Portfolio Analyst / Trading Assistant, Mortgage & Structured Finance
Administrative assistant job at Loomis Sayles
About the Role Loomis Sayles has an opening for a Portfolio Analyst / Trading Assistant in its Mortgage and Structured Finance team. The team is responsible for the firm's investment activities across the global securitized universe, encompassing Agency MBS, Non-Agency Residential Mortgage Backed Securities, Commercial Mortgage Backed Securities, Asset-Backed Securities and CLOs. The team is also responsible for the investment management of several dedicated securitized asset strategies.
The Portfolio Analyst / Trading Assistant will operate under the direction of the portfolio management and trading teams to take a leading role in the implementation of the recommended securitized strategies across hundreds of separate accounts and commingled vehicles managed by multiple product teams.
This individual will report jointly to the Head of Mortgage and Structured Finance and the Head of Mortgage and Structured Finance Trading.
About the Team
The team is responsible for the firm's research and investment activities across the global securitized universe, of $46.8 bn in assets as of June 30th, 2025. The portfolio encompasses Agency MBS/CMBS pass-thrus and derivatives, Non-Agency RMBS, CMBS, ABS, and CLOs. The team has a 10+ year track record generating strong risk-adjusted returns across four dedicated strategies spanning from pure agency MBS to deep credit structured finance.
Job Responsibilities
Effectively communicate and assure proper and timely implementation of buy/sell orders from the Mortgage and Structured Finance portfolio managers and traders to the team of specialists who oversee the Order Management System (Charles River).
Become the main person responsible for the on-going implementation of a series of tools designed to streamline the implementation of custom mortgage strategies across hundreds of separate accounts (Model Portfolio Implementation tools). Project management experience is a plus.
In exercising these functions, the Portfolio Analyst / Trading Assistant will provide the critical link and support to these functional teams:
Technology, for the completion and enhancements of the MPI tools
Product teams & mortgage traders, to monitor the effectiveness of the MPI tools and assist in identifying the causes of unexpected dispersion
Mortgage portfolio managers, to timely communicate and assure implementation of buy/sell orders to the team of Specialists
Specialists and Compliance, to timely address compliance alerts and assist in progressively minimizing compliance alerts that require manual intervention
Trading Assistant duties include security set-up in various systems, daily reconciliation and resolution of trade issues.
Additional responsibilities will include:
Run risk/attribution analysis on accounts managed by the Mortgage and Structured Finance team and assist with the preparation of materials for various internal and external meetings
Assist with cash management tracking and hedging across multiple accounts and currencies
Assist Mortgage and Structured Finance analysts and traders in assuring the data integrity of the portfolio
Qualifications & Education Requirements
Bachelor's degree in a relevant field is required, work towards CFA preferred
3+ years of related work experience in an investment or operational role
Coding experience and excellent excel skills required
Project Management (PMP) experience is a plus
Proficiency in integrating technology systems, employing VBA, Python, quantitative toolkits, and AI prompt development
Good understanding of structured product markets and ability/willingness to further learn its intricacies spanning from mortgage credit to agency MBS derivatives and TBA markets
Ability to leverage existing tools to monitor multiple portfolios
Experience working with OMS systems (e.g. Charles River), and/or history of analysis of OMS solutions
Strong interest in financial markets and investment management industry
Self-directed and with a strong attention for details and no tolerance for errors.
A personality that thrives in a working environment that is demanding, informal and team oriented.
Proficiency in Loomis Sayles' (or similar) internal information systems for trading and portfolio management reporting is a strong plus.
Loomis Sayles is committed to offering competitive and equitable compensation. The salary range for this position is $100,000 - $160,000 USD. Your starting salary will be based on your experience, skills, qualifications and local benchmarking. This position is also eligible for a discretionary annual incentive award, which is based on individual and company performance. In addition to your compensation, you will have access to a comprehensive benefits package designed to support your health, well-being and financial security.
Executive Assistant
Littleton, MA jobs
Job Title: Executive Assistant
Department: Executive Department
Department Location: Littleton, MA
Reports to: Chief of Staff
Career Stream: Individual Contributor
Classification: Hybrid
FUNCTION:
The Executive Assistant (EA) provides high-level administrative and operational support to the Chief of Staff, the broader C-suite, and other senior leaders ensuring seamless communication, operational efficiency, and proactive support across the executive leadership team. This dynamic role requires a proactive, detail-oriented individual with exceptional organizational, problem-solving, and communication skills. The EA will manage complex calendars, coordinate meetings and travel, support board-related activities, and contribute to the planning of small-scale events. As a strategic and trusted partner, the EA must anticipate needs, think critically, and operate with a high level of professionalism, discretion, and confidentiality in a fast-paced, high-impact environment.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Administrative Support:
Manage and prioritize calendars for the CEO, Chief of Staff, and other C-suite executives, including scheduling meetings and resolving conflicts.
Draft, proofread, and edit emails, reports, presentations, and other communications on behalf of executive leadership.
Coordinate domestic travel arrangements, including flights, accommodations, and itineraries for the executive team.
Monitor and organize executive email inboxes, draft responses, and ensure timely follow-up.
Prepare briefing materials and meeting documents for executive engagements.
Reconcile and submit expense reports for the CEO, Chief of Staff, and other C-suite members.
Support cross-functional communication and alignment between executive leadership and internal stakeholders.
Contribute to department and organizational initiatives as needed, demonstrating flexibility and a solutions-oriented mindset.
Board Liaison Support
Assist in coordinating logistics for Board and Committee meetings, including scheduling, agenda preparation, and meeting space arrangements.
Support the development and distribution of Board materials, including presentations and reports.
Serve as a point of contact for Board members regarding scheduling and communications.
Liaise with external consultants supporting Board development and effectiveness.
Maintain a high level of professionalism and confidentiality in all interactions with Board members and external stakeholders.
Meeting and Event Coordination and Support
Plan and coordinate small-scale meetings and events, such as board meetings, meetings with consultants/vendors, and team gatherings.
Manage virtual and in-person meeting logistics, including scheduling, developing agendas, capturing meeting minutes, tracking attendance, reserving meeting spaces, A/V setup, catering, and guest access.
Document detailed meeting minutes for substance and dissemination, accurately capturing decisions and actions.
Coordinate with vendors, suppliers, and other stakeholders to ensure successful event execution.
Office Management
Oversee office supplies and equipment, ensuring a well-stocked and functional workspace.
Maintain filing systems (digital and physical) for executive documents, contracts, and confidential materials.
Assist with onboarding new employees and maintaining office policies and procedures.
Serve as a point of contact for internal and external visitors to the executive suite, ensuring a welcoming and secure experience.
Support other administrative tasks as needed to ensure the smooth operation of the office.
Qualifications:
Proven experience as an Executive Assistant, Administrative Assistant, or similar role.
Demonstrated experience coordinating high-level meetings and events, both virtual and in-person.
Excellent organizational and time-management skills.
Strong written and verbal communication skills.
Proficiency in Microsoft Office Suite (Teams, Word, Excel, PowerPoint, Outlook).
Ability to handle sensitive information with discretion and confidentiality.
Capacity to work independently, anticipate needs, and solve problems proactively.
Preferred Attributes
High emotional intelligence and interpersonal skills.
Ability to synthesize complex information and communicate clearly.
Professional demeanor with tact and diplomacy.
Experience supporting board-level activities is a plus.
Comfort working across multiple executives and adapting to different working styles.
About Workers Credit Union: Since 1914, Workers Credit Union has existed to
Improve the Daily Lives of our Members
. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Administrative Assistant, Property Management
Burlington, MA jobs
This position provides administrative support to the Property Management Department. The main function is to support his/her supervisors and the Department, which ultimately helps the company, as a whole, fulfill its goals. Responsibilities include, but not limited to:
* Assist tenants in a courteous, professional and timely manner
* Review, research and code invoices for payment according to operating budget; submit to manager for approval in a timely manner
* Collect updated tenant information as necessary and distribute appropriately
* Assist Property Manager as necessary with preparation of annual operating budget
* Assist Property Accountants as directed by their supervisor with tenant accounting issues
* Assist Tenant Coordinator in property and tenant specific requests including adherence to life safety policies and protocols
* Work independently and within a team on special, nonrecurring and ongoing projects
* Assist in all general administrative duties and other duties as required
* Prepare forms for specialty leasing deals, open, close and possession notices
* Prepare vendor contracts, tenant bill backs and zero-dollar re-classes
* Update tenant and vendor contact sheets, utility spreadsheets, tenant opening schedules, and lockbox locations
* Coordinate the transfer of utility accounts to and from Landlord's name. Provide utility information to Construction Dept as needed.
* Other duties as assigned by Supervisor
Qualifications:
* High school degree or equivalent
* 3-5 years office experience in an administrative support position
* Real estate knowledge preferred
* Skilled in verbal & written communication, customer service, time management, and decision-making
* Team player and works well and professionally with all levels of the organization and external contacts
* Strong computer skills (MS Word, Excel, Outlook, Power Point) including ability to learn JDE, Avidxchange, Building Engines, Nexus, Salesforce & eBuilder
* Ability to create, manipulate and maintain databases
* Ability to organize and manage multiple projects
* Strong attention to detail and personal initiative
* Ability to produce error-free work and to adapt quickly to new work assignments and situations
* Reliable, on-time attendance
Brixmor offers a hybrid work schedule (first three days of the week in the office, the balance remote optional), very competitive pay commensurate with background and responsibilities plus a benefits and perks package that supports career engagement, growth, good health and connection with teammates and our communities.
The base salary range for this position has been established as $50,000-$55,000 PLUS participation in our annual cash bonus plan. This salary range represents the Company's good faith and reasonable estimate of the range of possible compensation at the time of posting.
EOE (Brixmor is an Equal Opportunity Employer)
Brixmor's Privacy Policy: ***********************************************************
Administrative Assistant, Property Management
Burlington, MA jobs
provides administrative support to the Property Management Department. The main function is to support his/her supervisors and the Department, which ultimately helps the company, as a whole, fulfill its goals.
Auto-ApplyExecutive Administrative Assistant
Boston, MA jobs
JobID: 210669858 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $36.54-$48.56 Become an integral part of Asset and Wealth Management 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 Asset and Wealth Management-Private Bank, 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
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
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 options.
Auto-ApplyExecutive Administrative Assistant
Boston, MA jobs
Become an integral part of Asset and Wealth Management 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 Asset and Wealth Management-Private Bank, 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
Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
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 options.
Auto-ApplyExecutive Administrative Assistant
Boston, MA jobs
Become an integral part of Asset and Wealth Management 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 Asset and Wealth Management-Private Bank, 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
+ Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
**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 options.**
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Boston,MA $36.54 - $48.56 / hour
Executive Administrative Assistant
Boston, MA jobs
Become an integral part of Asset and Wealth Management 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 Asset and Wealth Management-Private Bank, 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
Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
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 options.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
Boston,MA $36.54 - $48.56 / hour
Securities Services - Private Equity Fund Administration - Associate
Boston, MA jobs
J.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.
**Job Summary:**
As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
**Job Responsibilities:**
+ Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
+ Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
+ Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
+ Ensure adherence to control framework including prescribed policies and procedures.
+ Assist in ad hoc client projects and internal initiatives.
+ Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
+ Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.
**Required qualifications, capabilities, and skills:**
+ A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
+ Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures.
+ Bachelor's Degree in Accounting, Finance, or MBA.
+ Ability to work under pressure to meet tight deadlines and balance multiple priorities.
+ Strong attention to detail and a collaborative management style.
+ Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership and manage projects.
+ Proficiency in Microsoft Office product suite and advanced MS Excel skills.
**Preferred qualifications, capabilities, and skills:**
+ Strong knowledge of Investran or similar integrated Private Equity system a plus.
+ Investment fund audit experience with a Big 4 firm a plus.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Boston,MA $99,750.00 - $150,000.00 / year
Executive Administrative Sales Assistant
Norwood, MA jobs
About VRC:
VRC is a full-service, independent, global valuation firm that focuses exclusively on valuation and advisory services. Since 1975, we have delivered valuation and financial opinions for M&A transactions and the financial and tax reporting requirements of Fortune 500 companies, private equity firms and their portfolio companies, and more. We welcome you to learn more about us.
About this role:
This position provides a broad scope of executive assistant, office management, and administrative services for valuation professionals and business development professional staff. General responsibilities include administrative support, overseeing general office operations, and functioning as on-site contact for certain personnel functions.
This position is primarily on-site, initially in our Norwood office, but will be in our new Boston office beginning at some point in March.
What you will do:
Perform or correlate varied administrative, business development, and professional staff support duties requiring professionalism, awareness of the impact of developing situations, and exercise of judgment and timely action.
Specific functions include, but are not limited to:
Office Administration
Assist in the office move from Norwood to Boston (Prudential Building) in March 2026
Coordinate daily use of offices and desks as needed once in Boston office
Process and review incoming and outgoing correspondence, reports, and communications
Maintain and communicate activity calendars and travel itineraries, as required
In the absence of the Managing Director or staff members, act as a central reporting and coordinating point within the organization for matters requiring immediate attention
Ensure conformance to VRC requirements for timely and accurate client engagement records and status, and sub-contractor assignments, agreements, and invoices
Assist members of the Boston office with monthly expense reporting
Assist in the hiring process
Coordinate orientation of new employees regarding general office procedures
Assist Corporate with processing of new employee entry documents and the employee exit process
Control inventory of office supplies and coordinate equipment maintenance
Organize periodic office outings
Perform general administrative duties as needed, which may include filing, photocopying, and mailing
Business Development
Assist in scheduling calls and meetings
Prepare schedules, materials, and arrangements for sales meetings and internal meetings
Work with Business Development to conceptualize and organize client outings and engagements
Manage guest list and relevant post-event follow-up
Help update and maintain CRM databases with customer and prospect information
Assist in preparation of client engagement letters, correspondence, reports, and presentations
Other tasks as needed to support office and business development needs
What you will need:
Proven experience as an Executive Administrative Assistant, Senior Executive Assistant or in other secretarial position
Excellent knowledge of Microsoft Office
Proficiency in English
Exemplary planning, attention to detail, and time management skills
Up-to-date experience with advancements in office gadgets and applications
Ability to multitask and prioritize daily workload
High level verbal and written communications skills
Discretion and confidentiality
High School degree; additional qualification as personal assistant would be considered an advantage
What we offer you:
Competitive bonus program
Medical/Dental/Vision insurance, Life Insurance, Disability, Health Savings Account, Dependent Care Reimbursement, Commuter Benefits, 401k match program, and voluntary insurance options
Generous time off/ Flexible work arrangements
Reimbursement for admission fees and study material for professional designations
Growth - VRC is growing, and so can your career
For more information on our various benefit offerings visit our Careers page
Our Commitment to Diversity & Inclusion
VRC is an equal opportunity employer committed to creating a diverse team. We are committed to diversity, inclusion, and the equitable treatment of our colleagues, the communities in which we live and work, and our clients. We value creating and working within a team-based environment where each person's talent, ideas, opinions, and expertise are respected. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with VRC are asked to email *****************************. $65,000 - $85,000 The base salary offered at the time of hire is only a portion of total compensation and may differ from the stated range. It could be higher or lower depending on various factors, including the candidate's relevant qualifications, skills, and experience, as well as the specific service line and location for the position. In addition to base pay, you will receive a 12.50% quarterly profit-sharing compensation bonus. You will also be eligible for a discretionary year-end bonus. For more information, ask your recruiter or hiring manager for details
Auto-ApplySecurities Services - Private Equity Fund Administration - Associate
Boston, MA jobs
J.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.
Job Summary:
As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities:
Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
Ensure adherence to control framework including prescribed policies and procedures.
Assist in ad hoc client projects and internal initiatives.
Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.
Required qualifications, capabilities, and skills:
A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures.
Bachelor's Degree in Accounting, Finance, or MBA.
Ability to work under pressure to meet tight deadlines and balance multiple priorities.
Strong attention to detail and a collaborative management style.
Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership and manage projects.
Proficiency in Microsoft Office product suite and advanced MS Excel skills.
Preferred qualifications, capabilities, and skills:
Strong knowledge of Investran or similar integrated Private Equity system a plus.
Investment fund audit experience with a Big 4 firm a plus.
Auto-ApplyAdministrative Assistant, Greylock Insurance Agency
Pittsfield, MA jobs
Administrative Assistant
Department : Greylock Insurance Agency
Work Arrangement: In-office
We are guided by our IDEA principles - Inclusion, Diversity, Equity, and Accessibility - to support a workforce that reflects our community. Our principles support Greylock's mission and our goals of building a diverse workforce - reflecting multiple identities - and supporting the diverse communities we serve. We strive to ensure that the spaces in which we work and community members we engage are inclusive.
To be employed by Greylock Federal Credit Union employees must reside in one of the following states: Massachusetts, New York, Vermont, or Connecticut.
Review of the candidate pool for each opportunity with Greylock Federal Credit Union will begin on the fourteenth day of posting.
Under the direction of the Assistant Vice President, Personal Lines Manager, performs a wide variety of administrative functions to aid and support to the Greylock Insurance Agency, employees and customers in conformance with established Credit Union policies and procedures.
Key Job Requirements:
Performs any functions, within scope of authority and expertise to provide the highest level of service and responsiveness to the customers served by the Insurance Agency while performing all duties in accordance with prescribed regulatory compliance guidelines and Credit Union policies and procedures.
Maintains and controls certain confidential records of the insurance agency, including organizational charts, succession plans, and staff lists. Prepares materials and maintains records for sales and processor meetings.
Provides administrative support to the SVP and AVP of Personal Lines including, but not limited to assisting with documents, record-keeping, material distribution, receiving and placing telephone calls, screening and resolving inquiries, scheduling coverage and training, making travel arrangements, communicating and preparing materials for training, events and other meetings. Facilitates communication.
Provides professional and proficient service in greeting visitors, answering phone, and directing or assisting with in-person or electronic inquiries, directing employees, vendors and visitors to appropriate staff and/or departments. Takes initiative and acts independently regarding employee communication issues, meeting planning and assigning staff for participation in any function. Drafts responses to employees, applicants and vendors as needed.
Provides administrative support for record keeping, agency incentive, registration forms, scheduling and reimbursement of all licensing, continuing education credits and designation for agency staff.
Related Responsibilities:
Promotes the Credit Union and Insurance Agency wherever and whenever possible. Encouraged to actively represent the Credit Union and Insurance Agency in local civic, community and professional organizations.
Assist Processing and Systems Manager and VP of Commercial Lines as needed.
Assists with mailings such as renewal postcards and prospecting letters.
The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties, both related and unrelated to the above, may be assigned and, therefore, required.
Position Requirements:
Associate's degree or its equivalent in administrative coursework, training or work experience.
Two-plus years in a related position.
Proven to maintain high standards of performance, integrity and confidentiality.
Excellent customer service, communication, problem-solving and organizational skills.
Proven ability to compose grammatically correct correspondence.
Ability to use various types of office equipment, including mastery of personal computer, including high proficiency in use of Word, Outlook, PowerPoint and Excel software.
Supervisory Scope: None
The salary range for this role is $20.00 to $25.52 an hour. This is the salary range we in good faith believe we would pay for this role at the time of this posting. We may pay more than the posted range for exceptionally qualified individuals. An employee's pay position within the pay band will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience (job and life), skills (specific and transferable), seniority, performance, and business organizational needs. This range may also be modified in the future.
Service and stability: With a history going back to the 1930s, Greylock has served and grown within the Berkshire County community for almost a century, building deep roots in the area and the lives of the members we serve. Now serving over 100,000 members, Greylock is committed to building a team that loves to put others first.
Opportunities to grow: We offer clear career pathways, ongoing training and upskilling, and a supportive culture that invests in your success. Here, your work is purposeful, values-driven, and makes a real impact in our community.
Benefits that work: Where's a great place to work and grow your career with a competitive benefits package to complement it? Greylock's health benefits, independently benchmarked, are largely market leading. We strive to offer a comprehensive package of value including a suite of health options (2 medical plan options, FSA Medical/Dependent Care, HSA/HRA, dental, vision, wellness), retirement- 401k plans with employer match & employer pension contributions, PTO, employee incentive plans, and an opportunity for profit sharing. We round out the package with employer paid life insurance along with both short- and long-term disability. To meet your individual needs additional life, accident, and critical illness benefits may be elected. We continue to engage with employee feedback and augment our offerings, recently adding pet insurance, and Medicare employee assistance to name a couple.
Auto-ApplyPrivate Markets Fund Accounting and Administration, Associate 2
Quincy, MA jobs
Who We Are Looking For
We are a team of dedicated accounting professionals who are passionate about delivering financial reporting and day-to-day accounting and administrative support to one of the largest Open-Ended Private Equity Funds. Join this growing team that is passionate about building innovative solutions to revolutionize how State Street services our customers.
Why this role is important to us
This position is Private Equity Fund Services Business Unit of the State Street Alternative Investment Services (AIS) group, a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private equity/credit funds. The position will interact directly with external clients as well as State Street onshore and offshore teams, providing complete end-to-end solutions for a major Private Equity/Credit Investment Fund.
Join us if you are up to the challenge of administrating a mega fund and look to grow with the team.
Job Description
This position handles the day-to-day fund & partnership accounting and related administration.
Responsibilities
Review and/or prepare daily position and cash reconciliations, research and resolve discrepancies.
Prepare and process journal entries, maintain general ledger
Prepare capital calls and distribution allocation schedules
Prepare financial work papers including portfolio schedules partners' capital allocations and capital statements.
Prepare process and monitoring USD and non-USD cash movement
Review Junior Associate and offshore teams' work
Prepare various client correspondence and related ad hoc correspondence.
Interacts with internal and external auditors providing requested information to specific inquiries as needed.
Participate in special client or internal projects
Qualifications
1-2 years of fund accounting or related experience
Advanced MS Excel skills
Attention to detail
Time management
Experience with Investran a plus
Experience with investment/Portfolio accounting platforms a plus
Specific experience in the Private Equity industry preferred
Excellent administrative and organizational skills with demonstrated ability to multi-task and to work efficiently to meet client deliverables
About State Street
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Discover more at StateStreet.com/careers
Salary Range:
$41,600 - $66,560 Annual
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.
Employees are eligible to participate in State Street's comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.
For a full overview, visit
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.
About State Street
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you'll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.
Discover more information on jobs at StateStreet.com/careers
Read our CEO Statement
Job Application Disclosure:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Auto-ApplyTrust Administrative Associate
Barnstable Town, MA jobs
Salary Grade : 14 Prepares new account opening paperwork for compliance and acceptance, coordinates collection, distribution, and other transfers of assets, including payments to and on behalf of clients, and generally performs all administrative duties associated with asset management, trust, and custody and estate accounts. Provide documentation and account information required by personnel in operations, administration, and tax areas to perform their necessary functions. Communicates with prior trustees/custodians/agents to ensure transferring assets are received in a timely fashion. Has direct client contact in a support role. Responsible for providing exceptional client service and will work closely with other members of the Trust and Asset Management Department to build profitable long-term relationships and a high level of customer satisfaction.
ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:
* Assists Wealth Management Officers with client servicing function.
* Monitors the resolution of client service issues.
* Prepare client communications as needed.
* Responds to routine requests from clients regarding their accounts.
* In absence of Wealth Management Officer, provides primary contact with clients.
* Coordinates client bill payment, if requested by client.
* Coordinates on demand distribution requests, future dated or recurring distribution requests with Operations.
* Coordinates with operations team to schedule retirement distributions.
* Tax - Coordination both internally and externally to ensure tax preparation is completed for agency, fiduciary and paid preparers. Follow up coordination to ensure amounts due and quarterly tax estimates are submitted appropriately and in a timely fashion.
* Assists clients with online account access issues.
* Works with CC5 retail and operations to provide full customer service to client.
* Collaborates with colleagues in WMS and outside vendors regarding the client experience.
* Works cooperatively with other members of WMS and is willing to extend themselves beyond the general demands of the position. Exhibits an ongoing concern for the business success of the organization as a whole.
* Provides any support necessary to promote and facilitate the acquisition of new customers for the Bank.
Operational Functions:
* Interacts with colleagues in Trust and Asset Management Department as well as external contacts, such as accountants, attorneys, clients and beneficiaries.
* Assists by gathering and providing account opening documentation for new accounts to be opened on various systems, initiates and coordinates all administrative duties associated with new and existing trust, estate, asset management and custody accounts.
* Verifies account set-up and service for accuracy and completeness; researches problems and prepares corrections related to set-up.
* Communicates with appropriate internal and external personnel to ensure account information is processed within scheduled timeframes; researches and resolves any discrepancies.
* Reviews accounts for system compatibility and ensures all information is present and usable from a systems perspective; Helps develop creative solutions to system constraints.
* Supports the Departments online portal. Resets client passwords when they are locked or expired. Troubleshoots client hardware and software issues.
* Ensures that all necessary client documentation is completed according to policy guidelines.
* Gathers and delivers data required for the preparation of tax returns.
* Coordinates the distribution, delivery and transfer of assets.
* Coordinates the delivery of client statements and other periodic reports.
* Reviews daily, intra-day and monthly reports to monitor account cash.
* Performs task associated with retail or TAM operations projects.
* Other duties as assigned by supervisor.
QUALIFICATIONS:
EDUCATION & CERTIFICATIONS: (Minimum education required to perform the duties of this position)
* Bachelor's Degree (or equivalent). Additional coursework in trusts a plus and may be required as professional development.
* Notary Public
KNOWLEDGE, SKILLS & ABILITIES:
* At least two years' experience in trust or fiduciary administration is desirable.
* An understanding of probate, estates, trusts, and tax law, as well as basic accounting principles is highly desirable.
* Knowledge of trust operations system capabilities is desired.
* Commitment to continuing education.
* Interpersonal skills, with the ability to work on and prioritize multiple tasks and projects at one time and work independently with superior attention to detail.
* Along with analytical, decision making and communication skills, the position requires personal work habits and attitudes that enhance the overall professional dimension of our organization and contribute directly to successful job performance.
* Knowledge of Bank products and services.
COMPETENCIES:
* Must have cyber security awareness to protect the digital environment, the Bank, and customers.
* Problem Solving
* Relationship Building Skills
* Excellent Verbal and Written Communication Skills
* Critical Thinking Skills
* Courage
* Technology Savviness/Digital Enthusiast
* Financial Comprehension
* Adaptability and Flexibility
* Eager Learner
* Learning Agility
* Superior Customer Service
#ZR
Administrative Assistant I
Boxborough, MA jobs
The Administrative Assistant performs diverse administrative responsibilities for various levels of staff within the company. This position coordinates various projects and prepares reports and information which may be of a highly confidential and critical nature, supporting the goals of local management, and of CorVel.
This is an onsite role with WFH potential with work equity.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES:
* Answers phone calls
* Handles inquiries appropriately
* May open, read, prioritize, route and distribute incoming mail or other materials
* May coordinate, schedule, and maintain event calendars, including travel arrangements, customer appointments, meetings, conference calls, and room reservations
* Organizes and maintains document storage
* May create and prepare presentations, memos, reports, correspondence and miscellaneous projects
* May assist in basic accounting functions
* Additional duties as assigned
KNOWLEDGE & SKILLS:
* Excellent written and verbal communication skills
* Ability to work on several concurrent tasks and prioritize workload with minimal direction
* Ability to identify, analyze and solve problems
* Intermediate ability to utilize Microsoft applications
* Strong interpersonal, time management and organizational skills
* Ability to work both independently and within a team environment
EDUCATION & EXPERIENCE:
* High school diploma or equivalent, college degree preferred
* 1 - 2 years' experience in administrative support roles
PAY RANGE:
CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time.
For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process.
Pay Range: $13.08 - $19.90 per hour
A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management
In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first.
ABOUT CORVEL
CorVel, a certified Great Place to Work Company, is a national provider of industry-leading risk management solutions for the workers' compensation, auto, health and disability management industries. CorVel was founded in 1987 and has been publicly traded on the NASDAQ stock exchange since 1991. Our continual investment in human capital and technology enable us to deliver the most innovative and integrated solutions to our clients. We are a stable and growing company with a strong, supportive culture and plenty of career advancement opportunities. Over people working across the United States embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!).
A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off.
CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
#LI-Onsite
Administrative Assistant, Village Green & Yarmouth Commons
Barnstable Town, MA jobs
Be a part of the best team in Property Management!
Vesta Management is seeking to hire an experienced, organized, customer service focused Administrative Assistant to join our team at
Village Green & Yarmouth Commons
in
Barnstable, MA
area.
What we Offer:
At Vesta, we take pride in hiring the best talent in Property Management. We work hard and we have fun doing so. In addition to our generous benefits package, we offer service awards, performance bonuses, team member appreciation events and opportunities for growth. Our benefits include:
Medical, dental & vision insurance
Company matched 401(K)
Paid time off- Vacation, sick, floating holidays
12 additional paid holidays
Tuition Reimbursement
PetPlan Pet Insurance
Employee Assistance Program
Long & Short-Term Disability Insurance
AND MORE
The Administrative Assistant provides various administrative functions. In most cases, the Administrative Assistant is the first point of contact for all visitors, and all calls for the property. Greets visitors and offers direction and information. Answers all incoming calls, determining the purpose of the call, and forwarding calls to appropriate personnel with the utmost professionalism and courtesy. Responsible for scheduling appointments and assisting office personnel with clerical work and other office duties.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Retrieves messages from voice mail and forwards to appropriate personnel.
Answer and direct all incoming calls to the appropriate team member. When the appropriate team member is unavailable, ensure proper follow up.
Relieve management of administrative detail with all projects, phones, faxes, filing, typing, and mailings.
Secure all required applicant and resident signatures, for administrative processes.
Maintain documentation and filing procedures and systems in accordance with Vesta's SOP.
Keep a running list of needed supplies and order as necessary.
Greet, introduce, welcome and convey benefits of the property to prospective residents and visitors.
Foster a positive, active and collaborative relationship with team members, prospects, residents, communities, vendors and associated agencies.
Assist leasing to schedule application intakes, interviews, processing and preparation of applications, and their distribution.
Assist with and attend resident retention initiatives (i.e., resident functions, promotions, monthly newsletters, etc.).
Assist with property-issued communications/notices (i.e., bad weather, emergency, etc.).
Consistently maintain property rules and regulations in accordance with property-based programs, Vesta's SOP as well as all state, federal and/or local laws.
Assist in the achievement of property financial goals.
Maintain accurate record of all resident transactions issuing resident receipts as necessary.
Receive, review, and route incoming mail, and ensure that invoices and other time sensitive materials are processed.
May assist in collection, depositing and posting of rental deposits, rent and late fees/charges etc. as assigned.
Process information in property management software regularly, i.e.., work orders, certifications, deposits and all pertinent resident documentation.
Report to management community appearance/ curb appeal, and unsafe conditions.
Input all work order and service requests, in Yardi and communicate to maintenance.
Responsible for keeping reception area clean with professional surroundings.
Monitors visitor access.
Other duties as assigned.
Knowledge, Skills and Abilities:
Excellent interpersonal skills; strong verbal communication skills.
Able to work independently; self-motivated, takes initiative.
Able to multitask and prioritize efficiently.
Ability to determine varying nature of calls/issues and identify the priority level.
Accepts responsibility and accountability.
Honest and trustworthy; displays integrity.
Professional, in appearance and action.
Shows adaptability.
Organized and detailed.
Interested? APPLY NOW!!!
Requirements
Required Education & Experience:
HS diploma or equivalent
2 years of related experience; to include data entry, data processing, and skills in Microsoft office and property management software
Experience in a property management or apartment community preferred
Successful completion of a background check and drug screening required.
Bilingual strongly preferred
Vesta is an Equal Opportunity/Affirmative Action Employer. Vesta has an ongoing commitment to a diverse workplace free of discrimination and harassment. Vesta recruits, hires, trains, and promotes individuals in all job titles without regard to any protected characteristic, including but not limited to race, color, creed, religion, ancestry, sexual orientation, genetic information, national origin, age, sex, physical or mental disability, being a disabled veteran, veteran of the Vietnam era, or other eligible veteran, or any other protected category under any state or Federal laws. At Vesta, we are committed to a fair and equitable workplace
.
Salary Description $23.00/hr.
Facilities Administrative Assistant
Massachusetts jobs
Human Services Management Corporation (HSMC) provides shared business and consulting services to both non-profit and proprietary human services agencies. These services include accounting, payroll, third-party billing and collections, human resources, online and live Continuing Education, marketing, facility development and quality assurance programs.
Job Description
The Facilities Administrative Assistant will provide administrative support and general clerical services for the Facilities department of HSMC.
This position is full-time 40 hours per week and reports directly to the Director of Facility Development and Maintenance.
Job Responsibilities
* Schedule inspections for buildings, fire extinguishers, sprinklers, alarms, HVAC equipment, kitchen equipment, Board of Health, and Life Safety in accordance with regulatory timelines
* Assist maintenance staff with ordering parts and materials as needed
* Develop and maintain relations with executives, stakeholders and external parties
* Review and reconcile maintenance invoices for accuracy
* Process tickets, assign to maintenance staff, monitor progress, and run reports as necessary
* Perform administrative duties including composing documents for signature, generating reports, analysis of data, planning business conferences, assisting with administration of office procedures, and researching a variety of information requests
* Perform and/or assist others in assigned tasks related to information/communication flow
* Maintain and organize various records and files
* Monitor office supplies inventory and place orders as necessary
* Ensure optimal internal and external customer service
Qualifications
* High School Diploma required
* Minimum one to three years office experience
* Strong written and verbal communication skills
* Proficient in Microsoft Office products
* High level of attention to detail, organization, and ability to multitask
Benefits
* Medical and Dental Insurance
* Tax Exempt Flexible Spending Plans
* 401(K) Retirement Plan
* Vacation, Sick and Holidays
* Professional Development and Educational Benefits
* Voluntary Benefits
Additional Information
Please visit our website at ************ to learn more about our organization!
Selection for employment is made regardless of race, color, religion, creed, sex, sexual orientation, gender identity/expression, pregnancy or pregnancy-related condition, marital status, national origin, ancestry, age, disability, handicap, genetic information, someone who is a member of, applies to perform, or has an obligation to perform, service in a uniformed military service of the United States, including the National Guard, on the basis of that membership, application or obligation; veteran status, or any other bases protected by law. HSMC participates in E-Verify.
#IND1
Retail Administration Associate
Holyoke, MA jobs
Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the
Best Place to Work
and
Best Local Bank
. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together!
Summary:
The Retail Administration Associate plays a key role in supporting the operational efficiency and regulatory compliance of the Retail Administration department. This position is responsible for executing audits, generating reports, and performing a variety of administrative tasks that ensure smooth day-to-day operations. The Associate will also contribute to the development and maintenance of the Retail SharePoint page and respond to basic departmental inquiries. This role requires strong attention to detail, excellent organizational skills, and the ability to work collaboratively across teams. This role is based at our Executive Offices in Holyoke, MA.
Essential Duties and Responsibilities:
Conducts software and hardware user access reviews for Retail; documents findings, submits necessary forms, and performs system updates as needed.
Balances and distributes the monthly Teller Difference Report; tracks resolutions and supports quarterly performance reviews.
Monitors CIP and Existing Customer Record Errors; tracks resolutions and communicates monthly reports to Retail Growth and Leadership teams.
Assists banking center associates with customer closeout procedures in accordance with CIP policy; monitors and reports missing attestations.
Performs monthly audits and reporting of key banking center data points, including cash limits, Card@Once adjustments, and Official Check errors.
Oversees reconciliation of the Suspense Retail General Ledger and ACBB General Ledger; researches and resolves outstanding transactions in collaboration with Retail Operations Analysts.
Maintains and updates the Retail SharePoint page; collaborates with stakeholders to ensure content accuracy and relevance.
Tracks completion of monthly Security, Compliance, and Fraud Prevention training for Retail associates; reports missing documentation to Retail Leaders.
Builds and maintains expertise in PeoplesBank's core systems, Retail hardware/software, and procedures.
Responds to basic Retail-related inquiries from other departments; supports audits and exams by gathering required documentation.
Complete all required compliance training and adhere to federal, state, and bank regulations, policies, and CARE standards.
Other related duties as assigned.
Education and Experience:
Bachelor's degree from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience
Skills Required:
Strong verbal and written communication skills, with the ability to convey information clearly and professionally.
Excellent interpersonal and customer service abilities, fostering positive relationships across teams and departments.
Highly organized with exceptional attention to detail and accuracy in all work.
Demonstrated ability to work independently while also thriving in a collaborative team environment.
Maintains expert-level knowledge of regulations impacting Retail policies and procedures, ensuring compliance and operational integrity.
Computer/Technical Skills:
Strong PC skills to include proficiency in Insight (front line platform), Word, Excel, Outlook, Teams and PowerPoint.
Ability to operate related computer software and business equipment including 10-key, telephone, VCR/DVD player, LCD &/or overhead projector, and other related training aids.
Work Environment and Physical Demands:
The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.
Auto-Apply2026 Summer Intern - Credit Administration (Hybrid - Boston, MA)
Boston, MA jobs
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. First Citizens Bank offers an exciting summer internship program that provides development opportunities and hands on work experience while creating a talent pipeline for the Bank. Our interns will apply classroom knowledge in a corporate environment while making a positive impact across the organization and the communities we serve. Come help First Citizens build for the future!
Responsibilities
In this role, you will:
* Be part of a dynamic team with interesting projects.
* Accountabilities can and may include areas such as research, analytics, projects, strategy, process review and improvement, as well as technology enhancements and support.
* Attend professional development sessions, informational sessions, networking and community service events.
* Have a dedicated manager and program manager to help you navigate the bank and the internship program.
* Be assigned a project, designed to improve a specific process or solve a problem that you will present at the close of the internship.
* Prepare a wrap-up presentation to be shared with the division leader and other key stakeholders in the company to outline your accomplishments and experience during the internship
Internship dates: 5/27/2026 - 7/31/2026
Qualifications
Required qualifications:
* High School Diploma or GED and 1 year of experience
* Currently enrolled at an accredited collegiate institution (during the time of the summer program)
* Ability to work 40 hours per week during the duration of the program
Preferred qualifications:
* 3.0 minimum GPA
* Strong desire to learn and grow
* Possess a positive attitude, naturally curious and enjoys collaborating with others
* Strong verbal and written communication skills
* Critical thinking skills
* Ability to multitask
* Ability to adapt and adjust priorities based on business needs
* Ability to take direction and absorb information quickly
The base pay for this position is generally between $18.00/hr and $25.00/hr. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at ****************************************
Real State Office Assistant
Boston, MA jobs
We are seeking a highly organized and motivated individual to join our team as a Real Estate Office Assistant. In this role, you will provide administrative support to our real estate agents and assist with various office tasks to ensure the smooth operation of our office.
Key Responsibilities:
- Greet and assist clients and visitors in a professional and friendly manner
- Answer and direct phone calls to the appropriate staff members
- Maintain and update office records, including client information and property listings
- Prepare and distribute documents, such as contracts, leases, and agreements
- Coordinate appointments, meetings, and showings for real estate agents
- Assist with marketing efforts, including creating flyers and social media posts
- Monitor office supplies and place orders when necessary
- Handle incoming and outgoing mail and packages
- Perform general office tasks, such as filing, scanning, and data entry
Qualifications:
- High school diploma or equivalent, some college preferred
- Knowledge of real estate industry is a plus
- Proficient in Microsoft Office and other computer software
- Excellent communication and interpersonal skills
- Strong organizational and time-management skills
- Ability to multitask and prioritize tasks effectively
- Professional and friendly demeanor
We Offer:
- Competitive salary and benefits package
- Opportunities for growth and advancement within the company
- Positive and supportive work environment
- Training and development programs
If you are a team player with a strong work ethic and a passion for the real estate industry, we would love to hear from you. Please submit your resume and cover letter for consideration. Thank you for your interest in joining the NextGen Real Estate team!