Administrative Coordinator jobs at Neuberger Berman - 616 jobs
Virtual Assistant
MBO Partners 4.7
New York, NY jobs
Part-time Contract engagment 6 months + extensions possible
Fully remote (U.S.-based)
15-20 hours per week
Flexible scheduling, aligned with expense reporting and travel needs
Client is seeking a highly organized, detail-oriented Part-Time Virtual Assistant (VA) to support the Senior Executive Assistant (SEA) to the CEO by managing high-volume, repeatable administrative tasks. This role is critical to improving operational efficiency and allowing the SEA to focus on higher-level executive support.
The ideal candidate thrives in a virtual environment, follows established processes with precision, and brings exceptional accuracy, discretion, and reliability to their work.
Key Responsibilities
Under the direction of the Senior Executive Assistant, the Virtual Assistant will:
Expense Management
Process and reconcile detailed CEO expense reports
Ensure compliance with company policies
Manage and submit vendor invoices accurately and on time
Travel Coordination
Partner with the CEO's travel agent to support domestic and international travel logistics
Enter and maintain accurate itineraries, including flights, accommodations, and ground transportation
Calendar Support
Assist with repeatable calendar-related data entry, primarily travel entries
Systems & Documentation
Manage files and documents within Google Workspace to ensure information is organized, accurate, and easily retrievable
Process Adherence & Efficiency
Follow standard operating procedures (SOPs) precisely for all repeatable tasks
Identify opportunities for minor efficiency improvements within established workflows
Qualifications
Required
2-5 years of experience in an administrative or virtual assistant role
Experience supporting a senior-level executive assistant (not directly supporting a CEO)
Strong proficiency in Google Workspace (Docs, Sheets, Calendar, Drive)
Demonstrated experience handling repeatable administrative and data-entry tasks
Excellent attention to detail and ability to pass an accuracy test
Strong written and verbal communication skills in English
Ability to manage time effectively and prioritize recurring tasks
High level of integrity, discretion, and professionalism
Comfort learning new tools and systems quickly
Reliable, high-speed internet and a distraction-free home workspace
Nice to Have
Prior virtual assistant experience
Experience with expense reporting tools (e.g., Concur)
Experience supporting travel coordination for senior executives
Why This Role Matters
By offloading repeatable administrative work, this role directly enables the Senior Executive Assistant to provide higher-level, strategic support to the CEO improving executive effectiveness and overall operational efficiency across the business.
Eligibility Requirements:
Legal authorization to work in the U.S. is required.
As a contractor, including remote contractors, you may be required to complete a background check.
As a contractor, you will be paid for the time you work; this does not include paid time off (PTO) or holidays. If you participate in our Payroll Services (W2) engagement, you may be eligible for Paid Sick Leave (PSL), depending on your work location and state-specific regulations.
$49k-66k yearly est. 17h ago
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Administrative Assistant
First Command Financial Services, Inc. 4.7
El Paso, TX jobs
The ideal candidate will exhibit high standards, excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
Responsibilities
Handle and coordinate active calendars
Schedule and confirm meetings
Ensure file organization based on office protocol
Provide ad hoc support around office as needed
Qualifications
Bachelor's degree or equivalent experience
Strong interpersonal, customer service and communication skills
Ability to multitask
Proficient in Microsoft Office suite
$28k-39k yearly est. 17h ago
Trust Administration Officer II
City National Bank 4.9
Wilmington, DE jobs
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 3+ years of experience in financial services required
* 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* 3+ years of experience in trust administration preferred
* Strong written and verbal communications skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Trust Certificate and/or CTFA a plus
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$71.8k-114.7k yearly 55d ago
Trust Administration Officer II
City National Bank 4.9
New York, NY jobs
WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust accounts such as testamentary/intervivos trusts, foundations and agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust team, opens and maintains estates, trusts, agency accounts and guardianships. Become familiar with the governing document to interpret terms, responsibilities and duties of the Bank. Receive guidance in understanding provisions of the documents and strategies associated with the assigned accounts. Develop and maintain relationships with clients to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports. Seek guidance on tax and administration issues.
WHAT WILL YOU DO?
* For Trusts where CNB is trustee, reviews and revises paperwork from sales team (e.g., agreements, fee schedules, transfer proxies, receipt of assets, ensure accurate cost basis and tax acquisition dates, obtain any missing information and signatures, etc.). Make corrections and additions to ensure accuracy.
* Prepare new account paperwork, as required.
* Analyze anticipated income to insure sufficient cash is maintained to meet beneficiary distributions, banks fees, trust bills, etc.
* Obtain missing documents from clients.
* For Trust accounts, initiate annual administrative review of accounts. Review files for completed forms, codes, review payments and transactions and for accuracy. Review forms to ensure they are consistent with the Trust Document.
* Produce and review various tax reports for clients and intermediaries. Research tax deficiency notices. Pay estimated taxes and allocates tax payments between principal and income, file returns, and maintains tax calendars. Communicate with Tax Vendor and external intermediaries.
* Gather data for account reconciliation, ensuring distribution requirements are met for charitable trusts, computes distribution amounts for uni-trust accounts and reviews fee agreements between the bank, clients, and Co-Fiduciaries.
* Complete discretionary distribution requests. Submit formal requests to the Trust Officer for approval.
* Coordinate set up, tracking, and monitoring of personal property inventory; real estate, mineral, oil and gas, intellectual properties, and special financial assets. (i.e., notes, loans, partnerships, etc.)
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Respond to advisors and intermediaries regarding the administration and maintenance of accounts.
* Fields phone calls from clients and intermediaries.
* Review documents and responses to compliance department, audit and OCC inquiries after research is performed by TA.
* Gather information from clients for projects.
* Prepare draft correspondence letters and memos.
* Maintain new account logs.
* Follow appropriate Regulation 9 process.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* Bachelor's Degree or equivalent
* 3+ years of experience in financial services required
* 3 + years of basic computer experience (e.g. Microsoft Word, Excel, Outlook) required
*Additional Qualifications*
* 3+ years of experience in trust administration preferred
* Strong written and verbal communications skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Trust Certificate and/or CTFA a plus
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $71,825 - $114,734 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$71.8k-114.7k yearly 60d+ ago
Specialty Wealth Asset Administration Officer II (Trust Real Estate)
City National Bank 4.9
Los Angeles, CA jobs
*SPECIALTY WEALTH ASSET ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an advanced level Specialty Wealth Assets Officer position, responsible for supporting the asset management and administration of Trust Real Estate, Closely Held Businesses, and Mineral/Oil/Gas interests held in fiduciary accounts. Under general guidance from the SWA team, this position facilitates the addition and removal of assets from accounts, processing of income and asset-related expenses, assistance with the collection of information/documents related to general request or regulatory requirements, updating of inter-department tracking reports, as well as general support of the asset management team. This position is also responsible to assist on more complex accounts, tasks and projects related to the administration of the SWA team and its operations. Develop and maintain relationships with colleagues and clients (as necessary) to help execute day to day administrative functions. Maintain up-to-date knowledge of account activity by reviewing various reports.
WHAT WILL YOU DO?
* Process administrative tasks related to Specialty Wealth Assets, including the processing of income/expenses, property taxes, insurance matters, etc., in accordance with account agreements and established procedures.
* Prepare and submit documents related to account openings and closings.
* Provide customer service to trust clients, businesses and professionals, as well as, administrative support to SWA officers and management.
* Initiate annual administrative review of accounts. Review files for completed forms, codes, review income/expenses and transactions and for accuracy.
* Prepare and maintain accurate account and departmental documentation, files, and records.
* Provide client service by responding and researching client and colleague inquires by phone, email, and written communications.
* Assist with complicated accounts, processes, projects, and tasks, as assigned.
* Maintain various tracking spreadsheets and logs for the group.
* Attend both internal and external calls, events, and meetings with clients, COI's, and vendors (as required).
* Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.
* Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications.
* Perform other related duties as assigned or directed.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 8 years of administrative/clerical experience And
* Minimum 5 years of experience in a real estate industry Or
* Minimum 5 years of experience in Personal Trust administration
*Additional Qualifications*
* Strong written and verbal communication skills
* Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions
* Ability to set priorities, and objectives
* Demonstrate working knowledge of trust administration
* Demonstrate excellent working knowledge or real estate, closely held entities, and/or mineral/oil/gas interests
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $65,296 - $104,304 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-DN1
\#CA-DN1
$65.3k-104.3k yearly 22d ago
Personal Assistant to the CEO (Part-Time)
Hold Brothers 3.5
New York, NY jobs
The CEO of a global leading direct access trading firm is seeking a dedicated and proactive personal assistant to join his team of assistants part-time. This is a great internship-style opportunity that is ongoing to showcase strategic and analytical thinking abilities while juggling the private and professional needs of a very active executive. This is a position for someone who thrives in a fast-paced environment and has exceptional organizational skills.
Responsibilities
Manage both personal and professional tasks, which include reservations, appointments, and any household needs
Coordinate international and domestic travel logistics including flight itineraries, hotel reservations and car services.
Organize agendas, manage calendar and plan events while prioritizing competing demands
Prioritize and manage multiple projects simultaneously, maintaining diligent track of project timelines and deadlines
Conduct thorough research on various topics as needed, providing detailed reports and actionable insights to support the CEO's initiatives
Handle contract negotiations with third-party vendors, ensuring favorable terms and agreements
Wardrobe and style management, personal shopping, procuring, and audit of wardrobe from day to day and special event clothing
Perform general admin duties such as; recording meeting minutes, data entry, filing, copying, faxing, mailings, etc.
Prioritize and lead multiple projects at a time, keeping diligent track of project timelines and deadlines
Uphold a highly organized and detailed to-do list for both the CEO and business and taking careful note of important dates
Maintain diligent communication with the rest of the team and ensure all aspects of the business are on track
Monitor multiple social media accounts to help grow and expand online presence on existing and emerging social platforms
Additional Personal / Creative / Executive Assistant duties as needed
Requirements
Incoming Freshman of Sophomore pursuing a Bachelor's Degree from an accredited university
Must be able to provide SAT and/or ACT scores in order to be considered
Ability to provide clear and concise oral and written communication
A self-starter who is eager, optimistic, and has a “no task too small” mindset
Must be able to work 10-15 hours per week
Pays $39/ hour
Visa sponsorship available
$39 hourly Auto-Apply 60d+ ago
Administrative Officer
UBS 4.5
Irvine, CA jobs
Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an Administrative Manager to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff
* conduct performance reviews and make personnel decisions related to compensation and promotion
* educate all employees on administrative policies and procedures
* escalate supervisory issues when necessary and follow-up locally on issues identified by the management team
Detailed salary information:
* Irvine: the salary range for this role is $120000 to $140000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* ideally 2+ years of experience with a leading financial institution'• management experience as administrative manager or other substantive leadership role
* series 7, 66 and 9/10 and insurance
* motivated, self-directed and driven
* comfortable working in partnership
* skilled at creating a positive business culture (you have the human touch)
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
$120k-140k yearly 3d ago
Administrative Officer (DOD SkillBridge Trainee)
UBS 4.5
Irvine, CA jobs
Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning service members approved for DOD SkillBridge will be considered.
Are you highly motivated in solving technology issues? Are you at your best when supporting others? Do you work well in a team environment?
We're looking for an Administrative Manager to:
* manage branch administration, including branch facilities, and provide administrative support
* recruit, select, onboard, train and manage administrative support staff
* conduct performance reviews and make personnel decisions related to compensation and promotion
* educate all employees on administrative policies and procedures
* escalate supervisory issues when necessary and follow-up locally on issues identified by the management team
Detailed salary information:
* Irvine: the salary range for this role is $110000 to $135000
The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* ideally 2+ years of experience with a leading financial institution
* management experience as administrative manager or other substantive leadership role
* must pass SIE and Series 66 during Skillbridge trainee period
* motivated, self-directed and driven
* comfortable working in partnership
* skilled at creating a positive business culture (you have the human touch)
At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services.
Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS.
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
$110k-135k yearly 26d ago
Administrative Officer
UBS 4.5
Plano, TX jobs
Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an admin officer to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff
* conduct performance reviews and make personnel decisions related to compensation and promotion
* educate all employees on administrative policies and procedures
* escalate supervisory issues when necessary and follow-up locally on issues identified by the management team
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Your expertise
* ideally 5+ of relevant management experience in branch operations, within a leading financial institution
* series 7, 66 and 9/10
* known for your ability to work well in partnership
* motivated, self-directed and driven
* skilled at creating a positive business culture
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
$70k-115k yearly est. 3d ago
Admin Officer
Cordant Group 3.3
Hillsborough, CA jobs
Admin Officer- * Hillsborough, County Down * Up to £13.75 per hour * Posted December 16, 2025 Admin Officer - Sustainable Livestock Systems Rate of Pay: £13.75 per hour Hours: Monday to Friday, 37 hours per week We are seeking a proactive and detail-oriented Admin Officer. This temporary, ongoing role focuses on ensuring compliance, accuracy, and efficiency across a range of administrative and regulatory tasks.
Key Responsibilities:
* Manage procurement processes and maintain expenditure records
* Liaise with suppliers and finance teams, and support year-end financial procedures.
* Process industrial staff timesheets, maintain absence records, and coordinate with managers.
* Generate monthly and quarterly rent invoices and respond to related queries.
* Manage central email inboxes, respond to finance and management queries, and ensure timely communication.
* Handle incoming calls and direct or resolve queries from internal and external contacts.
* Provide front desk support, assist visitors and contractors, issue passes, and coordinate with the Premises Officer including coordination of business meetings.
* Record daily meteorological data and produce monthly reports for staff.
* Provide support to management where required, including minute taking and maintaining action logs.
* Carry out general administrative duties and any other tasks as required by management.
Essential Criteria:
* 5 GCSEs including Science, Maths, and English Language (Grades A*-C or equivalent)
* Minimum of 6 months relevant experience in an administrative role
Desirable:
* Knowledge or experience in agriculture or agri-business operations
$62k-98k yearly est. 4d ago
Credit Administration Coordinator - Glenville, NY
Trustco Bank 4.4
Schenectady, NY jobs
Job Title: Credit Administration Specialist Reports to: Credit Administration Manager FLSA Status: Non-Exempt Salary Grade: NE12 ($18.00 - $22.00 per hour) Supervisory Responsibility: No It is the Credit Coordinator's duty to represent the company to facilitate the fulfillment of all regulatory requirements and Loan Policy and Procedures requirements. Confidentiality is a vital component of any credit administration employee's job function. Credit coordinators are exposed to sensitive financial, operational, and have a fiduciary duty to keep this information private during and after their employment.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned by supervisor.
Review, maintain, and report on risk rating data as it pertains to lending.
* Review, maintain, and report on HECL end of draws.
* Track exceptions to ensure they are addressed in a timely manner.
* Responsible for the daily completion of multiple tasks relating to managing the critical work flow across the Credit Administration Department
* Coordinate between all areas of credit administration to ensure reporting, compliance and alignment objectives are all achieved in a detailed, accurate and punctual manner for internal and external purposes.
* Compliance with all policies and procedures associated with credit risks and internal controls, etc.
* Adhere to the confidentiality policy, code of ethics and follow all policies and procedures related to the consumer compliance laws and regulations
* Compliance with Loan Policy and Procedures
REQUIRED EDUCATION/EXPERIENCE:
* High School Diploma or equivalent education or experience.
* Effective verbal and written communication skills.
* Well organized with the ability to manage multiple tasks and work to time sensitive deadlines.
* Ability to work well independently and in groups.
* Working knowledge with Microsoft Office Programs; Excel and Word.
PREFERRED EDUCATION/EXPERIENCE:
* A bachelor's degree in a business-related field
POSITION TYPE/EXPECTED HOURS:
This is a full-time position. Office hours Monday - Friday 8:30am - 5:00pm. Occasional evening and weekend work may be required as job duties demand.
TRAVEL:
No travel required.
LANGUAGE SKILLS:
Must be able to speak, read, write, and understand the primary language(s) used in the workplace; bilingual skills a plus. Ability to read, analyze, and interpret general business information, including but not limited to company policies and procedures. Ability to effectively present information and respond to questions from groups of managers and customers.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* This is largely sedentary role, requiring use of typical office equipment such as a computer, laptop and phone.
* Ability to communicate both in person and/or by telephone.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
For the most part, ambient room temperatures, lighting and traditional equipment as found in a typical office/retail environment.
OTHER DUTIES:
Please note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
EEO Statement: We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT:
Trustco Bank is an equal opportunity. It is the policy of Trustco Bank to have equal employment opportunities to all qualified persons without regard to race, color, religion, sex, national origin, age, marital status, genetic information, disability or protected veteran status.
This includes, but is not limited to, the following:
* Hiring, placement, upgrading, transfer, demotion or promotion
* Recruitment, advertising or solicitation for employment
* Treatment during employment
* Rates of pay or other forms of compensation
* Selection for training, including apprenticeship
* Layoff or termination
It is the policy of Trustco Bank to cooperate to the fullest extent with the applicable regulations of the Civil Rights Act and any legislation on Equal Employment Opportunity.
$18-22 hourly 22d ago
Tax Administrative Associate
Gelfand, Rennert & Feldman, Focus Partners Business Management 4.1
Los Angeles, CA jobs
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.
$48k-57k yearly Auto-Apply 44d ago
Fund Administration Intern
Calamos Asset Management, Inc. 4.3
Naperville, IL jobs
The Fund Administration intern will work with the members of the Fund Administration team and other departments on financial and regulatory activities in support of the funds. The role will have cross-functional interactions with Accounting, Operations, Tax, Compliance, and other departments through normal course of business.
Primary Responsibilities:
* Reviews daily fund activity by validation of calculated NAV through valuation, expense, and position reconciliation.
* Completes periodic and ad-hoc expense processing and analysis.
* Assists in the review of regulatory annual and quarterly financial reporting filings.
* Provides support and participates in the gathering of information for internal and external audits.
* Provides support on additional projects as required.
Preferred Qualifications:
* Undergraduate junior or senior, preferably majoring in Accounting, Finance or Economics, or MBA student. Evidence of challenging curriculum and a minimum 3.0 GPA.
* Ability and desire to work as part of a team.
* Independent and original thinker.
* Strong level of integrity with an entrepreneurial spirit.
* Demonstrated interest within the investment management industry is preferred.
* Intermediate knowledge of Microsoft Office applications - primarily Excel.
* Familiarity or experience with AI tools in an educational or professional setting. (Claude, Chat GPT, Copilot, Gemini, etc.)
For Illinois Applicants only: the expected hourly rate for this position is $22/hr.
$22 hourly 43d ago
Administrative Support Assistant
EFPR 4.0
Rochester, NY jobs
The Administrative Assistant - Operations & Finance provides high-level administrative and clerical support to both the Operations and Finance departments. This position plays a key role in maintaining efficient workflows, supporting daily financial and operational activities, coordinating internal processes, and ensuring compliance with organizational policies and deadlines.
Job duties include but are not limited to the following:
Operations Support
Assist with Time and Billing
Assist with Client Monthly Billings
Assist with Client AR including collections
Maintain the Time & Billing database
Produce monthly reporting
Produce reporting as requested
Answer Client Emails
Year End Procedures
Prepare Invoices, Post Invoices, Credit Invoices, Delete Invoices and Email Invoices
Time Entry Changes (Move, Delete, Change)
Make client info changes (email, address and name)
Assist in coordinating and tracking operational projects, timelines, and deliverables.
Prepare and maintain operational reports and documentation.
Coordinate logistics for meetings, events, and training sessions.
Assist with performance metrics reporting and data analysis for process improvement.
Finance Support
Support the Finance department in accounts payable/receivable processing.
Assist with reconciliations, budget tracking, and expense monitoring.
Maintain financial records, spreadsheets, and reports with confidentiality and accuracy.
Liaise with vendors, clients, and internal staff regarding billing, payments, and documentation.
Support the Finance team during audits and month-end/year-end closing procedures.
Marketing Support
Assist in coordinating marketing materials, social media posts, and newsletters.
Help update community page with content under supervision of the Marketing and Operations team.
Maintain inventory for career fairs and trade shows.
Support the planning and logistics of company events, trade shows, or community outreach.
Compile and distribute basic marketing reports or engagement metrics as directed.
General Administrative Duties
Serve as a liaison between Operations, Finance, and other departments.
Manage calendars, schedule meetings, and coordinate travel arrangements.
Handle confidential information with professionalism and discretion.
Contribute to continuous improvement initiatives and administrative process optimization.
Requirements
Education Requirements:
Highschool diploma required. Associate's degree in Business Administration, Accounting, Finance, or a related field preferred.
Experience:
2-4 years of experience in administrative support, preferably within Operations or Finance functions.
Skills:
Strong organizational and multitasking skills with attention to detail.
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and/or Google Workspace.
Experience with Practice Management a plus.
Experience with accounting systems (e.g., QuickBooks) is a plus.
Excellent written and verbal communication skills.
Ability to handle sensitive information with confidentiality.
Strong problem-solving skills and a proactive attitude.
Salary Description $22.00 - $25.00
$37k-43k yearly est. 58d ago
Relationship Administrative Specialist
Frost Bank 4.9
San Antonio, TX jobs
It's about helping team members achieve big goals.
Do you love serving others and being a helpful hand regardless of the issue? Do people often tell you that you brought them joy just by being you? Are you know for your ability to adapt in everchanging fast paced environments? If so, then the Relationship Administrative Specialist role might be for you!
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services.
Who you are:
As our Relationship Administrative Specialist,
you
will be responsible for performing administrative duties for a Loan Officer or Officers requiring knowledge of the bank's policies, practices, and organization. You enjoy assisting Loan Officer (s) with project and implementation of policies within the department; preparing special reports, gathering, and summarizing data; acting as liaison between Officers or manager and other members of department. You pride yourself in providing top quality service during every interaction with internal and external customers.
What you'll do:
Collaborate with commercial lending teams to support portfolio management and business development activities
Prepare documents to assist in loan approval, modification, and coordinate loan closing processes
Compile various administration reports such as Past Dues, Significant Balances, and Risk Grades to facilitate the continual monitoring of loans
Monitor progress on LAMS, credit, and collateral exceptions on a weekly basis
Facilitate customer requests for stop payments
Coordinate the opening of Depository Accounts with personal banking staff
Facilitate wire transfer transactions at the direction of a Relationship Manager and/or a Business Banker
Update and maintain Sales Force records for clients and prospects as requested by commercial lending team
Monitor non-sufficient funds activity to resolve any issues while communicating with the customer
Remain knowledgeable of bank policies & procedures to ensure an accurate completion of deliverables
Exercise discretion to assist existing and prospective customers while maintaining confidentiality
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
3+ years of experience in banking or 2+ year of experience as an Administrative Assistant or in loan administration.
Willingness to work as a valued member of a functional team
Proven understanding of commercial lending processes
Exceptional organizational and multi-tasking skills
Demonstrated ability to represent Frost in a professional manner
Excellent written and verbal communication skills
Strong business communication skills, including the ability to write and speak professionally
Strong analytical and problem solving skills
Proficient in Microsoft computer applications
Additional Preferred Skills:
Loan documentation experience
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
$32k-36k yearly est. Auto-Apply 4d ago
Administrative Support Assistant
Ascensus 4.3
San Diego, CA jobs
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner.
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
Assist with other tasks and projects as assigned
Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service
Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.)
Assist administrator with data entry such as contribution and enrollment processes as needed.
Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust.
Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents.
Provide back up to office receptionist (office duties) as needed.
Deliver daily outgoing mail to mailbox.
Pick-up incoming mail daily from mailbox.
Provide clerical back up support for Benefit Trust Services team members
Assist in mass mail projects
Miscellaneous errands (post office, bank, etc.)
Meet all quality, productivity, and turnaround goals
Supervision
N/A
Section 3: Experience, Skills, Knowledge Requirements
Learn functions of Benefit Trust Services administration
Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations
Effective oral and written communication skills
Organization and prioritization skills
Software Skills: MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc.
Online portals for Insurance Carriers
Bank Deposit Machines (WF CEO, CB&T, Union Bank etc)
Detail orientation
Ability to work independently
Effective Interpersonal skills
Demonstrates initiative
Good judgment
1 - 2 years office experience
We are proud to be an Equal Opportunity Employer
The national average salary range for this role is $20-$22 per hour in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits
.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ******************
******************
email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$20-22 hourly Auto-Apply 8d ago
Administrative Support Assistant
Ascensus 4.3
San Diego, CA jobs
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com.
Section 1: Position Summary
Supports all clerical functions (typing, filing, faxing, copying, mass mailings, phone and mail) to ensure that daily Benefit Trust Services Department Operations needs are achieved in a timely and accurate manner.
Section 2: Job Functions, Essential Duties and Responsibilities
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Assist with other tasks and projects as assigned
* Learn functions of all aspects of Support Staff Team to fully support the team and to help maintain excellent customer service
* Provide clerical assistance necessary to ensure the office meets all service standards including filing, copying, mailings necessary reporting, assisting with opening mail, etc. (Including handling COBRA and HIPAA protected information.)
* Assist administrator with data entry such as contribution and enrollment processes as needed.
* Prepare and make all deposits via the necessary process (electronic, paper, etc.) for each Trust.
* Utilize Benefit Trust Services department Electronic and Paper filing procedures when completing any clerical task including scanning of necessary reports and documents.
* Provide back up to office receptionist (office duties) as needed.
* Deliver daily outgoing mail to mailbox.
* Pick-up incoming mail daily from mailbox.
* Provide clerical back up support for Benefit Trust Services team members
* Assist in mass mail projects
* Miscellaneous errands (post office, bank, etc.)
* Meet all quality, productivity, and turnaround goals
Supervision
* N/A
Section 3: Experience, Skills, Knowledge Requirements
* Learn functions of Benefit Trust Services administration
* Obtain a basic knowledge of prevailing wage fringe benefit guidelines, COBRA and HIPPA rules and regulations
* Effective oral and written communication skills
* Organization and prioritization skills
* Software Skills: MS Office (Word, Excel, Outlook), TMS, VHCS, COBRA Solutions Etc.
* Online portals for Insurance Carriers
* Bank Deposit Machines (WF CEO, CB&T, Union Bank etc)
* Detail orientation
* Ability to work independently
* Effective Interpersonal skills
* Demonstrates initiative
* Good judgment
* 1 - 2 years office experience
We are proud to be an Equal Opportunity Employer
The national average salary range for this role is $20-$22 per hour in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$20-22 hourly 60d+ ago
Administrative Support Assistant
McKinley Children's Center 3.9
San Dimas, CA jobs
McKinley: Youth, Family, and Community are what we are all about! We offer a great working environment and benefits package! McKinley encourages growth so that you can Be your Best H.U.M.A.N.
At McKinley employees share a set of guiding principles: We embrace a culture that is Hopeful, Understanding, Moral, Awesome, Nurturing. - H.U.M.A.N.
The Company: McKinley is a highly respected welfare organization with a comprehensive array of programs and services which touch nearly 1,800 lives annually including short term residential treatment program (STRTP), Foster Care, Adoptions, Mental Health Services, and Special Education. McKinley has 5 locations throughout southern California with our main campus located in San Dimas. We embrace a culture that is H.U.M.A.N.- Hopeful, Understanding, Moral, Awesome, Nurturing. McKinley has created a Hopeful environment, in which we choose optimism in finding the motivation to achieve our greatest dreams. We are a team dedicated to Understanding individual needs and do so by listening and embracing each individual s stories. We strongly embrace our agency s Morals by treating everyone with kindness and respect. At McKinley, we acknowledge our team member s and clients Awesome qualities by celebrating what makes each individual unique. We are dedicated to Nurturing a Trauma-Informed Integrated Care approach that has created a unique culture within the organization. We celebrate diversity by our commitment to cultivating an inclusive and affirming environment for all.
The Position: The Administrative Assistant provides comprehensive administrative and office support to the leadership team, ensuring efficient day-to-day operations and effective coordination across departments. This role serves as a key point of contact for internal and external stakeholders and supports leadership through scheduling, communication, documentation, and project coordination.
Compensation and Benefits:
The pay range we re offering is $22.00-$28.00 hourly depending (Based) on experience.
Our people are the heart of our organization, which is why we offer robust benefits to support your health and wellness as well as your personal and financial well-being.
Medical, Dental, and Vision Insurance- we offer a company defined contribution of $620/month
Life Insurance
Flexible Spending Account
Paid Time Off
Sick Time
Paid Holidays
403(b) retirement plan with company match up to 3%
Employee Assistance Program
Tuition Reimbursement
Employee Referral Bonus
Credit Union Membership
Training Opportunities to Further Personal and Professional Growth
EDUCATION / EXPERIENCE REQUIRED:
High School diploma, BA preferred
2 years of Administrative Assistant or office experience
Bilingual Spanish-speaking preferred
OTHER SKILLS REQUIRED:
Strong proficiency in Google Workspace and other related software
Strong organizational and project management coordination skills, including tracking timelines, deliverables, and follow-up items
Excellent oral, written, and interpersonal communication skills
Exceptional customer service skills, both in person and over the phone, with internal and external stakeholders
Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
Strong time management skills with the ability to meet deadlines with minimal supervision
Ability to work independently while also contributing effectively as a team member
Professional demeanor with the ability to represent the organization appropriately at all times
Ability to maintain strict confidentiality and professional boundaries with leadership, team members, and clients
Ability to write, speak, and interact in a clear, professional, and respectful manner
PHYSICAL SKILLS REQUIRED:
Must pass a pre-employment physical examination, tuberculosis (TB) test, and drug screening
Ability to sit for extended periods while working at a computer and performing administrative and project management tasks
Ability to stand and walk intermittently throughout the workday
Ability to use hands and fingers to operate a computer keyboard, mouse, telephone, and other standard office equipment
Ability to read, write, and communicate effectively in person, over the phone, and via electronic communication
Ability to occasionally bend, stoop, kneel, reach, and lift or carry materials weighing up to 15 pounds
Ability to travel between sites or attend meetings as needed
CLEARANCES REQUIRED:
Department of Justice (DOJ), Federal Bureau of Investigation (FBI), Child Abuse Index (CACI)
Insurability under Corporate Automobile Insurance
DESCRIPTION OF DUTIES:
Provide comprehensive administrative and project coordination support to the leadership team across multiple departments
Manage calendars, schedule appointments, and coordinate meetings; prepare agendas, take detailed minutes, and track follow-up action items
Support assigned projects by tracking timelines, coordinating deliverables, maintaining documentation, and ensuring timely follow-through
Serve as a point of contact for internal and external stakeholders and route inquiries appropriately
Answer, screen, and direct incoming phone calls and provide general front desk coverage as needed
Prepare, compile, and distribute reports, presentations, and correspondence
Develop, organize, and maintain electronic and paper filing systems, including Google Drive and shared drives
Coordinate travel arrangements and submit or reconcile expense reports
Conduct routine site camera checks on assigned days and report concerns
Assist with the review and organization of camera footage and documentation related to incidents, violations, or damages as directed
Track and compile vehicle-related administrative data, including mileage, fuel usage, registrations, and reports, for leadership review
Assist with insurance-related and compliance-related project coordination, including documentation tracking and follow-up
Support audit and compliance projects by organizing materials, tracking requirements, and coordinating responses
Assist with the receipt, organization, and tracking of vendor bids and related documentation
Provide administrative support for special projects as assigned
Perform general office support functions, including filing, scanning, copying, and mail processing
Perform all other related duties as assigned
Why Should You Apply?
Our Mission- work for an organization that makes a real difference in people s lives
Competitive pay
Several benefit options
Employee tuition reimbursement
Great training for staff
Join McKinley to Be Your Best H.U.M.A.N.
$22-28 hourly 16d ago
Administrative Support Assistant
McKinley Children's Center 3.9
San Dimas, CA jobs
McKinley
Youth
Family
and
Community
are
what
we
are
all
about
We
offer
a
great
working
environment
and
benefits
package
McKinley
encourages
growth
so
that
you
can
Be
your
Best
HUMAN
At
McKinley
employees
share
a
set
of
guiding
principles
We
embrace
a
culture
that
is
Hopeful
Understanding
Moral
Awesome
Nurturing HUMAN The Company McKinley is a highly respected welfare organization with a comprehensive array of programs and services which touch nearly 1800 lives annually including short term residential treatment program STRTP Foster Care Adoptions Mental Health Services and Special Education McKinley has 5 locations throughout southern California with our main campus located in San Dimas We embrace a culture that is HUMAN Hopeful Understanding Moral Awesome Nurturing McKinley has created a Hopeful environment in which we choose optimism in finding the motivation to achieve our greatest dreams We are a team dedicated to Understanding individual needs and do so by listening and embracing each individuals stories We strongly embrace our agencys Morals by treating everyone with kindness and respect At McKinley we acknowledge our team members and clients Awesome qualities by celebrating what makes each individual unique We are dedicated to Nurturing a Trauma Informed Integrated Care approach that has created a unique culture within the organization We celebrate diversity by our commitment to cultivating an inclusive and affirming environment for all The Position The Administrative Assistant provides comprehensive administrative and office support to the leadership team ensuring efficient day to day operations and effective coordination across departments This role serves as a key point of contact for internal and external stakeholders and supports leadership through scheduling communication documentation and project coordination Compensation and Benefits The pay range were offering is 2200 2800 hourly depending Based on experience Our people are the heart of our organization which is why we offer robust benefits to support your health and wellness as well as your personal and financial well being Medical Dental and Vision Insurance we offer a company defined contribution of 620monthLife InsuranceFlexible Spending AccountPaid Time OffSick TimePaid Holidays403b retirement plan with company match up to 3Employee Assistance ProgramTuition ReimbursementEmployee Referral BonusCredit Union MembershipTraining Opportunities to Further Personal and Professional Growth EDUCATION EXPERIENCE REQUIRED High School diploma BA preferred2 years of Administrative Assistant or office experience Bilingual Spanish speaking preferred OTHER SKILLS REQUIRED Strong proficiency in Google Workspace and other related software Strong organizational and project management coordination skills including tracking timelines deliverables and follow up items Excellent oral written and interpersonal communication skills Exceptional customer service skills both in person and over the phone with internal and external stakeholders Highly organized detail oriented and able to manage multiple priorities in a fast paced environment Strong time management skills with the ability to meet deadlines with minimal supervision Ability to work independently while also contributing effectively as a team member Professional demeanor with the ability to represent the organization appropriately at all times Ability to maintain strict confidentiality and professional boundaries with leadership team members and clients Ability to write speak and interact in a clear professional and respectful manner PHYSICAL SKILLS REQUIRED Must pass a pre employment physical examination tuberculosis TB test and drug screening Ability to sit for extended periods while working at a computer and performing administrative and project management tasks Ability to stand and walk intermittently throughout the workday Ability to use hands and fingers to operate a computer keyboard mouse telephone and other standard office equipment Ability to read write and communicate effectively in person over the phone and via electronic communication Ability to occasionally bend stoop kneel reach and lift or carry materials weighing up to 15 pounds Ability to travel between sites or attend meetings as needed CLEARANCES REQUIRED Department of Justice DOJ Federal Bureau of Investigation FBI Child Abuse Index CACIInsurability under Corporate Automobile InsuranceDESCRIPTION OF DUTIES Provide comprehensive administrative and project coordination support to the leadership team across multiple departments Manage calendars schedule appointments and coordinate meetings; prepare agendas take detailed minutes and track follow up action items Support assigned projects by tracking timelines coordinating deliverables maintaining documentation and ensuring timely follow through Serve as a point of contact for internal and external stakeholders and route inquiries appropriately Answer screen and direct incoming phone calls and provide general front desk coverage as needed Prepare compile and distribute reports presentations and correspondence Develop organize and maintain electronic and paper filing systems including Google Drive and shared drives Coordinate travel arrangements and submit or reconcile expense reports Conduct routine site camera checks on assigned days and report concerns Assist with the review and organization of camera footage and documentation related to incidents violations or damages as directed Track and compile vehicle related administrative data including mileage fuel usage registrations and reports for leadership review Assist with insurance related and compliance related project coordination including documentation tracking and follow up Support audit and compliance projects by organizing materials tracking requirements and coordinating responses Assist with the receipt organization and tracking of vendor bids and related documentation Provide administrative support for special projects as assigned Perform general office support functions including filing scanning copying and mail processing Perform all other related duties as assigned Why Should You Apply Our Mission work for an organization that makes a real difference in peoples lives Competitive pay Several benefit options Employee tuition reimbursement Great training for staff Join McKinley to Be Your Best HUMAN
$34k-41k yearly est. 17d ago
Administrative Support Assistant
Us Federal Solutions 3.9
Atlanta, GA jobs
USFS is an ISO 9001 management consulting firm with headquarters in the National Capital Region and offices and staff in 12 US states. USFS staff average 10+ years of professional experience, over 80 percent of our staff have bachelor's degrees, and over half have advanced degrees in business and technology. USFS was founded in 2010 and provides financial management, acquisition management, program management, and data analytic support services to federal and state governments. US Federal Solutions, a leading management consulting firm, is seeking an Administrative Support Assistant.
Administrative Support Assistant
Location: Atlanta, GA (On-site at DHS FPS Regional Office)
US Federal Solutions is seeking a highly capable Administrative Support Assistant to support the Federal Protective Service (FPS) within the Department of Homeland Security. This role provides direct administrative and operational support to senior leaders and program offices that oversee critical law enforcement, security, and mission support functions across Region 4.
This is a full-time, on-site position located at 180 Ted Turner Drive SW, Atlanta, GA 30303.
What You'll Do
This position is ideal for an experienced administrative professional who is comfortable working independently, managing competing priorities, and supporting senior leadership in a fast-paced federal environment.
Key responsibilities include:
Provide day-to-day administrative and clerical support to Regional and Deputy Regional Directors, Branch Chiefs, District Commanders, and Program Managers.
Manage calendars, schedule meetings, coordinate conference rooms and conference lines, and ensure leadership is fully briefed ahead of meetings.
Prepare meeting materials, capture and distribute minutes, and track follow-up action items.
Serve as a point of contact for office procedures, routing calls and inquiries to appropriate staff.
Coordinate IT service requests and track tickets through completion.
Perform timekeeping support using WebTA, including validation, auditing, reporting, and coordination of corrections.
Process incoming and outgoing mail, including priority and express shipments.
Support SES-level travel by preparing travel authorizations and reviewing expense reports for accuracy.
Compile and track data related to budgets, fund allocations, expenditures, and recurring reports.
Draft correspondence, special reports, and routine communications for leadership review.
Maintain automated tracking systems for program data, suspense items, milestones, and deliverables.
Collect, organize, analyze, and consolidate data from multiple systems into standardized reports.
Manage SharePoint content and support information-sharing across programs and stakeholders.
Assist with facility security assessment document processing, including packaging, tracking, and distribution.
Support law enforcement and security program data collection, reporting, and compliance efforts.
Provide backup support to the Executive Assistant and assist Mission Support Branch staff as needed.
Act as travel coordinator and office supply coordinator for designated leadership and offices.
Why US Federal Solutions
At US Federal Solutions, we support federal agencies with professionals who know how to keep operations running smoothly behind the scenes. You'll work alongside experienced leaders, contribute to public safety missions, and play a key role in keeping critical programs organized, compliant, and effective.
If you thrive in a high-responsibility administrative role and enjoy supporting leadership that protects federal facilities and personnel, this is a role where your work truly matters.
Requirements
Security Clearance:
US Citizenship.
Public Trust Preferred
DHS Suitability Preferred
What We're Looking For
Education and Experience
Associate's, Bachelor's degree preferred, or
Five (5) years of experience as an Administrative Assistant or Secretary supporting senior-level government officials (GS-12/GS-13 equivalent).
Qualifications
At least five (5) years of experience in general office operations and administrative support.
Strong understanding of organizational structures and how offices interact in a federal environment.
Proficiency with Microsoft Word, Excel, PowerPoint, SharePoint, Access, Visio, and related office tools.
Typing speed of at least 40 words per minute.
Experience establishing and maintaining comprehensive filing systems.
Strong written, verbal, and interpersonal communication skills.
Proven ability to manage multiple administrative projects at the same time.
Detail-oriented, organized, and comfortable conducting independent research.
Willingness to complete required annual training, including ethics training.
Benefits
Employer-provided paid Medical / Dental / Vision insurance.
Employer matching 401K plan.
PTO
11 Federal Holidays
Additionally voluntary benefits to include Short / Long Term Disability, Term Life, and AD&D Insurance.