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Executive Administrative Assistant jobs at J.P. Morgan - 78 jobs

  • Senior Leadership Executive Assistant

    Economic and Community Development Institute 3.8company rating

    Columbus, OH jobs

    Senior Leadership Executive Assistant Division/ Department: Administration Reports To: President and CEO Hours: Varies - based on Supervisor's approval Employment Status: X F.T. FLSA Status: X Non-Exempt P.T. Exempt ECDI is a nonprofit organization, dedicated to serving underserved and underbanked small business owners. Our goal is to assure that every entrepreneur - regardless of where they came from, where they live, their gender or their race - has access to funding and the business mentoring services they need to succeed. We're based in Columbus, with offices in Cleveland, Cincinnati, Akron, Portsmouth, Toledo, and Dayton. For small business clients in Ohio, Kentucky and Indiana, we serve a one-stop resource center. Our Recruiting Process: 20-minute call with recruiter 60-minute video call with panel interview 60-minute on site interview with hiring manager Job offer ECDI is looking for a Senior Leadership Executive Assistant for our Columbus Headquarters The Senior Leadership Executive Assistant reports to the President and supports the offices of the CEO, President, and other C-Suite roles. This position will anticipate the needs of leadership members and help them stay focused on their projects by resolving operational and administrative issues before they arise. The Senior Leadership Executive Assistant will handle a wide range of administrative, organizational, and executive support related responsibilities. They will use discretion, judgment, and knowledge of the organization when dealing with all people related to ECDI. This position sometimes requires forty or more (40+) hours a week and should be available to work extended hours during busy times. This position is a 100% onsite role. The starting annual salary range for this position is $64,000-$75,000. Candidates for this position must be located in the Central Ohio Area. Responsibilities: Scheduling / Coordination Provide day-to-day support for the CEO and President including calendar management and arranging logistics for program travel and meetings, requiring interaction with both internal and external leaders and others to coordinator a variety of complex meetings and events. Maintain calendars and ensure all appointments are up to date. Manage multiple projects with various deadlines; ensure deadlines are met. Assist with event logistical planning and coordination. Follow up with correspondences after external meetings (e.g. thank you notes, meeting notes). Attend and take notes during internal and external meetings and provided to executive team within 48 business hours. Communications: Ensure smooth coordination and communication between management and employees who may be working remotely. Assist with communications, marketing materials, and other information for internal and external audiences related to program activities and fundraising (e.g. calling and setting up connections). Interact with different stakeholders inside and outside the organization via phone, conference calls, and email to gather data and address requests and questions. Provide excellent customer service by addressing inquiries and assisting clients in a professional manner. Maintain confidential information and communication. Prepare written responses to routine enquiries. Administration Support Needs: Provide administrative support, as needed, for other ECDI employees (e.g. scanning documents, mailings, printing documents). Perform Quarterly Board Meeting management, including maintenance of board documentation, preparation of agendas, preparing and distribution of Board Meeting materials, and taking of minutes. Prepare and modify documents including correspondence, legal documents, reports, drafts, memos, and emails. Collect, review, and analyze complex and confidential information; create reports, charts, budgets, and other presentation materials. Develop and maintain an executive task list for Advancement, Marketing, and Development in line with ECDI strategic goals Summarize, prioritize, and research information into a concise and usable format for review. Help leadership team members with various life management tasks, as needed. Obtain and distribute reports to the executive leadership team as needed. Other Responsibilities: Maintain accurate files, documents, and profiles for necessary paper files and in appropriate tracking systems. Maintain a thorough working knowledge of and adhere to all ECDI policies and procedures. Participate in meetings and provide feedback for improvements. Perform other related activities, as required, to ensure department and organizational success. Minimum Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements below are representative of the knowledge, skills, and/or abilities required. Knowledge, Skills and Abilities Ability to maintain confidentiality. Comprehensive knowledge of standard office practices, procedures, equipment, and techniques. Computer skills: High level of proficiency in the use of Microsoft Office programs, especially MS Word, MS Excel and MS PowerPoint. Familiarity with CRM software and/or Salesforce, a plus. Experience using meeting technology including audio visual equipment, industry software and web and video conferencing. Education and/or Experience Five or more (5+) years of progressively responsible administrative/office management experience. Experience working in a fast-paced environment required. Experience working in a service-oriented role required. Has a broad knowledge and understanding of how a company operates. Associate's degree in business, finance, or a related field preferred. Special Requirements: Occasional after-hours work and travel required. Other: This position is a 100% onsite role. Must have access to transportation in order to travel to and from the office and to meet with clients. Typically, the employee must be able to remain in a stationary position 50% or more of the time. The person in this position will occasionally move about inside the office to access file cabinets, office machinery, etc., and operate a computer and other office productivity machinery such as a copy machine and computer printer. Positions self to move items up to 15 pounds, such as printer paper boxes across the office as needed. Requests for reasonable accommodations will be considered. Must be able to avoid risks found in the typical office setting, which is adequately lighted, heated, and ventilated, e.g., safe use of office equipment, avoiding trips and falls, observing fire regulations, etc. Requests for reasonable accommodations will be considered. Benefits ECDI offers a holistic benefits package that reflects how much we value our employees. Benefits include: Healthcare (including qualified dependents) Health Reimbursement Arrangement (HRA) Dental Coverage Vision Coverage Pet Benefits Life Insurance, STD, LTD 401(k) Plan Educational assistance program A generous time off package Take your Birthday off - Its paid! Hybrid Environment (during business hours) ECDI is a Public Service Loan Forgiveness (PSLF) qualified employer. #LI-Onsite
    $64k-75k yearly 60d+ ago
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  • Executive Assistant, GIP Credit Team

    Blackrock 4.4company rating

    New York, NY jobs

    About this role Executive Assistant, GIP Credit Team Global Infrastructure Partners (GIP), a standalone division of BlackRock, is a leading global infrastructure investor focused on acquiring, owning, and operating large-scale assets across the energy, transport, digital infrastructure, and water and waste management sectors. Following BlackRock's acquisition of GIP in October 2024, the platform is well-positioned to capitalize on long-term structural trends driving infrastructure growth. GIP's proprietary origination network and deep sector relationships enable the firm to identify high-quality assets and form strategic partnerships with leading corporations and investment firms. Through rigorous analysis and operational expertise, GIP seeks to deliver consistent, attractive returns across both equity and debt strategies. Together, GIP and BlackRock manage over $180 billion in assets, forming the world's largest infrastructure investment platform. Companies within GIP's equity portfolios generate more than $71 billion in annual revenue and employ approximately 116,000 people. GIP Credit, the credit arm of Global Infrastructure Partners, was formed to make primarily “non-equity” investments, with the ability to transact across multiple entry points in the capital stack. GIP Credit targets power, energy, transport, water and waste, digital and other industries or projects with infrastructure-like characteristics. GIP Credit provides financing solutions across a breadth of capital needs, including greenfield and brownfield projects, acquisition finance, liquidity and growth, restructuring and secondary purchases. GIP Credit manages more than $25 billion of assets under management. Position Summary: The Executive Assistant is responsible for providing administrative support to three Fund Partners, including a GIP Credit founding Fund Partner and a Fund Partner with an expansive role that includes head of Portfolio Management and a breadth of COO-type responsibilities. Key Responsibilities: Manage calendars and coordinate high volume scheduling with internal and external stakeholders Book domestic and international travel, including itinerary, visa, preparation, etc. There will be heavy international travel coordination across multiple time zones. This role deals with investors and high-profile individuals so a polished presence and capability to build relationships is important. Compile receipts and prepare expense reports in a timely manner. Compile materials and prepare presentations for internal, company and investor meetings and support ad-hoc projects as needed. Develop relationships and work collaboratively across EAs and other counterparties. There is no travel required Facilitate and track the group recruiting process, including direct contact with recruiters to provide updates and schedule interviews/model tests Coordinate, schedule and facilitate agendas for global group / regularly scheduled meetings Manage the approval of invoices and wire instructions for our portfolio companies Assist COO efforts - track global group headcount, schedule mid-year and year end performance reviews, organize ad hoc social events and assist in execution of numerous workstreams initiated by and/or in concert with Global Head of GIP Credit Qualifications: 5+ years experience in a fast paced, high energy corporate office or family office environment, supporting senior individuals Bachelor's degree preferred Advanced level of proficiency in Microsoft Office to include Word, PowerPoint (ability to produce charts and graphs), Excel Extensive experience handling domestic and international travel, meeting planning, scheduling and logistics operates exceptionally well under pressure Experienced in Concur Travel & Expense Management and American Express Travel, including booking, reconciliation, and expense reporting. Shows utmost judgement, discretion and understanding of confidentiality Can effortlessly keep multiple priorities in flight independently Can adapt and work well with a range of workstyles and personality types including high energy and demanding profiles Strong verbal and written communication skills - succinct, edited and clear Creative problem solver and ability to influence/facilitate results High degree of ownership and accountability; maintains a positive attitude - eye for detail and accuracy Collaborative approach - skilled at building relationships and an ability to work across a variety of workstyles, roles and levels Ability to take feedback well and willing to learn Flexible and responsive, with a willingness to monitor and manage communications after business hours and on weekends as needed. For New York, NY Only the salary range for this position is USD$90,000.00 - USD$160,000.00 . 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 . 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.
    $90k-160k yearly Auto-Apply 16d ago
  • Senior Executive Administrative Assistant

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    JobID: 210693630 JobSchedule: Full time JobShift: : Become an integral part of the JPMorgan Wealth Management Service and Administration team where you will have the opportunity to work in a fast-paced, dynamic environment. Each day will be unique! This role provides a platform for professional growth and skills development. Be part of a results-oriented team that values proactive support, exceptional attention to detail, and high-quality execution. As a Senior Executive Assistant in the JPMorgan Wealth Management Service and Administration team, you will need to work well in a high-performing team environment, represent the leader with professionalism strong judgment, and consistently deliver high-quality work. Your daily routine will include interactions with senior executives and internal partners across the business and the broader Wealth Management industry. You will need to adapt procedures, processes and techniques to complete assignments in line with the team's priorities and goals. Job responsibilities * Maintain complex and detailed calendars, ensuring proactive management of scheduling needs and potential conflicts * Screen and prioritize incoming calls, meeting requests and inquiries, using discretion in managing information flow * Manage the coordination and logistics of both internal and external meetings, including agenda preparation, materials, and follow-up actions. * Arrange and coordinate complicated domestic and international travel, including itineraries, accommodations, and contingency planning * Organize all aspects of internal and external events, including logistics, catering, and transportation, and onsite coordination. * Process invoices and T&E expense claims for team members, ensuring compliance with firm policies and timely, accurate submission. * Assist with employee onboarding and offboarding, including equipment requests, system access, and coordination with support teams. * Produce high quality emails and written communications to individuals at all levels of the organization and to external partners. * Maintain departmental documents, including the organization charts, executive bios, and leader specific materials. * Manage routine activities and proactively identify and communicate issues, conflict or delays. * Assist in preparing and editing spreadsheets and presentations, including formatting, printing and binding, for client and team meetings Required qualifications, capabilities and skills * Minimum of five years of administrative experience * Advanced ability to organize * Discretion and good judgment in confidential situations, and proven experience interacting with executive leadership * Strong interpersonal, written, and oral communication skills * Strong Professional in-person and Virtual presence * Strong proficiency in Microsoft Office * Ability to manage competing priorities i.e. calendar management Preferred qualifications, capabilities and skills * Experience supporting at the Managing Director level (or equivalent) or above * Bachelor's degree is a plus Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
    $77k-103k yearly est. Auto-Apply 47d ago
  • Senior Executive Administrative Assistant

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Become an integral part of the JPMorgan Wealth Management Service and Administration team where you will have the opportunity to work in a fast-paced, dynamic environment. Each day will be unique! This role provides a platform for professional growth and skills development. Be part of a results-oriented team that values proactive support, exceptional attention to detail, and high-quality execution. As a Senior Executive Assistant in the JPMorgan Wealth Management Service and Administration team, you will need to work well in a high-performing team environment, represent the leader with professionalism strong judgment, and consistently deliver high-quality work. Your daily routine will include interactions with senior executives and internal partners across the business and the broader Wealth Management industry. You will need to adapt procedures, processes and techniques to complete assignments in line with the team's priorities and goals. **Job responsibilities** + Maintain complex and detailed calendars, ensuring proactive management of scheduling needs and potential conflicts + Screen and prioritize incoming calls, meeting requests and inquiries, using discretion in managing information flow + Manage the coordination and logistics of both internal and external meetings, including agenda preparation, materials, and follow-up actions. + Arrange and coordinate complicated domestic and international travel, including itineraries, accommodations, and contingency planning + Organize all aspects of internal and external events, including logistics, catering, and transportation, and onsite coordination. + Process invoices and T&E expense claims for team members, ensuring compliance with firm policies and timely, accurate submission. + Assist with employee onboarding and offboarding, including equipment requests, system access, and coordination with support teams. + Produce high quality emails and written communications to individuals at all levels of the organization and to external partners. + Maintain departmental documents, including the organization charts, executive bios, and leader specific materials. + Manage routine activities and proactively identify and communicate issues, conflict or delays. + Assist in preparing and editing spreadsheets and presentations, including formatting, printing and binding, for client and team meetings **Required qualifications, capabilities and skills** + Minimum of five years of administrative experience + Advanced ability to organize + Discretion and good judgment in confidential situations, and proven experience interacting with executive leadership + Strong interpersonal, written, and oral communication skills + Strong Professional in-person and Virtual presence + Strong proficiency in Microsoft Office + Ability to manage competing priorities i.e. calendar management **Preferred qualifications, capabilities and skills** + Experience supporting at the Managing Director level (or equivalent) or above + Bachelor's degree is a plus **Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $77k-103k yearly est. 46d ago
  • Senior Executive Administrative Assistant

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Become an integral part of the JPMorgan Wealth Management Service and Administration team where you will have the opportunity to work in a fast-paced, dynamic environment. Each day will be unique! This role provides a platform for professional growth and skills development. Be part of a results-oriented team that values proactive support, exceptional attention to detail, and high-quality execution. As a Senior Executive Assistant in the JPMorgan Wealth Management Service and Administration team, you will need to work well in a high-performing team environment, represent the leader with professionalism strong judgment, and consistently deliver high-quality work. Your daily routine will include interactions with senior executives and internal partners across the business and the broader Wealth Management industry. You will need to adapt procedures, processes and techniques to complete assignments in line with the team's priorities and goals. Job responsibilities Maintain complex and detailed calendars, ensuring proactive management of scheduling needs and potential conflicts Screen and prioritize incoming calls, meeting requests and inquiries, using discretion in managing information flow Manage the coordination and logistics of both internal and external meetings, including agenda preparation, materials, and follow-up actions. Arrange and coordinate complicated domestic and international travel, including itineraries, accommodations, and contingency planning Organize all aspects of internal and external events, including logistics, catering, and transportation, and onsite coordination. Process invoices and T&E expense claims for team members, ensuring compliance with firm policies and timely, accurate submission. Assist with employee onboarding and offboarding, including equipment requests, system access, and coordination with support teams. Produce high quality emails and written communications to individuals at all levels of the organization and to external partners. Maintain departmental documents, including the organization charts, executive bios, and leader specific materials. Manage routine activities and proactively identify and communicate issues, conflict or delays. Assist in preparing and editing spreadsheets and presentations, including formatting, printing and binding, for client and team meetings Required qualifications, capabilities and skills Minimum of five years of administrative experience Advanced ability to organize Discretion and good judgment in confidential situations, and proven experience interacting with executive leadership Strong interpersonal, written, and oral communication skills Strong Professional in-person and Virtual presence Strong proficiency in Microsoft Office Ability to manage competing priorities i.e. calendar management Preferred qualifications, capabilities and skills Experience supporting at the Managing Director level (or equivalent) or above Bachelor's degree is a plus Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
    $77k-103k yearly est. Auto-Apply 7d ago
  • Board Liaison & Executive Assistant

    Kemba Financial Credit Union 3.8company rating

    Columbus, OH jobs

    Title: Board Liaison & Executive Assistant Reports to: President / Chief Executive Officer Supervises: None Status: Exempt Objective The Board Liaison is responsible for coordinating all organizational activities that relate to KEMBA Financial Credit Union s Board of Directors. The Board Liaison provides vital governance, and administrative guidance and support to the President/CEO, Board of Directors, Board Committees, Associate Directors, and the Executive Team. The Board Liaison administratively supports these teams in their governance and leadership responsibilities, constructive partnerships and collaborations, exchange of communications and information, and tracks their continuing education and development initiatives. The Board Liaison also serves as the recording secretary for the Board of Directors and Board Committee meetings. Duties and Responsibilities Facilitates strong relationships among Board Chair, President/CEO, Board of Directors, Committees, Associate Directors, and Executive Team Ensures Board Committee work aligns with charters, duties, and responsibilities Attends Board and Committee meetings; drafts and maintains meeting minutes Coordinates and tracks continuing education credits for Board Members, Associate Directors, and Executive Team; supports leadership development goals Assists with onboarding new Board Members and Associate Directors; prepares orientation materials and coordinates educational sessions Maintains relationships with third-party education providers; promotes courses and events Supports governance assessments, board surveys, and succession planning Prepares and distributes agendas and meeting materials; manages calendars and logistics for on-site and remote meetings, strategic planning sessions, and annual membership meetings Tracks and reports progress on annual and periodic governance tasks Compiles Committee reports; ensures compliance with Committee charters Manages electronic record storage and board portal content; maintains user credentials Coordinates educational events, conference registrations, travel, lodging, and meals for Board Members Provides administrative support to Board Chair, President/CEO, and Board Officials, including guidance on Articles, Code of Regulations, and Board Policies; ensures compliance with laws Acts as Recording Secretary for closed sessions; maintains confidential records per retention schedules Serves as liaison to Committees; provides resources, supports strategic goals, and aligns efforts with Board objectives Builds and maintains relationships with external advisors; manages special projects for Board Chair and President/CEO Prioritizes competing needs; handles matters proactively and ensures timely completion of projects Maintains discretion and confidentiality in all Board and Executive interactions Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs Relates to others beyond giving and receiving instructions: Communicates with coworkers or peers without exhibiting behavioral extremes Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Responds appropriately to criticism from a supervisor Performs other duties as required by management Qualifications Associates degree in Business Administration or related field or equivalent work experience At least 7-year experience in board governance or executive level administrative role Advanced knowledge of Microsoft Office software, including Word, Excel, Power Point and Outlook Ability to work well independently, or as part of a team Expert-level written and verbal communication skills Strong decision-making capability and proactive problem-solving approach Exceptional organizational skills with ability to prioritize multiple tasks and maintain attention to detail Highly resourceful team player with ability to work independently Strong interpersonal skills and ability to build relationships with stakeholders at all levels Emotional maturity and adaptability to competing demands Proven ability to handle confidential information with discretion Ability to achieve high performance goals and meet deadlines in a fast-paced environment Forward-thinking mindset with ability to identify opportunities and propose solutions Physical Demands The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions. The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment. Eligibility Laptop: Yes Remote/Hybrid Work: Yes Cell Phone Reimbursement: No Vehicle Reimbursement: No Incentives: Yes #CRPKMB
    $45k-55k yearly est. 14d ago
  • Aprio PH - Executive Assistant

    Aprio 4.3company rating

    Clark, NJ jobs

    Join our Aprio National Tax Office team and you will help support clients maximize their opportunities. Aprio has a career opportunity for an Executive Assistant to join their dynamic group. Aprio is seeking a proactive and highly organized Executive Assistant to support the National Tax office. This mid-level role requires a professional who can exercise sound judgment, manage sensitive information, and provide high-level administrative support to ensure the smooth operation of National Tax Office activities. Position Responsibilities: * Provide high-level administrative support including calendar management, meeting preparation, and handling confidential information. * Prioritize, triage, and respond to emails, National Tax Office portfolios, and time-sensitive requests on behalf of the executive team. * Draft, proofread, and manage National Tax office correspondence, reports, filings, and documentation with high attention to detail. * Coordinate with external vendors, internal department teams on National tax office and risk-related matters. * Maintain and organize technical memos, policies, and resource libraries; ensure version control, consistency, and proper documentation standards. * Assist with project management activities, including monitoring deadlines, maintaining trackers, and ensuring completion of deliverables. * Safeguard confidential and sensitive information with discretion, professionalism, and sound judgment. * Assist with tracking risk-related matters and documentation requests while ensuring confidentiality and timely follow-up. * Manage access and permissions for NTO tools and platforms (e.g., CCH, Thomson Reuters, SharePoint) support usage reporting and workflow updates. * Track, record, and report on executives' billable hours, ensuring accurate documentation for client billing, internal reporting, and compliance purposes. Qualifications: * Amenable to work mid-shift starting from 6:00PM-2:30AM PHT * Shifting Schedule (depending on business/client needs) * Hybrid Set up (2 days onsite, 3 days work from home) either in Clark or Makati Site. * Minimum 3-5 years supporting executive-level functions in a tax, accounting, compliance, or professional services environment, with direct exposure to tax * Strong organizational and time management skills. * Advanced skills in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint) and familiarity with tax research platforms is a plus * Strong written and verbal communication skills * High level of professionalism and confidentiality in handling sensitive tax, compliance, and executive information. * Ability to make independent decisions and prioritize competing demands with minimal supervision.
    $61k-91k yearly est. 15d ago
  • Executive Assistant to Executive Management

    Western Union 4.5company rating

    Denver, CO jobs

    Executive Assistant - Denver, Colorado (Hybrid) Are you an organized, hands-on individual with an eye for detail? Are you intuitive to the needs of the senior executives you support and have a strong sense of urgency? Are you interested in joining a globally diverse organization where our unique contributions are recognized and celebrated, allowing each of us to thrive? Then it's time to join Western Union as an Executive Assistant. Western Union powers your pursuit. In this fast-paced role, you'll serve as an Executive Assistant, providing critical support to multiple U.S.-based Executives. You'll manage a broad range of responsibilities including complex calendar coordination, domestic and international travel planning, expense reporting, and presentation preparation. Collaboration with other executive assistants will be key as you help coordinate meetings and deliverables for the senior leadership executives. Role Responsibilities Performs standard administrative duties for multiple senior executives Manage complex calendars, appointments, and travel arrangements Process expense reports, ensuring accuracy, compliance with company policies, and timely reimbursement Collaborate with a team of executive assistants, actively participating in team meetings and providing coverage as needed Support of functional work, including procurement activities, communications, etc. Exercises discretion and independent judgment with confidential and complex information Interpret and communicate executive intent or corporate policies to other managers Role Requirements Bachelor's degree or specialized certification preferred. At least 5 years of experience working with senior executives as Executive Assistant. Highly professional, diligent, and dependable as you will be dealing regularly with highly confidential information. You will be forward thinking and be able to anticipate needs with the ability to know when to be discreet. Prioritization and planning are key to being successful in this role, as well as excellent communication and IT literacy, with tools such as Microsoft Word, Outlook, PowerPoint, Excel, and Zoom. Experience with Concur a strong plus. Ability to build effective working relationships across the business and be efficient with your time. Strong executer and a true business partner to the leader(s) you are supporting. Ability to build effective and collaborative working relationships across the business and be efficient with time. Ability to work in office as needed by executive(s) being supported. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $ 85,000.00 - 95,000.00 USD per year, which will be paid hourly. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: Paid Time off Medical, Dental and Life Insurance Parental Leave Global Adoption Assistance 4% Western Union Contribution to 401K Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three full days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-AV1 #LI-HYBRID Estimated Job Posting End Date: 02-09-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
    $85k-95k yearly Auto-Apply 17d ago
  • Executive Assistant

    Western Union 4.5company rating

    Austin, TX jobs

    Executive Assistant - Atlanta, GA or Austin, TX (Hybrid) Are you an organized, hands-on individual with an eye for detail? Are you intuitive to the needs of the senior executives you support and have a strong sense of urgency? Are you interested in joining a globally diverse organization where our unique contributions are recognized and celebrated, allowing each of us to thrive? Then it's time to join Western Union as an Executive Assistant. Western Union powers your pursuit. In this fast-paced role, you'll serve as an Executive Assistant, providing critical support to multiple U.S.-based Vice Presidents. You'll manage a broad range of responsibilities including complex calendar coordination, domestic and international travel planning, expense reporting, and presentation preparation. Collaboration with other executive assistants will be key as you help coordinate meetings and deliverables for the senior leadership executives. Role Responsibilities Performs standard administrative duties for multiple vice presidents Manage complex calendars, appointments, and travel arrangements Process expense reports, ensuring accuracy, compliance with company policies, and timely reimbursement Collaborate with a team of executive assistants, actively participating in team meetings and providing coverage as needed Support of functional work, including procurement activities, communications, etc. Exercises discretion and independent judgment with confidential and complex information Interpret and communicate executive intent or corporate policies to other managers Role Requirements Bachelor's degree or specialized certification preferred. At least 5 years of experience working with senior executives as an Administrative or Executive Assistant. Highly professional, diligent, and dependable as you will be dealing regularly with highly confidential information. You will be forward thinking and be able to anticipate needs with the ability to know when to be discreet. Prioritization and planning are key to being successful in this role, as well as excellent communication and IT literacy, with tools such as Microsoft Word, Outlook, PowerPoint, Excel, and Zoom. Experience with Concur a strong plus. Ability to build effective working relationships across the business and be efficient with your time. Ability to build effective and collaborative working relationships across the business and be efficient with time. Ability to work in office as needed by executive(s) being supported. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $ 80,000.00 - 90,000.00 USD per year, which will be paid hourly. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: Paid Time off Medical, Dental and Life Insurance Parental Leave Global Adoption Assistance 4% Western Union Contribution to 401K Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three full days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-AV1 #LI-HYBRID Estimated Job Posting End Date: 02-09-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
    $80k-90k yearly Auto-Apply 20d ago
  • Executive Assistant

    Western Union 4.5company rating

    New York, NY jobs

    Executive Assistant - New York City, NY (Hybrid) Are you an organized, hands-on individual with an eye for detail? Are you intuitive to the needs of the senior executives you support and have a strong sense of urgency? Are you interested in joining a globally diverse organization where our unique contributions are recognized and celebrated, allowing each of us to thrive? Then it's time to join Western Union as an Executive Assistant. Western Union powers your pursuit. In this fast-paced role, you'll serve as an Executive Assistant, providing critical support to multiple U.S.-based Vice Presidents. You'll manage a broad range of responsibilities including complex calendar coordination, domestic and international travel planning, expense reporting, and presentation preparation. Collaboration with other executive assistants will be key as you help coordinate meetings and deliverables for the senior leadership executives. Role Responsibilities Performs standard administrative duties for multiple vice presidents Manage complex calendars, appointments, and travel arrangements Process expense reports, ensuring accuracy, compliance with company policies, and timely reimbursement Collaborate with a team of executive assistants, actively participating in team meetings and providing coverage as needed Support of functional work, including procurement activities, communications, etc. Exercises discretion and independent judgment with confidential and complex information Interpret and communicate executive intent or corporate policies to other managers Role Requirements Bachelor's degree or specialized certification preferred. At least 5 years of experience working with senior executives as an Administrative or Executive Assistant. Highly professional, diligent, and dependable as you will be dealing regularly with highly confidential information. You will be forward thinking and be able to anticipate needs with the ability to know when to be discreet. Prioritization and planning are key to being successful in this role, as well as excellent communication and IT literacy, with tools such as Microsoft Word, Outlook, PowerPoint, Excel, and Zoom. Experience with Concur a strong plus. Ability to build effective working relationships across the business and be efficient with your time. Ability to build effective and collaborative working relationships across the business and be efficient with time. Ability to work in office as needed by executive(s) being supported. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $ 80,000.00 - 90,000.00 USD per year, which will be paid hourly. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: Paid Time off Medical, Dental and Life Insurance Parental Leave Global Adoption Assistance 4% Western Union Contribution to 401K Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three full days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-AV1 #LI-HYBRID Estimated Job Posting End Date: 02-09-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
    $80k-90k yearly Auto-Apply 17d ago
  • Executive Assistant

    Western Union Co 4.5company rating

    New York, NY jobs

    Executive Assistant - New York City, NY (Hybrid) Are you an organized, hands-on individual with an eye for detail? Are you intuitive to the needs of the senior executives you support and have a strong sense of urgency? Are you interested in joining a globally diverse organization where our unique contributions are recognized and celebrated, allowing each of us to thrive? Then it's time to join Western Union as an Executive Assistant. Western Union powers your pursuit. In this fast-paced role, you'll serve as an Executive Assistant, providing critical support to multiple U.S.-based Vice Presidents. You'll manage a broad range of responsibilities including complex calendar coordination, domestic and international travel planning, expense reporting, and presentation preparation. Collaboration with other executive assistants will be key as you help coordinate meetings and deliverables for the senior leadership executives. Role Responsibilities * Performs standard administrative duties for multiple vice presidents * Manage complex calendars, appointments, and travel arrangements * Process expense reports, ensuring accuracy, compliance with company policies, and timely reimbursement * Collaborate with a team of executive assistants, actively participating in team meetings and providing coverage as needed * Support of functional work, including procurement activities, communications, etc. * Exercises discretion and independent judgment with confidential and complex information * Interpret and communicate executive intent or corporate policies to other managers Role Requirements * Bachelor's degree or specialized certification preferred. * At least 5 years of experience working with senior executives as an Administrative or Executive Assistant. * Highly professional, diligent, and dependable as you will be dealing regularly with highly confidential information. * You will be forward thinking and be able to anticipate needs with the ability to know when to be discreet. * Prioritization and planning are key to being successful in this role, as well as excellent communication and IT literacy, with tools such as Microsoft Word, Outlook, PowerPoint, Excel, and Zoom. Experience with Concur a strong plus. * Ability to build effective working relationships across the business and be efficient with your time. * Ability to build effective and collaborative working relationships across the business and be efficient with time. * Ability to work in office as needed by executive(s) being supported. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $ 80,000.00 - 90,000.00 USD per year, which will be paid hourly. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: * Paid Time off * Medical, Dental and Life Insurance * Parental Leave * Global Adoption Assistance * 4% Western Union Contribution to 401K Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three full days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-AV1 #LI-HYBRID Estimated Job Posting End Date: 02-09-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
    $80k-90k yearly Auto-Apply 18d ago
  • Executive Assistant

    Western Union 4.5company rating

    Denver, CO jobs

    Executive Assistant - Denver, Colorado (Hybrid) Are you an organized, hands-on individual with an eye for detail? Are you intuitive to the needs of the senior executives you support and have a strong sense of urgency? Are you interested in joining a globally diverse organization where our unique contributions are recognized and celebrated, allowing each of us to thrive? Then it's time to join Western Union as an Executive Assistant. Western Union powers your pursuit. In this fast-paced role, you'll serve as an Executive Assistant, providing critical support to multiple U.S.-based Vice Presidents. You'll manage a broad range of responsibilities including complex calendar coordination, domestic and international travel planning, expense reporting, and presentation preparation. Collaboration with other executive assistants will be key as you help coordinate meetings and deliverables for the senior leadership executives. Role Responsibilities Performs standard administrative duties for multiple vice presidents Manage complex calendars, appointments, and travel arrangements Process expense reports, ensuring accuracy, compliance with company policies, and timely reimbursement Collaborate with a team of executive assistants, actively participating in team meetings and providing coverage as needed Support of functional work, including procurement activities, communications, etc. Exercises discretion and independent judgment with confidential and complex information Interpret and communicate executive intent or corporate policies to other managers Role Requirements Bachelor's degree or specialized certification preferred. At least 5 years of experience working with senior executives as an Administrative or Executive Assistant. Highly professional, diligent, and dependable as you will be dealing regularly with highly confidential information. You will be forward thinking and be able to anticipate needs with the ability to know when to be discreet. Prioritization and planning are key to being successful in this role, as well as excellent communication and IT literacy, with tools such as Microsoft Word, Outlook, PowerPoint, Excel, and Zoom. Experience with Concur a strong plus. Ability to build effective working relationships across the business and be efficient with your time. Ability to build effective and collaborative working relationships across the business and be efficient with time. Ability to work in office as needed by executive(s) being supported. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $ 80,000.00 - 90,000.00 USD per year, which will be paid hourly. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: Paid Time off Medical, Dental and Life Insurance Parental Leave Global Adoption Assistance 4% Western Union Contribution to 401K Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three full days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-AV1 #LI-HYBRID Estimated Job Posting End Date: 02-23-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
    $80k-90k yearly Auto-Apply 17d ago
  • Executive Assistant

    Western Union Co 4.5company rating

    Atlanta, GA jobs

    Executive Assistant - Atlanta, GA or Austin, TX (Hybrid) Are you an organized, hands-on individual with an eye for detail? Are you intuitive to the needs of the senior executives you support and have a strong sense of urgency? Are you interested in joining a globally diverse organization where our unique contributions are recognized and celebrated, allowing each of us to thrive? Then it's time to join Western Union as an Executive Assistant. Western Union powers your pursuit. In this fast-paced role, you'll serve as an Executive Assistant, providing critical support to multiple U.S.-based Vice Presidents. You'll manage a broad range of responsibilities including complex calendar coordination, domestic and international travel planning, expense reporting, and presentation preparation. Collaboration with other executive assistants will be key as you help coordinate meetings and deliverables for the senior leadership executives. Role Responsibilities * Performs standard administrative duties for multiple vice presidents * Manage complex calendars, appointments, and travel arrangements * Process expense reports, ensuring accuracy, compliance with company policies, and timely reimbursement * Collaborate with a team of executive assistants, actively participating in team meetings and providing coverage as needed * Support of functional work, including procurement activities, communications, etc. * Exercises discretion and independent judgment with confidential and complex information * Interpret and communicate executive intent or corporate policies to other managers Role Requirements * Bachelor's degree or specialized certification preferred. * At least 5 years of experience working with senior executives as an Administrative or Executive Assistant. * Highly professional, diligent, and dependable as you will be dealing regularly with highly confidential information. * You will be forward thinking and be able to anticipate needs with the ability to know when to be discreet. * Prioritization and planning are key to being successful in this role, as well as excellent communication and IT literacy, with tools such as Microsoft Word, Outlook, PowerPoint, Excel, and Zoom. Experience with Concur a strong plus. * Ability to build effective working relationships across the business and be efficient with your time. * Ability to build effective and collaborative working relationships across the business and be efficient with time. * Ability to work in office as needed by executive(s) being supported. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $ 80,000.00 - 90,000.00 USD per year, which will be paid hourly. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: * Paid Time off * Medical, Dental and Life Insurance * Parental Leave * Global Adoption Assistance * 4% Western Union Contribution to 401K Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three full days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-AV1 #LI-HYBRID Estimated Job Posting End Date: 02-09-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.
    $80k-90k yearly Auto-Apply 18d ago
  • Executive Administrative Assistant

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Become an integral part of the Consumer and Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Global Customer Platforms, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's activities and goals. Job responsibilities Maintain complex and detailed calendars Screen incoming calls and determine the level of priority, while using caution in dispensing information Manage the coordination and logistics of both internal and external meetings Arrange and coordinate complicated domestic and international travel Organize all aspects of internal and external events, including catering and transportation Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access Produce high quality emails and messages to individuals at all levels of the organization Maintain department documents, including current organizational charts and Executive Bio's Handle regular activities without prompting, and advise in advance with issues or delays Required qualifications, capabilities, and skills At least five years of administrative experience Advanced ability to organize Discretion and good judgment in confidential situations, and proven experience interacting with senior management Strong interpersonal, written, and oral communication skills Strong proficiency in Microsoft Office Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management Preferred qualifications, capabilities, and skills Experience supporting at the Managing Director level (or equivalent) or above College degree is a plus Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid option
    $62k-88k yearly est. Auto-Apply 2d ago
  • Executive Assistant, GIP Credit Team

    Blackrock 4.4company rating

    Day, NY jobs

    About this role Executive Assistant, GIP Credit Team Global Infrastructure Partners (GIP), a standalone division of BlackRock, is a leading global infrastructure investor focused on acquiring, owning, and operating large-scale assets across the energy, transport, digital infrastructure, and water and waste management sectors. Following BlackRock's acquisition of GIP in October 2024, the platform is well-positioned to capitalize on long-term structural trends driving infrastructure growth. GIP's proprietary origination network and deep sector relationships enable the firm to identify high-quality assets and form strategic partnerships with leading corporations and investment firms. Through rigorous analysis and operational expertise, GIP seeks to deliver consistent, attractive returns across both equity and debt strategies. Together, GIP and BlackRock manage over $180 billion in assets, forming the world's largest infrastructure investment platform. Companies within GIP's equity portfolios generate more than $71 billion in annual revenue and employ approximately 116,000 people. GIP Credit, the credit arm of Global Infrastructure Partners, was formed to make primarily “non-equity” investments, with the ability to transact across multiple entry points in the capital stack. GIP Credit targets power, energy, transport, water and waste, digital and other industries or projects with infrastructure-like characteristics. GIP Credit provides financing solutions across a breadth of capital needs, including greenfield and brownfield projects, acquisition finance, liquidity and growth, restructuring and secondary purchases. GIP Credit manages more than $25 billion of assets under management. Position Summary: The Executive Assistant is responsible for providing administrative support to three Fund Partners, including a GIP Credit founding Fund Partner and a Fund Partner with an expansive role that includes head of Portfolio Management and a breadth of COO-type responsibilities. Key Responsibilities: Manage calendars and coordinate high volume scheduling with internal and external stakeholders Book domestic and international travel, including itinerary, visa, preparation, etc. There will be heavy international travel coordination across multiple time zones. This role deals with investors and high-profile individuals so a polished presence and capability to build relationships is important. Compile receipts and prepare expense reports in a timely manner. Compile materials and prepare presentations for internal, company and investor meetings and support ad-hoc projects as needed. Develop relationships and work collaboratively across EAs and other counterparties. There is no travel required Facilitate and track the group recruiting process, including direct contact with recruiters to provide updates and schedule interviews/model tests Coordinate, schedule and facilitate agendas for global group / regularly scheduled meetings Manage the approval of invoices and wire instructions for our portfolio companies Assist COO efforts - track global group headcount, schedule mid-year and year end performance reviews, organize ad hoc social events and assist in execution of numerous workstreams initiated by and/or in concert with Global Head of GIP Credit Qualifications: 5+ years experience in a fast paced, high energy corporate office or family office environment, supporting senior individuals Bachelor's degree preferred Advanced level of proficiency in Microsoft Office to include Word, PowerPoint (ability to produce charts and graphs), Excel Extensive experience handling domestic and international travel, meeting planning, scheduling and logistics operates exceptionally well under pressure Experienced in Concur Travel & Expense Management and American Express Travel, including booking, reconciliation, and expense reporting. Shows utmost judgement, discretion and understanding of confidentiality Can effortlessly keep multiple priorities in flight independently Can adapt and work well with a range of workstyles and personality types including high energy and demanding profiles Strong verbal and written communication skills - succinct, edited and clear Creative problem solver and ability to influence/facilitate results High degree of ownership and accountability; maintains a positive attitude - eye for detail and accuracy Collaborative approach - skilled at building relationships and an ability to work across a variety of workstyles, roles and levels Ability to take feedback well and willing to learn Flexible and responsive, with a willingness to monitor and manage communications after business hours and on weekends as needed. For New York, NY Only the salary range for this position is USD$90,000.00 - USD$160,000.00 . 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.
    $90k-160k yearly Auto-Apply 21d ago
  • Lead, Executive Assistant Services

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Office Working Employment Type: Permanent * Executive assistant services (EAS) Team offers end to end administrative and business planning services virtually whilst operating on a hybrid work model. This will enable individual to work remotely with the Senior Leadership Team, whilst having there is an opportunity created within the office for onsite trainings, picking up and sharing best practices from peers. Strategy * Work closely with the Unit Head, Executive Assistant Services (EAS) to drive quality service delivery and standards in Executive Assistant Services (EAS) * Ensure adherence to Executive Assistant Services (EAS) department operating instruction (DOI) and all relevant risk, regulatory/compliance, financial, policies/processes and controls for the services * Develop relevant playbooks for Executive Assistant Services (EAS) * In partnership with Right-shoring Enablement (RSE) team, ensure availability of Executive Assistant Services (EAS)members in the local footprint to support pipeline of services Operations * Work closely with Executive Assistants (Executive Assistant Services (EAS)) to ensure quality service delivery in services rendered to Service Recipients, including planning backup resources * Monitor closely, the development, implementation and performance of business-critical topics. * Design and ensure that systems, processes and methodologies as specified are followed to ensure effective monitoring, control and support of service delivery. * Provide support to ensure delivery of objectives in responsibilities of governance, people, financials, regulatory, audits and communications. * Provide or work with various teams in the preparation/provision/review of useful management information (metrics/reports) which provide overall progress and performance status of GBS - including production huddles, regular updates on key/major happenings and strategy reports and responses to regulators and auditors. * Conduct service review meetings with service recipients Service Delivery * Calendar management * Visitor management * Event management * Travel and Expenses (T&E) management * Administrative activities * Third-party supplier and/or vendor management * Recruitment and onboarding support * Service management Project and Change management * Manage and maintain Business as usual (BAU) capability during the Change Process. * Provide subject matter expert advice, guidance and support to the project managers on managing change. * Review new business requirements and provide solutions where required. Financial Performance * Implement adequate financial controls of Executive Assistant Services (EAS) budget - management of costs and recharges, in contribution to the business strategies and plans. * Drive continuous improvements in Productivity and Cost efficiencies. Key Responsibilities People and Talent * Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with stakeholders and partners. * Embed the Group's values and code of conduct to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations among colleagues to form part of the culture. Others * Special assignments - GBS' representative or point of contact, for any strategic, tactical, or local projects impactful to improving GBS services, on an as-required basis. Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters. Key stakeholders * Close working relationship with Human Resources, Right-shoring Enablement as well as Local Leadership Council and/or Leadership Team members in the GBS location * Establish a working rapport with Governance, Business Resilience and Compliance colleagues to seek relevant guidance on the subject matter. Other Responsibilities * Embed Here for good and Group's brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats). Skills and Experience * Microsoft Office applications, including Outlook (eMail), Word, EXCEL, Powerpoint, Chrome, SharePoint, etc * Business correspondence skills with excellent proficiency of English - written and spoken * Typing and/or short-hand - reasonable typing speed to record dictation; with excellent accuracy to produce well document and accurate set of meeting minutes * Experience in handling and hosting Blue jeans and Microsoft teams calls, meetings Qualifications * B Bachelor's Degree / Graduates from a recognized university. * 2 - 3 years relevant experience as a People Manager and operational management. * Excellent networking and communication skills, with ability to influence and manage stakeholders from various backgrounds, preferably with international exposure. * 2 - 5 years relevant experience as an Administrative Assistants in an international firm. About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $41k-55k yearly est. 60d+ ago
  • Executive Assistant

    Valmark Financial Group 4.1company rating

    Akron, OH jobs

    The Executive Assistant to the CEO provides high-level administrative, project, and logistical support to ensure the CEO's time, priorities, and organizational commitments are managed effectively. This role requires exceptional judgment, professionalism, and communication skills, as well as the ability to anticipate needs, coordinate complex details, and serve as a key liaison to internal staff, external partners, and industry organizations. The Executive Assistant manages the CEO's schedule, travel, correspondence, projects, events, and records while representing the CEO and Valmark with the utmost discretion and accuracy. Essential Functions and Responsibilities 1. Executive Schedule & Communication Management Manage the CEO's Outlook calendar, scheduling calls, meetings, events, and travel for optimal efficiency. Exercise independent judgment to prioritize demands on the CEO's time. Redirect inquiries and requests to appropriate departments as needed. Confirm appointments and prepare materials in advance. Edit and draft correspondence, proofread documents, and assist with articles, white papers, and departmental materials. 2. Travel, Event, & Meeting Coordination Coordinate all aspects of the CEO's travel, including flights, accommodations, and transportation. Manage logistics and catering for CEO-directed events and meetings (Valmark Board, Vistage, staff, local groups). Support conference participation by ensuring materials are submitted on time, registrations completed, and presentations prepared with the Graphics team. 3. Relationship, Board, & Committee Support Coordinate communications and logistics for industry committees chaired by the CEO. Support the CEO's involvement with university, foundation, and charitable boards. Initiate preparation for Member Advisory Board and Carrier Partnership calls, including scheduling, invitations, agendas, and surveys. Serve as liaison to staff, member firms, carrier partners, and the field on behalf of the CEO. 4. Project, Gift, & Special Assignment Management Manage special projects for the CEO, working with manufacturers, vendors, and designers. Coordinate ordering and distribution of gifts and recognition items for members, partners, and staff (holidays, life events, anniversaries, birthdays, designations). Prepare recipient lists, select items with the CEO, order gifts and packaging materials, and oversee mailing and cost management. 5. Financial Administration & Record Management Review and submit invoices for payment on behalf of the CEO. Complete expense reports and manage credit card statement submissions for both the CEO and EA. Use judgment in purchasing items needed for CEO-driven requests or projects. Maintain files for the CEO's insurance policies and trusts and scan documents into VMPC. Manage continuing education requirements for the CEO's designations and licenses, and maintain industry memberships. 6. Professional Representation & Internal Support Represent the CEO with professionalism and discretion in all interactions. Support communication flow between the CEO and internal staff. Maintain confidentiality and ensure timely, accurate information sharing on behalf of executive leadership. Core Competencies Exceptional written, verbal, and interpersonal communication skills Strong proofreading, editing, and attention to detail Proven ability to prioritize, organize, and manage multiple deadlines Exercises sound judgment, discretion, and professionalism Ability to anticipate needs and address issues proactively Flexible, adaptable, and effective in a changing environment Advanced proficiency in Microsoft Office; CRM experience helpful Supervisory Responsibility Not responsible for supervising employees but should exhibit leadership for other administrative staff. Required Education and Experience Associate degree At least five years of experience in a professional office setting supporting senior management Preferred Education and Experience Bachelor's degree Five to ten years' experience in a professional office setting supporting senior management Physical Demands This is a largely sedentary role; however, may occasionally lift up to 25 pounds for products, books or reprints received and stored. Position Type and Expected Hours of Work Days and typical hours of work are Monday through Friday, 8:30 a.m. to 5 p.m. A 40-hour work week is required for full-time status. Any flexibility in hours is subject to discussion. Up to 2 day WFH per week, per policy. Salary Range : $65,000-70,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience. Valmark reserves the right to modify, interpret, or apply this in any way the Company desires. This in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.
    $65k-70k yearly 47d ago
  • Private Investment Administration Associate

    Hamilton Capital 3.7company rating

    Columbus, OH jobs

    Job Description ___________________________________________________________________________________ Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen _________________________________________________________________________________________________________________________ At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas. We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love. In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness. Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital. About the Position Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Private Investment Administration Associate (PIAA) oversees all operational, administrative, and reporting functions for Hamilton Capital's private investment vehicles, including special purpose vehicles, direct investments, and select alternative investment funds. This position reports directly to the Deputy Chief Investment Officer. The PIAA works closely with internal teams and external partners (including fund administrators, accountants, legal counsel, and tax specialists) to ensure accurate accounting, timely distributions, regulatory compliance, and comprehensive investor reporting. This role serves as the primary internal coordinator for all private investment administrative activities, supporting the Investment Management team, Compliance, Finance, Advisors, and Client Relations in executing Hamilton Capital's opportunistic alternative investment. Position Benefits Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally Thought leadership and innovative thinking are valued and rewarded Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more Individual and Team Incentive Plans Complimentary investment management and financial planning services Primary Position Responsibilities Private Fund Administration - Manages day-to-day administration of Hamilton Capital's private investment vehicles including special purpose vehicles for direct investments in real estate and private equity. Accounting and Financial Oversight - Organizes and delivers to third-party administrators all documents required to maintain accurate accounting of fund activity including custodian and bank statements, invoices paid, engagement letters, and capital activity records. Vendor and External Partner Management - Manages relationships with external partners for fund administration, IRA custodians, accounting, income payment distribution, tax reporting, and audits. Investor Relations and communication Support - Collaborates with Investment Team, Advisors, and Client Relations to resolve investor questions, onboarding issues, and ongoing account maintenance. Process Development and Project Management - Establishes and documents operational processes, creates procedures, and develops workflows for private investment administration. Compliance and Reporting - Coordinates filings and regulatory notifications for private investment offerings. Position Requirements Bachelor's degree or equivalent experience required; emphasis in business, accounting, finance, or operations preferred. Minimum five years of financial services experience with a focus in operations, private fund administration, or alternative investments. Experience with private or public fund administration strongly preferred. Wealth management or asset management experience desired. Experience in establishing new operational processes, creating procedures, and developing workflows. Proven ability to lead and communicate timelines for projects. Knowledge of alternative investment structures including private equity, real estate, and direct investments desired. Understanding of fund accounting, investor reporting, and regulatory compliance requirements. Skills and Traits Technical Skills Effective user of MS Office products (Word, Excel, Outlook) with advanced Excel skills desired (VLOOKUP, pivot tables, complex formulas). Experience with Orion reporting platform preferred. Experience with fund administration platforms such as Carta welcomed. Ability to quickly learn industry-specific software and adapt to new systems. Professional Competencies Excellent analytical, relational, and organizational skills. Strong attention to detail with process-driven, methodical approach to operations and administration. Robust oral and written communication skills. Warm customer service orientation. Project management and vendor management experience preferred. Works well within a team-based environment while also being a self-starter. Personally accountable and responsible. Ability to identify and prioritize critical tasks. Ability to learn quickly and enjoys solving problems and finding solutions. For confidential consideration, submit your resume in PDF format only to *********************************************
    $24k-35k yearly est. 19d ago
  • Private Investment Administration Associate

    Hamilton Capital 3.7company rating

    Columbus, OH jobs

    ___________________________________________________________________________________ Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen _________________________________________________________________________________________________________________________ At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas. We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love. In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness. Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital. About the Position Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Private Investment Administration Associate (PIAA) oversees all operational, administrative, and reporting functions for Hamilton Capital's private investment vehicles, including special purpose vehicles, direct investments, and select alternative investment funds. This position reports directly to the Deputy Chief Investment Officer. The PIAA works closely with internal teams and external partners (including fund administrators, accountants, legal counsel, and tax specialists) to ensure accurate accounting, timely distributions, regulatory compliance, and comprehensive investor reporting. This role serves as the primary internal coordinator for all private investment administrative activities, supporting the Investment Management team, Compliance, Finance, Advisors, and Client Relations in executing Hamilton Capital's opportunistic alternative investment. Position Benefits Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally Thought leadership and innovative thinking are valued and rewarded Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more Individual and Team Incentive Plans Complimentary investment management and financial planning services Primary Position Responsibilities Private Fund Administration - Manages day-to-day administration of Hamilton Capital's private investment vehicles including special purpose vehicles for direct investments in real estate and private equity. Accounting and Financial Oversight - Organizes and delivers to third-party administrators all documents required to maintain accurate accounting of fund activity including custodian and bank statements, invoices paid, engagement letters, and capital activity records. Vendor and External Partner Management - Manages relationships with external partners for fund administration, IRA custodians, accounting, income payment distribution, tax reporting, and audits. Investor Relations and communication Support - Collaborates with Investment Team, Advisors, and Client Relations to resolve investor questions, onboarding issues, and ongoing account maintenance. Process Development and Project Management - Establishes and documents operational processes, creates procedures, and develops workflows for private investment administration. Compliance and Reporting - Coordinates filings and regulatory notifications for private investment offerings. Position Requirements Bachelor's degree or equivalent experience required; emphasis in business, accounting, finance, or operations preferred. Minimum five years of financial services experience with a focus in operations, private fund administration, or alternative investments. Experience with private or public fund administration strongly preferred. Wealth management or asset management experience desired. Experience in establishing new operational processes, creating procedures, and developing workflows. Proven ability to lead and communicate timelines for projects. Knowledge of alternative investment structures including private equity, real estate, and direct investments desired. Understanding of fund accounting, investor reporting, and regulatory compliance requirements. Skills and Traits Technical Skills Effective user of MS Office products (Word, Excel, Outlook) with advanced Excel skills desired (VLOOKUP, pivot tables, complex formulas). Experience with Orion reporting platform preferred. Experience with fund administration platforms such as Carta welcomed. Ability to quickly learn industry-specific software and adapt to new systems. Professional Competencies Excellent analytical, relational, and organizational skills. Strong attention to detail with process-driven, methodical approach to operations and administration. Robust oral and written communication skills. Warm customer service orientation. Project management and vendor management experience preferred. Works well within a team-based environment while also being a self-starter. Personally accountable and responsible. Ability to identify and prioritize critical tasks. Ability to learn quickly and enjoys solving problems and finding solutions. For confidential consideration, submit your resume in PDF format only to *********************************************
    $24k-35k yearly est. 14d ago
  • Sales Administrative Assistant Intern - Summer 2026 (Cleveland, OH)

    Quicken Loans 4.1company rating

    Cleveland, OH jobs

    We're looking for driven and detail-oriented Administrative Assistant Interns to join our sales Business Support team within Mortgage Banking. In this role, you'll be a key partner in the mortgage process, providing critical support to sales leadership and ensuring smooth day-to-day operations. This internship offers hands-on experience in a fast-paced, client-focused environment where you'll strengthen your organizational and communication skills, collaborate with passionate professionals, and share ideas that help us innovate and elevate the client experience. About the Role Assist sales leadership in mortgage banking with a variety of administrative tasks that keep daily operations running smoothly. Handle essential duties such as taking notes, managing projects, and scheduling meetings to support team efficiency. Create presentation materials that reflect and amplify Rocket's culture and values. Gather and analyze performance metrics and reporting to help mortgage banking teams make informed decisions. Build and strengthen interpersonal sales skills through direct collaboration with team members and leadership. Contribute fresh ideas to improve processes and enhance overall business efficiency. About You Proficient in Microsoft Office Suite (especially Excel and PowerPoint). Excellent verbal and written communication skills Strong organizational and time management abilities. Ability to thrive in a fast-paced environment. Self-motivated with a competitive spirit and a passion for learning. What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket Mortgage was founded in 1985. Today, we're a Detroit-based, publicly traded company with a mission to Help Everyone Home. At Rocket Mortgage, we believe that home is more than the house you live in. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams. We're known as experts in the mortgage industry, but we're also innovators - we strive to create the best experiences for our clients from beginning to end. And we're not your typical employer. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at ************************** . Illinois, Maryland, Minnesota, Massachusetts, Colorado, Cleveland, New York City, New Jersey, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $10.23-$27.82 per hour. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found here . The information regarding compensation and other benefits included in this paragraph is only an estimate and is subject to revision from time to time as the Company, in its sole and exclusive discretion, deems appropriate. The Company may determine during its review of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position. Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the California Fair Chance Act.
    $10.2-27.8 hourly Auto-Apply 17d ago

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