Administrative Assistant/Personal Assistant jobs at Midwest Trust - 106 jobs
Senior Executive Administrative Assistant
Jpmorgan Chase & Co 4.8
Columbus, OH jobs
JobID: 210693630 JobSchedule: Full time JobShift: : Become an integral part of the JPMorgan Wealth Management Service and Administration team where you will have the opportunity to work in a fast-paced, dynamic environment. Each day will be unique! This role provides a platform for professional growth and skills development. Be part of a results-oriented team that values proactive support, exceptional attention to detail, and high-quality execution.
As a Senior Executive Assistant in the JPMorgan Wealth Management Service and Administration team, you will need to work well in a high-performing team environment, represent the leader with professionalism strong judgment, and consistently deliver high-quality work. Your daily routine will include interactions with senior executives and internal partners across the business and the broader Wealth Management industry. You will need to adapt procedures, processes and techniques to complete assignments in line with the team's priorities and goals.
Job responsibilities
* Maintain complex and detailed calendars, ensuring proactive management of scheduling needs and potential conflicts
* Screen and prioritize incoming calls, meeting requests and inquiries, using discretion in managing information flow
* Manage the coordination and logistics of both internal and external meetings, including agenda preparation, materials, and follow-up actions.
* Arrange and coordinate complicated domestic and international travel, including itineraries, accommodations, and contingency planning
* Organize all aspects of internal and external events, including logistics, catering, and transportation, and onsite coordination.
* Process invoices and T&E expense claims for team members, ensuring compliance with firm policies and timely, accurate submission.
* Assist with employee onboarding and offboarding, including equipment requests, system access, and coordination with support teams.
* Produce high quality emails and written communications to individuals at all levels of the organization and to external partners.
* Maintain departmental documents, including the organization charts, executive bios, and leader specific materials.
* Manage routine activities and proactively identify and communicate issues, conflict or delays.
* Assist in preparing and editing spreadsheets and presentations, including formatting, printing and binding, for client and team meetings
Required qualifications, capabilities and skills
* Minimum of five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with executive leadership
* Strong interpersonal, written, and oral communication skills
* Strong Professional in-person and Virtual presence
* Strong proficiency in Microsoft Office
* Ability to manage competing priorities i.e. calendar management
Preferred qualifications, capabilities and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* Bachelor's degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
$77k-103k yearly est. Auto-Apply 49d ago
Looking for a job?
Let Zippia find it for you.
Senior Executive Administrative Assistant
Jpmorganchase 4.8
Columbus, OH jobs
Become an integral part of the JPMorgan Wealth Management Service and Administration team where you will have the opportunity to work in a fast-paced, dynamic environment. Each day will be unique! This role provides a platform for professional growth and skills development. Be part of a results-oriented team that values proactive support, exceptional attention to detail, and high-quality execution.
As a Senior Executive Assistant in the JPMorgan Wealth Management Service and Administration team, you will need to work well in a high-performing team environment, represent the leader with professionalism strong judgment, and consistently deliver high-quality work. Your daily routine will include interactions with senior executives and internal partners across the business and the broader Wealth Management industry. You will need to adapt procedures, processes and techniques to complete assignments in line with the team's priorities and goals.
Job responsibilities
Maintain complex and detailed calendars, ensuring proactive management of scheduling needs and potential conflicts
Screen and prioritize incoming calls, meeting requests and inquiries, using discretion in managing information flow
Manage the coordination and logistics of both internal and external meetings, including agenda preparation, materials, and follow-up actions.
Arrange and coordinate complicated domestic and international travel, including itineraries, accommodations, and contingency planning
Organize all aspects of internal and external events, including logistics, catering, and transportation, and onsite coordination.
Process invoices and T&E expense claims for team members, ensuring compliance with firm policies and timely, accurate submission.
Assist with employee onboarding and offboarding, including equipment requests, system access, and coordination with support teams.
Produce high quality emails and written communications to individuals at all levels of the organization and to external partners.
Maintain departmental documents, including the organization charts, executive bios, and leader specific materials.
Manage routine activities and proactively identify and communicate issues, conflict or delays.
Assist in preparing and editing spreadsheets and presentations, including formatting, printing and binding, for client and team meetings
Required qualifications, capabilities and skills
Minimum of five years of administrative experience
Advanced ability to organize
Discretion and good judgment in confidential situations, and proven experience interacting with executive leadership
Strong interpersonal, written, and oral communication skills
Strong Professional in-person and Virtual presence
Strong proficiency in Microsoft Office
Ability to manage competing priorities i.e. calendar management
Preferred qualifications, capabilities and skills
Experience supporting at the Managing Director level (or equivalent) or above
Bachelor's degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
$77k-103k yearly est. Auto-Apply 9d ago
Administrative Assistant
Thrivent Financial for Lutherans 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 AdministrativeAssistant reports to and is employed by Endeavor Financial Group.
This is an in-office position located in Van Wert, OH. Compensation is $42,500 - $52,500 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.
$42.5k-52.5k yearly Auto-Apply 3d ago
Wealth Advisory Administrative Assistant
German American Bancorp, Inc. 4.5
Whitehall, OH jobs
Job Title: Wealth Advisory AdministrativeAssistant Our Wealth Advisory group is looking for a Wealth Advisory AdministrativeAssistant who thrives on supporting client relationships, managing account documentation, and staying on top of all the little things that keep us running smoothly. This role is essential to the success of our client experience-from onboarding new relationships to preparing for committee meetings and keeping trust documentation current. You'll be the go-to person for administrative coordination and a trusted partner to our Wealth Advisors and Relationship Managers.
A Day in the Life:
You'll start your day reviewing client account activity, following up on any transaction requests, and making sure all onboarding paperwork is moving along-whether that's prepping forms for e-signature or supporting a Relationship Manager with meeting materials.
You might find yourself:
* Helping clients reset passwords or walking them through how to access their account
* Inputting one-time checks, wires, ACHs and internal transfers
* Sending birthday cards to clients (yes, really!)
* Preparing and distributing materials for upcoming client and/or internal committee meetings
* Updating addresses, statement frequencies, or indexing trust documents
* Supporting seasonal projects like mail merge of letters or coordinating our Christmas card list
No two days are the same-but every day, your work ensures our clients feel supported and our team feels prepared.
What it Takes:
* A knack for keeping things organized and accurate-even when juggling a long to-do list
* Friendly, professional communication skills and a customer-focused mindset
* A willingness to handle both recurring tasks and special projects
* Comfort using systems like Microsoft Office Suite, TrustDesk, Director, and document indexing tools (we'll train you!)
* Discretion and integrity in handling confidential financial information
* A strong sense of ownership and follow-through
Bonus Points:
* Prior experience in a wealth management, trust, or investment services environment
* Familiarity with financial operations (wires, ACHs, internal transfers, etc.)
* Experience managing continuing education programs or marketing mailings
* Skilled in systems like Microsoft Office Suite programs and Adobe Acrobat
* You love a good checklist and aren't afraid to speak up when something looks off
What we can offer you:
* Medical, dental, vision, STD, LTD, Life insurance, etc.
* 17 days paid time off, 11 paid holidays and bereavement leave
* Education Assistance Program
* Paid Parental Bonding Leave
* Wellness benefits
* Life event coverage
* Service awards
* Financial benefits including 401(k) match, stock purchase plan and more
* Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
* Logo wear discounts
* Free checking account, checks and discounted bank services
This position will be located at:
430 North Hamilton Road
Whitehall, Ohio, 43213
United States
About Us:
Heartland Bank, a Division of German American Bank, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making our Company special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.
$34k-39k yearly est. 24d ago
Private Investment Administration Associate
Hamilton Capital 3.7
Columbus, OH jobs
Job Description
___________________________________________________________________________________
Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen
_________________________________________________________________________________________________________________________
At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas.
We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love.
In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness.
Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital.
About the Position
Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Private Investment Administration Associate (PIAA) oversees all operational, administrative, and reporting functions for Hamilton Capital's private investment vehicles, including special purpose vehicles, direct investments, and select alternative investment funds. This position reports directly to the Deputy Chief Investment Officer.
The PIAA works closely with internal teams and external partners (including fund administrators, accountants, legal counsel, and tax specialists) to ensure accurate accounting, timely distributions, regulatory compliance, and comprehensive investor reporting. This role serves as the primary internal coordinator for all private investment administrative activities, supporting the Investment Management team, Compliance, Finance, Advisors, and Client Relations in executing Hamilton Capital's opportunistic alternative investment.
Position Benefits
Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally
Thought leadership and innovative thinking are valued and rewarded
Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more
Individual and Team Incentive Plans
Complimentary investment management and financial planning services
Primary Position Responsibilities
Private Fund Administration - Manages day-to-day administration of Hamilton Capital's private investment vehicles including special purpose vehicles for direct investments in real estate and private equity.
Accounting and Financial Oversight - Organizes and delivers to third-party administrators all documents required to maintain accurate accounting of fund activity including custodian and bank statements, invoices paid, engagement letters, and capital activity records.
Vendor and External Partner Management - Manages relationships with external partners for fund administration, IRA custodians, accounting, income payment distribution, tax reporting, and audits.
Investor Relations and communication Support - Collaborates with Investment Team, Advisors, and Client Relations to resolve investor questions, onboarding issues, and ongoing account maintenance.
Process Development and Project Management - Establishes and documents operational processes, creates procedures, and develops workflows for private investment administration.
Compliance and Reporting - Coordinates filings and regulatory notifications for private investment offerings.
Position Requirements
Bachelor's degree or equivalent experience required; emphasis in business, accounting, finance, or operations preferred.
Minimum five years of financial services experience with a focus in operations, private fund administration, or alternative investments.
Experience with private or public fund administration strongly preferred.
Wealth management or asset management experience desired.
Experience in establishing new operational processes, creating procedures, and developing workflows.
Proven ability to lead and communicate timelines for projects.
Knowledge of alternative investment structures including private equity, real estate, and direct investments desired.
Understanding of fund accounting, investor reporting, and regulatory compliance requirements.
Skills and Traits
Technical Skills
Effective user of MS Office products (Word, Excel, Outlook) with advanced Excel skills desired (VLOOKUP, pivot tables, complex formulas).
Experience with Orion reporting platform preferred.
Experience with fund administration platforms such as Carta welcomed.
Ability to quickly learn industry-specific software and adapt to new systems.
Professional Competencies
Excellent analytical, relational, and organizational skills.
Strong attention to detail with process-driven, methodical approach to operations and administration.
Robust oral and written communication skills.
Warm customer service orientation.
Project management and vendor management experience preferred.
Works well within a team-based environment while also being a self-starter.
Personally accountable and responsible.
Ability to identify and prioritize critical tasks.
Ability to learn quickly and enjoys solving problems and finding solutions.
For confidential consideration, submit your resume in PDF format only to *********************************************
$24k-35k yearly est. 20d ago
Private Investment Administration Associate
Hamilton Capital 3.7
Columbus, OH jobs
___________________________________________________________________________________
Serve First - Be Insightful - Guide Forward - Collaborate - Make it Happen
_________________________________________________________________________________________________________________________
At Hamilton Capital, culture is the cornerstone of how we do business. We trust that an environment that encourages innovation begins by ensuring employees are empowered to make decisions and motivated to continuously share new ideas.
We are only as good as those we are fortunate enough to work with, which means everyone must have the resources, support, and training needed to succeed. It is through prioritizing and investing in our people that we have been able to build a rare and exceptional team; a team that helps our clients build great financial legacies, so that they may pursue their dreams and influence the people and organizations they love.
In return, we expect a lot from our employees - but not in the way you might assume. We expect you will use your unique voice, talents, and experiences to master your craft. We expect you will believe in our vision, serve others first, and commit to challenging yourself and those around you as we collectively strive for greatness.
Your work here will have profound meaning and impact, not just on our clients, but on our team, and because we take our commitment to you very seriously, we have faith that you will do the same for Hamilton Capital.
About the Position
Hamilton Capital is seeking a dynamic professional to join our Investment Management team. The Private Investment Administration Associate (PIAA) oversees all operational, administrative, and reporting functions for Hamilton Capital's private investment vehicles, including special purpose vehicles, direct investments, and select alternative investment funds. This position reports directly to the Deputy Chief Investment Officer.
The PIAA works closely with internal teams and external partners (including fund administrators, accountants, legal counsel, and tax specialists) to ensure accurate accounting, timely distributions, regulatory compliance, and comprehensive investor reporting. This role serves as the primary internal coordinator for all private investment administrative activities, supporting the Investment Management team, Compliance, Finance, Advisors, and Client Relations in executing Hamilton Capital's opportunistic alternative investment.
Position Benefits
Supportive, innovative culture with an intentional focus on the success of every individual both personally and professionally
Thought leadership and innovative thinking are valued and rewarded
Excellent benefits, including a 401(k) Plan with employer contribution, PTO, paid parental leave and more
Individual and Team Incentive Plans
Complimentary investment management and financial planning services
Primary Position Responsibilities
Private Fund Administration - Manages day-to-day administration of Hamilton Capital's private investment vehicles including special purpose vehicles for direct investments in real estate and private equity.
Accounting and Financial Oversight - Organizes and delivers to third-party administrators all documents required to maintain accurate accounting of fund activity including custodian and bank statements, invoices paid, engagement letters, and capital activity records.
Vendor and External Partner Management - Manages relationships with external partners for fund administration, IRA custodians, accounting, income payment distribution, tax reporting, and audits.
Investor Relations and communication Support - Collaborates with Investment Team, Advisors, and Client Relations to resolve investor questions, onboarding issues, and ongoing account maintenance.
Process Development and Project Management - Establishes and documents operational processes, creates procedures, and develops workflows for private investment administration.
Compliance and Reporting - Coordinates filings and regulatory notifications for private investment offerings.
Position Requirements
Bachelor's degree or equivalent experience required; emphasis in business, accounting, finance, or operations preferred.
Minimum five years of financial services experience with a focus in operations, private fund administration, or alternative investments.
Experience with private or public fund administration strongly preferred.
Wealth management or asset management experience desired.
Experience in establishing new operational processes, creating procedures, and developing workflows.
Proven ability to lead and communicate timelines for projects.
Knowledge of alternative investment structures including private equity, real estate, and direct investments desired.
Understanding of fund accounting, investor reporting, and regulatory compliance requirements.
Skills and Traits
Technical Skills
Effective user of MS Office products (Word, Excel, Outlook) with advanced Excel skills desired (VLOOKUP, pivot tables, complex formulas).
Experience with Orion reporting platform preferred.
Experience with fund administration platforms such as Carta welcomed.
Ability to quickly learn industry-specific software and adapt to new systems.
Professional Competencies
Excellent analytical, relational, and organizational skills.
Strong attention to detail with process-driven, methodical approach to operations and administration.
Robust oral and written communication skills.
Warm customer service orientation.
Project management and vendor management experience preferred.
Works well within a team-based environment while also being a self-starter.
Personally accountable and responsible.
Ability to identify and prioritize critical tasks.
Ability to learn quickly and enjoys solving problems and finding solutions.
For confidential consideration, submit your resume in PDF format only to *********************************************
$24k-35k yearly est. 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. 1d 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 AdministrativeAssistant / 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 monthly.
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 *******************************************************************************
Requirements:
High School Diploma
Minimum 1 year of relevant office experience
Preferred:
College Education
Previous medical or medical terminology experience
$21-22 hourly 22d ago
Administrative Assistant I-Hybrid
Dovenmuehle Mortgage, Inc. 3.8
Lake Zurich, IL jobs
AdministrativeAssistant I
Full time; Non-Exempt; 37.5 hours/week; Overtime as required.
Department: Legal
Dovenmuehle Mortgage, Inc. (“Dovenmuehle”) is the leading mortgage subservicing firm in the United States with several hundred financial institution clients nationwide.
General Description:
To provide support to the Legal Department by performing departmental administration tasks and by assisting the General Counsel and Attorneys, including by reviewing correspondence, maintaining and organizing files, preparing documents in connection with assigned tasks and handling certain other projects as assigned.
Hybrid role in the Lake Zurich office 3 days/week
Essential Functions and Duties:
Investigates complaints sent to Company by various regulatory authorities.
Review and respond to Customer Service and Research inquiries and requests for assistance.
Processes responses to subpoenas issued to the Company.
Assists General Counsel and Attorneys in litigation, particularly in the assembly and review of factual material needed to assess the merits of the case.
Assists in the preparation and delivery of applications, renewals, and periodic reports necessary to maintain the good corporate standing and/or servicing licenses of the Company and its affiliates.
Perform such other responsibilities and duties as assigned by General Counsel or Attorneys.
Successfully complete annual regulatory compliance training.
Performs other related duties as assigned.
Required Qualifications:
2-3 years in a Law office, corporate legal department, or mortgage servicing company experience preferred.
Superior interpersonal, organizational, and analytical skills; proficiency in Microsoft Office Applications, including Work and Excel; excellent written and oral communication skills; ability/willingness to work overtime as needs dictate.
Experience with MSP is strongly preferred
Experience in a legal environment related to compliance, mortgage servicing, and/or vendor management; experience with foreclosure and bankruptcy attorneys and the foreclosure and bankruptcy processes; experience with LPS and Fidelity systems preferred.
Preferred/Other Qualifications:
Clerical experience in mortgage servicing, banking, or legal environment
College degree is preferred.
Benefits
Medical, Dental, Vision, Wellness, Flexible Spending Account, Employee Assistance Program and more.
Employer paid Life Insurance, Short Term Disability, and Long-Term Disability.
401 (K) Plan with company match
Paid Vacation, Sick, Personal and Holidays
Physical Demands and Work Environment:
The employee must be comfortable in either an on-site office setting, or a quiet, designated work from home space that is free from distractions and noise. The employee is regularly required to communicate (give/receive) information through multiple methods of communication with clear understanding from others. Must be able to exchange accurate information in these situations.
The employee must be able to remain in a stationary position and/or move about the organization or remote office. The employee is frequently required to stand or walk (or otherwise move through the organization); sit; use hands to type, write, handle, or feel and reach. May occasionally climb or balance; stoop, kneel, or crouch; or lift and/or move up to 25 lbs. Employees may be required to type and utilize a computer for long periods of time.
The employee may be required to frequently operate a standard variety of office equipment including computers, calculators, copy machine, computer printer, and phones. The noise level, if working on-site, is usually moderate and typical of an office environment.
In accordance with applicable disability laws, Dovenmuehle works with applicants and employees to make reasonable accommodations to the job or work environment when doing so will enable an employee with a qualified disability to satisfactorily perform the essential functions of the job.
We're looking for driven and detail-oriented AdministrativeAssistant Interns to join our sales Business Support team within Mortgage Banking. In this role, you'll be a key partner in the mortgage process, providing critical support to sales leadership and ensuring smooth day-to-day operations. This internship offers hands-on experience in a fast-paced, client-focused environment where you'll strengthen your organizational and communication skills, collaborate with passionate professionals, and share ideas that help us innovate and elevate the client experience.
About the Role
Assist sales leadership in mortgage banking with a variety of administrative tasks that keep daily operations running smoothly.
Handle essential duties such as taking notes, managing projects, and scheduling meetings to support team efficiency.
Create presentation materials that reflect and amplify Rocket's culture and values.
Gather and analyze performance metrics and reporting to help mortgage banking teams make informed decisions.
Build and strengthen interpersonal sales skills through direct collaboration with team members and leadership.
Contribute fresh ideas to improve processes and enhance overall business efficiency.
About You
Proficient in Microsoft Office Suite (especially Excel and PowerPoint).
Excellent verbal and written communication skills
Strong organizational and time management abilities.
Ability to thrive in a fast-paced environment.
Self-motivated with a competitive spirit and a passion for learning.
What you'll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About us
Rocket Mortgage was founded in 1985. Today, we're a Detroit-based, publicly traded company with a mission to Help Everyone Home. At Rocket Mortgage, we believe that home is more than the house you live in. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams. We're known as experts in the mortgage industry, but we're also innovators - we strive to create the best experiences for our clients from beginning to end. And we're not your typical employer. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard.
Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at
**************************
.
Illinois, Maryland, Minnesota, Massachusetts, Colorado, Cleveland, New York City, New Jersey, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $10.23-$27.82 per hour. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found
here
. The information regarding compensation and other benefits included in this paragraph is only an estimate and is subject to revision from time to time as the Company, in its sole and exclusive discretion, deems appropriate. The Company may determine during its review of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position.
Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the California Fair Chance Act.
$10.2-27.8 hourly Auto-Apply 19d ago
Associate Commercial Closer Assistant
Quicken Loans 4.1
Cleveland, OH jobs
As an Associate Commercial Closer Assistant, you will support the escrow team in managing the funds and documents in a real estate transaction until all conditions of the purchase agreement and lender instructions are met. You will prepare closing documents like settlement statements and affidavits. You will coordinate with buyers, sellers, lenders and attorneys to gather necessary information, and use software to track the transaction from opening to closing.
About the role
Support the escrow team in the overall closing process, from the initial order to post-closing activities
Prepare commercial settlement statements and real estate closing documents
Accurately compile electronic versions of documents and prepare for distribution
Prepare invoices and closing documents
Verify wiring Instructions
Compile disbursement packages
Research recording requirements, fees and proof documents for recording and insurability
Order zoning and closing protection letters
Assist in policy reviews and file audits
Manage receipt and distribution of original documents; scan, paginate, organize, file and circulate to parties.
Accurately follow instructions provided by closers and clients as to edits and finalization of original documents.
Occasionally meet with clients to obtain signatures on original documents.
Occasionally walk documents into recorder's office.
About you
Minimum Qualifications
Basic understanding of real estate transactions and real estate terminology.
Proficient in using Microsoft Office suite and specialized title/escrow software.
Possess clear and confident written and verbal communication and excellent interpersonal skills for interacting with diverse clients and teams.
Ability to multitask and resolve issues quickly and accurately in a fast-paced environment and
Exercise sound judgement during the transaction process.
Preferred Qualifications
Basic understanding of a commercial real estate transaction
What you'll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About us
Rocket Close is a leading national provider of title insurance, property valuations and settlement services. Here, you'll be given all the resources and support needed to deliver innovative solutions and in turn, your hard work will be rewarded with a competitive compensation package and an array of other amazing benefits.
Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at
******************
.
Illinois, Maryland, Minnesota, Massachusetts, Colorado, Cleveland, New York City, New Jersey, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $20.98-$36.13 per hour.
The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found
here
.
The information regarding compensation and other benefits included in this paragraph is the company's current, good faith estimate at the time of posting. [Compensation and benefits are subject to modification from time to time as the Company, in its sole and exclusive discretion, deems appropriate.] The Company may determine during its future reviews of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position.
Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the Fair Chance Initiative for Hiring.
$21-36.1 hourly Auto-Apply 18d ago
Administrative Assistant III - Buckeye Market
Bank of America 4.7
Upper Arlington, OH jobs
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for providing diverse and confidential administrative support, including extensive calendar management. Key responsibilities include supporting management with administrative tasks, coordinating travel arrangements, processing expenses, gathering and reporting information relevant to/for the executive, and responding to incoming mail. Job expectations may include assisting with organizing in-person meetings and off-sites and managing different and conflicting objectives, projects, or activities in a responsive and personable manner.
Responsibilities:• Communicates with executives and line management to gather and convey relevant information
• Answers manager's phone line, documenting accurate messages, and handling calls with appropriate judgment
• Manages the calendar of multiple executives proactively, effectively resolving conflicts that arise in a professional manner
• Arranges and handles details related to travel arrangements, expense reports, meetings, and appointments
• Prepares meeting minutes and related meeting documents, utilizing written and oral communication skills
• Prepares correspondence, reports, and forms for leaders, following interaction with internal and/or external customers to answer questions, research, and resolve problems
Required Qualifications:
Minimum of 3+ years professional, Client focused or relevant internship experience required
Displays strong organizational skills including the ability to manage multiple responsibilities, prioritize while delivering results and detail oriented
Applies strong critical thinking and problem-solving skills to meet client needs
Demonstrates ability to learn and understand technology to assist client with the latest in Digital and Digital Banking
Proficiency in Microsoft Office applications: Excel, Power Point, Co Pilot, and Power Point
Enjoys a fast-paced environment with changing and evolving responsibilities
Professional Verbal and Written Communication
Desired Qualifications:
Prior knowledge of financial products, policies & procedures is highly preferred.
Undergraduate degree or equivalent experience preferred
Skills:
Administrative Services
Attention to Detail
Customer and Client Focus
Planning
Prioritization
Adaptability
Collaboration
Event Planning
Office Administration
Problem Solving
Facilities Management
Oral Communications
Recording/Organizing Information
Research
Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
$30k-36k yearly est. Auto-Apply 19d ago
Trust Administrative Assistant
Farmers National Banc Corp 4.7
Ohio jobs
Assists Trust Company employees with clerical/administrative support and assists clients with needs pertaining to their trust accounts when officers are not available. ESSENTIAL DUTIES and RESPONSIBILITIES: * File correspondence, bill paid, legal documents, memos, and asset processing in documentary and original files
* Process Employee and Employer contributions received through the recordkeeping system
* Set-up and monitor recurring payments from client accounts (including monthly pension checks), make changes as necessary
* Provide distribution and loan forms to participants
* Input and process distributions and payments from client accounts on demand
* Monitor available cash and notify Administrator of cash needs
* Processes all updates to the trust system, i.e. name/address records, account statements, etc. as directed by Trust Administrator
* Produce reports and Excel spreadsheets as needed
* Open accounts by inputting necessary client information; close accounts per instructions of Administrator
* Provide paperwork to Trust Operations in order to process receipt and delivery of securities
* Prepare necessary paperwork to initiate transfer of assets. Obtain client authorization and request additional information to process transfers. Follow-up on receipt of assets and troubleshoot problems/issues
* Obtain cost basis information/estate valuation
* Prepare Court Accountings as needed (if applicable)
* Coordinate client meetings and preparation of necessary presentation materials and board packets
* Greet and assist visitors (if applicable)
* Handle incoming phone calls to answer questions and resolve problems
* Sort and distribute incoming mail. Daily run to Post Office (if applicable)
* Type correspondence, reports and other documents
* Complete all other duties as assigned
EDUCATION and/or EXPERIENCE:
* High School diploma/GED and two (2) years Trust experience, business or college classes.
* Must be proficient in the following computer programs (Word, Excel Spreadsheets,etc.) and able to use all general office equipment.
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-34k yearly est. 39d ago
Administrative Assistant, Community Development, Cleveland
Dollar Bank 4.3
Cleveland, OH jobs
The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job.
Qualifications:
• High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking.
• Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred.
• Mortgage, credit counseling or lending experience preferred.
• Knowledge of Bank operations, functions and organization preferred.
• Working knowledge of Microsoft Office.
• Communicate clearly and concisely, both orally and in writing.
• Establish and maintain effective working relationships with those contacted in the course of work.
• Strong interpersonal skills required.
• The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines.
• A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy.
Principle Activities and Duties:
• Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program.
• Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions.
• Attend evening and weekend events as required
• Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit.
• Review Home Ownership Program applications.
• Actively researches for new community development partnerships that align with Community Development mission.
• Order and review credit reports as requested.
• Maintain updated filing/purging system to keep accurate count of program clients.
• Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports.
• Manage database of new clients via computer and create customer records.
• Assist Community Development Officer with clients and follow-ups as needed.
• Work in conjunction with Marketing Department on departmental booklet ads for events.
• Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets.
• Prepare for exams from the Office of the Comptroller of the Currency (OCC).
• Verify/Investigate organizations as 501 (c3), non-profit.
• Prepare and send notifications/official letters to approved organizations.
• Assist VP with contribution budget preparation and monitoring.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation: $23.08 - $27.69/per hour
Schedule Information
Monday - Friday 8:30 am - 5:00 pm
EEO Statement
Dollar Bank is an Equal Opportunity Employer.
Minority/Female/Veteran/Disabled
Benefits Information
Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes.
Part-time employees qualify for 401(k) with immediate vesting, a generous Paid Time Off program, tuition reimbursement, and wellness reimbursement for activities such as gym memberships, fitness classes, and nutrition classes.
For more information, please visit ************************************************
$23.1-27.7 hourly 21d ago
Administrative Assistant, Community Development, Cleveland
Dollar Bank 4.3
Cleveland, OH jobs
The Community Development Specialist will assist in preparing, administering and promoting Dollar Bank's Community Development outreach services (i.e. homeownership training and credit enhancement programs) and activities aimed at community partners/collaborative groups, civic groups, small and non-profit businesses and a variety of other grassroots' type organizations. This individual will provide a wide variety of administrative functions under the direction of the VP, Community Development involving work of a confidential and complex nature and have frequent contact with personnel outside the department and outside the bank including customers, non-profit and civic group representatives, media and foundation representatives, public officials, and vendors. As such, this individual must be capable of working independently with limited guidance and be able to handle sensitive matters with discretion and confidentiality. Flexibility and a willingness to assist others in overflow workload situations are key elements in the successful performance of this job.
Qualifications:
* High School Diploma/GED required. College Degree preferred or equivalent experience in mortgage or banking.
* Minimum of (2) years administrative experience required. Previous experience working for a financial institution preferred.
* Mortgage, credit counseling or lending experience preferred.
* Knowledge of Bank operations, functions and organization preferred.
* Must be proficient in Microsoft Office products (Candidate will be tested).
* Communicate clearly and concisely, both orally and in writing.
* Establish and maintain effective working relationships with those contacted in the course of work.
* Strong interpersonal skills required.
* The ability to handle multiple tasks simultaneously, work efficiently under pressure and adhere to deadlines.
* A demonstrated ability to analyze problems, propose solutions, simplify complicated issues and maintain accuracy.
Principle Activities and Duties:
* Serve as departmental point of contact in response to inquiries regarding eligibility for enrollment in Dollar Bank's Credit Enhancement (CEP) Program.
* Manage departmental registrations for Community Development's attendance at events, group meetings and orientation sessions.
* Attend evening and weekend events as required
* Represent the bank at educational seminars, workshops, and housing programs with state, local, and non-profit housing organizations promoting financial literacy, community development mission, homeownership, and /or credit.
* Review Home Ownership Program applications.
* Actively researches for new community development partnerships that align with Community Development mission.
* Order and review credit reports as requested.
* Maintain updated filing/purging system to keep accurate count of program clients.
* Monitor and reconcile various Community Development related accounts, i.e. matched savings accounts, field workshop reports.
* Manage database of new clients via computer and create customer records.
* Assist Community Development Officer with clients and follow-ups as needed.
* Work in conjunction with Marketing Department on departmental booklet ads for events.
* Develop and maintain supply of Credit Enhancement Program (CEP) workshop materials, Fast Track Homeowners training and credit presentation packets.
* Prepare for exams from the Office of the Comptroller of the Currency (OCC).
* Verify/Investigate organizations as 501 (c3), non-profit.
* Prepare and send notifications/official letters to approved organizations.
* Assist VP with contribution budget preparation and monitoring.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Compensation: $23.08 - $27.69/per hour
$23.1-27.7 hourly 21d ago
Administrative Assistant $500 Sign-On Bonus
Revenue Group 3.0
Cleveland, OH jobs
Pay Rate: $15.00/hr.
Hours: Monday - Friday 8:00am-4:30pm
Bonus: $500 Sign on Bonus broken down into a 90-day period
Who is Hospital Referral Services?
Hospital Referral Services has an energetic team with a great work environment and many different perks and incentives. We have monthly meetings to celebrate employee achievements and communicate company growth and goals.
Our employees voted us Top Workplaces 4 years in a row!
What Will Your Role Be?
We are looking for a responsible AdministrativeAssistant to perform a variety of administrative and clerical tasks. Duties would include providing support to our managers and employees, assisting with daily office needs.
The AdministrativeAssistant will be responsible for:
In office position
Retrieves off hour's voicemails and forwards to appropriate representatives.
Process requests from staff to mail documents to patients.
Open and distribute all mail.
Daily use of the hospital systems and FACS (our internal system)
Responds to and resolves administrative inquiries and questions.
Running and preparing reports as requested (daily, weekly and monthly)
Other duties as assigned
PM21
Requirements
Three to five years of experience in an administrative role preferred.
7 year background check.
Our Benefits:
100% Paid Training
401(k) matching
Paid Time off (PTO) -
Up to 10 days your first year!
8 Paid Holidays -
Including your birthday!
Referral Program
Employee Assistance Program (EAP)
Growth & Continued Training
Dental & Vision insurance
Health insurance (including Long & Short-Term Disability)
Life insurance (Company Paid)
EEO Statement:
We are an Equal Employment Employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local laws.
PM21
Salary Description $15.00/hour
$15 hourly 3d ago
Part Time Administrative Assistant
Sequoia Financial Group LLC 3.9
Akron, 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 AdministrativeAssistant 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 AdministrativeAssistant 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 AdministrativeAssistant will help maintain the efficiency and effectiveness of the Fairlawn office, contributing to the overall operational success of the team.
ResponsibilitiesThis position will support a team of professionals in Fairlawn, OH. Responsibilities to include but not limited to:
Maintain and organize employee common areas and conference rooms.
Work with admin team to determine supplies and ordering needs.
Ordering/mailing of client gifts
Booking/organizing of client events and internal team events, e.g. volunteer events, employee engagement events, client appreciation, holiday party, etc.
Prepare prospect packets for meetings and events
Handle all outbound and inbound packages and mail, scanning documents as needed.
Provide back up support for other Admins when out of the office
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
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
Other duties maybe include the following when backing another admin up:
Check processing
Forwarding of incoming faxes and client files
Forwarding incoming invoices-office supplies, shredding
Greeting clients and guests as they enter the office
Firm wide support of inbound calls
Order food for client and internal meals as requested
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
$28k-37k yearly est. 2d ago
Administrative Assistant
Maumee Valley Group 3.6
Defiance, OH jobs
Maumee Valley Group in Defiance, Ohio is looking for a hard-working and organized individual to join our office staff!
Job Responsibilities: We're seeking a proactive and tech-savvy Office Assistant who can do more than answer phones and greet visitors. This role requires someone who is highly proficient in Microsoft Excel, can navigate various digital tools with ease, and is comfortable handling a range of administrative and technical tasks in a fast-paced environment.
A/P data entry
Gas receipts, application and posting
A/P discrepancy resolution
Document scanning
Answering incoming calls from customers
Inputting issues into service log
Communicating with drivers and maintenance techs
*This position can also include other various office tasks and projects.*
QUALIFICATIONS
High School diploma or the equivalent
Excellent written and verbal communication skills
Excellent computer skills
Experience with Microsoft Office and Google Sheets
Critical thinking skills
Ability to problem solve
Ability to work in a team environment
Benefits:
Weekly Pay, Every Wednesday
Medical, Dental & Vision Insurance. Available on 31st day.
401K matching program
Paid Vacation
Paid Holidays (8)
Company paid Life Insurance Policy
Schedule: Monday-Friday, 8:30am-4:30pm
Education:
High school or equivalent
Job Type: Full-time
$30k-41k yearly est. 13d ago
Administrative Assistant
Reliance First Capital, LLC 3.7
Independence, OH jobs
AdministrativeAssistant
Reliance First Capital, LLC a national financial services firm, is seeking an AdministrativeAssistant to provide administrative support to the office and loan originators. This is an entry level position with possible potential for advancement.
Essential Functions:
Greet guests and visitors
Heavy phone communication
Data Entry - Update, post and distribute various reports
Order office supplies and work with facilities management
Order FHA Case numbers, run searches through FHA Connection
Order Title/Tax Cert/Survey. Follow up to ensure all docs requested are received in a timely manner
Order payoff, pay histories, VOR/VOM as needed
Oder subordination of mortgage as needed
Review appraisal and title for accuracy
Verify real estate taxes are current
Assist the closing department to resolve any funding issues
Additional responsibilities as assigned by supervisor
Requirements:
Strong communication skills, both written and phone
Strong organizational and analytical skills
Detail oriented and strong follow up skills necessary
Working knowledge of PowerPoint and Excel spreadsheets required
Ability to multi-task in an efficient and effective manner
Experience ordering appraisals and titles preferred
Why Join Reliance First Capital's Processing Team:
Upbeat office atmosphere with team luncheons and community events
Great team relations. Never dull - it's a busy, fun, and rewarding environment
We are a large company with a warm, small company culture
Growth opportunities with a company that promotes from within
Full Benefits:
Competitive salary & eligible for monthly bonus based on performance
Medical, Dental, Vision, and Disability Insurance
Company Paid Life Insurance
Flexible Spending Account
Paid vacation and holidays
401(k) participation
Employee discount programs
Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristics protected by law.