Administrative Specialist jobs at The PNC Financial Services Group - 1990 jobs
Business Experience Planning and Administration Specialist
PNC Financial Services Group, Inc. 4.4
Administrative specialist job at The PNC Financial Services Group
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Business Experience Planning and AdministrationSpecialist within PNC's Retail Distribution Operations - Centers of Excellence organization, you will be based you will be based in Toledo, OH.
As a Business Experience Planning and AdministrationSpecialist, you will be hands-on and business-facing, focused on building and managing communication workflows and simple applications using Microsoft Power Platform. You will primarily work with Power Automate and Power Apps integrated with SharePoint, ensuring smooth technical operations and compliance. In addition, a smaller portion of the role will involve creating visually engaging program materials, communications, and presentations to support business initiatives.
Key Responsibilities Include:
* Design and maintain Power Automate workflows for updates, reminders, and approvals.
* Build Power Apps connected to SharePoint for forms, trackers, and approvals.
* Troubleshoot flows and apps; monitor run histories; manage connectors and permissions.
* Perform quarterly certification and hygiene tasks for M365 items you own, including SharePoint and Power Platform assets, reviewing classification and permissions.
* Create visually engaging PowerPoint decks and materials.
* Apply design principles like balance, emphasis, color theory, and proportion.
* Develop clear, on-brand visuals for presentations and communications.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Provides support and assistance for implementation and/or administrative efforts for line of business initiatives. Demonstrates commitment to quality by delivering the CARES model to customers and/or internal partners.
* Identifies more complex problems and provides advice and resolution in support of line of business initiatives.
* Partners with other departments or other functional areas in support of line of business initiatives.
* Independently provides data collection, research and reporting for assigned line of business initiatives.
* Recommends and delivers best practices and learning plans that meet business objectives.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Business Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Strategic Planning
Competencies
Accuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Planning: Tactical, Strategic, Problem Solving, Strategic Thinking
Work Experience
Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $45,000.00 - $97,500.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 11/18/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$45k-97.5k yearly 3d ago
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Administrative Assistant
BMO Financial Group 4.7
Minneapolis, MN jobs
Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking to determine, develop, and participate in implementation of improvement opportunities, contributing to the effective and efficient operation of the business group.
+ Supports the execution of strategic initiatives; includes tracking metrics and milestones.
+ Builds effective relationships with internal/external stakeholders.
+ Analyzes data and information to provide insights and recommendations.
+ Leads the planning, coordinating and implementing department events.
+ Provides specialized and professional support to an executive and their senior managers within a large and diverse department or business group.
+ Coordinates and monitors budgets and reporting on results vs. budget.
+ Provides coaching and mentoring to more junior administrative assistants to support them in developing capability to carry out current job accountabilities.
+ Manages and monitors calendars and upcoming events. Dispatches meeting invitations, books meeting rooms and arranges for resources and other requirements in support of smooth and efficient meeting facilitation. Supports the coordination and implementation of department events.
+ Develops and maintains a filing system; ensures business and operational reports, forms, and other documentation, paper or electronic, are readily available.
+ Supports the development of tailored messaging, which may include writing, editing and distributing communications (e.g., correspondence, presentations, policies & procedures).
+ Dispatches outgoing communications. Answers central phone line, responding to and resolving/escalating inquiries.
+ Processes invoices for payment in adherence with documented processes and guidelines and vendor agreements
+ Prepares and logs departmental expense claims and reports. Tracks expenses to ensure they stay within budget.
+ Makes travel arrangements, booking flight/hotel reservations as needed.
+ Liaises with internal business units and external vendors and participates in the local coordination and implementation of premises and building related matters including incoming / outgoing staff and contractors, relocations, office planning and new furniture requirements while ensuring minimal interruptions to business operations.
+ Maintains supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.
+ Ensures all vacation and absence scheduling is documented, takes into account critical business needs, follows guidelines, and is managed consistently across employees in the group; identifies scheduling conflicts for resolution.
+ Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc.).
+ Collaborates with internal and external stakeholders in order to deliver on business objectives.
+ Organizes work information to ensure accuracy and completeness.
+ Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
+ Analyzes issues and determines next steps.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 3-5 years of experience in an administrative/professional support function and post-secondary degree in related field of study desirable.
+ Specialized knowledge.
+ Verbal & written communication skills - Good.
+ Organization skills - Good.
+ Collaboration & team skills - Good.
+ Analytical and problem solving skills - Good.
**Salary:**
$41,714.00 - $69,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$41.7k-69k yearly 2d ago
Private Equity Fund Admin Associate - NAV & Reporting
Jpmorgan Chase & Co 4.8
New York, NY jobs
A leading financial institution is seeking a Private Equity Fund Admin Associate to manage daily client deliverables for Private Equity fund administration. The role encompasses maintaining books and records, calculating management fees, and overseeing capital events. Candidates should have a CA/CPA qualification, 4+ years of experience in fund administration, and proficiency in accounting for complex transactions. Strong communication and team collaboration skills are essential for managing client expectations and resolving issues effectively.
#J-18808-Ljbffr
$101k-135k yearly est. 4d ago
Securities Services - Private Equity Fund Administration - Associate
Jpmorgan Chase & Co 4.8
New York, NY jobs
J.P. Morgan Alternative Fund Services (“AFS”) is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P. Morgan's various private equity and real estate entities. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto, and Sydney. We provide administration services to more than 150 clients across all alternative asset classes.
Job Summary:
As a Private Equity Fund Admin Associate within our client administration team, you will support the management of daily client deliverables for Private Equity fund administration clients. Your responsibilities will include assisting with the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, overseeing capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams. You will also assist in managing client expectations and deliverable timelines in line with SLAs, and ensuring prompt resolution of client issues and escalations. Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities:
Support all aspects of client deliverables for Private Equity fund administration clients including client expectations and timelines as well as any issues and escalations.
Stay abreast of industry standards and best practices while continuously seeking opportunities to enhance operational efficiency and mitigate operational risks.
Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations.
Ensure adherence to control framework including prescribed policies and procedures.
Assist in ad hoc client projects and internal initiatives.
Collaborate with team members and contribute to staff development while providing oversight and supervision on technical topics and client-related issues.
Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence.
Required qualifications, capabilities, and skills:
A professional accounting qualification (CA, CPA) combined with 4+ years of experience working with Private Equity funds in a fund administration or related capacity.
Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures.
Bachelor's Degree in Accounting, Finance, or MBA.
Ability to work under pressure to meet tight deadlines and balance multiple priorities.
Strong attention to detail and a collaborative management style.
Team player with excellent problem-solving, communication, and client service skills as well as the ability to take ownership and manage projects.
Proficiency in Microsoft Office product suite and advanced MS Excel skills.
Preferred qualifications, capabilities, and skills:
Strong knowledge of Investran or similar integrated Private Equity system a plus.
Investment fund audit experience with a Big 4 firm a plus.
#J-18808-Ljbffr
$101k-135k yearly est. 4d ago
Administrative Assistant
BMO-Bank of Montreal 4.7
Minneapolis, MN jobs
Application Deadline:01/30/2026 Address:50 S 6th Street. Job Family Group:Business Management. Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Mana Administrative Assistant, Business Operations, Administrative, Support, Assistant, Skills, Banking
$34k-41k yearly est. 2d ago
Office Administrator
Acadia Realty Trust 4.2
New York, NY jobs
Acadia (NYSE:AKR), headquartered in Rye, New York, Acadia Realty Trust (NYSE:AKR) is an equity real estate investment trust focused on delivering long-term, profitable growth via its dual - core and investment management - platforms.
Our energized team is accomplishing this goal by building a best-in-class, location-driven core real estate portfolio with meaningful concentrations of assets in the nation's most dynamic urban and street-retail corridors, including those in New York, Chicago, Los Angeles, San Francisco, Washington DC, Dallas, and Boston. At the same time, we manage opportunistic and value-add investments through our investment management platform.
Acadia is seeking a full-time Office Manager to provide administrative support for the Company's satellite office based in downtown Brooklyn.
This is a full-time onsite position based in Brooklyn, New York.
Key Responsibilities:
Manage day-to-day administrative functions.
Responsible for accounts payables including auditing of invoices to ensure accuracy and proper coding.
Assist with bidding of contracted services.
Preparing company service agreements and monitoring contracted services.
Assisting with tenant relations including tenant communications.
Assist with updating, monitoring and enforcing property rules and regulations.
Responsible for accounts receivable for 3rd party billings and assists corporate accounts receivables department.
Assist with quarterly and yearly accruals.
Responsible for on-property LED signage including ensuring operational, proper placement and content, as well as content submittal to 3rd party company.
Assist property personnel with expense report submittals.
Process tenant billings.
Order supplies.
Support vendor check-in/check-out procedures.
Provide backup support as needed for any absent management team members.
Other administrative, clerical or operational duties as assigned by management.
Qualifications:
Bachelor's degree required
3+ years' administrative/and or facilities experience
Understand and practice basic accounting principles.
Ability to manage multiple priorities, administrative coordination, and logistics.
Outstanding written and verbal communication skills.
Strong proficiency in MS Office Suite.
Must demonstrate strong attention to detail with excellent organizational and follow-up skills.
Ability to thrive in a fast-paced environment.
Ability to work a flexible schedule to accommodate business needs, including holidays.
Experience with MRI and/or Nexus a plus.
The base salary compensation range for this role reflects the wide range of factors that are considered in making compensation decisions, including but not limited to, skill sets; experience and training; licensure and certifications; and other business and organizational needs. Compensation decisions are dependent on the facts and circumstances of each individual. A reasonable estimate of the current base salary range for this position is $65,000 to $75,000.
Employees may also be eligible to participate in an annual discretionary bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Acadia Realty is an Equal Opportunity Employer - M/F/Veteran/Disability
$65k-75k yearly 5d ago
Administrative Assistant
Brock, Schechter and Polakoff LLP 3.9
Buffalo, NY jobs
Our staff enjoy flexible hours, summer Fridays, and dress for your day attire! Essential Job Functions:
Process tax returns.
Reception and telephone duties - including initial contact with the public, answering and directing incoming calls.
Mail duties.
Provide assistance to all staff members including producing letters, mailings, client financial information, etc., adhere to code of ethics.
Requirements:
Minimum of at least 2 years' related experience.
Possess excellent phone, MS Word, and Adobe Skills.
Ability to write clearly, read and interpret written information, present ideas effectively and document activities.
Ability to work with individuals with various needs while adhering to the firm's policies and procedures.
Must possess excellent written and oral communication.
Able to work some evenings and Saturdays during March and April.
Benefits:
Family Friendly Culture
Competitive Salary
Flexible Work Schedules
This position would be in office during training and then hybrid once training is complete.
Summer Fridays
Dress for your Day
Health Insurance, dental, vision, 401(k), life insurance, supplemental short and long-term disability
$35k-43k yearly est. 8d ago
Administrative Assistant
Americo 4.7
Kansas City, MO jobs
We are seeking a highly organized and proactive Administrative Assistant. In this role, you will serve as a trusted partner to our VP of Operations. You will work to anticipate needs, manage priorities, and ensure seamless day-to-day operations. The ideal candidate will demonstrate exceptional attention to detail, strong problem-solving skills, and the ability to communicate effectively with colleagues at all levels, as well as external vendors and partners. You will be responsible for coordinating schedules, facilitating meetings, preparing materials, and handling sensitive information with the utmost discretion and professionalism. Success in this role requires adaptability, sound judgment, and the ability to thrive in a fast-paced environment while balancing multiple priorities. If you are a skilled multitasker who takes pride in enabling executive and team success, we invite you to apply and join our dynamic organization.
This is role is 100% on-site.
KEY RESPONSIBILITIES:
Proactively manage and optimize the department executive's daily schedule, calendar, and meetings to ensure maximum productivity.
Serve as the first point of contact for incoming calls and requests, prioritizing communications and responding accordingly.
Coordinate and organize meetings, conference calls, and special events, including preparing agendas and materials.
Oversee all travel arrangements, including booking flights, accommodations, and itineraries, while effectively managing last-minute changes.
Draft and edit correspondence, reports, presentations, and communications for internal and external stakeholders.
Maintain spreadsheets, documents, and PowerPoint presentations to support initiatives.
Organize and manage department files and records for easy access and efficiency.
Assist with special projects, purchasing, and provide administrative support as needed.
KNOWLEDGE, SKILLS, AND ABILITIES
5+ years of experience in an administrative support role
Excellent communication skills - both written and verbal - with a professional and polished demeanor.
Strong organizational and multitasking abilities, with a keen ability to prioritize and adapt to changing priorities.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
High level of discretion and confidentiality when handling sensitive information.
Ability to work under pressure and meet tight deadlines in a fast-paced environment.
A proactive, problem-solving mindset with the ability to anticipate needs and take initiative.
EDUCATION QUALIFICATIONS:
4-year college degree preferred
#americo
$31k-42k yearly est. 2d ago
Office Coordinator N/E
Beacon Health System 4.7
South Bend, IN jobs
Reports to the Director/Office Supervisor/Practice Manager. In collaboration with the Director/Office Supervisor/Manager, is responsible for the effective coordination of all operational support functions of the assigned facility and performs duties necessary to maintain a smooth functioning and efficient physician office. Responds to daily operational issues when the Office Supervisor/Site Manager is absent or unavailable.
MISSION, VALUES and SERVICE GOALS
MISSION: We deliver outstanding care, inspire health, and connect with heart.
VALUES: Trust. Respect. Integrity. Compassion.
SERVICE GOALS: Personally connect. Keep everyone informed. Be on their team.
Assists with the management of support staff and the day-to-day operations of the assigned facility by:
Arranging for temporary personnel as necessary, assisting with the scheduling of the staff and processing time cards in a timely manner.
Assisting with supervision of all support staff.
Participating in the compilation of information for employee performance appraisals; assisting with employee relation matters, such as corrective actions and progressive discipline.
Assisting the Supervisor/Manager with interviewing prospective new employees; also providing new employee orientation sessions.
In collaboration with the Supervisor/Manager, developing training and education for the staff.
Utilizing extensive knowledge of electronic medical record to assist in training new staff or existing staff on updates or changes.
Utilizing extensive knowledge of the practice management system to assist in training new staff or existing staff on updates or changes.
Performing duties of any non-clinical staff as needed.
Assists with maintaining a smooth functioning and efficient physician office by:
Participating in the budget process with the Office Supervisor/Site Manager; assisting with the effective management/control of expenses.
Ordering, tracking and maintaining an inventory of supplies.
Assisting with decisions on selecting vendors and purchasing supplies/equipment.
Reviewing charge posting and coding for accuracy.
Ensuring that the practice is accurately capturing all necessary patient data, insurance and other information to properly bill and collect practice fees.
Supervising the daily deposits, ensuring accuracy and timeliness.
Working closely with Office Supervisor/Site Manager on the account payable processes.
Handling all mail and correspondence.
Assisting with the identification of maintenance and repair matters that pertain to the building and grounds.
Assisting in monitoring the telephone system, patient call reports / statistics and the answering service.
Provides the seamless operation of the physician office in order to promote ongoing effective customer service by:
Collaborating with the Supervisor/Manager on marketing and advertisements for the site.
Responding immediately to patient concerns and/or complaints; assuring that patients are treated in a friendly, highly effective manner.
Performing follow-up and ensuring the timely resolution of customer service matters, while seeking assistance from the Site Manager as necessary.
Keeping the Supervisor/Manager apprized of all issues which have the potential for a disruption of service.
Working collaboratively with the Director/Supervisor/Manager to address physician issues.
Serving as the communication resource, especially in the absence of the Office Supervisor/Site Manager.
Plays a key role in the information services development of the physician office by:
Making changes in the physician appointment scheduling template.
Assisting in the development of plans for hardware and software needs.
Promoting the timely implementation of information systems changes.
Verifying that staff are adequately trained on the practice management, electronic medical record and phone systems.
Enhances professional growth and development in assigned area of responsibility and maintains high level of CPT, ICD-9-CM and HCPCS coding skills by:
* Attending in-services and conferences as approved.
Performs other functions to maintain personal competence and contribute to the overall effectiveness of the department by:
Updating the Supervisor/Manager, in timely manner, of unusual situations requiring additional assistance or support.
Participating in continuous quality improvement by identifying areas of opportunity and initiating the necessary actions.
Performing other job related duties as assigned.
ORGANIZATIONAL RESPONSIBILITIES
Associate complies with the following organizational requirements:
Attends and participates in department meetings and is accountable for all information shared.
Completes mandatory education, annual competencies and department specific education within established timeframes.
Completes annual employee health requirements within established timeframes.
Maintains license/certification, registration in good standing throughout fiscal year.
Direct patient care providers are required to maintain current BCLS (CPR) and other certifications as required by position/department.
Consistently utilizes appropriate universal precautions, protective equipment, and ergonomic techniques to protect patient and self.
Adheres to regulatory agency requirements, survey process and compliance.
Complies with established organization and department policies.
Available to work overtime in addition to working additional or other shifts and schedules when required.
Commitment to Beacon's six-point Operating System, referred to as The Beacon Way:
Leverage innovation everywhere.
Cultivate human talent.
Embrace performance improvement.
Build greatness through accountability.
Use information to improve and advance.
Communicate clearly and continuously.
Education and Experience
* The knowledge, skills and abilities as indicated below are normally acquired through the successful completion of a high school diploma is required; with Associate or Bachelor degree preferred. Requires a minimum of two years of experience working in a Physician Practice (healthcare).
Knowledge & Skills
Requires working knowledge of general medical office methods, practices and procedures and medical record file systems.
Requires working knowledge of third party reimbursement procedures and requirements, including Medicare/Medicaid and commercial carriers.
Requires a working knowledge of medical terminology, anatomy, and physiology utilizing established and specialized technical coding processes.
Demonstrates expertise in utilizing practice management and electronic medical record systems and proficiency in basic computer skills (word processing, spreadsheets and e-mail applications).
Demonstrates strong leadership and organizational skills necessary to effectively resolve day-to-day issues. Requires ability to analyze situations and respond in a timely manner.
Demonstrates well-developed communication (verbal and written) and interpersonal skills to interact effectively with a diverse group of people in a professional, courteous, friendly and sincere manner.
Working Conditions
* Works in a medical office environment.
Physical Demands
* Requires the physical ability and stamina (i.e., to remain on feet and walk for long periods of time, ability to push wheelchairs and carts, to lift or pull patients or supplies, to provide CPR, etc. and to sit for long periods of time) to perform the essential functions of the position.
$30k-37k yearly est. 2d ago
Administrative Assistant
CTC 4.6
San Jose, CA jobs
Field Office Administrative Assistant
Why This Role Matters
As our Field Office Administrative Assistant, you'll be the connector who keeps everything running smoothly. From coordinating schedules to supporting regional management, you'll play a key role in ensuring our team stays organized, informed, and ready to deliver. This is more than just an admin role-it's a chance to grow, contribute, and make an impact every day.
What You'll Do
Keep documentation up to date and maintain clear communication with regional management
Organize meetings, video conferences, travel itineraries, and manage calendars
Support team members who are traveling or working remotely
Take notes during meetings and share materials with the team
Prepare reports, presentations, and correspondence that make information clear and accessible
Manage expense reports and reconcile charges accurately
Welcome visitors, answer calls, and maintain a professional office environment
Distribute mail, email, and internal communications
Maintain filing systems and ensure information is easy to find
Jump in on special projects and process improvements as needed
What We're Looking For
2-5 years of administrative or office support experience (new grads welcome to apply)
High school diploma required; bachelor's degree preferred
Strong computer skills (Word, Excel, PowerPoint); SAP Ariba experience is a plus
Japanese language skills are a plus
Soft Skills That Set You Apart
High emotional intelligence and ability to work with diverse personalities
Strong customer service mindset and stakeholder awareness
Proactive, organized, and initiative‑driven
Comfortable making decisions in ambiguous situations
Clear communicator across all levels, internal and external
Customer‑facing experience preferred
Why You'll Love Working Here
You'll gain exposure to diverse teams and stakeholders, building skills that grow your career
You'll be part of a collaborative, supportive environment where your voice matters
You'll have opportunities to learn, develop, and take initiative on meaningful projects
You'll enjoy a role that balances structure with variety-no two days are the same
$33k-44k yearly est. 4d ago
Administrative Assistant, Closing Post-Closing, South Bend, IN
1St. Source Bank 4.3
South Bend, IN jobs
Provides support to management to contribute to the overall efficient operation of the department.
ESSENTIAL REQUIREMENTS
Responsible for managing vehicle titles held as collateral for loans. This role involves collecting, processing, and maintaining vehicle titles, placing liens, and ensuring compliance with state and federal regulations.
Collects and processes vehicle titles from customers and dealerships.
Verifies the accuracy and completeness of title documents.
Ensures all titles are properly recorded and stored securely.
Places liens on vehicle titles as required by loan agreements.
Ensures all lien placements are accurately recorded in the bank's system.
Responds to customer inquiries regarding vehicle titles and liens.
Works closely with loan officers and other bank staff to resolve title-related issues.
Regular and predictable attendance is an essential requirement of the position.
Completes assigned compliance training related to the position.
Stays updated on all applicable laws and regulations that apply to the position and comply with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
One (1) year of experience in a similar role, preferably in a banking or automotive environment.
Strong knowledge of vehicle title and lien processes.
Excellent attention to detail and organizational skills.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office Suite.
EDUCATION
High school diploma or equivalent; bachelor's degree in finance, business, or related field preferred.
TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects or training as needed.
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 to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
$27k-30k yearly est. 2d ago
Administrative Assistant, Auto & Light Truck, South Bend, IN
1St. Source Bank 4.3
South Bend, IN jobs
Provides administrative support to management to contribute to the overall efficient operation of the department.
ESSENTIAL REQUIREMENTS
Auto & Light Truck/Truckers Bank Plan Loan Operations Administrative Responsibilities:
Assists in the review, system input and processing of incoming Auto & Light Truck funding requests.
Follows up with customers for pending or additional required items to complete the funding package.
Assists in the review of boarded loans to ensure accuracy.
Serves as backup to compile and forward fully executed funding document copies to customers.
Assures that assigned reports and / or projects are completed in a timely and efficient manner by compiling information and preparing it in final format.
Administrative Responsibilities:
Coordinates the efficient operations of the department by maintaining confidential and general customer files, scheduling daily tasks, maintaining manuals, and performing necessary clerical duties relevant to the area.
Provides optimum support to management through ongoing communication to assess / reassess priorities in order to meet deadlines.
Prepares computer generated reports and information to department or division management as requested.
Performs follow-up on all administrative details relevant for department efficiency.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
Two (2) or more years of experience in an office environment preferred.
Proficiency in MS Office software (Excel, Word) is essential.
Good organizational skills.
Analytical and problem solving skills with attention to detail.
Able to prioritize workload and handle multiple competing tasks and demands.
Ability to meet deadlines.
Ability to handle multiple tasks in a fast-paced environment.
Good written and verbal communication skills.
EDUCATION
High School Diploma/GED required.
TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects or training as needed.
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 to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
$27k-30k yearly est. 2d ago
Administrative Assistant II, Community Development, South Bend, IN
1St. Source Bank 4.3
South Bend, IN jobs
This Administrative Assistant II position will be a temporary work assignment, March 1 to August 30, 2026.
Assists the Community Development Manager, Community Development Analyst and internal clients with achieving goals established by the enterprise-wide Community Leadership & Engagement Operating Plan, as approved by the Community Leadership Committee and Board of Directors.
The position will be responsible for:
* Utilizing software and data management platforms for the collection, validation/documentation and analysis efforts related to CRA lending (HMDA, CRA small business/small farm and community development lending), investments and services.
Preparing lending, investment and service performance analysis reports which assists management with assessing ongoing CRA performance, meeting Community Leadership & Engagement Operating Plan goals and regional community leadership performance.
Preparing above mentioned information, reports and analysis for CRA examinations, audits and internal use for the Community Leadership Committee, Community Investment Committee, regional CRA committees and periodic reporting to the Board of Directors.
Processing and submission of applications for Community Investment programs available through the Federal Home Loan Bank of Indianapolis.
Representing the Bank both internally and externally regarding community leadership initiatives, programs and projects assisting with maintaining a community outreach portfolio across the Bank's footprint.
Adapting quickly to dynamic situations as they arise and support community development initiatives when and where necessary.
Assisting in providing CRA-related information requested by internal departments.
The incumbent in this position must be proficient in interpreting, analyzing and understanding the CRA exam performance expectations and interpreting guidance for the CRA and its impact.
ESSENTIAL REQUIREMENTS
Facilitates the collection, evaluation, documentation and organization of CRA lending, investment and service activities.
Prepares lending, investment and service performance reports as needed.
Provides assistance in managing Federal Home Loan Bank Community Investment programs through implementing procedures, processing, submission and monitoring.
Provides assistance with internal/external CRA reviews/examinations to ensure the Bank is following all regulatory requirements.
Conducts on-going data integrity validation of CRA-eligible activities and prepares required reporting as needed and requested.
Remain current on regulations related to community oversight and CRA requirements as well as industry best practices to ensure maximum efficiency and effectiveness.
Understands all applicable laws that apply to the position and complies with the regulatory requirements.
Regular and predictable attendance is an essential requirement of the position.
Responsible for the completion of all compliance training related to the position.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE
Two (2) - five (5) years of banking experience in CRA, compliance or a related risk management area preferred, along with community leadership experience.
Five (5) - seven (7) years banking regulatory audit, risk management or compliance experience preferred with a focus on CRA programs and evaluations.
Experience with data management software applications.
Experience with project/task management tools preferred.
SKILLS
Understanding CRA exam performance expectations and ability to interpret guidance for CRA and its impact.
Strong organizational skills, with a demonstrated ability of multi-tasking and meeting deadlines while working with little or no supervision.
Strong analytical skills that result in reasonable, supportable conclusions that are reached independently.
Highly motivated with the ability to take initiative, be proactive, detail focused to follow through and complete projects/responsibilities in a professional and timely fashion.
Proficiency with PC utilization, standard office software (Microsoft Office, Word, Excel, Outlook, etc.).
Proficiency with CRA software applications, cloud-based applications and digital media.
Ability to handle multiple tasks in a fast-paced environment.
Detailed oriented.
Self-motivated and proactive.
Ability to prioritize.
Strong written and verbal communication skills (advanced).
Ability to work with all departments and business entities.
Community leadership experience preferred.
EDUCATION
Bachelor's Degree required. Concentration in business, community development, compliance, risk management and/or non-profit management preferred.
TRAVEL REQUIREMENTS
Ability to travel to all locations as well as ability to travel overnight, as needed for meetings, projects, seminars, training, etc.
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 to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, CRA related applications, phone and standard office equipment.
$27k-30k yearly est. 3d ago
Office Manager & Personal Assistant
Northwestern Mutual 4.5
Chicago, IL jobs
Northwestern Mutual - Chicago enjoys a rich heritage as a provider of financial planning services. Since 1872, when Northwestern Mutual opened this office in Illinois, our growing firm has worked diligently to help people achieve their goals and dreams for financial growth and security.
We are currently seeking a full time Office Manager to join our Hyde Park NM - Chicago office. The Office Manager is the first impression for guests and is responsible for overseeing the daily operations of the office .
Below is a partial listing of job duties completed by the Office Manager:
Assistant to the Managing Director
Review office communication and relay important information or changes to leadership
Monitor and approve expenses
Cover reception area in the office, greet visitors, answer phones, book conference rooms, setup for meetings
Be the liaison with building management and vendors
Desired Skills:
Excellent oral and written communication skills, organization, time management, strong attention to detail, ability to multi-task, Microsoft applications, ability to maintain confidentiality.
Requirements:
Full-time, in office 5 days a week
1-3 years of customer service, preferred
Familiarity with Microsoft applications
$78k-103k yearly est. 3d ago
Administrative Assistant II, Loan Services, South Bend, IN
1St. Source Bank 4.3
South Bend, IN jobs
Provides administrative support to management to contribute to the overall efficient operation of the department.
ESSENTIAL REQUIREMENTS
Assures that assigned reports and / or projects are completed in a timely and efficient manner by compiling information and preparing it in final format.
Coordinates the efficient operations of the department by maintaining confidential and general files, scheduling daily tasks, maintaining manuals, and performing necessary clerical duties relevant to the area.
Provides optimum support to management through ongoing communication to assess / reassess priorities in order to meet deadlines.
Prepares computer generated reports and information to department or division management as requested.
Performs follow-up on all administrative details relevant for department efficiency.
Responsible for the completion of all compliance training related to the position.
Must understand all applicable laws and regulations that apply to the position and complies with the requirements.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned.
EXPERIENCE/SKILLS
Ten (10) or more years of experience in an office environment preferred.
Proficiency in MS Office software (Excel, Word) is essential.
Good organizational skills.
Analytical and problem-solving skills with attention to detail.
Able to prioritize workload and handle multiple competing tasks and demands.
Ability to meet deadlines.
Ability to handle multiple tasks in a fast-paced environment.
Good written and verbal communication skills.
EDUCATION
High School Diploma/GED required.
TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects or training as needed.
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 to perform the essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone and standard office equipment.
$24k-26k yearly est. 2d ago
Specialty Wealth Asset Administration Officer II - (Trust Real Estate)
City National Bank 4.9
Wilmington, DE 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 19d 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: $ 58,766.40 - $ 93,873.60 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
$58.8k-93.9k yearly 20d 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.
$65.3k-104.3k yearly 19d ago
CRA Administration Officer
Cathay Bank 4.4
El Monte, CA jobs
Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed.
Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests.
Ensure that all department policies and procedures are updated in a timely manner.
Represent the Bank and CRA team at various community events and bank sponsored events.
Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment.
Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings.
Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings.
Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations.
Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity.
Maintain current information for the Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's degree is preferable in Business, Accounting, or Finance.
Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred.
Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities.
OTHER DETAILS
$33.65 - $48.08 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
$33.7-48.1 hourly 17d ago
CRA Administration Officer
Cathay General Bancorp 4.4
El Monte, CA jobs
Responsible for the creation of in-depth analyses of bank CRA performance, including recommendations on how to improve performance - lending, investments, and services. Acts as a backup for other department positions when others are out of the office. Represents the Bank at various community events and fundraisers, acts as a champion for the CRA team at internal meetings and/or events. Assist with participating in CRA service activities and other assignments that contribute to the implementation and maintenance of an effective CRA Compliance Program for the Bank.
ESSENTIAL FUNCTIONS
Acts as a backup for other department positions when others are out of the office (Analysts and Assistant Manager) when needed.
Perform secondary reviews and ensure accuracy of CRA data as necessary for the three CRA performance tests.
Ensure that all department policies and procedures are updated in a timely manner.
Represent the Bank and CRA team at various community events and bank sponsored events.
Along with the SVP, Director of Community Development, be actively involved in the annual Risk Control Self-Assessment.
Monitor reports and prepare quarterly performance analysis, annual self-assessment, strategic plan, and annual loan goals. This documentation will be presented by the SVP, Director of Community Development at the Risk & Compliance Committee, Enterprise Risk Management and Internal Control Committee meetings.
Coordinate the preparation and distribution of meeting materials for the Community Advisory Committee meetings. Prepare and distribute meeting minutes for these meetings as well as be a regular attendee at these meetings.
Take a very active role in the implementation of various special projects that will positively impact the CRA program, such as the Dodd Frank Section 1071, and changes to CRA regulations.
Perform other special projects, as assigned by the SVP, Director of Community Development to include but not limited to the declined small business loan referral program and Supplier Diversity.
Maintain current information for the Intranet, Public File, Bulletin, forms and charts.
Assist with CRA activity performance tracking in other areas as needed.
Complete assigned training courses in a timely manner.
QUALIFICATIONS
Education: Bachelor's degree is preferable in Business, Accounting, or Finance.
Experience: Minimum of three years of banking experience. Some working knowledge of accounting or loan underwriting. CRA knowledge is a plus. Knowledge of CRA software and SharePoint preferred.
Skills/Ability: Strong computer skills; proficient with Microsoft Office products. Takes initiative, works independently with minimal supervision, and consistently meets deliverable dates. Professional, able to effectively interact with all levels of the Bank as well as with external partners. Good organization and analytical skills. Excellent verbal and written communication skills. Highly organized, results-oriented with strong attention to detail and good follow-through skills. Enthusiastic and self-motivated. Willingness to work overtime occasionally to accomplish and meet deadlines, and to attend CRA activities. Ability to work offsite to perform service hours and attend CRA activities.
OTHER DETAILS
$33.65 - $48.08 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.
$33.7-48.1 hourly 17d ago
Learn more about The PNC Financial Services Group jobs