poster and its supplement are available using the following links:
EEOC is the Law Poster
and the following link is the
OFCCP's Pay Transparency Nondiscrimination policy statement
If you are interested in applying for employment with Omni Hotels & Resorts and need special assistance to apply for a posted position, please send an email to
applicationassistance@omnihotels.com
.
Auto-ApplyAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Complex Estate Planner, Vice President - Dallas
Dallas, TX jobs
YOUR IMPACT
Goldman Sachs Family Office (GSFO) is in search of a Vice President experienced in complex estate planning to operate in an innovative technology-backed offering for our HNW clients. We are looking for a client-friendly individual with background in U.S. tax, trust and /or estate advisory, who has a passion for detailed estate planning and modelling.
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) 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
Contribute significantly within a dedicated team, delivering cutting-edge estate plan reviews and optimizations, leveraging advanced technology, innovative visualizations, and sophisticated projections to unlock generational wealth opportunities for UHNW clients.
Act as a subject matter expert in document reviews, interpreting key trust provisions and fiduciary law, assessing various tax implications and modeling multi-generational wealth strategies.
Communicating highly complex estate plans and balance sheets, distilling complex information down to essential components and visualizations for clients and other stakeholders.
Transferring knowledge and experience across the scope of wealth transfer, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held entities, charitable structures, and the administration and restructuring of trusts.
Taking ownership for quality assurance, and reporting deadlines being met.
Collaborating in an evolving product offering with other wealth strategy experts across GSFO, other internal stakeholders, and related third parties.
Proactively participating as a leader in a positive, collaborative, and productive team culture to grow junior staff into more senior roles.
Collaborate effectively with internal teams, including wealth advisors, legal, tax, and operations, to deliver integrated solutions and a seamless client experience.
Work closely with Product, Engineering, Compliance and Legal to continuously evolve the product offering
QUALIFICATIONS
Bachelor's Degree Required
CPA and/or JD highly preferred; STEP, Tax LLM or other doctorate-level related credentialing is a plus
Experience in governing document drafting and review across multiple jurisdictions is a plus
A minimum of seven years of progressive experience as an accountant, attorney or related wealth professional
Experience working with HNW clients in multi-generational wealth and estate planning strategies, including reviewing, and diagramming advanced estate planning documents
Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax, as well as experience with state and local tax matters
Ability to quickly adopt and adapt to new technologies, in particular familiarity with AI, and scenario modelling
Experience working with clients in structuring and discussing multi-generational wealth and estate planning strategies
Deep interest in the financial markets and good investment sense/commercial instinct
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
Willingness and desire to work in-person in the Dallas office
Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within 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
Auto-ApplyAsset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Accounting and Bill Pay Lead, Vice President - Dallas
Dallas, TX jobs
YOUR IMPACT Goldman Sachs Family Office (GSFO) is seeking an accomplished practice lead to design, implement, and lead a new comprehensive accounting and bill pay offering tailored for Ultra-High-Net-Worth (UHNW) individuals and their families. This leadership role is paramount to establishing and scaling a best-in-class service model that addresses the intricate financial affairs of complex family structures, often involving multiple entities, properties, and specialized assets. The successful candidate will define the practice's strategy, build a high-performing team, drive operational excellence, and ensure the delivery of precise, timely, and confidential financial management solutions that seamlessly integrate with our clients' broader wealth management objectives. This role requires an entrepreneurial spirit combined with deep technical accounting expertise and a proven ability to innovate and grow a service offering.
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) 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
* Lead a team responsible for comprehensive bill pay management for UHNW clients, leveraging new technology to deliver this offering at greater scale and quality. This includes end-to-end bill payment process for UHNW clients and their entities, reviewing invoices, ensuring timely payments, and managing vendor relationships.
* Lead the implementation of the practice, establishing robust processes, selecting and leveraging cutting-edge technology, and creating scalable systems to support rapid growth and ensure consistent service quality.
* Recruit, develop, and lead a high-performing team of bill pay and accounting specialists. Foster a culture of excellence, collaboration, continuous learning, and client-centricity.
* Provide strategic oversight for all aspects of UHNW client financial operations, including end-to-end bill payment, multi-entity accounting, general ledger maintenance, and meticulous reconciliation of bank, brokerage, and credit card accounts.
* Drive the production of detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships).
* Prepare cash flow planning, budgeting, and forecasting for UHNW clients. Monitor and coordinate cash management across various accounts and entities.
* Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies. Oversee the management and reconciliation of client data for ultra-high-net-worth families and related entities.
* Deep understanding of QuickBooks, Sage Intacct or similar platforms to support historical integrations.
* Serve as a primary point of contact for client communications related to billing and financial matters. Liaise effectively with Private Wealth Advisors and external stakeholders, including legal, financial, and other professional advisors.
* Provide guidance and mentorship to junior staff, overseeing their work and ensuring accuracy of records.
* Handle all sensitive financial information with the utmost discretion and confidentiality.
* Maintain vendor relationships, manage vendor accounts, and coordinate billing and changes with external parties
* Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering
QUALIFICATIONS
* Bachelor's Degree Required, preferably in Accounting, Finance, or a related field.
* An ACCA/CPA certification is highly desirable.
* A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations, with at least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment.
* Exposure to investment reporting, alternative assets, or trust/estate accounting.
* Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients.
* Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests).
* Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms
* Exceptional Excel skills.
* Experience with state and federal tax matters is 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
* Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within 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
Auto-ApplyAdministrative Assistant
Arlington, TX jobs
- B. Riley FBR
B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research and sales and trading to corporate, institutional and high net worth individual clients. Investment banking services include initial secondary and follow-on offerings, institutional private placements and merger and acquisitions advisory services. The firm is nationally recognized for its highly ranked proprietary equity research.
Summary of Position
The Administrative Assistant provides administrative and general project support to various departments and senior leaders within the bank. They will assist the executives and other staff within the company with day-to-day hands-on support. They will handle confidential data; assist with compliance and operational requirements; and interact with high-level executives and clients on their behalf.
This position is located in Arlington, Virginia.
Description of Responsibilities
• Screen incoming calls and correspondence and respond independently when possible. Serve as the point of contact for outside clients and internal employees in order to ensure prompt response time and efficiency of communications
• Manage calendars and independently schedule appointments. Coordinate meetings, conference calls, and other executive events
• Coordinate travel arrangements for department heads and/or team members
• Handle a significant amount of travel logistics and manage expense reimbursement process
• Serve as a gatekeeper and facilitator for many daily activities for the teams
• Help maintain databases and create and maintain hard copy and electronic filing systems
• Administrative support on various projects as necessary
Administrative Assistant
Company Overview - B. Riley FBR
B. Riley FBR, Inc. is a leading investment bank which provides corporate finance, research and sales and trading to corporate, institutional and high net worth individual clients. Investment banking services include initial secondary and follow-on offerings, institutional private placements and merger and acquisitions advisory services. The firm is nationally recognized for its highly ranked proprietary equity research.
Summary of Position
The Administrative Assistant provides administrative and general project support to various departments and senior leaders within the bank. They will assist the executives and other staff within the company with day-to-day hands-on support. They will handle confidential data; assist with compliance and operational requirements; and interact with high-level executives and clients on their behalf.
This position is located in Arlington, Virginia.
Description of Responsibilities
• Screen incoming calls and correspondence and respond independently when possible. Serve as the point of contact for outside clients and internal employees in order to ensure prompt response time and efficiency of communications
• Manage calendars and independently schedule appointments. Coordinate meetings, conference calls, and other executive events
• Coordinate travel arrangements for department heads and/or team members
• Handle a significant amount of travel logistics and manage expense reimbursement process
• Serve as a gatekeeper and facilitator for many daily activities for the teams
• Help maintain databases and create and maintain hard copy and electronic filing systems
• Administrative support on various projects as necessary
Qualifications
• Bachelor's degree and 1-2 years of experience working in a professional environment
• General knowledge and work experience within the securities industry is a plus, but not required
• Excellent verbal and interpersonal skills, as well as professional phone demeanor
• Ability to demonstrate discretion in handling confidential data and dealing with high-level executives
• Excellent organizational skills with attention to detail. Ability to prioritize and handle multiple concurrent activities and competing priorities while meeting hard deadlines
• Strong working knowledge of MS Office, including Excel and PowerPoint
• Ability to quickly become familiar with complex processes and business tools and systems
• The ability to work in a close, team-oriented environment
Skills & Requirements
Qualifications
• Bachelor's degree and 1-2 years of experience working in a professional environment
• General knowledge and work experience within the securities industry is a plus, but not required
• Excellent verbal and interpersonal skills, as well as professional phone demeanor
• Ability to demonstrate discretion in handling confidential data and dealing with high-level executives
• Excellent organizational skills with attention to detail. Ability to prioritize and handle multiple concurrent activities and competing priorities while meeting hard deadlines
• Strong working knowledge of MS Office, including Excel and PowerPoint
• Ability to quickly become familiar with complex processes and business tools and systems
• The ability to work in a close, team-oriented environment
Secretary II
Phoenix, AZ jobs
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.
Shall 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 Window 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 two (2) years of experience.
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:
2 years of 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.
Administrative Assistant - Assurance and Advisory Department
Phoenix, AZ jobs
The Accounting and Assurance (A&A) Department Assistant provides administrative support to multiple A&A principals and senior managers. This position plays a critical role in coordinating workflows, managing client-facing documents, and supporting the operational needs of the A&A department.
Essential Duties and Responsibilities:
Document and Financial Statement Management
Proofread, format, and edit financial statements to ensure accuracy.
Copy and bind financial statements, proposals, and audit presentations.
Client Correspondence
Prepare and distribute various client-related documents, including engagement letters, welcome letters, management letters, and representation letters.
Scheduling and Tracking
Monitor A&A engagements in scheduling software to ensure timely progress and completion.
Administrative Support
Provide administrative support to assigned principals and senior managers, including:
Billing assistance.
Travel arrangements.
Document management, including copying, scanning, and filing.
Coordinating daily mailings, FedEx, and courier deliveries.
Organize meetings, order lunches, and support internal communications.
Prepare daily deposits and assist with building facilities as needed.
Systems Coordination
Serve as the primary point of contact for:
Confirmations (BankVod).
File finalizations, tracking, and rollovers.
AuditDashboard, including uploads, downloads, and rollovers.
Team Collaboration
Assist with e-filing tax returns.
Answer calls on a multi-line phone system and meet and greet clients upon arrival.
Generate reports and other requested documents.
Provide backup support to administrative colleagues as needed.
Other Responsibilities
Perform additional duties as assigned to meet department and firm needs.
Knowledge, Skills and Abilities:
High attention to detail and strong organizational skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Excellent written and verbal communication skills.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Education and Experience Requirement:
Minimum of three years administrative experience.
Professional services experience preferred.
High School Diploma or GED required.
Administrative Assistant - Assurance and Advisory Department
Phoenix, AZ jobs
Job Description
The Accounting and Assurance (A&A) Department Assistant provides administrative support to multiple A&A principals and senior managers. This position plays a critical role in coordinating workflows, managing client-facing documents, and supporting the operational needs of the A&A department.
Essential Duties and Responsibilities:
Document and Financial Statement Management
Proofread, format, and edit financial statements to ensure accuracy.
Copy and bind financial statements, proposals, and audit presentations.
Client Correspondence
Prepare and distribute various client-related documents, including engagement letters, welcome letters, management letters, and representation letters.
Scheduling and Tracking
Monitor A&A engagements in scheduling software to ensure timely progress and completion.
Administrative Support
Provide administrative support to assigned principals and senior managers, including:
Billing assistance.
Travel arrangements.
Document management, including copying, scanning, and filing.
Coordinating daily mailings, FedEx, and courier deliveries.
Organize meetings, order lunches, and support internal communications.
Prepare daily deposits and assist with building facilities as needed.
Systems Coordination
Serve as the primary point of contact for:
Confirmations (BankVod).
File finalizations, tracking, and rollovers.
AuditDashboard, including uploads, downloads, and rollovers.
Team Collaboration
Assist with e-filing tax returns.
Answer calls on a multi-line phone system and meet and greet clients upon arrival.
Generate reports and other requested documents.
Provide backup support to administrative colleagues as needed.
Other Responsibilities
Perform additional duties as assigned to meet department and firm needs.
Knowledge, Skills and Abilities:
High attention to detail and strong organizational skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Excellent written and verbal communication skills.
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.
Education and Experience Requirement:
Minimum of three years administrative experience.
Professional services experience preferred.
High School Diploma or GED required.
Administrative Assistant
Austin, TX jobs
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrative assistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
Administrative Assistant
Austin, TX jobs
For more than 120 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you've earned and committed to helping you be brilliant. Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
Job Description
Duties and Responsibilities
Welcome and greet clients and office guests
Support office staff and executives with general operational tasks
Plan and schedule meetings, presentations, and other office related events
Perform general accounting and bookkeeping duties
Suggest changes to office task workflow to improve efficiency
Answer phones in a professional manner
Direct calls to appropriate persons or take detailed messages
Answer and send out faxes as needed
Prepare outgoing mail and packages for executives
Reserve conference spaces for meetings
Schedule travel arrangements
Send reminders regarding upcoming appointments
Manage communication of information in and out of the office
Type out correspondence letters, emails, memos, etc. (paper and electronic)
Assist in preparation of presentation materials
Qualifications
Requirements and Qualifications
High school diploma or GED equivalent required
2+ years experience as an administrative assistant
Certified Administrative Professional (CAP) certification preferred
Fast, proficient, and accurate typist
Extensive knowledge of Microsoft Suite and other administrative programs
Outstanding communicator, both orally and written
Excellent customer service skills
Self-starter who works well independently
Ability to prioritize given tasks and work efficiently towards completing them
Familiar with common office equipment (printers, copier, fax, etc.)
Additional Information
All your information will be kept confidential according to EEO guidelines.
Assurance Administrative Assistant
Little Rock, AR jobs
At HoganTaylor , we're not just about numbers-we're about people. Our firm is grounded in unity, service, and being dynamic, and that comes to life in every client relationship and team collaboration. We are seeking an Assurance Administrative Assistant who brings attention to detail, has strong organizational skills, and a spirit of service to support our assurance professionals across all HT offices.
In this role, you'll play a vital part in delivering timely, high-quality work that supports our client engagements and keeps our assurance teams running smoothly. If you enjoy keeping things organized, catching the small details, and being a dependable partner to a busy team, we'd love to meet you.
What You'll Do
Be the Support System. Provide high-level administrative assistance to assurance team members-including staff, managers, and partners-across multiple offices.
Own the Details. Format reports and schedules using Microsoft Word and Excel, including creating tables, footers, and rolling forward documents for upcoming reporting periods.
Ensure Accuracy. Proofread, review changes, and use 10-key to foot reports, ensuring every detail is precise before reports are finalized.
Bring It All Together. Compile final reports and correspondence, prepare PDFs, and help issue deliverables to clients.
Stay Client-Focused. Draft and send client letters and professional correspondence, and field client phone calls with a helpful, service-oriented approach.
Pitch In Where It Matters. Step in to help with scheduling, confirmations, internal events, or even switchboard and mailroom coverage when needed.
What You Bring
High school diploma required, coursework in computers or business a plus
Prior experience in an administrative or office support role
Proficiency in Microsoft Word and Excel, including tables and basic formulas
Familiarity with Microsoft Outlook, PowerPoint, and Adobe Acrobat
Strong attention to detail and organizational skills
Excellent spelling, grammar, and proofreading abilities
Experience using 10-key calculator for report footings
Ability to manage multiple tasks, meet deadlines, and communicate professionally
Why HoganTaylor?
Reputation for Excellence: Join a team recognized as a Best Place to Work in Oklahoma and Arkansas and one of Accounting Today's Best of the Best Firms 2024. At HoganTaylor, you'll be part of a firm known for exceptional client relationships and a standard of excellence.
Meaningful Connections: Build deep relationships-not just with colleagues, but with clients and the communities we serve. At HT, people are at the center of everything we do.
Purpose-Driven Culture: Be part of something bigger. Our commitment to service means you'll have opportunities to give back, make an impact, and support the causes that matter to you.
Innovation and Leadership: At HT, your voice matters. We believe everyone is a leader in their own right, and we encourage fresh ideas, diverse perspectives, and forward-thinking solutions. You won't just have a seat at the table-you'll help shape the conversation.
Elevate Your Career: We invest in your growth. Our tailored, one-size-fits-one approach to learning and development puts you in the driver's seat, giving you the tools and support to thrive personally and professionally.
Embrace the opportunity to do work that matters in an environment that supports your life and your ambitions. Your journey at HoganTaylor starts now!
Auto-ApplyAdministrative Assistant
Phoenix, AZ jobs
Job Description
USFS is an ISO 9001 management consulting firm with headquarters in the National Capital Region and offices and staff in 12 US states. USFS staff average 10+ years of professional experience, over 80 percent of our staff have bachelor's degrees, and over half have advanced degrees in business and technology. USFS was founded in 2010 and provides financial management, acquisition management, program management, and data analytic support services to federal and state governments. US Federal Solutions, a leading management consulting firm, is seeking Acquisition Professionals to support the US Coast Guard.
Overview
The Administrative Assistant provides high-level administrative and clerical support to the Federal Protective Service (FPS) Region 9 District Commanders and Area Commanders. This position plays a central role in managing office operations, maintaining communication across FPS teams, and supporting the mission of protecting federal personnel and facilities. The ideal candidate is organized, detail-oriented, and able to handle multiple priorities in a fast-paced government environment.
Key Responsibilities
Perform a full range of administrative and secretarial duties to support FPS District Commanders, including preparing correspondence, managing calendars, and maintaining personnel and operational files.
Serve as the first point of contact for the office-greet visitors, answer and direct calls, and respond to emails and information requests from FPS personnel, customers, and the public in a professional and timely manner.
Coordinate appointments, meetings, and teleconferences; prepare agendas, materials, and meeting minutes; and ensure meeting logistics are arranged.
Manage office calendars for the District Commander and Area Commanders, prioritizing and routing matters appropriately.
Maintain accurate records, reports, and filing systems-both electronic and hard copy-including timekeeping, personnel actions, and attendance tracking using systems such as GovTA.
Support the preparation of budget reports and assist with data entry, documentation, and report generation across FPS databases and systems.
Track and maintain security-related documentation, such as Facility Security Assessments (FSAs), Post Order tracking, Prohibited Items reports, and FPS notification lists.
Maintain office supplies and inventory, coordinate vehicle mileage and maintenance reporting, and update equipment lists for FPS and partner agencies.
Compile and submit recurring reports, spreadsheets, and updates, ensuring accuracy and timeliness.
Assist with the preparation and submission of agency documentation related to security and contract guard services, ensuring compliance with FPS standards.
Maintain access to and update FPS systems including LEIMS, PTS, and STORM databases; run routine reports and provide updates as required.
Support operational and administrative initiatives, contributing to process improvements and overall mission readiness.
Requirements
Security Clearance:
US Citizenship.
Public Trust Preferred
DHS Suitability Preferred
Qualifications
1 to 2 years experience supporting the Federal Government in an administrative capacity
Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Access) and standard office equipment (printers, scanners, copiers).
Strong written and verbal communication skills, with the ability to compose professional correspondence and handle sensitive information.
Exceptional organizational skills and attention to detail.
Ability to manage multiple priorities, work independently, and interact effectively with all levels of staff.
Prior experience supporting a federal agency or law enforcement organization preferred.
Benefits
Employer-provided paid Medical / Dental / Vision insurance.
Employer matching 401K plan.
PTO
11 Federal Holidays
Additionally voluntary benefits to include Short / Long Term Disability, Term Life, and AD&D Insurance.
Administrative Assistant
Phoenix, AZ jobs
USFS is an ISO 9001 management consulting firm with headquarters in the National Capital Region and offices and staff in 12 US states. USFS staff average 10+ years of professional experience, over 80 percent of our staff have bachelor's degrees, and over half have advanced degrees in business and technology. USFS was founded in 2010 and provides financial management, acquisition management, program management, and data analytic support services to federal and state governments. US Federal Solutions, a leading management consulting firm, is seeking Acquisition Professionals to support the US Coast Guard.
Overview
The Administrative Assistant provides high-level administrative and clerical support to the Federal Protective Service (FPS) Region 9 District Commanders and Area Commanders. This position plays a central role in managing office operations, maintaining communication across FPS teams, and supporting the mission of protecting federal personnel and facilities. The ideal candidate is organized, detail-oriented, and able to handle multiple priorities in a fast-paced government environment.
Key Responsibilities
Perform a full range of administrative and secretarial duties to support FPS District Commanders, including preparing correspondence, managing calendars, and maintaining personnel and operational files.
Serve as the first point of contact for the office-greet visitors, answer and direct calls, and respond to emails and information requests from FPS personnel, customers, and the public in a professional and timely manner.
Coordinate appointments, meetings, and teleconferences; prepare agendas, materials, and meeting minutes; and ensure meeting logistics are arranged.
Manage office calendars for the District Commander and Area Commanders, prioritizing and routing matters appropriately.
Maintain accurate records, reports, and filing systems-both electronic and hard copy-including timekeeping, personnel actions, and attendance tracking using systems such as GovTA.
Support the preparation of budget reports and assist with data entry, documentation, and report generation across FPS databases and systems.
Track and maintain security-related documentation, such as Facility Security Assessments (FSAs), Post Order tracking, Prohibited Items reports, and FPS notification lists.
Maintain office supplies and inventory, coordinate vehicle mileage and maintenance reporting, and update equipment lists for FPS and partner agencies.
Compile and submit recurring reports, spreadsheets, and updates, ensuring accuracy and timeliness.
Assist with the preparation and submission of agency documentation related to security and contract guard services, ensuring compliance with FPS standards.
Maintain access to and update FPS systems including LEIMS, PTS, and STORM databases; run routine reports and provide updates as required.
Support operational and administrative initiatives, contributing to process improvements and overall mission readiness.
Requirements
Security Clearance:
US Citizenship.
Public Trust Preferred
DHS Suitability Preferred
Qualifications
1 to 2 years experience supporting the Federal Government in an administrative capacity
Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Access) and standard office equipment (printers, scanners, copiers).
Strong written and verbal communication skills, with the ability to compose professional correspondence and handle sensitive information.
Exceptional organizational skills and attention to detail.
Ability to manage multiple priorities, work independently, and interact effectively with all levels of staff.
Prior experience supporting a federal agency or law enforcement organization preferred.
Benefits
Employer-provided paid Medical / Dental / Vision insurance.
Employer matching 401K plan.
PTO
11 Federal Holidays
Additionally voluntary benefits to include Short / Long Term Disability, Term Life, and AD&D Insurance.
Auto-ApplyAdministrative Assistant (Floating), San Antonio
San Antonio, TX jobs
Requirements
Required Education & Experience:
HS diploma or equivalent
2 years of related experience; to include data entry, data processing, and skills in Microsoft office and property management software
Experience in a property management or apartment community preferred
Successful completion of a background check and drug screening required.
Bilingual strongly preferred
Vesta is an Equal Opportunity/Affirmative Action Employer. Vesta has an ongoing commitment to a diverse workplace free of discrimination and harassment. Vesta recruits, hires, trains, and promotes individuals in all job titles without regard to any protected characteristic, including but not limited to race, color, creed, religion, ancestry, sexual orientation, genetic information, national origin, age, sex, physical or mental disability, being a disabled veteran, veteran of the Vietnam era, or other eligible veteran, or any other protected category under any state or Federal laws. At Vesta, we are committed to a fair and equitable workplace
.
Salary Description $18.00-20.00/hr.
Sales Administrative Assistant Intern - Summer 2026 (Phoenix, AZ)
Phoenix, AZ 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
**************************
.
Auto-ApplyAdministrative Assistant
El Paso, TX jobs
Job Description
Sense of Urgency (being proactive vs. reactive)
High-Level Communication Skills.
Team Player and coachable individual.
Organized and Task-oriented.
Office ordering and organizing
Team building and events
Client gifting
Front desk support
Call monitoring
Email monitoring
Calendar Management
Team support
Manages Accurate Data within CRM
Compensation:
$14 - $17 hourly
Responsibilities:
Non-Essential Job Functions:
Participates in and leads proactive team efforts to achieve departmental and company goals.
Adopts CrossCountry values in personal work behaviors, decision making, contributions, and interpersonal interactions.
Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity, and fun.
Performs other duties as assigned. This job is creative, fast, fun, and can serve many different departments!
Qualifications:
Required Knowledge and Skills:
Microsoft Word, Excel, and PowerPoint Knowledge
Organization Skills
About Company
At CrossCountry Mortgage, you are joining a community of high performers who support each other, grow together, and win together. We value individuals who are hungry to grow, humble in their approach, and smart in how they work. We believe in teamwork, high standards, and a positive culture that still knows how to have fun.
If you are an experienced processor looking for a high-performing, collaborative, and growth-focused team, we would love to connect.
Administrative Assistant - Investment Banking
Charlotte, NC jobs
Provide direct administrative coordination or support to a department and/or group of professionals. The role involves relieving supported individuals of administrative responsibilities in order to enable greater productivity and efficiency. Represents the firm in a professional manner in all communications and may interface with clients and outside parties. Works under moderate supervision due to previous experience/breadth and depth of knowledge of administrative processes. May exercise discretion and judgment and is capable of compiling information requests and determining trends. Performs simple administrative and staff support duties for the organization.
Responsibilities include but may not be limited to:
Travel & Expense - Arranges complex travel itineraries and submits expense reports in a timely manner.
Calendar & Meeting Coordination - Manages calendars by anticipating needs, adjusting for conflicts, and ensuring all logistics (including materials, location, timing, etc.). Employs effective reasoning skills.
Info and Data - Updates and maintains contact databases. May include compiling information for inclusion in reports or presentation materials including preparing reports, charts, graphs, or tables as necessary.
Office Support - Provides office support to include greeting and interacting with clients, maintaining electronic and hardcopy filing, creating documents, processing invoices, general office management duties, etc.
Projects & Processes - Participates in other projects as required.
Additional responsibilities as requested.
Qualifications:
High school education required; Bachelor's degree a plus.
At least 2-3 years of experience as an administrative assistant in an office environment.
Expertise with Microsoft Outlook, Word, Excel, and PowerPoint.
Professional or financial services industry background preferred.
Excellent verbal and written communication skills necessary.
Willingness to adapt to change.
Multitasking abilities.
Ability to work in a fast-paced environment.
Strong teamwork ability.
Attention to detail.
Ability to prioritize.
Strong organizational skills.
Ability to work in a team setting.
Ability to maintain confidentiality.
Performs complex administrative and staff support duties for the organization.
Auto-ApplyAdministrative Associate
Raleigh, NC jobs
The Administrative Associate is the first point of contact for Cerity Partners visitors and callers, providing excellent customer service and support to both internal and external stakeholders. This position is responsible for front-desk reception duties, office upkeep, clerical support, and assisting with general office operations.
Primary Responsibilities
Greet and direct visitors, including vendors, clients, and job candidates, both in person and via telephone.
Answer office phone calls, redirecting them as necessary.
Coordinate office events, team meetings, client lunches, and other office-related events, maintaining appropriate calendars.
Handle incoming and outgoing mail (FedEx, UPS, USPS, messengers) and perform tasks such as scanning, faxing, and copying.
Manage office inventory, ensuring supplies are well-stocked and organized.
Ensure the office remains tidy and presentable, including maintaining conference rooms, managing printers, and keeping the kitchen organized.
Assist team members by resolving administrative issues and supporting client gift-giving processes.
Send out stationery such as thank you notes, birthday cards, and anniversary gifts to clients.
Other duties as assigned
Required Qualifications:
High School diploma or equivalent.
0-5+ years of administrative experience, preferably in a reception or clerical role in the financial industry.
Preferred Qualifications:
Excellent communication, organizational, and time management skills.
Expert proficiency with Microsoft Office suite of products, Zoom, Teams and standard office equipment.
Commitment to confidentiality and maintaining discretion.
Ability to collaborate effectively in a team-based environment.
High degree of professionalism in working with diverse groups of people, including senior executives, colleagues, community leaders and clients.
Comfortable working in a fast-paced, dynamic environment.
Display excellent time management skills.
Adherence to compliance policies and procedures.
Ability to exercise independent judgment in planning and prioritizing work
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance - day 1!
401(k) savings and investment plan options with 4%match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter Benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.
Auto-Apply