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Administrative Assistant jobs at Healthcare Realty Trust - 480 jobs

  • Lockbox Operations Assistant

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? Lockbox Operations are responsible for handling client's remittances. Remittances are opened manually or by using an automated Opex 50\51 extractor, following specific instructions provided by the client. Remittances are reviewed for acceptance or rejection of payments, based on processing instructions, while ensuring all assigned work, i.e. envelopes, checks, invoices, credit card voucher and correspondence, is batched correctly and completed in a timely manner. Remittances are captured on industry standard scanning equipment into Lockbox an application where data entry is performed based on client specific business rules. Performs standard closing procedures that may include a quality review to ensure all printed images and reports are legible and ensure re-association, packaging and mailing of client processed remittances meets the various client requirements. WHAT WILL YOU DO? * Open, sort and process all incoming mail either manually or with the use of a mail sorter and automated capture equipment * Process Incoming Checks, Invoices, Correspondence and Credit Card Payments * Reassociation of printed check copies and supporting documents for client mail out * Return un-processable transactions daily * Process, track and report returned check disbursements * Data Entry - 10 key and alpha characters for check amounts and alpha numeric value-added keying * Sorting and preparation of client transactions for scanning and deposit * Research and answer customer inquiries received via phone, correspondence and e-mails to resolve problems and ensure customer satisfaction WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 1 year of banking, payment or account receivable processing experience * Minimum 1 year experience in MS Office, Excel, Word *Additional Qualifications* * Must be able to read, understand and follow written and verbal instructions. * Must adhere to client specific deadlines, schedules and the quality requirements of the department. * Must have basic computer skills and the ability to work with on-line systems in an efficient manner. * Requires some lifting, up to 30 lbs. * Must have the ability to focus on a specific task, and to work independently and under pressure in order to meet departmental and client specific deadlines. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $13.70 - $20.58 per hour. Exact compensation may vary based on skills, experience, and location. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities' flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#CA-DH \#LI-DH
    $13.7-20.6 hourly 5d ago
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  • Executive Assistant

    Axos Financial, Inc. 4.5company rating

    San Diego, CA jobs

    Axos Bank is seeking an Executive Assistant who will report to the CFO & CAO of Axos Financial, Inc. ( Company). This individual will perform general administrative duties for the CFO & CAO and accounting and finance department, including managing Executive Assistant, Executive, Accounting, Assistant, Staff Accountant, Business Services
    $49k-69k yearly est. 2d ago
  • Administrative Assistant - La Jolla, CA

    California Bank & Trust 4.4company rating

    San Diego, CA jobs

    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for an Administrative Assistant in La Jolla, CA. Essential Functions: * Provides a variety of administrative and staff support services to an organizational unit. * Performs a variety of administrative and clerical duties, which may include word processing, organizing electronic and paper files, scheduling meetings, maintaining calendars, processing incoming mail, answering phones, maintaining reports and other pertinent data. * May assist in budget preparation and control activities. * May assist in preparation and control of records, statistics, and reports regarding operations, personnel changes, etc. * May administer various programs, projects, and/or processes specific to the operating unit served. * May serve as administrative liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities, and operations. * May train and assist other employees. * Other duties as assigned. Qualifications: * Requires High School diploma or equivalent and 4+ yrs office, administrative, clerical, word processing or related experience. A combination of education and experience may meet requirements. * Must have an advanced knowledge of departmental functions, banking and/or departmental and administrative process and procedures. * Requires word processing, computer and customer service skills. * Strong organizational, customer relations and communications skills, both verbal and written. * Some analytical ability is required in order to gather and summarize data for reports, find solutions to various administrative problems. * Ability to handle sensitive and confidential situations. * Broad application of principles, theories, and concepts in applicable discipline. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $55,000 - $60,000 annually depending on job-related factors such as level of experience.
    $55k-60k yearly 5d ago
  • Executive Assistant

    Bank of The Ozarks 4.8company rating

    Charlotte, NC jobs

    Under general direction, performs a wide range of complex and confidential administrative and professional support responsibilities. Essential Job Functions. Perform all general office and professional support functions, which include drafting and ed Executive Assistant, Executive, Microsoft, Assistant, Banking, Business Services, Administrative
    $38k-48k yearly est. 5d ago
  • Executive Sales Assistant

    City Security Services 4.2company rating

    Houston, TX jobs

    City Security Services (CSS) is a Houston-based physical security guard company providing uniformed armed and unarmed officers, patrol services, and on-site security solutions for commercial properties, residential communities, construction sites, and corporate facilities. We operate in a fast-paced, client-driven environment where professionalism, responsiveness, and accountability are critical. Our leadership team is directly involved in sales, client relations, and service execution. About the Role We are seeking a highly organized, proactive, and tech-savvy Sales Operations & Executive Assistant to work directly with the CEO. The CEO leads 100% of company sales, and this role is designed to be a direct extension of executive leadership, supporting sales execution, scheduling, proposals, CRM activity, email campaigns, and administrative operations. This is a hands-on, high-visibility role for someone who thrives in a fast-paced, professional environment and wants direct exposure to executive decision-making. What You'll Be Doing- Sales & Executive Support Manage the CEO's Outlook calendar, scheduling sales calls, meetings, and follow-ups Coordinate and schedule sales appointments with prospective clients Make outbound calls and respond to inbound sales inquiries using CRM software Manage sales-related emails and follow-ups Maintain accurate CRM notes and activity tracking Proposals & Documentation Prepare, send, and track proposals using PandaDoc Assist with sales documents using Microsoft Word and Excel Marketing, SEO & Email Campaigns Support website SEO efforts using Ahrefs in coordination with vendors Execute email campaigns using ListKit Send marketing and announcement emails for SecurityGuardSchool.com Website & Administrative Support Handle basic administrative website issues (refunds, user access, admin requests) Coordinate with vendors for escalated technical matters What We're Looking For Experience as an Executive Assistant, Sales Assistant, SDR, or Sales Operations role Strong proficiency in Microsoft Outlook, Word, and Excel Familiarity with CRM systems, PandaDoc (or similar), ListKit, and Ahrefs preferred Strong communication, organization, and follow-up skills Professional demeanor and ability to manage confidential information Apple Business Manager Work Environment In-office role Professional business setting Located in Northwest Houston (290 & 610) Why Join City Security Services Work directly with the CEO Play a key role in company growth and sales execution Gain exposure across sales, marketing, and executive operations Opportunity for long-term growth as the company scales
    $30k-42k yearly est. 5d ago
  • Executive and Personal Assistant

    Wedbush Morgan Securities 4.9company rating

    Manhattan Beach, CA jobs

    Wedbush Securities is one of the largest securities firm and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing and Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized services is the foundation of our consistent growth. We are seeking a Service Desk Analyst to work out of our New York office. The Senior Service Desk Analyst leads the day-to-day operations of the IT support team, resolving complex technical issues and developing service desk policies to ensure high-quality service delivery. This role requires strategic thinking, independent judgment, and close collaboration with IT leadership to align support services with business needs. Responsibilities include, but are not limited to: * Develop and implement service desk policies, procedures, and standards to ensure efficient and effective IT support services * Analyze service desk performance metrics and generate reports to inform strategic decisions and continuous improvement initiatives * Manage escalated technical issues, coordinating with cross-functional teams to resolve complex problems * Analyze systematic information systems issues and implement solutions that impact business operations * Analyze current IT Resources support procedures implement changes that impact management policies * Advice management in planning, purchasing and negotiation of agreements with vendors * Perform other tasks and duties as required and assigned Experience and Skills * Bachelor's Degree from an accredited University, preferably in Computer Science or other related fields * 10+ years helpdesk experience * Strong technical troubleshooting skills. * Familiarity with ITSM tools and ITIL practices. * Ability to analyze and resolve complex support issues. * Effective leadership, communication, and customer service abilities. * Combined with solid time management, independent judgment, and the capacity to mentor others and improve support processes. * Ability to work in a constant state of alertness and safe manner What We Offer As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture. * Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family * Health Savings Account with company-sponsored contributions * Flexible Spending Accounts (FSA) traditional and dependent care * Pre-Tax Commuter Benefits * 401(k) plan with discretionary, competitive company matching and profit-sharing contributions * Tuition reimbursement up to $5,250/year * 3 weeks of Paid Time Off * 2 weeks of Paid Sick Time (may vary by location) * 10 Paid Holidays * Charitable Donation Matching Contributions * Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.) * FINRA License Sponsorship * Travel & Employee Assistance and Employee Discount Programs The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current hiring range is $100,000- $120,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here **************************************************** This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55
    $100k-120k yearly 60d+ ago
  • Asset & Wealth Management, Private Wealth Management, GS Family Office, Trust Relationship Strategist, Vice President, San Francisco

    Goldman Sachs 4.8company rating

    San Francisco, CA jobs

    YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Trust Strategist to work closely with PWAs in delivering Family Office Solutions to clients and help with business development initiatives. We are looking for a hard-working and client-friendly individual with background in wealth management and / or family office services. 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 Serve as a subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective with specialization in the administration and restructuring of trusts Interpret and understand trust and related documents, using as a resource senior staff, and internal and external counsel as necessary Act as the main point of contact and dedicated manager providing oversight for services provided by preferred third party trust company service providers serving GS&Co. Ensure excellence in client service for services provided by preferred third party trust company service providers working with their dedicated teams and managers, PWAs and clients Provide high level supervision as the dedicated relationship manager to ensure a favored client experience Serve as regional fiduciary business development officer working closely with PWAs on new prospect matters as they related to the need for discretionary and directed trust services. Liaison closely with GS Trust Company professionals including GS Trust Company Chief Fiduciary Officer Proactively monitor the trust and client situation to determine when and whether the client might benefit from additional GS Family Office and/or GS Trust Company services QUALIFICATIONS Bachelor's Degree Required Must have a JD and/or MBA Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies Prior experience at a trust company in a legal, business development, administration, or operational role is preferred Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning 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 Extensive experience of presenting to internal and external audiences Ability to build consensus and facilitate decision-making among families Demonstrated progression of leadership and business development responsibilities Excellent writing and communication skills Outstanding analytical and problem - solving skills Commitment to delivering the highest quality of service in a timely and thoughtful manner ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
    $85k-270k yearly Auto-Apply 60d+ ago
  • Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Trust & Estate Planner (Wealth Strategist), Vice President - San Francisco

    Goldman Sachs 4.8company rating

    San Francisco, CA jobs

    YOUR IMPACT Goldman Sachs Family Office is in search of an experienced estate planning attorney to serve as a Vice President to develop innovative wealth planning strategies to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard-working and client-friendly individual with a background in tax, trust and /or estate advisory. OUR IMPACT Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design. Private Wealth Management (PWM) Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. Goldman Sachs Family Office (GSFO) Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services. HOW YOU WILL FULFILL YOUR POTENTIAL Act as a subject matter expert in assisting high net worth clients from an income, trust and estate, and tax planning perspective Provided tailored support to bespoke clients Advise individuals and families on all aspects of the transition of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, pre-transaction planning, charitable giving and the administration and restructuring of trusts Counsel clients on asset protection techniques and implementation Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients' wealth planning Formalize financial goals and put into action a plan to achieve those goals. Presentation of internal educational seminars to Private Wealth Management teams EXPERIENCE & SKILLS WE'RE LOOKING FOR Bachelor's Degree and Juris Doctorate required 4 to 7 years of experience as a practicing attorney in Trust and Estates Experience working with clients in structuring multi-generational wealth and estate planning strategies Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including the impact of the Alternative Minimum Tax Strong estate tax planning expertise Experience with state and local tax matters for the CA and western states a plus Familiarity with directed trust structures and fiduciary laws of Delaware or other trust-favored jurisdictions a plus Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning Excellent interpersonal skills and a desire to work in a team-oriented environment Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment Experience presenting to internal and external audiences Ability to build consensus and facilitate decision-making among families Experience in the structuring and management of family office entities is a plus Ability to work in a fast-paced environment and think clearly under pressure Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within the first 3 months of employment) ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: ********************************************************************* © The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Salary Range The expected base salary for this San Francisco, California, United States-based position is $85000-$270000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end. Benefits Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
    $85k-270k yearly Auto-Apply 60d+ ago
  • Assistant Secretary - Federal/Regional Energy Affairs

    Commonwealth of Massachusetts 4.7company rating

    Boston, MA jobs

    Tell us about a friend who might be interested in this job. All privacy rights will be protected. MINIMUM ENTRANCE REQUIREMENTS: Applicants must have at least (A) six (6) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in business administration, business management, public administration, public management, clinical administration or clinical management of which (B) at least two (2) years must have been in a supervisory or managerial capacity or (C) any equivalent combination of the required experience and substitutions below. Substitutions: I. A certificate in a relevant or related field may be substituted for one (1) year of the required (A) experience. II. A Bachelor's degree in a related field may be substituted for two (2) years of the required (A) experience. III. A Graduate degree in a related field may be substituted for three (3) years of the required (A) experience. IV. A Doctorate degree in a related field may be substituted for four (4) years of the required (A) experience. Comprehensive Benefits When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. Want the specifics? Explore our Employee Benefits and Rewards! An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply. The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role. Who We Are: The Executive Office of Energy and Environmental Affairs (EEA) seeks to protect, preserve, and enhance Massachusetts' environmental resources and create a clean energy future for all residents. Through the stewardship of open spaces, the protection of environmental resources, and the advancement of clean energy, EEA works tirelessly to make Massachusetts a wonderful place to live, work, and raise a family. Our commitment to environmental justice ensures that every resident, regardless of background or location, can live in a safe, clean environment and shares equally in the benefits of the clean energy transition. Who We Are as an Employer: At EEA, we create meaningful, inclusive opportunities that empower our employees to make a real difference in shaping the environmental future of Massachusetts. We foster a workplace culture where diversity is valued, innovation is encouraged, and collaboration thrives. Our employees play a vital role in advancing sustainability, environmental justice, and clean energy solutions, ensuring a positive and lasting impact on Massachusetts and its residents. Description: The Assistant Secretary for Federal and Regional Energy Affairs (FREA) reports to the Deputy Secretary for Federal and Regional Energy Affairs within the Massachusetts Executive Office of Energy & Environmental Affairs (EEA). This senior leadership position supports the Secretariat's regional, interregional, and federal energy strategies to advance the implementation of Massachusetts' clean energy and climate laws. The Assistant Secretary plays a critical role in enabling EEA agencies to lead and coordinate state policies and programs that advance clean energy generation, transmission, market modernization, and grid reliability at the state, regional, and federal levels. Specific duties and responsibilities include, but are not limited to, the following: Accelerating regional and interregional clean energy generation. Planning and advancing regional and interregional transmission projects to support clean energy integration. Promoting regional grid reliability, security, and resiliency. Supporting modernization of regional electricity markets. Advancing Massachusetts' interests before the Federal Energy Regulatory Commission (FERC) and other federal agencies. Additional responsibilities include: Managing federal, regional, and multi-state initiatives critical to the Commonwealth's clean energy transition, including transmission investment and wholesale market reforms that support decarbonization while maintaining system reliability and affordability. Analyzing and developing policy recommendations related to ISO New England (ISO-NE) wholesale market rules, system planning processes, operational reforms, and related studies. Preparing and submitting communications, filings, and comments to FERC, the U.S. Department of Energy (DOE), ISO-NE, and other relevant agencies and organizations. Developing briefing materials, presentations, and coordinated communications in partnership with the communications team, including responses to press inquiries and drafting press releases. Representing the Commonwealth at conferences, webinars, and other events, and supporting staff participation to advance Massachusetts' clean energy priorities. Engaging stakeholders and the public on federal, regional, and state energy initiatives. Preferred Experience and Knowledge: Experience in regional transmission planning, including familiarity with mechanisms that enhance multi-state collaboration. Understanding of Massachusetts' clean energy procurement mechanisms, including Section 82 of the 2022 Climate Law, An Act Driving Clean Energy and Offshore Wind (as amended). Prior experience working with state or federal governments, elected officials, or regional organizations such as NESCOE, ISO-NE, and NEPOOL. Awareness of current events and emerging public policy trends in Massachusetts, New England, and Washington, D.C. Knowledge of and familiarity with state and federal government administrative, legislative, and political processes Preferred Skills: Ability to convey complex energy, climate, markets and transmission-related topics, issues, and data to a wide variety of audiences Proactive, resourceful, and pragmatic problem-solving skills and the ability to take initiative to identify and solve problems using available resources Ability to prepare clear and concise communications materials for internal and external use (e.g., memos, letters, presentations, e-mail correspondence, press releases) Proficiency with Microsoft Office software including Word, Excel, PowerPoint, and Teams Ability to set goals and continuously strive for improvement. Strong problem-solving skills, including the ability to analyze complex information and identify practical solutions. Ability to organize work effectively in environments with limited precedents or guidelines. Flexibility and adaptability to respond to changing priorities or urgent program needs. Ability to motivate, influence, and collaborate with diverse stakeholders. Strong analytical skills, including the ability to interpret program data and make sound recommendations. Commitment to providing excellent customer service. Demonstrated ability to foster a culture of diversity, respect, and inclusion. Public speaking experience An ability to travel, as needed. Apply for a Job Apply for a Job for JAWS Users Create a Profile Create a Profile for JAWS Users System Requirements
    $143k-303k yearly est. Auto-Apply 5d ago
  • Secretary II - SanFran

    Acquisition Professionals LLC 4.5company rating

    San Francisco, CA jobs

    Job Description 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.
    $40k-53k yearly est. 19d ago
  • Secretary II - San Diego

    Acquisition Professionals LLC 4.5company rating

    San Diego, CA jobs

    Job Description 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.
    $38k-49k yearly est. 20d ago
  • Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas

    Goldman Sachs 4.8company rating

    Dallas, TX jobs

    YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational and advisory programs/resources to address clients' multigenerational legacy planning and stewardship needs. Content and/or resources might address, among other things, defining family legacy, succession planning within a family enterprise, family roles & governance, navigating life events, next generation wealth transfer, leadership and financial skill building, multi-generational philanthropic giving, etc. This role will serve as a key strategic planner and values-based advisor within the broader team to guide enterprising families through key inflection points and across long-term goals for multi-generational success. 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 Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc. Family Meetings: Regularly facilitate family meetings with some of PWMs most strategic clients, whether annual retreats or topic-focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue, and strong governance practices. Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up-to-date and effective advice to support financial and non-financial wealth objectives. this will include coordinating with financial and estate planning professionals to ensure alignment. Client Relations: Build trusted relationships with clients and advisors. Business Development and Research Projects: Take on internal roles to build and support strategic firm activities. QUALIFICATIONS Bachelor's Degree Required 10 years of senior-level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law. Extensive experience working with clients in developing and executing family enterprise strategies. Extensive experience in working with multi-generational wealth and related interpersonal and intergenerational dynamics. Bachelor's degree or equivalent work-related experience. Strong project management skills, capable of multi-tasking; self-starter. Strong conceptual skills; a strategic thinker. Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context. Self-motivated, entrepreneurial, mission-driven and team player. Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce. 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
    $93k-131k yearly est. Auto-Apply 53d ago
  • Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Complex Estate Planner, Vice President - Dallas

    Goldman Sachs 4.8company rating

    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
    $93k-131k yearly est. Auto-Apply 60d+ ago
  • Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas

    Goldman Sachs 4.8company rating

    Dallas, TX jobs

    YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational and advisory programs/resources to address clients' multigenerational legacy planning and stewardship needs. Content and/or resources might address, among other things, defining family legacy, succession planning within a family enterprise, family roles & governance, navigating life events, next generation wealth transfer, leadership and financial skill building, multi-generational philanthropic giving, etc. This role will serve as a key strategic planner and values-based advisor within the broader team to guide enterprising families through key inflection points and across long-term goals for multi-generational success. 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 * Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc. * Family Meetings: Regularly facilitate family meetings with some of PWMs most strategic clients, whether annual retreats or topic-focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue, and strong governance practices. * Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up-to-date and effective advice to support financial and non-financial wealth objectives. this will include coordinating with financial and estate planning professionals to ensure alignment. * Client Relations: Build trusted relationships with clients and advisors. * Business Development and Research Projects: Take on internal roles to build and support strategic firm activities. QUALIFICATIONS * Bachelor's Degree Required * 10 years of senior-level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law. * Extensive experience working with clients in developing and executing family enterprise strategies. * Extensive experience in working with multi-generational wealth and related interpersonal and intergenerational dynamics. * Bachelor's degree or equivalent work-related experience. * Strong project management skills, capable of multi-tasking; self-starter. * Strong conceptual skills; a strategic thinker. * Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context. * Self-motivated, entrepreneurial, mission-driven and team player. * Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce. 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
    $93k-131k yearly est. Auto-Apply 53d ago
  • Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Legacy Planning, Vice President - Dallas

    Goldman Sachs 4.8company rating

    Dallas, TX jobs

    YOUR IMPACT Goldman Sachs Family Office (GSFO) is in search of a Vice President to support customized and proprietary educational and advisory programs/resources to address clients' multigenerational legacy planning and stewardship needs. Content and/or resources might address, among other things, defining family legacy, succession planning within a family enterprise, family roles & governance, navigating life events, next generation wealth transfer, leadership and financial skill building, multi-generational philanthropic giving, etc. This role will serve as a key strategic planner and values-based advisor within the broader team to guide enterprising families through key inflection points and across long-term goals for multi-generational success. 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 Legacy Planning: Engage and educate wealth creators and stewards to clarify, design and preserve their legacy goals across their family ecosystem, which may include a family business, family office, family philanthropy, etc. Family Meetings: Regularly facilitate family meetings with some of PWMs most strategic clients, whether annual retreats or topic-focused meetings, guiding families through processes that lead to clarity, alignment, meaningful dialogue, and strong governance practices. Market Analysis and Trend Monitoring: Stay abreast of industry trends, economic changes, and evolving tax laws to provide up-to-date and effective advice to support financial and non-financial wealth objectives. this will include coordinating with financial and estate planning professionals to ensure alignment. Client Relations: Build trusted relationships with clients and advisors. Business Development and Research Projects: Take on internal roles to build and support strategic firm activities. QUALIFICATIONS Bachelor's Degree Required 10 years of senior-level management or equivalent experience in strategic planning, organizational development and family systems coaching, family wealth management services, or law. Extensive experience working with clients in developing and executing family enterprise strategies. Extensive experience in working with multi-generational wealth and related interpersonal and intergenerational dynamics. Bachelor's degree or equivalent work-related experience. Strong project management skills, capable of multi-tasking; self-starter. Strong conceptual skills; a strategic thinker. Strong verbal and written communication skills, including strong interpersonal skills and the ability to guide sensitive conversations within an family enterprise context. Self-motivated, entrepreneurial, mission-driven and team player. Proficiency with Microsoft Office software (especially Excel and PowerPoint) and Salesforce. 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
    $93k-131k yearly est. Auto-Apply 54d ago
  • Administrative Assistant

    Primary Residential Careers 4.7company rating

    Tomball, TX jobs

    - Responsibilities/Duties/Functions/Tasks The purpose of this position is to provide administrative support to a Department and/or Manager. Duties include general clerical, reception, and project based work. The administrative assistant is to maintain a professional company image while interacting with clients and visitors in person and by phone. Answers telephones and transfers calls to appropriate staff member · Meets and greets clients and visitors · Creates and modifies documents using Microsoft Office · Performs general clerical duties including but not limited to photocopying, faxing, mailing, and filing · Maintains hard copy and electronic filing system · Signs for and distributes UPS/Fed Ex/Airborne packages · Coordinates and maintains records for staff office space, phones, parking, company credit cards and office keys · Coordinates meetings and conferences · Maintains and distributes staff weekly schedules · Supports staff in assigned project based work · Maintains supplies/inventory, determines inventory levels, orders needed supplies, and verifies receipt of ordered supplies · Completes operational requirements by scheduling and assigning administrative projects and expediting work results Qualifications · Basic reading, writing, and arithmetic skills required · Strong attention to detail · Strong communication skills, both written and oral · Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions · Ability to multi-task · Knowledge of Microsoft Excel and Microsoft Word · Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.) Preferences · Knowledge of Microsoft Office and telephone protocol · Professional verbal and written communication skills · The ability to type 50 wpm. · The ability to control inventory and manage supplies · Reporting skills, administrative writing skills, Microsoft Office skills, knowledge of management processes, organization skills, ability to analyze information and solve problems Company Conformance Statement In the performance of assigned tasks and duties all employees are expected to conform to the following: § Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines. § Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities. § Contribute to establishing a respectful workplace where diversity is critical to innovation and growth. § Ensure every action and decision is aligned with PRMI values. § Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI. § Realize team synergies through networking and partnerships across PRMI. § Embrace change; act as advocate and role model, promoting an approach of continuous improvement. § Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions. § Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations. § Work effectively as a team contributor on all assignments. § Perform quality work within deadlines. § Respect client and employee privacy. Work Requirements Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
    $31k-39k yearly est. 3d 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 14d ago
  • Facilities Administration (Summer Internship)

    Commonwealth of Massachusetts 4.7company rating

    Massachusetts jobs

    Tell us about a friend who might be interested in this job. All privacy rights will be protected. Apply for a Job Apply for a Job for JAWS Users Create a Profile Create a Profile for JAWS Users System Requirements PROGRAM OVERVIEW The Massachusetts State Lottery Commission ("MSLC") Summer Internship Program provides emerging leaders with the opportunity to build a foundational understanding of career pathways in public service through experiential learning opportunities. Interns will participate in weekly development workshops, mentoring opportunities, and conclude the program with a final presentation to showcase the insights they've developed over the summer. JOB SUMMARY This internship provides hands-on experience supporting daily facilities and operations activities. The intern will assist staff with organizing and distributing office supplies, help maintain general stockroom organization, and provide support to the mailroom and warehouse as needed. The role may also include assisting with basic facility-related tasks and gaining exposure to fleet and office operations. This position is designed to offer practical experience in a professional work environment while supporting various departments as needed. ESSENTIAL FUNCTIONS Provide general support for facilities and administrative staff with day-to-day office operations. Assist with basic organization and upkeep of common areas, including office supply and storage areas. Help with distributing office supplies and assisting staff with routine requests, as needed. Assist with receiving deliveries and organizing materials under staff direction. Provide support during office moves or minor reconfigurations, as needed. Help support office recycling and sustainability efforts. Assist with basic mailroom tasks, such as sorting and distributing mail. Gain exposure to warehouse and distribution operations by assisting staff with light organizational tasks. Provide general administrative support related to facilities and operations as assigned. May travel to other Lottery locations with staff for support purposes, as needed. Must possess a valid Massachusetts driver's license and have the ability to travel to different locations, as needed. Must be physically able to perform manual duties such as lifting and carrying heavy packages. SCHEDULE This is a full-time paid internship from June 1, 2026 - August 28. 2026. Program dates can be flexible based on the selected candidate's school schedule. This is an in-person position. Remote work options will not be available. WHO WE ARE The mission of The Lottery is to: Secure the integrity of our games; Protect the well-being of our players, agents, vendors and Lottery employees; and Maximize revenues returned to the Commonwealth for the benefit of our cities and towns. Since selling its first ticket in 1972, the Mass Lottery has generated over $161 billion in revenues, awarded over $114 billion in prizes, returned over $34 billion in net profit to the Commonwealth for unrestricted local aid provided to cities and towns, and paid over $9.2 billion in commissions and bonuses to its statewide network of retailers. More information can be found on our website at https\://********************* APPLICATION DEADLINE IS FEBRUARY 28, 2026. INTERVIEWS WILL BE SCHEDULED IN MARCH. PREFERRED QUALIFICATIONS Ability to interact with personnel throughout the Lottery and outside vendors. Ability to confidently utilize MS office. Please note that the Lottery will not consider family members of current employees as eligible for employment. Family members shall include an employee's spouse, brother, sister, children, stepchildren, parents, stepparents, sister/brother-in-law, daughter/son-in-law or an individual residing in an employee's household. The Massachusetts State Lottery Commission is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law.
    $33k-43k yearly est. Auto-Apply 10d ago
  • Administrative Assistant - Investment Banking

    William Blair 4.9company rating

    Los Angeles, CA 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. In-office Support - Provides office support to include answering phones, greeting and interacting with clients, distributing mail, maintaining electronic and hardcopy filing, taking meeting minutes, creating documents, processing invoices, etc. In office requirement is five (5) days per week. Office Management - Meeting set-up and clean-up, including ordering catering and beverage service; oversees office supplies inventory, orders replacements, maintains equipment; identifies and resolves issues that arise within the office environment. 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. #LI-CH #LI-Onsite
    $45k-60k yearly est. Auto-Apply 37d ago
  • Administrative Support Assistant

    McKinley Children's Center 3.9company rating

    San Dimas, CA jobs

    McKinley Youth Family and Community are what we are all about We offer a great working environment and benefits package McKinley encourages growth so that you can Be your Best HUMAN At McKinley employees share a set of guiding principles We embrace a culture that is Hopeful Understanding Moral Awesome Nurturing HUMAN The Company McKinley is a highly respected welfare organization with a comprehensive array of programs and services which touch nearly 1800 lives annually including short term residential treatment program STRTP Foster Care Adoptions Mental Health Services and Special Education McKinley has 5 locations throughout southern California with our main campus located in San Dimas We embrace a culture that is HUMAN Hopeful Understanding Moral Awesome Nurturing McKinley has created a Hopeful environment in which we choose optimism in finding the motivation to achieve our greatest dreams We are a team dedicated to Understanding individual needs and do so by listening and embracing each individuals stories We strongly embrace our agencys Morals by treating everyone with kindness and respect At McKinley we acknowledge our team members and clients Awesome qualities by celebrating what makes each individual unique We are dedicated to Nurturing a Trauma Informed Integrated Care approach that has created a unique culture within the organization We celebrate diversity by our commitment to cultivating an inclusive and affirming environment for all The Position The Administrative Assistant provides comprehensive administrative and office support to the leadership team ensuring efficient day to day operations and effective coordination across departments This role serves as a key point of contact for internal and external stakeholders and supports leadership through scheduling communication documentation and project coordination Compensation and Benefits The pay range were offering is 2200 2800 hourly depending Based on experience Our people are the heart of our organization which is why we offer robust benefits to support your health and wellness as well as your personal and financial well being Medical Dental and Vision Insurance we offer a company defined contribution of 620monthLife InsuranceFlexible Spending AccountPaid Time OffSick TimePaid Holidays403b retirement plan with company match up to 3Employee Assistance ProgramTuition ReimbursementEmployee Referral BonusCredit Union MembershipTraining Opportunities to Further Personal and Professional Growth EDUCATION EXPERIENCE REQUIRED High School diploma BA preferred2 years of Administrative Assistant or office experience Bilingual Spanish speaking preferred OTHER SKILLS REQUIRED Strong proficiency in Google Workspace and other related software Strong organizational and project management coordination skills including tracking timelines deliverables and follow up items Excellent oral written and interpersonal communication skills Exceptional customer service skills both in person and over the phone with internal and external stakeholders Highly organized detail oriented and able to manage multiple priorities in a fast paced environment Strong time management skills with the ability to meet deadlines with minimal supervision Ability to work independently while also contributing effectively as a team member Professional demeanor with the ability to represent the organization appropriately at all times Ability to maintain strict confidentiality and professional boundaries with leadership team members and clients Ability to write speak and interact in a clear professional and respectful manner PHYSICAL SKILLS REQUIRED Must pass a pre employment physical examination tuberculosis TB test and drug screening Ability to sit for extended periods while working at a computer and performing administrative and project management tasks Ability to stand and walk intermittently throughout the workday Ability to use hands and fingers to operate a computer keyboard mouse telephone and other standard office equipment Ability to read write and communicate effectively in person over the phone and via electronic communication Ability to occasionally bend stoop kneel reach and lift or carry materials weighing up to 15 pounds Ability to travel between sites or attend meetings as needed CLEARANCES REQUIRED Department of Justice DOJ Federal Bureau of Investigation FBI Child Abuse Index CACIInsurability under Corporate Automobile InsuranceDESCRIPTION OF DUTIES Provide comprehensive administrative and project coordination support to the leadership team across multiple departments Manage calendars schedule appointments and coordinate meetings; prepare agendas take detailed minutes and track follow up action items Support assigned projects by tracking timelines coordinating deliverables maintaining documentation and ensuring timely follow through Serve as a point of contact for internal and external stakeholders and route inquiries appropriately Answer screen and direct incoming phone calls and provide general front desk coverage as needed Prepare compile and distribute reports presentations and correspondence Develop organize and maintain electronic and paper filing systems including Google Drive and shared drives Coordinate travel arrangements and submit or reconcile expense reports Conduct routine site camera checks on assigned days and report concerns Assist with the review and organization of camera footage and documentation related to incidents violations or damages as directed Track and compile vehicle related administrative data including mileage fuel usage registrations and reports for leadership review Assist with insurance related and compliance related project coordination including documentation tracking and follow up Support audit and compliance projects by organizing materials tracking requirements and coordinating responses Assist with the receipt organization and tracking of vendor bids and related documentation Provide administrative support for special projects as assigned Perform general office support functions including filing scanning copying and mail processing Perform all other related duties as assigned Why Should You Apply Our Mission work for an organization that makes a real difference in peoples lives Competitive pay Several benefit options Employee tuition reimbursement Great training for staff Join McKinley to Be Your Best HUMAN
    $34k-41k yearly est. 34d ago

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