Administrative Associate jobs at J.P. Morgan - 96 jobs

Global Partners Office: Associate
Blackrock 4.4
New York, NY jobs
**About this role** The Global Partners Office (GPO) is a newly formed client business group responsible for helping BlackRock deliver differentiated capital and strategic advice to the world's most sophisticated clients as they look to engage more expansively and creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for a select set of our largest client relationships. GPO complements BlackRock's existing coverage model to strengthen and institutionalize the firm's C-suite connectivity and drive large commercial opportunities at the highest levels of client organizations. Role Description As an integral member of GPO, you will play a key role in deepening our firmwide partnership with our most complex clients across banks and asset owners (including sovereign wealth funds, pensions, and insurance) and delivering the full resources of BlackRock to these strategic client relationships. This position will provide you with a deep understanding of the breadth of our client relationships across BlackRock business lines and exceptional exposure to senior leadership at the regional and global level. You will be part of a collaborative, inquisitive, and high-performing team with significant upside growth potential. Responsibilities + Support a small, globally-oriented team by coordinating day-to-day activities and assisting with communication across senior business leaders and stakeholders. + Work with Executive Sponsorsto help identifycommercial opportunities + Draft briefing materials and assist with agenda preparation for executive-level meetings under guidance from senior team members. + Help organize partnership meetings, events and firmwide initiatives. + Maintain accurate records of client interactions and share relevant updates with internal stakeholders to ensure alignment on priorities. + Co-ordinate in account planning sessions + Contribute to team projects as required. Desired Qualifications + 4-6 years of relevant experience across capital markets, investments, corporate development, advisory or associated fields + Problem solver with an advisory mindset, ability to act as a trusted partner to clients. + Commitment to excellence and high level of energy to help scale and enhance this strategic function within the firm. + Analytical ability to synthesize information and summarize issues. + Superb attention to detail and ability to effectively multi-task. + Effective team player, comfortable working across multiple functions, geographies and stakeholders, with maturity and judgment in dealing with internal clients. + Excellent verbal and written communication skills. + Robust quantitative skills along with demonstrated analytical ability. + Eagerness to learn and understand all aspects of the business, including reporting, communications, and setting and delivering strategic and tactical objectives. For New York, NY Only the salary range for this position is USD$110,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. **Our benefits** To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** . BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$45k-59k yearly est. 7d ago

Looking for a job?

Let Zippia find it for you.

Global Partners Office: Associate
Blackrock, Inc. 4.4
New York, NY jobs
About this role The Global Partners Office (GPO) is a newly formed client business group responsible for helping BlackRock deliver differentiated capital and strategic advice to the world's most sophisticated clients as they look to engage more expansively and creatively with fewer providers. GPO partners cross-functionally to drive client strategy, coordination, and execution of cross-functional partnerships globally for a select set of our largest client relationships. GPO complements BlackRock's existing coverage model to strengthen and institutionalize the firm's C-suite connectivity and drive large commercial opportunities at the highest levels of client organizations. Role Description As an integral member of GPO, you will play a key role in deepening our firmwide partnership with our most complex clients across banks and asset owners (including sovereign wealth funds, pensions, and insurance) and delivering the full resources of BlackRock to these strategic client relationships. This position will provide you with a deep understanding of the breadth of our client relationships across BlackRock business lines and exceptional exposure to senior leadership at the regional and global level. You will be part of a collaborative, inquisitive, and high-performing team with significant upside growth potential. Responsibilities * Support a small, globally-oriented team by coordinating day-to-day activities and assisting with communication across senior business leaders and stakeholders. * Work with Executive Sponsors to help identify commercial opportunities * Draft briefing materials and assist with agenda preparation for executive-level meetings under guidance from senior team members. * Help organize partnership meetings, events and firmwide initiatives. * Maintain accurate records of client interactions and share relevant updates with internal stakeholders to ensure alignment on priorities. * Co-ordinate in account planning sessions * Contribute to team projects as required. Desired Qualifications * 4-6 years of relevant experience across capital markets, investments, corporate development, advisory or associated fields * Problem solver with an advisory mindset, ability to act as a trusted partner to clients. * Commitment to excellence and high level of energy to help scale and enhance this strategic function within the firm. * Analytical ability to synthesize information and summarize issues. * Superb attention to detail and ability to effectively multi-task. * Effective team player, comfortable working across multiple functions, geographies and stakeholders, with maturity and judgment in dealing with internal clients. * Excellent verbal and written communication skills. * Robust quantitative skills along with demonstrated analytical ability. * Eagerness to learn and understand all aspects of the business, including reporting, communications, and setting and delivering strategic and tactical objectives. For New York, NY Only the salary range for this position is USD$110,000.00 - USD$150,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. Our benefits To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about. Our hybrid work model BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. About BlackRock At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress. This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive. For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: ********************************** BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement. BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy. BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$45k-59k yearly est. 7d ago
Specialty Wealth Asset Administration Officer II - (Trust Real Estate)
City National Bank 4.9
Wilmington, DE jobs
*SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking reports, as well as general support of the asset management team. This position is also responsible to assist on more complex accounts, tasks and projects related to the administration of the SWA team and its operations. Develop and maintain relationships with colleagues and clients (as necessary) to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. WHAT WILL YOU DO? * Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures. * Prepare and submit documents related to account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management. * Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy. * Prepare and maintain accurate account and departmental documentation, files, and records. * Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. * Assist with complicated accounts, processes, projects, and tasks, as assigned. * Maintain various tracking spreadsheets and logs for the group. * Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required). * Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. * Perform other related duties as assigned or directed. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 8 years of administrative/clerical experience And * Minimum 5 years of experience in a real estate industry Or * Minimum 5 years of experience in Personal Trust administration *Additional Qualifications* * Strong written and verbal communication skills * Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions * Ability to set priorities, and objectives * Demonstrate working knowledge of trust administration * Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *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. \#LI-DN1 \#CA-DN1
$65.3k-104.3k yearly 17d ago
Trust Administration Officer II
City National Bank 4.9
Wilmington, DE jobs
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues. WHAT WILL YOU DO? * For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy. * Prepare new account paperwork, as required. * Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc. * Obtain missing documents from clients. * For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document. * Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries. * Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval. * Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.) * Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. * Respond to advisors and intermediaries regarding the administration and maintenance of accounts. * Fields phone calls from clients and intermediaries. * Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA. * Gather information from clients for projects. * Prepare draft correspondence letters and memos. * Maintain new account logs. * Follow appropriate Regulation 9 process. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * 3+ years of experience in financial services required * 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required *Additional Qualifications* * 3+ years of experience in trust administration preferred * Strong written and verbal communications skills * Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions * Ability to set priorities, and objectives * Trust Certificate and/or CTFA a plus *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $ 58,766.40 - $ 93,873.60 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *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. \#LI-DN1 \#CA-DN1
$58.8k-93.9k yearly 18d ago
Specialty Wealth Asset Administration Officer II - (Trust Real Estate)
City National Bank 4.9
Los Angeles, CA jobs
*SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking reports, as well as general support of the asset management team. This position is also responsible to assist on more complex accounts, tasks and projects related to the administration of the SWA team and its operations. Develop and maintain relationships with colleagues and clients (as necessary) to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. WHAT WILL YOU DO? * Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures. * Prepare and submit documents related to account openings and closings. * Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management. * Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy. * Prepare and maintain accurate account and departmental documentation, files, and records. * Provide client service by responding and researching client and colleague inquires by phone, email, and written communications. * Assist with complicated accounts, processes, projects, and tasks, as assigned. * Maintain various tracking spreadsheets and logs for the group. * Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required). * Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. * Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications. * Perform other related duties as assigned or directed. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 8 years of administrative/clerical experience And * Minimum 5 years of experience in a real estate industry Or * Minimum 5 years of experience in Personal Trust administration *Additional Qualifications* * Strong written and verbal communication skills * Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions * Ability to set priorities, and objectives * Demonstrate working knowledge of trust administration * Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *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. \#LI-DN1 \#CA-DN1
$65.3k-104.3k yearly 17d ago
Policy Administration Specialist
Standard Insurance Company 4.8
Portland, OR jobs
The next part of your journey is right around the corner - with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we've been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job SummaryThis role supports the full life cycle of complex group insurance policies by setting up and maintaining premium billing records, applying and reconciling premium payments, and delivering high‑quality customer service to policyholders and partners. The position ensures accurate policy administration, resolves billing and policy issues, and helps maintain customer retention through frequent, service‑focused interactions. Work includes establishing new group records, processing amendments and renewals, researching discrepancies, and ensuring adherence to financial controls.Key Responsibilities Establish and maintain complex group billing and premium collection records, including alternate funding arrangements. Apply, track, and reconcile premium payments; research and correct discrepancies. Communicate policy information, changes, and service options to policyholders, producers, TPAs, and internal partners. Implement policy amendments and renewals by analyzing changes and updating system records. Support retention efforts by resolving issues related to non-payment, lapses, and terminations. Skills and Background You'll NeedEducation: High school diploma or equivalent.Experience: 2+ years of demonstrated Insurance customer service experience required. Experience with billing, accounting principles, or premium administration. Experience with group insurance billing or premium collection systems preferred. Working knowledge of complex group contract provisions and billing support systems. Proficiency with spreadsheets, databases, and related applications. Ability to work remotely in Pacific time zone hours. Key Behaviors of a Successful Candidate Adaptability: Adjusts quickly to changing priorities, processes, and customer needs. Ownership: Takes initiative, works independently, and follows through on decisions and commitments. Customer Focus: Anticipates customer needs, communicates clearly, and delivers service that builds trust. Why Join The Standard? We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect: A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions An annual incentive bonus plan Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually - PTO increases with tenure A supportive, responsive management approach and opportunities for career growth and advancement Paid parental leave and adoption/surrogacy assistance An employee giving program that double matches your donations to eligible nonprofits and schools In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard. Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance. The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data. Salary Range: 23.56 - 31.49 Positions will be posted for at least 5 days from original posting date. Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant's specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.
$36k-47k yearly est. Auto-Apply 5d ago
Branch MSR II (1732)
State Department Federal Credit Union 4.5
Washington, DC jobs
At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more. Benefits and Perks of SDFCU Include: Diversity and Inclusion: Work in an environment that values and respects all team members Paid Holidays: Enjoy 12 paid holidays a year, including your birthday Flexible Work Options: Potential work-from-home options after the introductory period Generous Paid Time Off: Ample vacation and personal days to maintain a healthy work-life balance Tuition Reimbursement: Support for your ongoing education and career development Parking Incentives: Financial incentives for your daily parking Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages Gym Reimbursement: Stay healthy with our gym membership reimbursement program Team Bonding: Participate in company and team bonding events that foster a collaborative work environment Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth. State Department Federal Credit Union is seeking a Branch MSR II. This role is responsible for assisting both current and potential members with their financial needs. This position provides expert guidance on a range of more complex Credit Union services, including IRAs, certificates of deposit, electronic funds transfers, and home banking. The Branch MSR II is responsible for setting up new accounts, explaining services, addressing member concerns, and connecting them with the appropriate resources as needed. Essential Duties and Responsibilities: Process transactions such as deposit, withdrawals, transfers, loan payments, money orders, and credit card advances with accuracy and efficiency Perform opening and closing duties for the branch as assigned. Deliver exception service to members through in-person interactions, phone calls, and digital banking messaging, ensuring their needs are effectively addressed. Provide information about credit union services, including accounts, share certificates, IRAs, online banking, and loan products. Process requests such as stop payments, ATM card reorders, address changes, and direct deposits. Handle requests such as address changes, stop payments, share check orders, and check card re-orders. Counsel members on loan policies and products, offering alternatives to meet their financial needs. Submit loan applications to the Senior Loan Officer or Credit Committee with detailed comments to assist in decision-making. Interview members applying for loans, ensuring the accuracy of information and completeness of required documentation. Ensure all documentation, including loan applications, disbursement checklists, and trash files, is complete, accurate, and properly maintained. Assist with findings from quality control audits and implement necessary corrections. Qualifications Required Skills and Competencies: Minimum of two years of MSR or Teller experience within a financial institution Basic knowledge of lending laws, regulations, and credit union policies Familiarity with financial systems Strong customer service skills with the ability to build rapport with members Excellent verbal and written communication skills Strong organizational skills with attention to detail Ability to multitask and prioritize effectively in a fast-paced environment Demonstrated ability to work independently and perform well under pressure
$37k-49k yearly est. 17d ago
Private Investment Administration Associate
Hamilton Capital 3.7
Columbus, OH jobs
___________________________________________________________________________________ Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen _________________________________________________________________________________________________________________________ At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas. We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love. In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness. Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital. About the Position Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Private Investment Administration Associate (PIAA) oversees all operational, administrative, and reporting functions for Hamilton Capital's private investment vehicles, including special purpose vehicles, direct investments, and select alternative investment funds. This position reports directly to the Deputy Chief Investment Officer. The PIAA works closely with internal teams and external partners (including fund administrators, accountants, legal counsel, and tax specialists) to ensure accurate accounting, timely distributions, regulatory compliance, and comprehensive investor reporting. This role serves as the primary internal coordinator for all private investment administrative activities, supporting the Investment Management team, Compliance, Finance, Advisors, and Client Relations in executing Hamilton Capital's opportunistic alternative investment. Position Benefits Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally Thought leadership and innovative thinking are valued and rewarded Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more Individual and Team Incentive Plans Complimentary investment management and financial planning services Primary Position Responsibilities Private Fund Administration - Manages day-to-day administration of Hamilton Capital's private investment vehicles including special purpose vehicles for direct investments in real estate and private equity. Accounting and Financial Oversight - Organizes and delivers to third-party administrators all documents required to maintain accurate accounting of fund activity including custodian and bank statements, invoices paid, engagement letters, and capital activity records. Vendor and External Partner Management - Manages relationships with external partners for fund administration, IRA custodians, accounting, income payment distribution, tax reporting, and audits. Investor Relations and communication Support - Collaborates with Investment Team, Advisors, and Client Relations to resolve investor questions, onboarding issues, and ongoing account maintenance. Process Development and Project Management - Establishes and documents operational processes, creates procedures, and develops workflows for private investment administration. Compliance and Reporting - Coordinates filings and regulatory notifications for private investment offerings. Position Requirements Bachelor's degree or equivalent experience required; emphasis in business, accounting, finance, or operations preferred. Minimum five years of financial services experience with a focus in operations, private fund administration, or alternative investments. Experience with private or public fund administration strongly preferred. Wealth management or asset management experience desired. Experience in establishing new operational processes, creating procedures, and developing workflows. Proven ability to lead and communicate timelines for projects. Knowledge of alternative investment structures including private equity, real estate, and direct investments desired. Understanding of fund accounting, investor reporting, and regulatory compliance requirements. Skills and Traits Technical Skills Effective user of MS Office products (Word, Excel, Outlook) with advanced Excel skills desired (VLOOKUP, pivot tables, complex formulas). Experience with Orion reporting platform preferred. Experience with fund administration platforms such as Carta welcomed. Ability to quickly learn industry-specific software and adapt to new systems. Professional Competencies Excellent analytical, relational, and organizational skills. Strong attention to detail with process-driven, methodical approach to operations and administration. Robust oral and written communication skills. Warm customer service orientation. Project management and vendor management experience preferred. Works well within a team-based environment while also being a self-starter. Personally accountable and responsible. Ability to identify and prioritize critical tasks. Ability to learn quickly and enjoys solving problems and finding solutions. For confidential consideration, submit your resume in PDF format only to *********************************************
$24k-35k yearly est. 14d ago
Private Investment Administration Associate
Hamilton Capital 3.7
Columbus, OH jobs
Job Description ___________________________________________________________________________________ Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen _________________________________________________________________________________________________________________________ At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas. We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love. In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness. Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital. About the Position Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Private Investment Administration Associate (PIAA) oversees all operational, administrative, and reporting functions for Hamilton Capital's private investment vehicles, including special purpose vehicles, direct investments, and select alternative investment funds. This position reports directly to the Deputy Chief Investment Officer. The PIAA works closely with internal teams and external partners (including fund administrators, accountants, legal counsel, and tax specialists) to ensure accurate accounting, timely distributions, regulatory compliance, and comprehensive investor reporting. This role serves as the primary internal coordinator for all private investment administrative activities, supporting the Investment Management team, Compliance, Finance, Advisors, and Client Relations in executing Hamilton Capital's opportunistic alternative investment. Position Benefits Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally Thought leadership and innovative thinking are valued and rewarded Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more Individual and Team Incentive Plans Complimentary investment management and financial planning services Primary Position Responsibilities Private Fund Administration - Manages day-to-day administration of Hamilton Capital's private investment vehicles including special purpose vehicles for direct investments in real estate and private equity. Accounting and Financial Oversight - Organizes and delivers to third-party administrators all documents required to maintain accurate accounting of fund activity including custodian and bank statements, invoices paid, engagement letters, and capital activity records. Vendor and External Partner Management - Manages relationships with external partners for fund administration, IRA custodians, accounting, income payment distribution, tax reporting, and audits. Investor Relations and communication Support - Collaborates with Investment Team, Advisors, and Client Relations to resolve investor questions, onboarding issues, and ongoing account maintenance. Process Development and Project Management - Establishes and documents operational processes, creates procedures, and develops workflows for private investment administration. Compliance and Reporting - Coordinates filings and regulatory notifications for private investment offerings. Position Requirements Bachelor's degree or equivalent experience required; emphasis in business, accounting, finance, or operations preferred. Minimum five years of financial services experience with a focus in operations, private fund administration, or alternative investments. Experience with private or public fund administration strongly preferred. Wealth management or asset management experience desired. Experience in establishing new operational processes, creating procedures, and developing workflows. Proven ability to lead and communicate timelines for projects. Knowledge of alternative investment structures including private equity, real estate, and direct investments desired. Understanding of fund accounting, investor reporting, and regulatory compliance requirements. Skills and Traits Technical Skills Effective user of MS Office products (Word, Excel, Outlook) with advanced Excel skills desired (VLOOKUP, pivot tables, complex formulas). Experience with Orion reporting platform preferred. Experience with fund administration platforms such as Carta welcomed. Ability to quickly learn industry-specific software and adapt to new systems. Professional Competencies Excellent analytical, relational, and organizational skills. Strong attention to detail with process-driven, methodical approach to operations and administration. Robust oral and written communication skills. Warm customer service orientation. Project management and vendor management experience preferred. Works well within a team-based environment while also being a self-starter. Personally accountable and responsible. Ability to identify and prioritize critical tasks. Ability to learn quickly and enjoys solving problems and finding solutions. For confidential consideration, submit your resume in PDF format only to *********************************************
$24k-35k yearly est. 18d ago
Virtual Administration Specialist
Commonwealth Financial 4.7
Remote
If you're looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Virtual Administration department offers a remote work schedule. We're looking for a new virtual administration specialist to join our team. Commonwealth's Virtual Administration team is a group of focused, highly organized, and service-minded problem solvers who work directly with our independent financial advisors, through two service models- one dedicated and one pooled. Our team provides middle office support functions, such as document preparation and submission, account opening and updating, CRM management, meeting preparation, money movement requests, and client support. Key Responsibilities * Working as a virtual member and operational point of contact for advisors' offices and providing task ownership, support, and coordination with other Commonwealth departments * Collaborating with various internal operational teams across the firm to research and resolve complex issues * Managing client data in Commonwealth's CRM platform to create and distribute reports, prepare for client meetings and calls, and create procedure workflows * Submitting money movement requests and working with partner departments to resolve issues * Monitoring alerts and advisor action items and proactively collaborating on responses to time-sensitive requests * Building relationships by consistently providing the highest level of customer service * Collaborating with Sponsor Companies to research and obtain required documents * Use our account opening platform to open and update accounts, prepare documents, and send DocuSign documents to clients Core Strengths and Skills * Comfortable adapting to a variety of environments, and able to cultivate lasting relationships with advisors * Superior problem-solving skills, with a detail-oriented approach to task execution * Strong written communication skills and ability to take detailed and accurate notes * Strong active listening skills and ability to communicate complex information clearly and concisely * Ability to learn, understand, and apply new information quickly * Highly refined time management and organizational skills, with the aptitude to use multiple systems * Ability to thrive on a highly collaborative team * At least two years of experience working in a financial advisory firm preferred; other relevant experience considered * Proficient in Microsoft Word, Excel, and Outlook, with knowledge of CRM applications Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Picture Yourself Here At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That's why we invest in you-we encourage employee growth both in your career and education; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What's not to love? We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. About Commonwealth Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 3,000 independent financial advisors nationwide. Founded in 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California; and Blue Ash, Ohio. Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure. The Fine Print We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf. Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds. Min USD $55,700.00/Yr. Max USD $63,900.00/Yr.
$55.7k-63.9k yearly Auto-Apply 21d ago
Wealth Advisory Administrative Assistant
German American Bancorp, Inc. 4.5
Whitehall, OH jobs
Job Title: Wealth Advisory Administrative Assistant Our Wealth Advisory group is looking for a Wealth Advisory Administrative Assistant who thrives on supporting client relationships, managing account documentation, and staying on top of all the little things that keep us running smoothly. This role is essential to the success of our client experience-from onboarding new relationships to preparing for committee meetings and keeping trust documentation current. You'll be the go-to person for administrative coordination and a trusted partner to our Wealth Advisors and Relationship Managers. A Day in the Life: You'll start your day reviewing client account activity, following up on any transaction requests, and making sure all onboarding paperwork is moving along-whether that's prepping forms for e-signature or supporting a Relationship Manager with meeting materials. You might find yourself: * Helping clients reset passwords or walking them through how to access their account * Inputting one-time checks, wires, ACHs and internal transfers * Sending birthday cards to clients (yes, really!) * Preparing and distributing materials for upcoming client and/or internal committee meetings * Updating addresses, statement frequencies, or indexing trust documents * Supporting seasonal projects like mail merge of letters or coordinating our Christmas card list No two days are the same-but every day, your work ensures our clients feel supported and our team feels prepared. What it Takes: * A knack for keeping things organized and accurate-even when juggling a long to-do list * Friendly, professional communication skills and a customer-focused mindset * A willingness to handle both recurring tasks and special projects * Comfort using systems like Microsoft Office Suite, TrustDesk, Director, and document indexing tools (we'll train you!) * Discretion and integrity in handling confidential financial information * A strong sense of ownership and follow-through Bonus Points: * Prior experience in a wealth management, trust, or investment services environment * Familiarity with financial operations (wires, ACHs, internal transfers, etc.) * Experience managing continuing education programs or marketing mailings * Skilled in systems like Microsoft Office Suite programs and Adobe Acrobat * You love a good checklist and aren't afraid to speak up when something looks off What we can offer you: * Medical, dental, vision, STD, LTD, Life insurance, etc. * 17 days paid time off, 11 paid holidays and bereavement leave * Education Assistance Program * Paid Parental Bonding Leave * Wellness benefits * Life event coverage * Service awards * Financial benefits including 401(k) match, stock purchase plan and more * Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping. * Logo wear discounts * Free checking account, checks and discounted bank services This position will be located at: 430 North Hamilton Road Whitehall, Ohio, 43213 United States About Us: Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
$34k-39k yearly est. 21d ago
Personal Trust Administrative Specialist 2
Union Bank & Trust Company 4.4
Omaha, NE jobs
Job Description The Personal Trust Administrative Specialist 2 performs administrative duties including greeting customers via telephone calls, in person, or at their home, completing correspondence and reports, document imaging, and handling client requests for Trust Officer's accounts. This level of position administers less complex trusts, estates, individual retirement accounts, and agency accounts or tasks without direct supervision of the Trust Officer. As part of our hybrid work from home opportunity guidelines, associates are expected to work 4 days onsite in Omaha, NE with the opportunity of 1 day WFH each week. Eligibility for this arrangement beginning upon completion of onboarding. Essential Functions: Greet customers via telephone calls, in person, or at their home, and answer routine questions and requests. Sort and distribute daily mail, obtain account information related to correspondence, and respond when appropriate. Complete correspondence and reports, document imaging, set appointments, and handle client requests for Trust Officer's accounts. Administer less complex trusts, estates, individual retirement accounts, and agency accounts without direct supervision of the Trust Officer. Create account files, administer accounts as they are opened and closed, and utilize Workflows for all new, existing and closing accounts. Assist with managing financial needs for clients, including but not limited to interacting with various businesses and agencies, filing insurance claims, bills & subscriptions, purchases & sales, and other matters that arise. Assist with monitoring daily operations of trust accounts while working with the Trust Officers and Investment Officers. Assist with monitoring proper asset allocation, responding to customers' tax and investment questions, and handling excess monies and overdrafts through timely buys and sells as necessary. Assist with preparing necessary income projections, date of death valuations, Asset Expense Listings (AEL's) and other material required for client meetings and estate & trust settlements. Assist with the department's tax reporting process, which includes informational tax reporting and fiduciary, individual, estate and gift tax return preparation and compliance. Interacts closely with Trust Officer concerning trust accounts to ensure knowledge of all responsibilities within the Personal Trust Department. Assist Trust Officer with marketing trust services to prospects and professionals. Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required. Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies. Regular and reliable attendance is an essential function of this position. Perform other job related duties or special projects as assigned. Qualifications: Minimum of 3-5 years trust administrative experience required. Applicable work experience may substitute. 2 year college degree preferred. Proficient knowledge in Microsoft Office products and in working with other financial software. Valid Nebraska Driver's license. Preferred Talents: Accurate and detailed Effective communicator - Written & verbal Customer service oriented Organized Time efficient Self-directed and takes initiative. Ability to work effectively with a multitude of Trust Officers, Investment Officers, COI's and other staff. Team Player Working Environment: Indoor work not exposed to outdoor elements or hazards. Some sedentary work and occasional lifting and/or carrying up to ten pounds. This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding. PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
$26k-30k yearly est. 12d ago
Personal Trust Administrative Specialist 3
Union Bank & Trust Company 4.4
Omaha, NE jobs
Job Description The Personal Trust Administrative Specialist 3 performs administrative duties including working with customers via phone, e-mail, in person, or at their home, completing correspondence and reports, and handling client requests for assigned accounts with and as requested by Trust Officers. This level of position has a high level of responsibility and independently administers tasks for all but the most complex trusts, estates, IRAs, and agency accounts without direct supervision of Trust Officers. As part of our hybrid work from home opportunity guidelines, associates are expected to work 4 days onsite in Omaha, NE with the opportunity of 1 day WFH each week. Eligibility for this arrangement beginning upon completion of onboarding. Essential Functions: Ability to work with all levels of customers via phone, e-mail, in person, or at their home, and answer and/ or complete a majority of questions and requests. The ability to think critically is of utmost importance, as well as understanding when to involve Trust Officers. Sort, distribute and process daily mail, including processing bills, responding to requests, completing forms, etc. and determining when Trust Officer input is necessary. Accurately and timely imaging & maintaining electronic files is also important. Independently and professionally draft correspondence and reports and handle a majority of client requests for assigned accounts and as Trust Officer requests. Administer all but the most complex trusts, estates, individual retirement accounts, and agency accounts or tasks without direct supervision of Trust Officers. Create account files, administer accounts as they are opened and closed, and utilize Workflows for all new, existing and closing accounts. Assist with managing financial needs for clients, including but not limited to interacting with various businesses and agencies, filing insurance claims, bills & subscriptions, purchases & sales, and other matters that arise. Monitor daily operations of trust accounts while working with the Trust Officers and Investment Officers. Assis with monitoring proper asset allocation, responding to customers' tax and investment questions, and handling excess monies and overdrafts through timely buys and sells as necessary. Prepare necessary income projections, date of death valuations, Asset Expense Listings (AEL's) and other material required for client meetings and estate & trust settlements. Assist with the department's tax reporting process, which includes informational tax reporting and fiduciary, individual, estate and gift tax return preparation and compliance. Interacts closely with Trust Officers concerning trust accounts to ensure knowledge of all responsibilities within the Personal Trust Department. Assist Trust Officers with marketing trust services to prospects and professionals. Understand and adhere to all bank policies, laws and regulations applicable to their role. Complete compliance training; follow internal processes and controls as required. Report all compliance issues, violations of law or regulations in accordance with the steps defined in bank policies. Regular and reliable attendance is an essential function of this position. Perform other job related duties or special projects as assigned. Qualifications: Minimum of 7-10 years trust administrative experience, paralegal experience or equivalent preferred. 2 - 4 year college degree preferred. Proficient knowledge in Microsoft Office products and in working with other financial software. Valid Nebraska Driver's license. Preferred Talents: Accurate and detailed Effective communicator - Written and verbal Positively promotes the bank's customer service philosophy Organized Ability to prioritize and provide effective follow-through Self-directed and takes initiative. Ability to work effectively with a multitude of Trust Officers, Investment Officers, COI's and other staff. Team Player Working Environment: Indoor work not exposed to outdoor elements or hazards. Some sedentary work and occasional lifting and/or carrying up to ten pounds. This role is eligible for hybrid work from home opportunity under the work from home guidelines upon completion of onboarding. PLEASE VIEW THE APPLICANT TERMS & CONDITIONS BEFORE PROCEEDING WITH YOUR APPLICATION.
$26k-30k yearly est. 12d ago
Administrative Assistant I-Hybrid
Dovenmuehle Mortgage, Inc. 3.8
Lake Zurich, IL jobs
Job Description Administrative Assistant I Full time; Non-Exempt; 37.5 hours/week; Overtime as required. Department: Legal Dovenmuehle Mortgage, Inc. (“Dovenmuehle”) is the leading mortgage subservicing firm in the United States with several hundred financial institution clients nationwide. General Description: To provide support to the Legal Department by performing departmental administration tasks and by assisting the General Counsel and Attorneys, including by reviewing correspondence, maintaining and organizing files, preparing documents in connection with assigned tasks and handling certain other projects as assigned. Hybrid role in the Lake Zurich office 3 days/week Essential Functions and Duties: Investigates complaints sent to Company by various regulatory authorities. Review and respond to Customer Service and Research inquiries and requests for assistance. Processes responses to subpoenas issued to the Company. Assists General Counsel and Attorneys in litigation, particularly in the assembly and review of factual material needed to assess the merits of the case. Assists in the preparation and delivery of applications, renewals, and periodic reports necessary to maintain the good corporate standing and/or servicing licenses of the Company and its affiliates. Perform such other responsibilities and duties as assigned by General Counsel or Attorneys. Successfully complete annual regulatory compliance training. Performs other related duties as assigned. Required Qualifications: 2-3 years in a Law office, corporate legal department, or mortgage servicing company experience preferred. Superior interpersonal, organizational, and analytical skills; proficiency in Microsoft Office Applications, including Work and Excel; excellent written and oral communication skills; ability/willingness to work overtime as needs dictate. Experience with MSP is strongly preferred Experience in a legal environment related to compliance, mortgage servicing, and/or vendor management; experience with foreclosure and bankruptcy attorneys and the foreclosure and bankruptcy processes; experience with LPS and Fidelity systems preferred. Preferred/Other Qualifications: Clerical experience in mortgage servicing, banking, or legal environment College degree is preferred. Benefits Medical, Dental, Vision, Wellness, Flexible Spending Account, Employee Assistance Program and more. Employer paid Life Insurance, Short Term Disability, and Long-Term Disability. 401 (K) Plan with company match Paid Vacation, Sick, Personal and Holidays Physical Demands and Work Environment: The employee must be comfortable in either an on-site office setting, or a quiet, designated work from home space that is free from distractions and noise. The employee is regularly required to communicate (give/receive) information through multiple methods of communication with clear understanding from others. Must be able to exchange accurate information in these situations. The employee must be able to remain in a stationary position and/or move about the organization or remote office. The employee is frequently required to stand or walk (or otherwise move through the organization); sit; use hands to type, write, handle, or feel and reach. May occasionally climb or balance; stoop, kneel, or crouch; or lift and/or move up to 25 lbs. Employees may be required to type and utilize a computer for long periods of time. The employee may be required to frequently operate a standard variety of office equipment including computers, calculators, copy machine, computer printer, and phones. The noise level, if working on-site, is usually moderate and typical of an office environment. In accordance with applicable disability laws, Dovenmuehle works with applicants and employees to make reasonable accommodations to the job or work environment when doing so will enable an employee with a qualified disability to satisfactorily perform the essential functions of the job.
$31k-40k yearly est. 6d ago
Administrative Assistant I-Hybrid
Dovenmuehle Mortgage, Inc. 3.8
Lake Zurich, IL jobs
Administrative Assistant I Full time; Non-Exempt; 37.5 hours/week; Overtime as required. Department: Legal Dovenmuehle Mortgage, Inc. (“Dovenmuehle”) is the leading mortgage subservicing firm in the United States with several hundred financial institution clients nationwide. General Description: To provide support to the Legal Department by performing departmental administration tasks and by assisting the General Counsel and Attorneys, including by reviewing correspondence, maintaining and organizing files, preparing documents in connection with assigned tasks and handling certain other projects as assigned. Hybrid role in the Lake Zurich office 3 days/week Essential Functions and Duties: Investigates complaints sent to Company by various regulatory authorities. Review and respond to Customer Service and Research inquiries and requests for assistance. Processes responses to subpoenas issued to the Company. Assists General Counsel and Attorneys in litigation, particularly in the assembly and review of factual material needed to assess the merits of the case. Assists in the preparation and delivery of applications, renewals, and periodic reports necessary to maintain the good corporate standing and/or servicing licenses of the Company and its affiliates. Perform such other responsibilities and duties as assigned by General Counsel or Attorneys. Successfully complete annual regulatory compliance training. Performs other related duties as assigned. Required Qualifications: 2-3 years in a Law office, corporate legal department, or mortgage servicing company experience preferred. Superior interpersonal, organizational, and analytical skills; proficiency in Microsoft Office Applications, including Work and Excel; excellent written and oral communication skills; ability/willingness to work overtime as needs dictate. Experience with MSP is strongly preferred Experience in a legal environment related to compliance, mortgage servicing, and/or vendor management; experience with foreclosure and bankruptcy attorneys and the foreclosure and bankruptcy processes; experience with LPS and Fidelity systems preferred. Preferred/Other Qualifications: Clerical experience in mortgage servicing, banking, or legal environment College degree is preferred. Benefits Medical, Dental, Vision, Wellness, Flexible Spending Account, Employee Assistance Program and more. Employer paid Life Insurance, Short Term Disability, and Long-Term Disability. 401 (K) Plan with company match Paid Vacation, Sick, Personal and Holidays Physical Demands and Work Environment: The employee must be comfortable in either an on-site office setting, or a quiet, designated work from home space that is free from distractions and noise. The employee is regularly required to communicate (give/receive) information through multiple methods of communication with clear understanding from others. Must be able to exchange accurate information in these situations. The employee must be able to remain in a stationary position and/or move about the organization or remote office. The employee is frequently required to stand or walk (or otherwise move through the organization); sit; use hands to type, write, handle, or feel and reach. May occasionally climb or balance; stoop, kneel, or crouch; or lift and/or move up to 25 lbs. Employees may be required to type and utilize a computer for long periods of time. The employee may be required to frequently operate a standard variety of office equipment including computers, calculators, copy machine, computer printer, and phones. The noise level, if working on-site, is usually moderate and typical of an office environment. In accordance with applicable disability laws, Dovenmuehle works with applicants and employees to make reasonable accommodations to the job or work environment when doing so will enable an employee with a qualified disability to satisfactorily perform the essential functions of the job.
$31k-40k yearly est. Auto-Apply 36d ago
Executive Assistant & Office Manager
Redesign Health 4.2
New York, NY jobs
About the Company: Redesign Health is a global venture and applied technology firm focused on building next-generation healthcare companies. We manage venture capital and venture buyout strategies, each powered by an AI operating system and team of leading technologists, entrepreneurs, and investors. Our venture capital strategy backs exceptional founders at the earliest stage-often before an idea is fully formed-and provides first institutional capital and an unmatched degree of strategic leverage and domain expertise through exit. Our venture buyout strategy partners with proven management teams through control investments and delivers outsized value by rewiring core products and workflows with AI. Since inception in 2018, Redesign and our portfolio companies have touched the lives of more than 15 million patients, raised over $1.5 billion from premier institutional, sovereign, and strategic investors, and built distinctive partnerships with marquee healthcare organizations and senior leaders around the world. Redesign is based in New York and has offices in Bengaluru, Los Angeles, and Riyadh. About the Role: We are seeking a proactive, highly organized, and adaptable Executive Assistant & Workplace Operations leader to provide executive support to members of our leadership team and own the workplace experience for our NYC office. This role is a blend of executive support, owning our office experience and culture, and occasional event support- ideal for someone who thrives in a fast-paced environment and enjoys juggling multiple priorities at once. This role is primarily based in-person working from the office Monday-Thursday with the option to work remotely on Fridays. This role will be part of the People & Operations team and report to the company's Chief of Staff & Director of People & Operations. What You'll Do:Executive Support: Manage the CEO and additional leaders' calendars with extreme attention to detail and thoughtfulness Manage executive travel logistics for domestic and international travel Oversee the approach for EA support across the entire leadership team managing virtual EAs and AI-powered administrative tools Office Management & Experience: Foster a warm, welcoming, and professional office culture that reflects our values and supports high performance Develop rituals, touchpoints, and experiences that make in-office days feel energizing, connected, and purposeful for our local team Greet visitors to the office, ensuring they have a welcoming and pleasant experience Oversee daily office operations including managing vendors, supplies, and equipment In Q1 2026, we will be moving to a new office within Manhattan. The first major priority for this role will be leading the office move Event & Project Support: Lead logistics for quarterly US onsites and annual leadership and global team offsites Support other US-based Founder, Investor, and team events as needed Lead AI or tooling initiatives that help scale administration support across the company by championing scheduling automations and other admin tools There will be the opportunity to jump into many additional projects across the org based on interest and capacity What You'll Need: 4+ years of experience in executive support, office management, or operations role You are exceptionally organized, detail-oriented, and able to anticipate needs before they arise You operate with a high degree of discretion, professionalism, and sound judgment in all interactions You communicate clearly and effectively, both written and verbal We are open to candidates who do not have EA experience, but have demonstrated excellence in other domains Who You Are: Action-Oriented: You readily take action on new opportunities with a sense of urgency, high energy, and enthusiasm. You display a can-do attitude and step up to handle tough issues with a keen eye for detail. Instills Trust: You gain the confidence and trust of others through honesty, integrity, and authenticity, following through on commitments and ensuring consistency between your words and actions. Manages Ambiguity: You deal comfortably with the uncertainty of change and set the course without clear direction. You are calm and productive, even when things are up in the air. Technology Innovator: Ability and drive to proactively leverage AI and other emerging technology tools to create extraordinary productivity and impact within their functional area. Demonstrates visionary thinking about the future evolution of their role and independently experiments, adopts, and refines technology-driven solutions.
$58k-95k yearly est. Auto-Apply 42d ago
Sales Administrative Assistant Intern - Summer 2026 (Cleveland, OH)
Quicken Loans 4.1
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 16d ago
Loan Admin Support Specialist
Farm Credit 4.5
Tiffin, OH jobs
Join the AgCredit Team: Residential Lending Loan Processor About AgCredit Our mission at AgCredit is to create lifelong opportunities for our customers and employees by striving to be the premier cooperative lender and employer in our rural communities. Our core values focus on relationships, respect, integrity, service, accountability, teamwork and courage for our customers' and employees' success. As a cooperative agricultural lending institution, our commitment is to our customer-owners. Headquartered in Fostoria, OH, AgCredit serves over 7,000 member-owners in 15 lending offices throughout 18 counties across northwest and central Ohio. As part of the nationwide Farm Credit System, we are proud to return our profits back to our members through our patronage program. We hope you'll consider joining our experienced lending team as we continue to serve our customers, employees and communities. Residential Lending Loan Processor The Residential Lending Loan Processor performs the functions necessary to keep detailed and accurate accounting of borrower records and reports; assists in the extension of credit specifically around loan underwriting; provides efficient and congenial support while assisting the Association in the servicing and growth of business. What You'll Do: 1. Process reporting to all credit bureaus monthly. 2. Process HMDA reporting on an annual basis, update reports on a quarterly basis. 3. Process USDA Guaranteed loan quarterly reporting, and USDA Default Status reporting monthly. 4. Primary person responsible for updating Bytepro Enterprises custom forms, fee schedules, print sets, etc. 5. Process and underwrite portfolio residential loans with tasks including the ordering and follow up function of: 6. Appraisal and Title work, 7. Flood Determinations, 8. Verification of Employment - Approve Loan Es timates and Closing Disclosures. - Order construction inspections and evaluate inspection reports for project completion. Keep record of waiver of lien, affidavit of contractor W-9's and borrower approval documents and initiates construction disbursements accordingly. Works closely with the Director of Consumer Lending as issues arise on construction projects and progress. - Backup duties include: 1. Assists with Note Mods. 2. Processor for Secondary Market loans. - Efficiently perform responsibilities to assist management in the successful financial performance of the Lending Offices and the association to meet or exceed lending goals. What You'll Need: - Education and/or experience equivalent to an Associate's Degree in business, accounting or finance - 3 years of loan processing experience (residential lending processing experience preferred). - Superior written and oral communication skills and decision/problem -solving skills. - Ability to work independently and to maintain confidentiality. - Thorough knowledge of PC operations and communication systems. - Demonstrated attention to detail. - Adaptable to changing conditions. - Able to respond promptly to requests for service and assistance. - Ability to meet commitments and follow through on tasks. - Ability to move files and other documents. - Ability to travel to Lending Offices as well as other locations for training and meetings. Benefits Offered - Competitive compensation - Top-rated benefits program - 401k Plan with company match - Tuition reimbursement, sponsored training and career development opportunities - Generous paid time off with 11 holidays observed - Employee Assistance Program - Community Service PTO - "Dress for your day" dress code Schedule - Monday to Friday, 8:00am-4:30pm Why Work at A gCredit? - We're not just growing-we're growing with purpose and stability. - We encourage a balanced approach to work and life responsibilities. - We invest in our people through continuous learning and career growth. - We live and work in the communities we serve. Diversity Statement / EEO Statement We are an Equal Opportunity Employer. AgCredit strives to recruit, hire, train, and promote individuals without regard to race, color, religion, sex, national origin, age, disability, parental status, marital status, political affiliation, military service, or any other non-merit based factor. EOE including disability/veterans.
$34k-44k yearly est. 12d ago
Associate Commercial Closer Assistant
Quicken Loans 4.1
Cleveland, OH jobs
As an Associate Commercial Closer Assistant, you will support the escrow team in managing the funds and documents in a real estate transaction until all conditions of the purchase agreement and lender instructions are met. You will prepare closing documents like settlement statements and affidavits. You will coordinate with buyers, sellers, lenders and attorneys to gather necessary information, and use software to track the transaction from opening to closing. About the role Support the escrow team in the overall closing process, from the initial order to post-closing activities Prepare commercial settlement statements and real estate closing documents Accurately compile electronic versions of documents and prepare for distribution Prepare invoices and closing documents Verify wiring Instructions Compile disbursement packages Research recording requirements, fees and proof documents for recording and insurability Order zoning and closing protection letters Assist in policy reviews and file audits Manage receipt and distribution of original documents; scan, paginate, organize, file and circulate to parties. Accurately follow instructions provided by closers and clients as to edits and finalization of original documents. Occasionally meet with clients to obtain signatures on original documents. Occasionally walk documents into recorder's office. About you Minimum Qualifications Basic understanding of real estate transactions and real estate terminology. Proficient in using Microsoft Office suite and specialized title/escrow software. Possess clear and confident written and verbal communication and excellent interpersonal skills for interacting with diverse clients and teams. Ability to multitask and resolve issues quickly and accurately in a fast-paced environment and Exercise sound judgement during the transaction process. Preferred Qualifications Basic understanding of a commercial real estate transaction What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket Close is a leading national provider of title insurance, property valuations and settlement services. Here, you'll be given all the resources and support needed to deliver innovative solutions and in turn, your hard work will be rewarded with a competitive compensation package and an array of other amazing benefits. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at ****************** . Illinois, Maryland, Minnesota, Massachusetts, Colorado, Cleveland, New York City, New Jersey, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $20.98-$36.13 per hour. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found here . The information regarding compensation and other benefits included in this paragraph is the company's current, good faith estimate at the time of posting. [Compensation and benefits are subject to modification from time to time as the Company, in its sole and exclusive discretion, deems appropriate.] The Company may determine during its future reviews of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position. Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the Fair Chance Initiative for Hiring.
$21-36.1 hourly Auto-Apply 15d ago
Administrative Assistant $500 Sign-On Bonus
Revenue Group 3.0
Cleveland, OH jobs
Job DescriptionDescription: Pay Rate: $15.00/hr. Hours: Monday - Friday 8:00am-4:30pm Bonus: $500 Sign on Bonus broken down into a 90-day period Who is Hospital Referral Services? Hospital Referral Services has an energetic team with a great work environment and many different perks and incentives. We have monthly meetings to celebrate employee achievements and communicate company growth and goals. Our employees voted us Top Workplaces 4 years in a row! What Will Your Role Be? We are looking for a responsible Administrative Assistant to perform a variety of administrative and clerical tasks. Duties would include providing support to our managers and employees, assisting with daily office needs. The Administrative Assistant will be responsible for: In office position Retrieves off hour's voicemails and forwards to appropriate representatives. Process requests from staff to mail documents to patients. Open and distribute all mail. Daily use of the hospital systems and FACS (our internal system) Responds to and resolves administrative inquiries and questions. Running and preparing reports as requested (daily, weekly and monthly) Other duties as assigned PM21 Requirements: Three to five years of experience in an administrative role preferred. 7 year background check. Our Benefits: 100% Paid Training 401(k) matching Paid Time off (PTO) - Up to 10 days your first year! 8 Paid Holidays - Including your birthday! Referral Program Employee Assistance Program (EAP) Growth & Continued Training Dental & Vision insurance Health insurance (including Long & Short-Term Disability) Life insurance (Company Paid) EEO Statement: We are an Equal Employment Employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local laws. PM21
$15 hourly 1d ago