Executive Administrative Assistant jobs at Nes Holdings - 131 jobs

Youll provide an exceptional standard of support for the executive by serving as not only a gatekeeper, but additionally as the central point of contact. You'll manage daily calendars, demonstrating flexibility and problem-solving abilities to adjus Executive Assistant, Technology, Executive, Assistant, Banking

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world. Progress starts with you. Job Description We are hiring a highly organized and efficient administrator to join our North America Executive Office team to provide general administrative support. This role is ideal for someone who wants broad exposure to the inner workings of a Regional Executive office, delights in organization and logistics, and is interested in growing their executive administrative and business acumen. Their primary stakeholders will be the NA Head of Business Operations, NA Chief of Staff, Regional President's Senior Executive Administrator and the Executive Assistants of the North America Leadership team. Key Responsibilities: Establish and maintain effective and cooperative professional business relationships with all levels of management, employees, and outside contacts. Handle all materials with the highest levels of discretion and professionalism Perform team support duties including ordering office supplies, booking meeting rooms, and updating distribution lists. Maintain Regional President's content management system: organize weekly and key workstream folders, upload files, and maintain efficient structure for quick access to information Coordinate on-site client meetings in Mission Rock as the primary point of contact for non-SF Sales teams and Executive Assistants, responsibilities may include reserving conference rooms, arranging catering, managing building access and guest Wi-Fi, printing materials, escorting guests, and ensuring IT support Plan and execute Regional President's client dinners and marquee client gifts Maintain spreadsheets of key client contacts for routine and crucial communications in partnership with NA Chief of Staff and Events teams. Coordinate North America Leadership Team onsite and offsite logistics, including conference rooms, catering, team dinners/events, hotel suggestions, ensuring IT support, and other logistical arrangements. Manage and maintain the North America Leadership Team meeting calendar, Outlook events, and milestone recognitions program Serve as designated backup to the Regional President's Senior Executive Administrator. Manage calendar, appointments, and travel for Head of North America Business Operations and NA Chief of Staff as required. Provide site support for team activities such as group meetings and team outings. Coordinate on-boarding of new employees. Working with facilities to assist with space management, workspace move requests and submit facilities work orders. Coordinate and prepare agendas, materials, and minutes for meetings, conferences, and events. Assist with travel arrangements for visiting team members. Assist with developing and updating PowerPoint presentations, Excel spreadsheets, and other charts and documents in support of team activities. Be available to provide last-minute assistance with administrative tasks as needed. Adapt to changing priorities and support both operational and event-related activities. Act as a liaison, problem solver, and facilitator for the department. Provide support for misc. projects and initiatives. Manage and maintain department T&E budget and expense reports. This role will require occasional off-hours work and responsiveness, as well as occasional errands. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications: 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Must be located in San Francisco Preferred Qualifications: 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD 2.5+ years of administrative experience supporting senior executives. Experience in event planning and/or project coordination experience. Excellent verbal and written communication skills. Strong organizational, time management, and problem-solving skills. Ability to work independently and collaboratively with minimal supervision. Attention to detail and accuracy. Friendly, approachable, team-oriented, culture builder and able to create a welcoming environment . Flexibility and adaptability to changing priorities and deadlines. Must be proficient in Microsoft Office and other relevant software. Fluency in M365 Copilot and Power Automate is a plus. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 129,200.00 to 187,350.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for an Administrative Assistant in La Jolla, CA. Essential Functions: * Provides a variety of administrative and staff support services to an organizational unit. * Performs a variety of administrative and clerical duties, which may include word processing, organizing electronic and paper files, scheduling meetings, maintaining calendars, processing incoming mail, answering phones, maintaining reports and other pertinent data. * May assist in budget preparation and control activities. * May assist in preparation and control of records, statistics, and reports regarding operations, personnel changes, etc. * May administer various programs, projects, and/or processes specific to the operating unit served. * May serve as administrative liaison with others within and outside the company regarding administrative issues related to purchasing, personnel, facilities, and operations. * May train and assist other employees. * Other duties as assigned. Qualifications: * Requires High School diploma or equivalent and 4+ yrs office, administrative, clerical, word processing or related experience. A combination of education and experience may meet requirements. * Must have an advanced knowledge of departmental functions, banking and/or departmental and administrative process and procedures. * Requires word processing, computer and customer service skills. * Strong organizational, customer relations and communications skills, both verbal and written. * Some analytical ability is required in order to gather and summarize data for reports, find solutions to various administrative problems. * Ability to handle sensitive and confidential situations. * Broad application of principles, theories, and concepts in applicable discipline. Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental Leave and Adoption Assistance * Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts * Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays * 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience * Mental health benefits including coaching and therapy sessions * Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire * Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $55,000 - $60,000 annually depending on job-related factors such as level of experience.

To assist the department leadership team in analyzing and evaluating the activities of the department/division, to coordinate actions that cross division lines and to provide administrative support. Lead complex/difficult and moderately varied tasks of considerable latitude and impact. Responsibilities Collect, prepare and maintain data for analysis, reports and reference Coordinate and prepare agendas for meetings, events and presentations Coordinate travel arrangements, prepare authorizations and review expense reports Monitor, field and direct phone calls; document as required Order supplies/services and reconcile invoices Partner with leadership to coordinate, execute and maintain programs and initiatives Prepare and submit budget requirements for Annual Financial Plan (AFP) Proofread and edit content for standardization to ensure clarity and accuracy Remain abreast of corporate business plans and marketing efforts Represent the department/division/branch in disaster recovery plans Research and evaluate operational issues, inquiries and/or complaints Review internal studies and surveys to provide summaries to leadership Contribute to a culture of collaboration by actively working across business lines, communicating knowledge and business processes to other business units Plan, develop, implement and maintain new and existing programs, campaigns and special offers Recommend and implement technical/electronic enhancements to improve administrative operations Identify areas of improvement; determine solutions; implement enhancements/changes to improve operations, standards and results Perform other duties as assigned Qualifications Ability to maintain confidentiality and demonstrate integrity Ability to work independently and in a team environment Experience in independently managing or administering a function or project Extensive experience in performing clerical or administrative duties/responsibilities Advanced knowledge of expense tracking, budget preparation and administration Advanced database and presentation software skills Advanced organizational, planning and time management skills Advanced research, analytical, and problem solving skills Advanced skill communicating with all levels within an organization Advanced skill exercising initiative and using good judgment to make sound decisions Advanced skill interacting with staff, management, vendors and members diplomatically and tactfully Advanced skill presenting findings, conclusions, alternatives and information clearly and concisely Advanced verbal and written communication skills Advanced word processing and spreadsheet software skills Expert administrative support skills, methods and procedures Desired Qualifications Working knowledge of Navy Federal products, services, programs, policies and procedures Associate's Degree in Business Administration or in a related field Hours: Monday - Friday, 8:00AM - 4:30PM Location: 820 Follin Lane, Vienna, VA 22180 About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

TITLE: SENIOR EXECUTIVE ASSISTANT STATUS: NON-EXEMPT REPORT TO: MGR - SR EXEC ASST TO PRES CEO DEPARTMENT: ADMINISTRATION PAY RANGE: $50.00 - $60.00 HOURLY GENERAL DESCRIPTION: The Sr Executive Assistant will serve to maintain the credibility, trust, and support of the Executive Suite offices and works as part of a cohesive team of administrative and executive assistant professionals, fostering a collaborative environment to ensure seamless support for senior management. The Sr Executive Assistant will serve as the primary point of contact for all inquiries on matters pertaining to the executive level offices, provide high-level executive support through one-on-one working relationships, and anticipate the needs of senior management by being proactive, organized, and informed. The Sr Executive Assistant possesses the skills to understand and anticipate complex schedules, priorities, preferences, and potential challenges, while being resourceful, efficient, and able to think ahead to provide solutions before issues arise. The Sr Executive Assistant is highly skilled in software and tools, demonstrates strong organizational and communication skills, and can leverage technology to streamline tasks and enhance efficiency. The Sr Executive Assistant also serves as a liaison to the board of directors and senior management teams; organizes and coordinates executive outreach and external relations efforts and oversees special projects. TASKS, DUTIES, FUCNTIONS: Completes a broad variety of administrative tasks including: managing extremely active calendars of appointments; completing expense reports; composing and preparing correspondence that is sometimes confidential; arranging complex and detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings. Communicates directly, and on behalf of senior management, with Board members, donors, Foundation staff, and others, on matters related to initiatives. Manages and attends management and Board related committees, prepares meeting packets, takes minutes, and tracks action items through to completion. Researches, prioritizes, and follows up on incoming issues and concerns addressed with senior management, including those of a sensitive or confidential nature. Determines appropriate course of action, referral, or response. Works closely and effectively with senior management to keep them well informed of upcoming commitments and responsibilities, following up appropriately. Anticipate the needs of the senior management and proactively address them before being asked. This involves a deep understanding of work style, priorities, preferences, and potential challenges to ensure smooth operations and efficient productivity. Maintain clear and concise communication, both verbally and in writing. Ensure information flows smoothly and be mindful of senior management's communication style and preferences. Provide advanced skills in Microsoft Word, Excel, PowerPoint, and Outlook (or similar platforms). This includes advanced formatting, data manipulation, presentation creation, and email management. Streamline tasks and processes through the effective use of technology to increase efficiency and productivity. Provides leadership to build relationships crucial to the success of the organization, and manages a variety of special projects, some of which may have organizational impact. Provide guidance and coaching to other Executive Assistants on best practices, tools, and processes. Conduct regular team check-ins to share updates, align priorities, and foster collaboration amongst the executive assistant teams. Act as liaison between executive assistants and other departments to ensure smooth continuous communication. Provide feedback and performance input to leadership regarding team effectiveness. Successfully completes critical aspects of deliverables with a hands-on approach, including drafting acknowledgement letters, personal correspondence, and other tasks that facilitate the operations of the Credit Union Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures. Maintains discretion and confidentiality in all Credit Union, board, and third-party relationships Serves as the administrative liaison to the board of directors, potentially assisting Board members with travel arrangements, lodging, and meal planning as needed Research, collect, interpret, and analyze data, troubleshoot, and/or investigate areas of special interest to the executives and provide evidence-based recommendations for review and/or action as requested. Participates in professional development in order to provide efficiency across the organization and maintain and acquire knowledge of organizational policies and procedures. Performs other assignments as required ORGANIZATIONAL CONTACTS & RELATIONSHIPS INTERNAL: All levels of staff and management. EXTERNAL: Members, regulators, credit union industry associations, community and strategic partners, travel agency personnel, and other individuals and groups contacting management. QUALIFICATIONS: EDUCATION: Minimum of AA degree in business related courses preferred EXPERIENCE: Minimum of seven years' experience in an Executive Assistant role. Minimum of seven years' experience working for senior management positions. KNOWLEDGE/SKILLS: Deep understanding of executive office procedures, protocols, and best practices in supporting high-level executives. Expert knowledge of office management systems, procedures, and best practices, including document control, filing, and record-keeping. Proficiency in various office software applications (e.g., Microsoft Office Suite, project management software) and ability to learn and adapt to new technologies quickly. Understanding of the specific industry and the organization's business operations, allowing for informed decision-making and effective support. Ability to understand and contribute to strategic planning processes, anticipate needs, and proactively address potential challenges. Exceptional written and verbal communication skills, including professional email etiquette, report writing, presentation preparation, and strong interpersonal communication. Highly organized with strong time management skills, able to prioritize tasks, manage multiple projects simultaneously, and meet deadlines effectively. Ability to analyze situations, identify problems, and develop effective solutions independently or collaboratively, demonstrating strong decision-making skills. Ability to think strategically and anticipate needs, proactively identifying and addressing issues before they arise. Excellent multitasking abilities, efficiently managing multiple tasks, projects, and priorities with a strong focus on accuracy and detail. Strong interpersonal skills, ability to build and maintain positive relationships with executive staff, internal stakeholders, and external contacts. Demonstrated ability to handle confidential information with utmost discretion and professionalism. Ability to adapt to changing priorities, work effectively in a fast-paced environment, and handle unexpected situations with flexibility and composure. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Corrected vision and hearing within the normal range. A device to enhance hearing will be provided if needed. Occasional bending, stooping, and lifting up to fifteen pounds throughout the workday. Unusually long work hours may be required to accomplish tasks. LICENSES / CERTIFICATIONS: THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/14/2026

TITLE: EXECUTIVE ASSISTANT II STATUS: NON-EXEMPT REPORT TO: MGR - SR EXEC ASST TO PRES CEO DEPARTMENT: ADMINISTRATION PAY RANGE: $45.00 - $55.00 HOURLY *5 DAYS A WEEK IN OFFICE* GENERAL DESCRIPTION: The Executive Assistant II plays a pivotal role in supporting the Executive Suite by upholding its credibility, trust, and overall effectiveness. Acting as the main point of contact for all internal and external inquiries related to the executive suite office, this position ensures seamless communication and coordination on matters of importance. Collaboration is central to this role, as the Executive Assistant II works closely with senior management and the Executive Assistant team to maximize senior management's productivity. This includes skillfully managing and safeguarding the schedules of senior leaders to ensure their time is used efficiently and that all appointments and commitments are met with precision. A key responsibility is to balance multiple priorities while maintaining flexibility and anticipating the evolving needs of senior management. The Executive Assistant II is expected to operate with a high degree of independence, taking projects from inception through to completion. The position also requires the ability to perform effectively under pressure, managing a diverse range of activities and handling confidential matters with the utmost discretion and professionalism. TASKS, DUTIES, FUNCTIONS: Effectively manages an extremely active calendar/s by prioritizing based on current strategic goals and initiatives. Provides related background information, meeting summaries, and/or supporting documents in preparation for scheduled appointments, meetings, and speaking engagements. Coordinates conference scheduling & registration, arranges complex and detailed travel, provides itineraries based on executive's format preference, ensures all necessary information and reports are gathered and distributed in advance. Prioritizes conflicting needs; handles matter expeditiously and proactively, and follows through on projects to successful completion, often with deadline pressures. Greets and screens visitors in a friendly and helpful manner. Tactfully handles inquiries/concerns, including those seen as confidential or sensitive in nature. Provides a bridge for smooth communication between the executive suite and internal departments. Researches, prioritizes, and follows up on incoming issues and concerns addressed to the senior management. Determines appropriate course of action, referral, or response. Interacts with all levels of management and staff on issues or concerns and make decisions as necessary. Exercises tact, judgment, initiative, and knowledge of senior management's functional areas to determine those that can be handled by subordinates, staff, and other offices. Composes executive-level communications for signature by or on behalf of the executive. Creates, develops, modifies, and analyzes reports using business best practices. Distributes reports timely and accurately. Consolidates large amounts of data and information into an easy-to-read format. Maintains a thorough understanding of corporate policies. Maintains a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. Attends management meetings as requested. Records and prepares minutes in conformity with best practices. Prepares action items for follow up and then follows through to completion. Completes complex expense reports timely and according to company policy. Partners with Executive Assistants across the Executive Suite to ensure seamless coverage, consistent service standards, and coordinated support for senior leaders. Shares information, priorities, and updates with the Executive Assistant team to maintain alignment on scheduling, communications, and executive needs. Collaborates on joint projects such as event planning, board/committee preparation, strategic initiatives, process improvements, and corporate communications. Participates in team workflows such as shared inbox management, triaging requests, and routing inquiries to the appropriate Executive Assistant or department. Contributes to the development and refinement of shared procedures to standardize best practices within the Executive Suite. Offers guidance and peer support to less experienced administrative staff, fostering a collaborative and high‑performing support team. Coordinates jointly on cross‑functional meetings by aligning schedules, preparing materials, and ensuring leaders receive consistent, accurate information. Engages in regular EA team check‑ins or huddles to discuss priorities, deadlines, operational issues, and opportunities for improved collaboration. Supports a positive team culture grounded in professionalism, mutual respect, confidentiality, and a shared commitment to exceptional executive support. Identifies issues before they become problematic and offers innovative solutions that are in compliance with policies. Performs other assignments as required. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: 1. INTERNAL: All levels of staff and management. 2. EXTERNAL: Members, regulators, credit union industry associations, community and strategic partners, travel agency personnel, and other individuals and groups contacting management. QUALIFICATIONS: EDUCATION: Minimum of AA degree in business related courses preferred EXPERIENCE: Minimum of five years' experience as a C-Suite Executive Assistant in addition to a minimum of five years' experience as an EA for senior management positions. KNOWLEDGE/SKILLS: Superb professionalism, tact, diplomacy, and discretion. Proactive mentality with excellent problem solving and judgment skills in a fast-paced setting and with a strong work ethic. Anticipate assistance by identifying issues, needs, options, and solutions before being asked. Knowledge of the Credit Union and its goals and awareness of business initiatives and priorities Quick learner, responsive, ability to multi-task, and strong time and calendar management and organizational skills. Strong project management skills to track multiple concurrent projects and follow-through with senior management as required keeping deliverables and deadlines on track to successful completion. Independent worker with ability to be flexible and work in a team environment. Advanced proficiency with Microsoft Windows Office Suite (Word, Excel, Outlook, PowerPoint, SharePoint, Teams, and Copilot), Adobe Pro, Survey tools, and other standard office equipment (telephone, copier, etc.). Strong verbal and written communication skills with astute attention to grammatical details. Strong interpersonal skills, friendly, and adaptable. Demonstrates exceptional service, professionalism, and confidentiality in all interactions and communications. PHYSICAL REQUIREMENTS: Prolonged sitting throughout the workday. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Corrected vision and hearing within the normal range. A device to enhance hearing will be provided if needed. Occasional lifting, bending, and stooping throughout the workday, weighing up to fifteen pounds. Unusually long work hours may be required to accomplish tasks. Ability to travel for business as needed. LICENSES/CERTIFICATIONS: None THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 01/14/2026

Wedbush Securities is one of the largest securities firm and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing and Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized services is the foundation of our consistent growth. We are seeking a Service Desk Analyst to work out of our New York office. The Senior Service Desk Analyst leads the day-to-day operations of the IT support team, resolving complex technical issues and developing service desk policies to ensure high-quality service delivery. This role requires strategic thinking, independent judgment, and close collaboration with IT leadership to align support services with business needs. Responsibilities include, but are not limited to: * Develop and implement service desk policies, procedures, and standards to ensure efficient and effective IT support services * Analyze service desk performance metrics and generate reports to inform strategic decisions and continuous improvement initiatives * Manage escalated technical issues, coordinating with cross-functional teams to resolve complex problems * Analyze systematic information systems issues and implement solutions that impact business operations * Analyze current IT Resources support procedures implement changes that impact management policies * Advice management in planning, purchasing and negotiation of agreements with vendors * Perform other tasks and duties as required and assigned Experience and Skills * Bachelor's Degree from an accredited University, preferably in Computer Science or other related fields * 10+ years helpdesk experience * Strong technical troubleshooting skills. * Familiarity with ITSM tools and ITIL practices. * Ability to analyze and resolve complex support issues. * Effective leadership, communication, and customer service abilities. * Combined with solid time management, independent judgment, and the capacity to mentor others and improve support processes. * Ability to work in a constant state of alertness and safe manner What We Offer As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture. * Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family * Health Savings Account with company-sponsored contributions * Flexible Spending Accounts (FSA) traditional and dependent care * Pre-Tax Commuter Benefits * 401(k) plan with discretionary, competitive company matching and profit-sharing contributions * Tuition reimbursement up to $5,250/year * 3 weeks of Paid Time Off * 2 weeks of Paid Sick Time (may vary by location) * 10 Paid Holidays * Charitable Donation Matching Contributions * Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.) * FINRA License Sponsorship * Travel & Employee Assistance and Employee Discount Programs The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current hiring range is $100,000- $120,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed. Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here **************************************************** This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55

Job Classification: Corporate - Administration A GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can! What you will do: We are seeking a high impact individual with exceptional organizational and administrative skills to join our West Coast Administrative team in a dynamic, team setting. The successful candidate will facilitate a wide variety of administrative tasks and executive support functions that are critical to the success of a fast-paced and demanding business. You will be supporting multiple senior-level executives based in both San Francisco and remotely on the west coast. This position requires extraordinary judgment and the ability to manage multiple priorities efficiently. This role is part of a centralized administrative team that operates as a hub-and-spoke business function, supporting all executives across the business while leveraging centralized training, education, communication, and team support. This role will report to the Administrative Regional Lead, while serving as the primary administrative partner to multiple executives. In addition to supporting key executives, this role will take on broader administrative responsibilities, which may include assisting with special projects, collaborating with other administrative professionals, and providing support for cross-functional initiatives as needed. What you can expect: Provide exceptional administrative support to multiple senior-level executives in a dynamic, high-performing environment. Manage complex, multi-leg global travel arrangements, including logistics for high-profile business trips and roadshows. Coordinate and execute frequent in-office and offsite events, overseeing all logistics, vendor management, and on-the-ground coordination. Facilitate notary processing and obtain signatures for critical business documents, ensuring compliance and timely completion. Support business process needs, including the preparation and management of agreements, reports, agendas, presentations, etc. using MS Office and other business software as needed. Manage calendars for team members, coordinate constantly changing schedules, and ensure all meetings-both in-person and virtual-are set up with the necessary documentation, logistics, and technology support. Build and maintain strong, professional relationships with internal and external contacts, handling sensitive correspondence, phone, and email communications with discretion and care. Prepare, review, and submit expense reports and related requests, ensuring accuracy and compliance with company policies; provide guidance to executives to help them meet all expense and compliance requirements. Assist with office management responsibilities. Work collaboratively with other onsite administrative professionals to maintain a productive and welcoming workspace. Open and distribute mail, including confidential, high-priority, and follow-up items; prepare outgoing mail and correspondence, including overnight packages. Collaborate closely with other administrative professionals, fostering a supportive and high-performing team environment. Support and coordinate onboarding and orientation for new hires, serving as a liaison between executives, new employees, and internal teams; adapt to evolving requirements across business groups to ensure a smooth, organized, and welcoming experience. Confidently set up, manage, and troubleshoot video conferencing and virtual meeting technology; proactively resolve issues to ensure meetings run smoothly. Maintain trade association memberships and subscriptions. Maintain and foster relationships with borrowers, intermediaries, investors, and the originations teams. Adhere to loan documents and any other governing documents when performing all responsibilities. What you will bring: 7+ years of administrative or executive assistant experience in a fast-paced global organization Proven experience managing complex international travel and event logistics. Mastery of Microsoft 365 (Word, Excel, PowerPoint, Outlook) and eagerness to learn and leverage new tools, including co-pilot and AI-driven solutions. Strong interpersonal, written, and verbal communication skills; ability to build relationships at all levels. Exceptional organizational skills and the ability to manage competing priorities under tight deadlines. Collaborative spirit with solid partnering skills; able to work independently and as part of a team. Flexibility to work overtime as needed and travel occasionally. What will set you apart: Eagerness to build a career in administration and contribute to a culture of innovation, inclusion, and continuous improvement. High level of accuracy and attention to detail in document processing, notary work, and business record management. High degree of professionalism, discretion, and integrity in handling confidential information. Flexibility to work overtime as needed and travel occasionally. Strong initiative, self-motivation, and a proactive approach to anticipating needs and solving problems. Bachelor's degree or equivalent experience. *We know not everyone will meet 100% of the requirements, however we encourage you to apply if you think your skills are a good fit for this role. Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 to $125,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. #LI-SC1 #LI-Hybrid What we offer you: Market competitive base salaries, with a yearly bonus potential at every level. Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. 401(k) plan with company match (up to 4%). Company-funded pension plan. Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Become an integral part of the Global Corporate Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As a Senior Executive Assistant in Global Corporate Banking, 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 FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.

JobID: 210675620 JobSchedule: Full time JobShift: Day Base Pay/Salary: Palo Alto,CA $36.54-$48.56 Become an integral part of the Commercial Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As an Executive Administrative Assistant within Commercial Banking, you will manage busy calendars, coordinate travel, and assist with local events and projects for the business. You may also support various activities such as managing tactical office needs, handling client tickets, ensuring compliance requirements, or overseeing business travel tax. You will utilize your thought leadership to prioritize tasks, ensure efficient use of executives' time, and collaborate closely with colleagues to provide robust on-site support and backup coverage. Additionally, you will work with key stakeholders in the business and partner with various teams, such as Office Management, to complete projects. Job Responsibilities: * Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc. * Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc. * Provide physical demand support required in providing site support for local office requirements including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times * Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed * Maintain confidential data, enforce internal controls, and comply with policies and procedures * Support Catalyst or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards * Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed * Commit to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills Required qualifications, capabilities and skills: * Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment * Effective travel planning skills and knowledge * Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented * Effective interpersonal skills and excellent communication - confident, organized, and clear * Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies quickly * Service oriented and able to greet clients, distribute packages, restock pantry items, and other floor duties as required. * 3+ years of administrative support experience with background in a client facing sales and financial services environment * Strong knowledge of invoice payment processing and/or Sponsorship and Donation processes * Commitment to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills * Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. * Note: this role requires five days in the office (Mon-Fri) and will not support Hybrid option

Become an integral part of the Commercial Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As an Executive Administrative Assistant within Commercial Banking, you will manage busy calendars, coordinate travel, and assist with local events and projects for the business. You may also support various activities such as managing tactical office needs, handling client tickets, ensuring compliance requirements, or overseeing business travel tax. You will utilize your thought leadership to prioritize tasks, ensure efficient use of executives' time, and collaborate closely with colleagues to provide robust on-site support and backup coverage. Additionally, you will work with key stakeholders in the business and partner with various teams, such as Office Management, to complete projects. Job Responsibilities: Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc. Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc. Provide physical demand support required in providing site support for local office requirements including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed Maintain confidential data, enforce internal controls, and comply with policies and procedures Support Catalyst or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed Commit to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills Required qualifications, capabilities and skills: Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment Effective travel planning skills and knowledge Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented Effective interpersonal skills and excellent communication - confident, organized, and clear Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies quickly Service oriented and able to greet clients, distribute packages, restock pantry items, and other floor duties as required. 3+ years of administrative support experience with background in a client facing sales and financial services environment Strong knowledge of invoice payment processing and/or Sponsorship and Donation processes Commitment to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. ***Note: this role requires five days in the office (Mon-Fri) and will not support Hybrid option

Become an integral part of the Global Corporate Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As a Senior Executive Assistant in Global Corporate Banking, 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 FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. 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 San Francisco,CA $41.11 - $57.69 / hour

Become an integral part of the Commercial Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement. Be part of a team that is results-oriented, with a focus on attention to detail and quality. As an Executive Administrative Assistant within Commercial Banking, you will manage busy calendars, coordinate travel, and assist with local events and projects for the business. You may also support various activities such as managing tactical office needs, handling client tickets, ensuring compliance requirements, or overseeing business travel tax. You will utilize your thought leadership to prioritize tasks, ensure efficient use of executives' time, and collaborate closely with colleagues to provide robust on-site support and backup coverage. Additionally, you will work with key stakeholders in the business and partner with various teams, such as Office Management, to complete projects. **Job Responsibilities:** + Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc. + Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc. + Provide physical demand support required in providing site support for local office requirements including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times + Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed + Maintain confidential data, enforce internal controls, and comply with policies and procedures + Support Catalyst or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards + Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed + Commit to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills **Required qualifications, capabilities and skills:** + Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment + Effective travel planning skills and knowledge + Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented + Effective interpersonal skills and excellent communication - confident, organized, and clear + Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies quickly + Service oriented and able to greet clients, distribute packages, restock pantry items, and other floor duties as required. + 3+ years of administrative support experience with background in a client facing sales and financial services environment + Strong knowledge of invoice payment processing and/or Sponsorship and Donation processes + Commitment to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills + Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed **FEDERAL DEPOSIT INSURANCE ACT:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. *****Note: this role requires five days in the office (Mon-Fri) and will not support Hybrid option** 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** Palo Alto,CA $36.54 - $48.56 / hour

HSP Direct is seeking an accomplished and highly motivated Executive Assistant to provide dedicated support to our President. This pivotal role combines strategic administrative support with hands-on management of key client relationships and internal initiatives. The ideal candidate will demonstrate exceptional organizational skills, attention to detail, and a proactive mindset, thriving in a fast-paced environment that demands initiative, professionalism, and strong communication skills. About HSP Direct HSP Direct is a best-in-class full-service direct mail fundraising agency offering online fundraising, production services, graphic design, and list and data services through our affiliated companies. With over 100 non-profit and political clients, we're seeking highly motivated team members who share our passion for conservative politics. If you're passionate about serving at a high level and are enthusiastic about conservative politics…we want to meet! This is a full-time, in-office position located in Ashburn, VA. Remote work is not an option. Key Responsibilities: Executive Support: Manage executive calendars, including scheduling meetings, appointments, and travel arrangements. Prepare and organize meeting materials, agendas, and minutes. Handle confidential and sensitive information with discretion. Assist with the preparation of reports, presentations, and correspondence. Coordinate and manage executive projects and initiatives. Account Management: Serve as the primary point of contact for assigned client accounts. Develop and maintain strong relationships with key clients, ensuring high levels of satisfaction and retention. Oversee the onboarding process for new clients, ensuring a smooth and seamless experience. Monitor client accounts to ensure timely delivery of services and resolution of any issues. Assist in the preparation and presentation of proposals, contracts, and renewals. Collaborate with internal teams to ensure client needs are met and expectations are exceeded. Qualifications: Bachelor's degree in business administration, Communications, or a related field. Excellent organizational and time management skills. Strong written and verbal communication abilities. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Ability to work independently and as part of a team. High level of professionalism and discretion. Experience in executive support or account management is a plus. If this challenge seems like a great fit for you and you would like a promising career path, please apply with a cover letter, resume, and salary requirements. Cover letter is required for consideration. Company Benefits Competitive salary commensurate with experience. Comprehensive benefits package including health, dental, and vision insurance. Annual staff events including field day, golf and spa outings, offsite Christmas party, and more. 401(k) with company match. Generous PTO and holidays. MAHA approved snacks and drinks. Company goal trips. Onsite fitness center. Employment Eligibility In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. HSP Direct will not sponsor work visas.

Streamline Global, a tax equity asset manager and tax advisory business is seeking a full\-time Executive Assistant for its Los Angeles production facility. The Assistant will provide support to the Visionary Entertainment and Finance executive who is seeking a full time, long term Executive Assistant\/Personal Assistant. This will be a position involving 50\/50 time between the EA\/PA role. EDUCATION: BA\/BS from an accredited University or College required. REQUIREMENTS FOR THE ROLE: Desire to be a career assistant in a support role. Self starter \/ independent thinker. Manages Up \- Proactive Progress Updates and Communicates Regularly. Thinks well ahead in all aspects. Speaks up, assertive, confident. Leaves ego at the door, no task too big, no task too small. Receives feedback well. Does not want to RUN the company, wants to SUPPORT the exec. Very tech savvy, detail oriented. Incredibly competent. Professionalism. Proactive nature. Meticulous with data\/information. Needs little direction because they are smart and can think ahead, or will ask questions when little direction is given. Ability to work with a great deal of discretion, protecting sensitive personal and company information. BUSINESS SIDE: Exec's clients are all HNW people around the US. sensitive information is shared, and discretion is incredibly important. Candidate must be savvy, smart and keen to learn, communicate with clients and prospects to some extent. Must be able to communicate via email and phone with clients, be a strategic partner. Work with exec to manage priorities on a daily, weekly, and monthly basis coordinate, calendar, and manage calls\/meetings using technology systems. Manage multiple projects simultaneously, capturing all items in a project management tool and\/or Google Sheets. Travel with CEO as necessary. TECHNICAL BUSINESS ASPECTS: Zoho CRM for calendaring, scheduling, follow ups, tasks, events and meeting management. GOOGLE, DROPBOX, Tech Savvy, Problem Solver. Managing contacts, database, relationships, information, automation. PERSONAL SIDE: Management of travel, creating itineraries, and doing any research needed for travel. Occasional Errands, Groceries. Organizing Dinners\/events\/parties. Making reservations\/appointments. Coordinate complex domestic and international travel, creating and managing detailed itineraries and handling rescheduling\/rebooking. RENTAL MANAGEMENT \/ HOME ACQUISITION: Viewing homes for purchase. Monitoring and running Airbnbs using tech platforms Homeaway, Tokeet. Maintaining a close record of all apartments\/ utilities \/ emails \/ websites \/ credit cards. Ensuring that all homes are stocked with correct food, pantry items, toiletries, linens. Handling all guest issues that arise. Making properties go on autopilot so they run themselves. HOURS: Work hours are non\-traditional, but M\-F: 9\-7 is always expected and sometimes longer depending on schedule. Must be available to answer calls, texts and emails at night or on weekends. Must be available to handle issues if they pop up in emergencies. LOCATION: West Hollywood. SALARY: Salary between 50\-70k. Must have Car or ability for transportation. Must have Computer and Phone. Streamline Global is an equal opportunity employer without regard to race, religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, perceived pregnancy, childbirth, breastfeeding, and any related medical conditions), gender, gender identity and expression, sexual orientation, transitioning status, national origin, ancestry, citizenship status, uniform service member status, military and veteran status, marital status, pregnancy, age, protected medical condition, genetic information, mental or physical disability, holding or presenting a driver's license issued under Cal. Vehicle Code Section 12801.9, or any other category protected by applicable federal, state or local law. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"681976934","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"Work Experience","uitype":2,"value":"Must have previous experience in the role"},{"field Label":"Salary","uitype":1,"value":"50000"},{"field Label":"City","uitype":1,"value":"Los Angeles"},{"field Label":"State\/Province","uitype":1,"value":"California"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"90046"}],"header Name":"EA\/PA","widget Id":"**********00237446","is JobBoard":"false","user Id":"**********00235003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"**********00245025","FontSize":"15","location":"Los Angeles","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"buoe24e0fe346aad14002a8f8ec7973160cf6"}

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family's century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations. Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today's entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment. The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans. PRIMARY RESPONSIBILITIES Direct the Trust Operations Department regarding daily account transactions such as wire and cash transfers, ACH disbursements, bill paying, fund redemptions and purchases, and the opening and closing of accounts. Monitor transactions for completion and accuracy. Coordinate investment transactions with the Investment Department including but not limited to monitoring cash balances on a daily basis for purchases, transferring sales proceeds to money market accounts and following up on client's requests for purchases, sales, or gifting. Coordinate the transfer of incoming assets to new or existing accounts, as well as the transfer of outgoing assets for terminating accounts. Prepare correspondence, Excel spreadsheets (i.e., miscellaneous reports for client budget worksheets, income projections, and gifting schedules), assist with the production of PowerPoint presentations, mass mailings, and marketing materials. Calculate unitrust, total return, and other payments to trust beneficiaries. Coordinate tax-related payment information with the Tax Department and client-directed outside professionals. Provide information to Client Advisors for annual account reviews. Organize with Client Advisors to maintain client, beneficiary, and advisor information in client files and account records on database management and trust accounting systems. Perform special projects and additional tasks as assigned. Back-up support for the front desk/reception as needed. DESIRED EDUCATION Bachelor's degree preferred CTFA or CFP preferred by not required DESIRED EXPERIENCE Understanding of trust accounting and/or estate planning concepts is preferred but not essential Superior skills and experience with Microsoft Office, especially Word, Excel, and PowerPoint. Excellent written and oral communication skills. Superior organizational skills with the ability to multi-task and to manage and prioritize multiple projects and competing deadlines. General office administration and clerical experience. Excellent attention to detail with the ability to exercise independent judgment. Aptitude to understand and perform basic mathematical calculations such as fee calculations, and other percentage-based calculations. Ability to learn new processes and programs and desire to grow with the company. PERSONAL CHARACTERISTICS Strong people skills Client service focus Effective verbal and written communication skills High integrity with a diligent work ethic Team/people-oriented Highly organized with good time management skills Meticulous attention to detail Valid driver's license and the ability to travel by airplane. COMPENSATION Base salary range $60,000 - $75,000 annually Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role.

Gelfand, Rennert & Feldman is seeking a Tax Administrative Associate to join our team of dedicated professionals. This position is based out of Encino, CA and Century City, CA on a hybrid basis. The Tax Administrative Assistant is responsible for assisting Staff and Managers with administrative components of tax filing. Primary Responsibilities Track, assemble, process, and file all tax engagements including but not limited to individual, corporate, and partnership tax returns and extensions; amended tax returns, quarterly estimates, and the reporting of foreign bank accounts Create, maintain, and monitor tax-related projects in applicable project management software and control lists to ensure projects proceed and are completed in a timely manner, tax filings are accepted, and deadlines are met Coordinate with Tax and Account Management personnel for the procurement of documentation required for filing of tax returns and tax related payments Provide supporting documentation for Account Management personnel to use to book payments and receivables in Agilink or DF Imaging Oversee and maintain records of necessary tax documents including those pertaining to proof of successful timely filing Assemble and coordinate all documentation necessary for requests to E-File Department Monitor status of tax returns/extensions and keep professionals informed of rejections or other errors Maintain awareness of return diagnostics to point out possible impediments to the filing process Maintain proper filing procedures for effective record keeping Prepare tax returns and other correspondence for shipping via Certified mail, Express / Priority Mail, and FedEx as necessary Monitor booking of tax AJE's Upload tax documents and other tax-related paperwork in the electronic tax binders Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements Train new hires on the policies and procedures of the tax department Assist in tracking of K-1's and other tax-related documents Draft IRS and other tax authority correspondence when requested Assist with scanning and filing of tax documents Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for use by the Staff and Managers of the firm Runs reports regarding e-filing rejects and notifies staff/managers to determine how the matter will be rectified Other projects and duties as assigned Qualifications High School Diploma is required Bachelor's degree is preferred Must be incredibly detail oriented and possess strong organizational skills Proficiency in Microsoft Office Suite, especially Excel and Word Familiarity with Agilink, GoSystems, or CCH tax software is a plus Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) Capability to learn new systems and process information quickly This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $48,000 - $57,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. #LI-TN1 Founded in 1967, Gelfand, Rennert & Feldman ("GRF") is a leading full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and London. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: 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 shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Administrative Associate, de Saisset MuseumPosition Type:RegularHiring Range: $28.03 - $33.65 / hour; Compensation will be based on education, experience, skills relevant to the role, and internal equity. is scheduled to work 30 hours / week. Pay Frequency:Hourly A. POSITION PURPOSE Reporting to the Museum Director, the Administrative Associate position at the de Saisset Museum provides administrative and general support to the Director and the professional staff team. The Administrative Associate helps coordinate and assists in providing day-to-day instruction to student Visitor Services Associates and Office Assistant employees. This position serves as the first point of contact to various internal and external constituencies, including students, faculty, staff, alumni, parents, campus visitors, museum donors and members, museum volunteers, executive guests, and other museum and gallery representatives. This position takes the lead on financial and human resource management, general administrative office and unit support, which includes master calendaring and office supplies and file management. B. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Financial planning and processing (35%) Review of monthly financial data and reports for accuracy. Generate monthly reports as necessary. Prepare accounting transactions. Review reports and ensure that financial transactions for de Saisset Museum have been recorded properly in accounting system. Set-up of annual budget for de Saisset Museum. Analyze and prepare reports to support the annual budgeting process for the de Saisset Museum. Codes and inputs vendor invoices and cash receipts in accordance with established SCU accounting practices. Processes gift income and deposits; membership dues; reports endowment and quasi-endowment monthly status; handles all grant accounting transactions, reports, and monthly reporting procedures; serves as proxy manager for various P-card accounts; and manages petty cash and VIP card management. 2. General Administrative Support; Human Resource and Special Event Management (35%) Coordinate staff and student payroll reminders and approvals. Creates and maintain employment student employment files, including new hire paperwork. Assists in organizing student training and quarterly meetings. Drafts and edits meeting minutes, letters, proposals, reports and targeted correspondence. Coordinates Facility inspections and maintenance work orders for entire Museum facility in collaboration with the Museum's Sr. Manager of Exhibitions and Operations. Organizes all logistical details of Museum sponsored events and programs, including SCU class visits. Organizes all logistical elements of University sponsored events and external events with a variety of internal and external constituents held within the Museum. Under the direction of the Director and Senior Manager of Exhibitions and Operations, coordinates and assists with training Museum student workers (10-20 student positions). Supports the coordination of California History Docent program meetings. Creates and maintains databases, reports, and program materials. Apply expert computer skills and provide trouble shooting assistance for department's computing systems. Track project timelines and keeps others informed of key milestones. Drafts letters and correspondence for Director as needed. 3. Provides calendaring and scheduling support for Director and de Saisset Museum team (25%) Supports Director and museum team by handling all master calendaring functions for entire museum. Supports and maintains year-round calendar for de Saisset Museum meetings, exhibits, programs, and tours for overall operations and management. Schedules events (approximately 25-30 annually), California History Tours (approximately 70- 80 annually) on master Google calendar, and publicizes all museum events on university calendar. Makes travel and housing arrangements for Director and any program guests. 4. Other Duties as Assigned (5%) Responsible for maintaining inventory of office, event, multi-media equipment and supplies. Collects materials for and maintains departmental collateral files. Performs other responsibilities as needed or assigned to support the Director and de Saisset Museum team. C. PROVIDES WORK DIRECTION Supports hiring and training of student Office Assistants and Visitor Service Associates (10-20 student positions) by assigning and overseeing their work. D. GENERAL GUIDELINES Recommends initiatives and implements changes to improve quality and services within office environment. Identifies and determines cause of problems; develops and presents recommendations for improvement of established processes and practices. Maintains contact with customers and solicits feedback for improved services. Maximizes productivity through use of appropriate tools; planned training and performance initiatives. Researches and develops resources that create timely and efficient workflow. Prepares progress reports; informs Director of project status; and deviation from goals. Ensures completeness, accuracy and timeliness of all operational functions. Prepares and submits reports as requested and required for office and administrative functions. Develops and implements guidelines to support the administrative functions of the museum's office unit. E. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The items below are representative of the knowledge, skills, abilities, education, and experience required or preferred. This position requires the ability to effectively establish and maintain cooperative working relationships within a diverse multicultural environment. 1.Knowledge Demonstrated knowledge and skills in critical thinking and problem solving, methods of reasoning, writing and communication skills, combined with decision making processes. 2.Skills Proficiency and experience in using Microsoft Office including Word, Excel, PowerPoint; Access and web-based applications including Google Drive. CLARA and/or CRM experience a plus; WorkDay experience a plus and willingness to learn new computer applications as required. Supervisory skills required. Demonstrated budget and analytical skills required. Strong organizational skills and demonstrated ability to prioritize and manage multiple projects simultaneously in a fast paced, dynamic team environment. Experience providing exemplary customer service to internal and external clients. Demonstrated knowledge and skills in critical thinking and problem solving, methods of reasoning. Must have good writing and communication skills, combined with decision making processes. Experience producing written materials and final work product with attention to accuracy, grammar, and messaging to target audiences. 3. Abilities Ability to work within a team environment and collaboratively with others as required. The successful candidate will have the ability to work effectively with students, faculty, staff, and museum constituents from a variety of diverse backgrounds. Experience working with volunteers preferred. Successful candidate must have the ability to work with a broad range of individuals, volunteers and/or other, within a diverse multicultural museum environment. Ability to work flexible hours when needed; and required to work pre-identified museum special events which occur on weekend and/or evenings throughout the entire academic year. Possesses a valid California driver's license. 4. Education Bachelor's degree and/or equivalent work experience preferred. 5. Years of Experience Three to five years of administrative and/or accounting work experience required. F. PHYSICAL DEMANDS The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. In accordance with the Americans with Disabilities Act, as amended, the California Fair Employment & Housing Act, and all other applicable laws, SCU provides reasonable accommodations for qualified persons with disabilities. A qualified individual is a person who meets skill, experience, education, or other requirements of the position, and who can perform the essential functions of the position with or without reasonable accommodation. Considerable time is spent at a desk using a computer terminal and general office equipment. Will be required to travel to other buildings on the SCU campus. Will be required to travel to outside customers, venders or suppliers; for supplies related to office and museum special events. Will be required to attend conference and training sessions within the Bay Area. Telecommute Santa Clara University is registered to do business in the following states: California, Nevada, Oregon, Washington, Arizona, and Illinois. Employees approved to telecommute are required to perform their work within one of these states. EEO Statement Equal Opportunity/Notice of Nondiscrimination Santa Clara University is an equal opportunity employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, ethnicity, national origin, citizenship, ancestry, religion, age, sex, sexual orientation, gender, gender expression, gender identity, marital status, parental status, veteran or military status, physical or mental disability, medical conditions, pregnancy or related conditions, reproductive health decision making, or any other characteristic protected by federal, state, or local laws. For a complete copy of Santa Clara University's equal opportunity and nondiscrimination policies, please visit the Office of Equal Opportunity and Title IX website at ****************************** Clery Notice of Availability Santa Clara University annually collects information about campus crimes and other reportable incidents in accordance with the federal Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act. To view the Santa Clara University report, please visit the Campus Safety Services website. To request a paper copy please call Campus Safety at **************. The report includes the type of crime, venue, and number of occurrences. Americans with Disabilities Act Consistent with its obligations under the law, Santa Clara University will provide reasonable accommodations to applicants and employees with disabilities. Applicants who wish to request a reasonable accommodation for any part of the application or hiring process should contact the Department of Human Resources ADA Team at hraccommodations@scu.edu or by phone at *************.

Gelfand, Rennert & Feldman is seeking a Tax Administrative Associate to join our team of dedicated professionals. This position is based out of Encino, CA and Century City, CA on a hybrid basis. The Tax Administrative Assistant is responsible for assisting Staff and Managers with administrative components of tax filing. Primary Responsibilities Track, assemble, process, and file all tax engagements including but not limited to individual, corporate, and partnership tax returns and extensions; amended tax returns, quarterly estimates, and the reporting of foreign bank accounts Create, maintain, and monitor tax-related projects in applicable project management software and control lists to ensure projects proceed and are completed in a timely manner, tax filings are accepted, and deadlines are met Coordinate with Tax and Account Management personnel for the procurement of documentation required for filing of tax returns and tax related payments Provide supporting documentation for Account Management personnel to use to book payments and receivables in AgilLink or DF Imaging Oversee and maintain records of necessary tax documents including those pertaining to proof of successful timely filing Assemble and coordinate all documentation necessary for requests to E-File Department Monitor status of tax returns/extensions and keep professionals informed of rejections or other errors Maintain awareness of return diagnostics to point out possible impediments to the filing process Maintain proper filing procedures for effective record keeping Prepare tax returns and other correspondence for shipping via Certified mail, Express / Priority Mail, and FedEx as necessary Monitor booking of tax AJE's Upload tax documents and other tax-related paperwork in the electronic tax binders Maintain knowledge and awareness of federal and multi-state due dates, forms, and filing requirements Train new hires on the policies and procedures of the tax department Assist in tracking of K-1's and other tax-related documents Draft IRS and other tax authority correspondence when requested Assist with scanning and filing of tax documents Assist in researching multi-state and multi-entity types filing parameters and prepare charts for filing requirements for use by the Staff and Managers of the firm Runs reports regarding e-filing rejects and notifies staff/managers to determine how the matter will be rectified Other projects and duties as assigned Qualifications High School Diploma is required Bachelor's degree is preferred Must be incredibly detail oriented and possess strong organizational skills Proficiency in Microsoft Office Suite, especially Excel and Word Familiarity with Agilink, GoSystems, or CCH tax software is a plus Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.) Capability to learn new systems and process information quickly This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $48,000 - $57,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. #LI-TN1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: 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 shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.