Virtual Assistant jobs at J.P. Morgan

- 89 jobs

Administrative Assistant
Circle Internet Financial 4.5
San Francisco, CA jobs
Circle is a financial technology company at the epicenter of the emerging internet of money, where value can finally travel like other digital data - globally, nearly instantly and less expensively than legacy settlement systems. This ground-breaking new internet layer opens up previously unimaginable possibilities for payments, commerce and markets that can help raise global economic prosperity and enhance inclusion. Our infrastructure - including USDC, a blockchain-based dollar - helps businesses, institutions and developers harness these breakthroughs and capitalize on this major turning point in the evolution of money and technology. What you'll be part of: Circle is committed to visibility and stability in everything we do. As we grow as an organization, we're expanding into some of the world's strongest jurisdictions. Speed and efficiency are motivators for our success and our employees live by our company values: High Integrity, Future Forward, Multistakeholder, Mindful, and Driven by Excellence. We have built a flexible and diverse work environment where new ideas are encouraged and everyone is a stakeholder. What you'll be responsible for: As an Administrative Assistant at Circle, you'll provide proactive, high-quality administrative and operational support to members of senior leadership and their teams. You'll manage complex calendars, coordinate travel, organize events and offsites, and ensure smooth day-to-day operations across departments. This role requires exceptional judgment, discretion, and the ability to anticipate needs before they arise. Success in this role means managing multiple priorities with speed, precision, and professionalism in a dynamic, fast-paced, and globally distributed environment. As Circle continues to scale, this position offers meaningful opportunities for growth. What you'll work on: Managing and optimizing complex calendars across multiple time zones, prioritizing meetings and anticipating scheduling conflicts. Coordinating domestic and international travel logistics, itineraries, and expense reports for senior leadership. Partnering closely with cross-functional team members to support company-wide events, leadership meetings, and offsites. Assisting in the preparation and coordination of meeting materials such as presentations, reports, and spreadsheets. Maintaining organization across projects, documentation, and communications to ensure timely follow-up and execution. Serving as a point of contact and liaison between departments and external partners with professionalism and discretion. Supporting onboarding logistics for new hires and helping maintain smooth team operations. Contributing to special projects and initiatives that enhance team efficiency, culture, and operational excellence. What you'll bring to Circle: Core Requirements: 2+ years of administrative, leadership support, or similar experience in a fast-paced, technology-driven, or global company environment. Proven ability to manage multiple priorities, stay detail-oriented under pressure, and execute with precision and accountability. Exceptional written and verbal communication; comfortable with leadership-level interaction and cross-functional collaboration. Ability to handle sensitive and confidential information with professionalism. Self-starter with strong problem-solving skills and a proactive, can-do attitude; thrives in ambiguous and evolving environments. Strong interpersonal skills and eagerness to contribute to a positive and inclusive team culture. Comfortable working effectively in a remote working environment, and supporting distributed teams and remote collaboration across multiple time zones. Familiarity with generative AI models (ChatGPT, Gemini, etc.) and prompt development. Preferred Requirements: Experience supporting multiple senior leaders at a public technology company. Exposure to or interest in fintech, crypto, blockchain, or other highly regulated industries. Familiarity with international travel coordination and global team operations. Experience contributing to or managing team events, meetings, or offsites. Experience/familiarity with Slack, Apple MacOS and GSuite. Additional Information: This position is eligible for day-one PERM sponsorship for qualified candidates Circle is on a mission to create an inclusive financial future, with transparency at our core. We consider a wide variety of elements when crafting our compensation ranges and total compensation packages. Starting pay is determined by various factors, including but not limited to: relevant experience, skill set, qualifications, and other business and organizational needs. Please note that compensation ranges may differ for candidates in other locations. Base Pay Range: $33.50 - $45.50 We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status, or any other protected status required by the laws in the locations where we hire. Additionally, Circle participates in the E-Verify Program in certain locations, as required by law. Should you require accommodations or assistance in our interview process because of a disability, please reach out to accommodations@circle.com for support. We respect your privacy and will connect with you separately from our interview process to accommodate your needs. #LI-Remote
$33.5-45.5 hourly Auto-Apply 22d ago
Administrative Assistant
Topel Forman 3.7
Chicago, IL jobs
The Audit team at Topel Forman is looking for a smart, self-driven, reliable, and well-rounded Administrative Assistant to join their team. As the Administrative Assistant, you will support the Audit team with day-to-day duties, including administrative, organizational, and process improvement tasks that will streamline the internal and external operations of the Audit team and provide excellent client service. We are a growing firm and looking for someone to hit the ground running by becoming an integral part of the team. No two days will ever be the same, so this person should enjoy working in a fast-paced, evolving setting that is driven by tight deadlines. This position is a hybrid position with at least one day in the office at our Chicago, IL location. Days could vary based on workload. Responsibilities Monitor and manage the shared inbox, ensuring timely response and completion of incoming requests. Prioritize Financial Statement tasks to maintain efficient turnaround times. Provide cross-functional administrative support to audit, tax, and executive assistant teams. Billing Report Generation Correspondence Department administrative overflow Client Support Performs special projects and other accounting tasks as needed or assigned Audit Engagement Documentation Management Assembly/Scanning/Bookmarking Required Qualifications 1 to 3 years of relevant administrative assistant experience in a small to mid-size fast paced office environment Proficient in MS Office Suite (Excel, Word and Outlook) and Adobe Systems Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment Strong organizational skills and attention to detail, verbal and written communication skills will be necessary Monthly & seasonal overtime is required (February-April, August - September, & December), including evenings and weekends Must be able to work in the office one day per week (flexible on day of the week) Who We Are Topel Forman is a leading certified public accounting firm in Chicago and Denver, providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely held and family-owned businesses and corporations across the United States. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ******************** Benefits Competitive salary range between $60,000-$65,000 35-hour average workweek Flexible working options To learn more about our firm and benefit offerings, please visit our careers page. Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
$60k-65k yearly Auto-Apply 9d ago
Administrative Assistant
Topel Forman 3.7
Chicago, IL jobs
Job Description The Audit team at Topel Forman is looking for a smart, self-driven, reliable, and well-rounded Administrative Assistant to join their team. As the Administrative Assistant, you will support the Audit team with day-to-day duties, including administrative, organizational, and process improvement tasks that will streamline the internal and external operations of the Audit team and provide excellent client service. We are a growing firm and looking for someone to hit the ground running by becoming an integral part of the team. No two days will ever be the same, so this person should enjoy working in a fast-paced, evolving setting that is driven by tight deadlines. This position is a hybrid position with at least one day in the office at our Chicago, IL location. Days could vary based on workload. Responsibilities Monitor and manage the shared inbox, ensuring timely response and completion of incoming requests. Prioritize Financial Statement tasks to maintain efficient turnaround times. Provide cross-functional administrative support to audit, tax, and executive assistant teams. Billing Report Generation Correspondence Department administrative overflow Client Support Performs special projects and other accounting tasks as needed or assigned Audit Engagement Documentation Management Assembly/Scanning/Bookmarking Required Qualifications 1 to 3 years of relevant administrative assistant experience in a small to mid-size fast paced office environment Proficient in MS Office Suite (Excel, Word and Outlook) and Adobe Systems Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment Strong organizational skills and attention to detail, verbal and written communication skills will be necessary Monthly & seasonal overtime is required (February-April, August - September, & December), including evenings and weekends Must be able to work in the office one day per week (flexible on day of the week) Who We Are Topel Forman is a leading certified public accounting firm in Chicago and Denver, providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely held and family-owned businesses and corporations across the United States. At Topel Forman, you'll find the high level of talent and expertise you'd expect from a larger firm, but with accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at ******************** Benefits Competitive salary range between $60,000-$65,000 35-hour average workweek Flexible working options To learn more about our firm and benefit offerings, please visit our careers page. Remote Work Internet Policy Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.
$60k-65k yearly 31d ago
Administrative Assistant
Thrivent Financial 4.4
Van Wert, OH jobs
This position provides administrative support to Endeavor. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Endeavor Financial Group. This is an in-office position located in Van Wert, OH. Compensation is $18-21/hr. dependent upon experience. Benefits include Holiday Pay, Simple IRA, and PTO. PTO is available after a 90-day probationary period. No other benefits provided. There is an immediate growth track to acquire insurance licensing. Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls and responds to requests for information Research inquiries regarding member/customer accounts Provides fund values and answers other fixed insurance and fixed annuity related questions Performs routine administrative duties such as maintaining office supplies and processing mail Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature Supports projects, administration of various programs, and processing functions as needed Drives customer/member facing activities in the practice by scheduling meetings with customer/members on behalf of the practice's Financial Advisors Updates the contact management system with customer/member contact and preference information Assists Financial Advisors in the preparation for and follow up from customer/member meetings Collaborates with Financial Advisors to assist customers/members with fixed insurance and fixed annuity product changes Participates and drives marketing services including direct-mail, fraternal activities, seminars, meetings Explains, discusses or interprets fixed insurance or fixed annuity contracts Communicates with customer whether requested coverage is or will be bound or issued Issues certificates of insurance, endorsements, binders, commitments, or insurance contracts Additional responsibilities may be assigned in accordance with licensure and business needs Position Qualifications Previous administrative/secretarial experience desired Must be willing to acquire insurance licensing immediately. Demonstrated customer service orientation/experience, 2+ years preferred Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of the practice Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of Endeavor Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records. All persons with access to Wealthscape are deemed Access Persons and are subject to Compliance with the firm's Code of Ethics which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.
$18-21 hourly Auto-Apply 16d ago
Administrative Assistant (Temporary Remote)
Applepie Capital 3.7
San Francisco, CA jobs
ApplePie Capital is a fast-growing online lender focused exclusively on the franchise industry. Our channel is differentiated and our momentum is real - we forge partnerships with high quality franchise brands, who deliver highly-qualified franchisee borrowers seeking capital to grow their franchise empire and escape the growth limitations of traditional financing. We have originated over $1.3b in loan volume to fund franchise loans. Our next step is to scale our success and become the premier one-stop shop for franchise finance, a $60B annual debt market. To get there, we're looking for team members with true grit, an entrepreneurial spirit, and a burning desire to make their mark. Job Description We are seeking a bright and energetic Part-Time Intern that has flexible work hours and who is comfortable taking on high-stake office and administrative responsibilities remotely and in our San Francisco office. This individual will play a critical role in supporting the CEO, as well as providing general office and Marketing support. The ideal candidate will be expected to resolve time sensitive issues with a high degree of precision while maintaining strong organizational, written and verbal communication skills. Attention to detail and the ability to anticipate the needs of the CEO are a must. You must be Self-starter who multi tasks with ease, be comfortable working with minimal guidance, able to prioritize under pressure and make rapid and effective judgment calls. Responsibilities: Make the CEO more effective; manage business contacts, meeting scheduling, make phone calls, and complete professional and personal tasks as needed Manage travel and expenses, including coordinating travel arrangements and expenses with strong attention to detail for the CEO and other Executive team members Coordinate data entry, facilitate inbox management and scan sensitive documents to keep filing system organized Maintain aspects of office operations including ordering supplies Assist with office and company events related to team outings, board/investor meetings and other company related external events and conferences as needed Other duties may include booking conference rooms, ordering food, printing documents, coordinating interview schedules, shipping company material to conferences, liaising with building services, and greeting visitors Assist in other special projects with a focus on operational excellence and excellent customer service orientation Qualifications Preferred 1-2 years office/administrative experience in a professional work environment Proficiency in in Mac/Apple products, Word, Excel, PowerPoint and G-Suite (Google Docs & Calendar) required with the ability to adapt to new technologies quickly and efficiently Knowledge of Salesforce, LinkedIn, Trello and Zoom a plus Strong organizational, prioritization and time management skills Superior interpersonal skills with excellent verbal and written communication High level of integrity with the ability to maintain confidentiality and discretion in company matters of a sensitive nature Travel planning experience Interest in the financial services industry is a plus Displays personal pride in work, always striving to do his/her best Adaptable, independent and thrives under pressure Additional Information ApplePie Capital is an equal opportunity employer. For more information about ApplePie Capital, visit ************************ All your information will be kept confidential according to EEO guidelines.
$36k-49k yearly est. 11h ago
Administrative Assistant (Temporary Remote)
Applepie Capital 3.7
San Francisco, CA jobs
ApplePie Capital is a fast-growing online lender focused exclusively on the franchise industry. Our channel is differentiated and our momentum is real - we forge partnerships with high quality franchise brands, who deliver highly-qualified franchisee borrowers seeking capital to grow their franchise empire and escape the growth limitations of traditional financing. We have originated over $1.3b in loan volume to fund franchise loans. Our next step is to scale our success and become the premier one-stop shop for franchise finance, a $60B annual debt market. To get there, we're looking for team members with true grit, an entrepreneurial spirit, and a burning desire to make their mark. Job Description We are seeking a bright and energetic Part-Time Intern that has flexible work hours and who is comfortable taking on high-stake office and administrative responsibilities remotely and in our San Francisco office. This individual will play a critical role in supporting the CEO, as well as providing general office and Marketing support. The ideal candidate will be expected to resolve time sensitive issues with a high degree of precision while maintaining strong organizational, written and verbal communication skills. Attention to detail and the ability to anticipate the needs of the CEO are a must. You must be Self-starter who multi tasks with ease, be comfortable working with minimal guidance, able to prioritize under pressure and make rapid and effective judgment calls. Responsibilities: Make the CEO more effective; manage business contacts, meeting scheduling, make phone calls, and complete professional and personal tasks as needed Manage travel and expenses, including coordinating travel arrangements and expenses with strong attention to detail for the CEO and other Executive team members Coordinate data entry, facilitate inbox management and scan sensitive documents to keep filing system organized Maintain aspects of office operations including ordering supplies Assist with office and company events related to team outings, board/investor meetings and other company related external events and conferences as needed Other duties may include booking conference rooms, ordering food, printing documents, coordinating interview schedules, shipping company material to conferences, liaising with building services, and greeting visitors Assist in other special projects with a focus on operational excellence and excellent customer service orientation Qualifications Preferred 1-2 years office/administrative experience in a professional work environment Proficiency in in Mac/Apple products, Word, Excel, PowerPoint and G-Suite (Google Docs & Calendar) required with the ability to adapt to new technologies quickly and efficiently Knowledge of Salesforce, LinkedIn, Trello and Zoom a plus Strong organizational, prioritization and time management skills Superior interpersonal skills with excellent verbal and written communication High level of integrity with the ability to maintain confidentiality and discretion in company matters of a sensitive nature Travel planning experience Interest in the financial services industry is a plus Displays personal pride in work, always striving to do his/her best Adaptable, independent and thrives under pressure Additional Information ApplePie Capital is an equal opportunity employer. For more information about ApplePie Capital, visit ************************ All your information will be kept confidential according to EEO guidelines.
$36k-49k yearly est. 60d+ ago
Administrative Assistant - Hybrid
Isys Solutions 4.2
Brea, CA jobs
ISYS currently has an Administrative Assistant / Quality Review Specialist opening in our Brea office. *Potential hybrid work from home and potential for pay increase after 3 - 6 month training period Full-Time, Non-Exempt: $21 - $22 per hour Primary Responsibilities: Timely review and processing of electronic reports/documentation within the "A" and "D" queues. Attentive electronic review of report submissions in the 'A' queue which includes a review of case note entries and narrative fields within the reports utilizing the appropriate checklist. Carefully collates report with related invoices, and then uploads invoices, reports, and enclosures into ISYS' database and sends the final product to the customer utilizing the appropriate checklist. Courteously corresponds with ISYS case managers and supervisors by email and/or telephone to discuss reports and obtain any additional information that may be necessary to ensure the accuracy of any reports. Proactively monitors general email account and addresses any inquiries or directs them to the appropriate party, Ensuring clarity and compliance with customer requirements. Completes all functions in a professional manner consistent with ISYS' Brand/Values and standards of quality and protocols. Great Benefits: A benefits package with tax-deferred retirement program, a flexible schedule, medical, dental, and vision insurance, ancillary supplement health plans, Long-term disability insurance, and employee assistance program. Rest and relaxation are important, so PTO (vacation) is accrued month. Knowledge, Skills, and Abilities: Outstanding computer knowledge, skills, and experience. Meticulous attention to detail while performing repetitive tasks. Strong reading and writing with an excellent understanding of the English language, grammar, and punctuation. Initiative to ask questions when uncertain or unclear. Ability and willingness to maintain professional relationships with customers and colleagues. Check us out at ************** For more information about our Privacy Practices please see our company website privacy policy at *******************************************************************************
$21-22 hourly 60d+ ago
Administrative Assistant
Thrivent 4.4
Westlake, OH jobs
This position provides administrative support to BeaconPoint Financial Group. This role is critical to our member experience and requires a friendly, upbeat demeanor. The incumbent supports the daily operations of the practice, including, but not limited to: answering the phones, meeting/greeting members, handling/distributing postal mail and practice email, ordering supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by BeaconPoint Financial Group. This position is part-time and in office. 20-25 hours a week. Tentative schedule is 9 am to 2 p.m. Monday - Thursday or Monday-Friday. Compensation is $18-20/hr dependent upon experience. Job Description Position Roles/Responsibilities/Accountabilities Handles incoming telephone calls to BeaconPoint Financial Group and responds to requests for information Performs routine administrative duties such as maintaining office supplies and processing mail Prepares or coordinates the preparation of routine correspondence, reports, and special projects typically of a routine nature Supports projects, administration of various programs, and processing functions as needed Drive client/member facing activity in the practice by scheduling meetings with client/members on behalf of the practice's Financial Advisors Update the contact management system with client/member contact and preference information Assist Financial Advisors in the preparation and follow up for the client/member meetings Provides back-up support on tasks that do not require any type of licensing or registration for other staff members, as needed Completes other miscellaneous tasks as assigned Position Qualifications Previous administrative/secretarial experience desired Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information Basic understanding of BeaconPoint Financial Group, our products and services, and Thrivent Financial Competencies Planning/Organizing Customer Focus Communication Interpersonal Skills Teamwork and Collaboration Adaptability/Flexibility External/Internal Dependencies Must be able to work with all roles of BeaconPoint Financial Group Must be able to represent the organization in work with external clients Must be able to cultivate and maintain relationships with outside organizations As part of BeaconPoint Financial Group's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
$18-20 hourly Auto-Apply 60d+ ago
Administrative Assistant
Sequoia Financial Group LLC 3.9
Dublin, OH jobs
Job Description Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: Integrity. We act in the best interests of others by providing an honest, consistent experience for our clients and team. Passion. We pursue our full potential, seeking to continually enhance and evolve our ability to serve our clients and team. Teamwork. We subordinate our egos to work together for the benefit of our clients. Our promise to team members is that you will grow with us. From experienced advisors to new college grads to transitioning principals, every team member will find Sequoia a place to refine their professional mission, move into new opportunities, go deeper, and lead further. We are built to help you build a career here as a long-term contributor in our work to enrich lives for generations. Summary of the position The Administrative Assistant is responsible for a wide range of tasks, including managing correspondence, scheduling meetings, organizing files, and handling various clerical duties. This role also involves taking on operational responsibilities such as overseeing coordinating internal processes to ensure smooth operations. The Administrative Assistant acts as the first point of contact for clients and visitors, ensuring a professional and welcoming atmosphere. With excellent organizational skills and attention to detail, the Administrative Assistant will help maintain the efficiency and effectiveness of the Columbus office, contributing to the overall operational success of the team. Responsibilities This position will support a team of professionals in Columbus, OH. Responsibilities to include but not limited to: Ordering/mailing of client gifts Prepare prospect packets for meetings and events Handle all outbound and inbound packages and mail, scanning documents as needed. Check processing Forwarding of incoming faxes and client files Maintaining and organizing employee common areas including ordering office supplies and beverages Forwarding incoming invoices-office supplies, shredding Greeting clients and guests as they enter the office Firm wide support of inbound calls Provide back up support for other Admins when out of the office Prepare for client meetings and internal office meeting agenda preparation Helping with items needing printing/binding in office Handling of calling for service on office items, printer, office space servicing, shredding, water Processing of Quarterly Tax payments Preparing offices/desks for onboarding employees Booking/organizing of client events and internal team events, e.g. volunteer events, employee engagement events, client appreciation, holiday party, etc. Research and book travel for employees for travel and transportation as needed Travel coordination Coordinating internal meeting and client event logistics Organizing information regarding business opportunities Required Skills/Experience Minimum 2-3 years of administrative and/or customer service related experience Preferred Skills/Experience Experience with Salesforce and Outlook Experience working in a professional office setting Competencies Motivated individual who is a self-starter and has demonstrated ability to learn new technology and processes Excellent customer service skills verbal and written Must be willing to work in a fast-paced environment alongside colleagues to reach a common goal Detail Oriented
$27k-36k yearly est. 21d ago
Insurance Administrative Assistant
Farmers National Banc Corp 4.7
Cortland, OH jobs
SUMMARY: Responsible for providing positive contact experience between public and agency personnel, whether through telephone contact or in person. Create a positive first impression on callers and visitors alike. This position will also be required to obtain their Property and Casualty and/or Life and Health insurance license(s) within six (6) months of hire. ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: * Greet visitors, announce to Agency staff member * Direct/escort visitors to appropriate Agency staff member * Engage visitors waiting to be seen by Agency staff member * Oversee reception area * Direct incoming and interoffice calls to appropriate Agency area/personnel * Accurately record and deliver messages for Agency staff members * Supply information to callers * Perform clerical duties as assigned * Place telephone system into various modes to ensure acceptable customer service per guidelines * Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. * Regular, predictable attendance is an essential requirement of this position EDUCATION and/or EXPERIENCE: * High school diploma or general education degree (GED) * Minimum one (1) year experience using a multi-line phone system and customer service experience * Hold Property and Casualty and/or Life and Health insurance license(s) or obtain license(s) within six (6) months of hire. * Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected * Ability to clearly and effectively communicate both verbally and in writing E-Verify is used to confirm the identity and employment eligibility of all newly hired employees. Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
$29k-35k yearly est. 22d ago
Administrative Assistant (Fairlawn)
415 Group 3.9
Canton, OH jobs
Join a legacy of professionalism, compassion, and service. The Billow Company is a family-owned funeral home serving the Akron community for over 150 years. We are seeking a full-time Administrative Assistant to join our dedicated team in Fairlawn, Ohio. As a cornerstone of support in our office, the Administrative Assistant plays a vital role in helping families through one of life's most difficult moments. We're looking for someone who is organized, empathetic, and committed to providing exceptional service with discretion and care. Responsibilities Greet and assist families and visitors with warmth and professionalism Answer phones and direct calls appropriately Manage daily administrative tasks including data entry, filing, and scheduling Prepare documents and design memorial materials (register books, pamphlets, tribute videos, and handouts) Communicate with physician offices, health departments, and medical professionals to file certified death certificates Support funeral directors with service planning and logistics Maintain confidentiality and a compassionate approach at all times Qualifications Prior administrative or office experience preferred Excellent communication and interpersonal skills Strong attention to detail and organizational ability Proficiency with Microsoft Office and general office technology A calm, respectful demeanor and the ability to handle sensitive situations What We Offer A respectful and supportive work environment Competitive salary and full benefits including health insurance, life insurance, 401(k), and generous PTO The opportunity to be part of a long-standing, family-focused company that values tradition and care If you're seeking meaningful work in a stable and compassionate environment, we'd love to hear from you.
$34k-41k yearly est. 51d ago
Part Time Administrative Assistant (9am-3pm)
The Andover Bank 3.5
Andover, OH jobs
The Administrative Assistant assists the Executive officers, Human Resources and Retail Banking. This position provides a high level of administrative support. The position requires professionalism, exceptional organizational skills, confidentiality, multitasking, accuracy and superior computer skills. ESSENTAIL DUTIES AND RESPONSIBILITIES * Regular onsite attendance * Ability to work well with others in a team environment * Ability to work independently with little direction * Provides accurate, efficient and exceptional customer service to internal and external customers * Maintains knowledge of bank regulations, security and compliance responsibilities, policies, procedures and meets deadlines * Maintains required training courses. * Regularly files, faxes, scans, prints reports, answers telephone and makes calls as requested * Opens and closes executive area doors as needed and welcomes visitors/applicants to the executive area * Schedules meetings and coordinates the use of the meeting rooms at Headquarters. * Prepares correspondence written and electronic * Assists in the retail and Human Resources departments * Compiles data for reports using excel and word * Orders supplies * Leads the Events committee * Prepares monthly newsletter and company phone directory * Coordinates food and refreshments for meetings, such as the Board of Directors, retail manager meetings and training * Other duties as assigned SUPERVISORY RESPONSIBILITIES -This position has no direct reports. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION/EXPERIENCE High School diploma or (GED) required. One year related technical school and/or two years related experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and interpret documents such as operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute percentages. Ability to apply concepts of basic algebra. REASONING ABILITY Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with and solve practical problems involving a variety of concrete variables in standardized situations. OTHER QUALIFICATIONS Must possess above average organizational, language, typing (50 words per minute) and computer skills. Proficient in Microsoft programs, especially Excel and Word. PowerPoint a plus. Extremely confidential and customer service oriented. Be able to work independently and with individuals at all levels of the organization A high degree of accuracy and attention to detail. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; or climb; and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus WORKING ENVIRONMENT/CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. No hazardous or significantly unpleasant conditions (such as a typical office) Noise level is usually quiet.
$31k-36k yearly est. 28d ago
Part Time Administrative Assistant (9am-3pm)
Andover Bank 3.5
Andover, OH jobs
Job DescriptionDescription: The Administrative Assistant assists the Executive officers, Human Resources and Retail Banking. This position provides a high level of administrative support. The position requires professionalism, exceptional organizational skills, confidentiality, multitasking, accuracy and superior computer skills. ESSENTAIL DUTIES AND RESPONSIBILITIES · Regular onsite attendance · Ability to work well with others in a team environment · Ability to work independently with little direction · Provides accurate, efficient and exceptional customer service to internal and external customers · Maintains knowledge of bank regulations, security and compliance responsibilities, policies, procedures and meets deadlines · Maintains required training courses. · Regularly files, faxes, scans, prints reports, answers telephone and makes calls as requested · Opens and closes executive area doors as needed and welcomes visitors/applicants to the executive area · Schedules meetings and coordinates the use of the meeting rooms at Headquarters. · Prepares correspondence written and electronic · Assists in the retail and Human Resources departments · Compiles data for reports using excel and word · Orders supplies · Leads the Events committee · Prepares monthly newsletter and company phone directory · Coordinates food and refreshments for meetings, such as the Board of Directors, retail manager meetings and training · Other duties as assigned SUPERVISORY RESPONSIBILITIES -This position has no direct reports. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION/EXPERIENCE High School diploma or (GED) required. One year related technical school and/or two years related experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and interpret documents such as operating and maintenance instructions and procedure manuals. Ability to write routine reports and correspondence. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute percentages. Ability to apply concepts of basic algebra. REASONING ABILITY Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with and solve practical problems involving a variety of concrete variables in standardized situations. OTHER QUALIFICATIONS Must possess above average organizational, language, typing (50 words per minute) and computer skills. Proficient in Microsoft programs, especially Excel and Word. PowerPoint a plus. Extremely confidential and customer service oriented. Be able to work independently and with individuals at all levels of the organization A high degree of accuracy and attention to detail. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; or climb; and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus WORKING ENVIRONMENT/CONDITIONS The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. No hazardous or significantly unpleasant conditions (such as a typical office) Noise level is usually quiet. Requirements:
$31k-36k yearly est. 27d ago
Temporary Loan Administration Assistant
The Middlefield Banking Company 3.8
Middlefield, OH jobs
Temporary Help - Loan Administration Department - Middlefield, OH Part-Time | About 20 hours/week Looking for a summer job that keeps you busy and helps a team stay organized? Our Loan Administration Department is looking for a reliable, detail-oriented person to join us temporarily while we catch up on some key tasks. This is a part-time role (around 20 hours a week), perfect for someone with some administrative experience who enjoys staying organized and working behind the scenes. What You'll Be Doing: Open and sort incoming mail related to loan accounts Match payments and documents to the correct loans Assist with tracking insurance for loans Help process loan payment checks Scan loan documents when there's downtime General admin support as needed What We're Looking For: Someone dependable and organized A bit of admin or office experience is preferred Comfortable handling paperwork and keeping things in order
$34k-39k yearly est. Auto-Apply 60d+ ago
Administrative Assistant
Cerity Partners 3.5
Cincinnati, OH jobs
The Administrative Assistant is responsible for delivering an exceptional client experience to everyone who visits or calls Cerity Partners (CP), as well as providing administrative support to the CP team. Primary Responsibilities Greet and welcome all clients and visitors, both in person and via telephone Proactively manage client visits by reviewing notes from previous visits utilizing CRM Responsible for CRM data maintenance Receive, log and deliver/scan incoming and outgoing mail and faxes Assist team members in the client gift giving process Send out appropriate stationary (thank you notes, birthday cards, anni. Etc.) to clients Manage office supplies/inventory, as well, maintaining the reception area Support current administrative assistant with all administrative tasks. Responsible for document management including mail, FedEx package management, electronic filing, scanning, and general office management. Perform daily administrative operations, ordering supplies and maintaining adequate inventory, restock kitchen. Responsible for conference room set up, assisting with printing and binding of meeting materials. Assist in client event management Required Qualifications Desire to help the team, providing superior service for all that we do, taking complete ownership of even the smallest task Strong attention to detail, exceptional problem-solving skills, and an ability to organize and prioritize work to meet deadlines in a proactive manner with little supervision Clearly communicate with internal team at all levels, providing regular progress updates 1-2 years' experience with administrative or executive assistant roles preferred Must accept and thrive in a fast-paced, changing environment Compensation Range: $50,000-$60,000 Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1! 401(k) savings and investment plan options with 4% match Flexible PTO policy Parental Leave Financial assistance for advanced education and professional designations Opportunity to give back time to local communities Commuter benefits Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to **************************. Applicants must be authorized to work for any employer in the U.S.
$50k-60k yearly Auto-Apply 58d ago
Administrative Assistant II
Valmark Financial Group 4.1
Akron, OH jobs
Valmark Financial Group is looking for someone with strong communication skills, high attention to detail, and strong follow-through skills to join our team as an Administrative Assistant II. If you possess these skills, this is a great opportunity to be part of a team that administratively supports department managers and senior management, as well as ensure our office runs smoothly. Join Our Team! At Valmark, people are the most critical component of our long-term success and fittingly, the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a genuine desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of being a Top Workplace in Northeast Ohio every year since 2020! Job Summary The Administrative Assistant II is a critical thinker with strong analytical skills who supports a team of executives and managers in their day-to-day responsibilities. The Administrative Assistant II will be responsible for making sure the supported team operates in a smooth, positive, and professional manner. The Administrative Assistant II's primary responsibilities include: managing calendar appointments, scheduling meetings, managing incoming phone calls, and performing miscellaneous project and administrative work. Essential Functions and Responsibilities Provide administrative support to a defined team of executives and managers. Manage calendar appointments, schedule and coordinate meetings and travel arrangements. Create and edit documents, including correspondence, reports, memoranda, and emails. Answering incoming telephone calls and redirecting callers to the appropriate party. Prepare meeting agendas. Record, compile, transcribe and distribute meeting minutes. Open, sort and distribute incoming correspondence. Serve as back-up to other administrative assistants during absences, including the mailroom and receptionist roles. Core Competencies Excellent written and oral communication skills. Ability to use discretion when working with confidential information. Critical thinking with strong analytical and problem-solving skills. Strong interpersonal skills, tactful, and diplomatic. Ability to plan and organize multiple activities and schedules, and adjust to varying priorities. Advanced proficiency using Microsoft Office software (Outlook, Word, Excel, PowerPoint). Keen attention to detail. Exhibit flexibility, adaptability, and an ability to work in an ever-changing environment. Self-motivated with capability to take initiative and work both independently and as a member of a team. Required Education and Experience High School Diploma or GED 1-3 years in administrative support role in professional office setting Preferred Education and Experience Associate's or Bachelor's Degree Physical Demands This is a largely sedentary role; however, may occasionally lift up to 25 pounds. It may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer use during the workday. 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. Some flexibility in hours may be allowed, but a 40-hour work week is required for full-time status. 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”.
$28k-37k yearly est. 60d+ ago
Lending Assistant
Citizens National Bank 4.1
Bluffton, OH jobs
Job Title: Lending Assistant Status: Full Time FSLA Job Class: Non-Exempt Department: Loan Reports To: City President At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation. Citizens National Bank has an excellent opportunity available in our Bluffton market for a Lending Assistant. In this role you will assist the City President and Business Banking Officers by performing clerical support and duties related to the data collection required for processing, administration and closing of Commercial and Agricultural Loans. A typical day may include the following: Assists with the loan application process including, but not limited to, assisting with UCAS, obtaining credit reports, completing UCC Searches, and other activities that may be required. Provide exceptional customer service whether by phone, in-person, email, written correspondence or any other method of communication. Collects loan closing information per documentation checklist for submission to loan processing department. Prepares reports and files documents electronically. Assists in researching information such as payments, advances, legal opinions, customer loan questions, etc. Composes and types letters, legal descriptions, reports and other general correspondence. Adhere to confidentiality, information security and all other policies of the bank. This position requires on-site presence for regular, successful performance. JOB REQUIREMENTS: High school diploma or GED ADDITIONAL QUALIFICATIONS: Two years loan experience Previous experience performing secretarial skills Proficient in providing exceptional customer service Must have stellar written and verbal communication skills High level of professionalism Ability to understand and carry out instructions furnished in written, oral, or diagram form. Must have the ability to deal with problems involving several concrete variables in standardized situations. Proficiency in computer software such as Word, Excel, and Outlook Must be capable of multi-tasking and have strong organizational skills Must have the ability to manage multiple priorities and meet deadlines. WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK? Medical, Dental, and Vision Insurance Company Paid Life Insurance Company Paid Short Term & Long Term Disability Generous Paid Time Off including Vacation, Sick, Personal, and Emergency Time 11 Paid Holidays Incentive Plan paid on a quarterly basis Employee Stock Ownership Plan for your retirement Banking Perks Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
$30k-56k yearly est. Auto-Apply 28d ago
Part-Time Investment Administrative Assistant
Citizens National Bank 4.1
Bluffton, OH jobs
Job Title: Investment Administrative Assistant Status: Part-Time FSLA Job Class: Non-Exempt Department: CNB Wealth Management Group Reports To: VP of Wealth Management Group/Chief Op Officer At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation. Citizens National Bank has an excellent opportunity available in our Bluffton market for a Part-Time Investment Administrative Assistant. In this role you will be responsible for the day-to-day operation duties of the firm. The Investment Administrative Assistant helps keep the office running smoothing and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner. A typical day may include the following: Greets clients and prospective clients in a professional, friendly and sincere manner making them feel comfortable when they visit the office. Handles incoming calls also in a friendly, professional, sincere manner. Processes new accounts, account transfers, new contributions and redemptions and beneficiary changes. Checks accuracy of documents and makes the necessary revisions. Creates client meeting update books and reviews. Sends periodic client correspondence. Performs office coordination and administrative functions to keep the office productivity at a maximum level. Keeps staff informed of weekly meeting agenda items. Handles calendars for the Wealth Advisor(s) and others in the office. Develops and maintains written systems of all activities. Orders and handles office supplies and other miscellaneous operational activities. Sorts and distributes the mail. Coordinates the assembly and mailing of client paperwork. This position requires on-site presence for regular, successful performance: teamwork, face-to-face interaction with peers/management and the ability to utilize the in-house software and hardware is required. Adherence to the Bank attendance policy is required as an essential function of this position. JOB REQUIREMENTS: High school diploma or GED ADDITIONAL QUALIFICATIONS: 2 Years of working with the public and proficiency in providing extraordinary client service. Investment knowledge and experience preferred Must have experience working with computers and be familiar with basic types of software such as Word, Excel and Outlook. Must have stellar written and verbal communication skills. High level of professionalism Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Must have the ability to manage multiple priorities and meet deadlines. WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK? Company Paid Life Insurance Generous Paid Time Off Incentive Plan paid on a quarterly basis Employee Stock Ownership Plan for your retirement Banking Perks Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
$29k-36k yearly est. Auto-Apply 48d ago
Branch Administrative Assistant
Crosscountry Mortgage 4.1
Brecksville, OH jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Branch Administrative Assistant is responsible for providing administrative support and handling various operational functions to ensure the branch is operating in an efficient manner. This position provides high-level support to Branch Manager including calendar management, successful coordination of business meetings, email management, and business tracking. The Branch Administrative Assistant will exercise independent judgment in the resolution of administrative needs and prioritize and manage multiple projects simultaneously. Job Responsibilities: * Manage team's and branch manager's calendar; schedule a variety of business meetings via platforms such as Teams, Zoom, and Outlook. * Manage emails, letters, packages, phone calls and other forms of correspondence. * Arrange travel and reservations as needed. * Independently create well-organized, grammatically correct emails. * Use various software applications such as spreadsheets and relational databases to keep management and teams informed on clients and deals. * Perform administrative duties such as conducting research, updating databases/CRM, and tracking tasks for follow-up. * Support branches in area of responsibility in day-to-day operations, such as opening and tracking support tickets, resolving billing, and following up on outstanding documents. * Assist branches with onboarding and offboarding procedures. * Complete expense reports and reconcile receipts. * Various personal administration tasks, as needed. * Willing to cross-train in various departments. Qualifications and Skills: * High School diploma or equivalent. * Previous banking, financial services, or mortgage experience preferred, but not required. * Excellent communication skills. * Excellent time management and organization skills. * Proficient in Microsoft Office. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$34k-42k yearly est. 55d ago
Branch Administrative Assistant
Crosscountry Mortgage 4.1
Brecksville, OH jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Branch Administrative Assistant is responsible for providing administrative support and handling various operational functions to ensure the branch is operating in an efficient manner. This position provides high-level support to Branch Manager including calendar management, successful coordination of business meetings, email management, and business tracking. The Branch Administrative Assistant will exercise independent judgment in the resolution of administrative needs and prioritize and manage multiple projects simultaneously. Job Responsibilities: Manage team's and branch manager's calendar; schedule a variety of business meetings via platforms such as Teams, Zoom, and Outlook. Manage emails, letters, packages, phone calls and other forms of correspondence. Arrange travel and reservations as needed. Independently create well-organized, grammatically correct emails. Use various software applications such as spreadsheets and relational databases to keep management and teams informed on clients and deals. Perform administrative duties such as conducting research, updating databases/CRM, and tracking tasks for follow-up. Support branches in area of responsibility in day-to-day operations, such as opening and tracking support tickets, resolving billing, and following up on outstanding documents. Assist branches with onboarding and offboarding procedures. Complete expense reports and reconcile receipts. Various personal administration tasks, as needed. Willing to cross-train in various departments. Qualifications and Skills: High School diploma or equivalent. Previous banking, financial services, or mortgage experience preferred, but not required. Excellent communication skills. Excellent time management and organization skills. Proficient in Microsoft Office. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$34k-42k yearly est. Auto-Apply 56d ago