Administrative Specialist jobs at US Federal Credit Union

*This job is 100% onsite in our Woodland Hills, CA office. The Zenith Office Administrator is responsible for providing operational and customer service support within the Zenith Information Systems ecosystem. Request types can vary from office administrative duties, bookkeeping, payroll, and reporting queries. The role will partner heavily with Business Management firms by completing intake, triage, and fulfillment of requests to ensure they are completed in a timely manner. Responsibilities: Manage all daily office administrative duties, including but not limited to processing and coordination of mail, recording deposits, and office inventory. Provide exceptional payroll and operations support to account managers via phone and our Salesforce case management system Manage all incoming support calls, emails, and cases; triage issues as they arrive and route issues to tier 2 support Engage and empathize with account managers to resolve issues and requests through completion while meeting SLAs Complete bill pay, deposit/payroll processing, monitoring client cash flow, bank reconciliations and month end closing requests Report work related to preparing financial statements, supplementary reports, quarterly/annual payroll, and 1099 filings Secondary activities will consist of interacting with bookkeeping for report creation on cash position, bill pay and client investing Review monthly/semi-annual general ledger and trial balances along with occasional record entries into the General Ledger Troubleshoots payroll and accounting issues while working closely with client accounting team to ensure clean and accurate books and ensure that tax deadlines (1099s, estimated payments) are met timely Qualifications: High school diploma Minimum 1 year of customer service or operations experience, preferably in financial services or accounting Strong technical aptitude and willingness to learn Excellent communication and problem-solving skills Ability to thrive in a fast-paced, high-volume environment

Experience Requirements: Minimum 3 to 5 years of experience in mailroom operations or a related administrative role. . Experience working with US Health Plans (e.g., Medicare Advantage, Commercial, or Medicaid). Familiarity with Claims, Eligibility, COB, Refunds, and Provider Correspondence workflows. Hands-on experience with document imaging and indexing tools Strong understanding of mail classification, batching, scanning, indexing, and routing processes. Ability to monitor queue volumes, track SLAs, and report on daily/weekly mailroom performance. Exposure to client communication or participation in internal audits preferred. Experience in handling return mail, stale checks, or provider refund letters is a plus. Prior experience working in a Healthcare environment is strongly preferred. Demonstrated knowledge of healthcare privacy and security regulations (e.g., HIPAA). Experience handling confidential medical records, lab reports, and prescription materials. Experience in mentoring or training junior mailroom associates. Proven ability to manage complex mailroom workflows and coordinate with multiple departments. Good with MS Office, training and reporting. Key Responsibilities: Listed below are the primary job duties and responsibilities that are required: Receive and log incoming physical and electronic mail from members, providers, and third-party administrators. Sort and categorize mail based on document type (Claims, Refunds, Appeals, COB, Eligibility, etc.). Scan and index documents into the designated workflow systems Prepare, label, and process outgoing mail and packages in accordance with healthcare policies and regulatory standards, including HIPAA compliance. Ensure high accuracy and quality in document imaging and routing. Route mail to appropriate business units such as Claims Adjudication, Enrollment, Finance, or Provider Relations, Customer service team. Manage outgoing correspondence including member communications, refund letters, and claim return packages. Track and report daily mailroom volumes, turnaround times, and exceptions. Identify misdirected or duplicate mail and take corrective actions. Support audits, internal controls, and process improvement initiatives. Operate mailroom equipment such as postage meters, scanners, copiers, and secure shredders. Coordinate with courier services and internal departments to ensure timely and secure delivery of medical and administrative materials. Follow all healthcare privacy, safety, and security protocols when handling sensitive patient information. Assist with special projects and perform other duties as assigned. Maintain confidentiality and compliance with HIPAA and Health Plan's data protection policies. Behavior Skills: Attention to detail while accomplishing tasks, meeting Weekly / Daily targets with required quality in the given timelines. Review data for deficiencies or errors, correct any incompatibility if possible. Adhere to the team norms for making the overall team a cohesive one. Ability to prioritize and manage workload. Communicates clearly and concisely, with sensitivity to the needs of others. Participates in any required training sessions/seminars. Participates in special projects as requested. Maintains the confidentiality of all company procedures, results, and information about participants, clients, providers, and employees. Establishes and maintains effective working relationships with co-workers. Ability to work independently, seeking supervision as needed. Ability to communicate professionally, clearly, and effectively, verbally and in writing. Ability to meet attendance requirements to effectively fulfill all functions of the position. Ability to independently follow through on assigned tasks, without prompting. Ability to prioritize effectively and multitask. Qualifications & Skills: Bachelor's degree or equivalent experience (preferred). 1-3 years of experience in US Healthcare Mailroom / Document Management / Claims Intake process. Knowledge of health plan operations (claims, eligibility, COB, refunds) preferred. Proficiency with document imaging tools and MS Office applications. Strong attention to detail, organizational, and analytical skills. Ability to meet SLAs, multitask, and work in a fast-paced environment. Good written and verbal communication skills. Basic understanding of HIPAA compliance.

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 embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact? 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 the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries.

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

The Construction Loan Administration Specialist shall act primarily to support Intercoastal Mortgage, Construction Lending. They will perform duties pertinent to supporting existing Construction Lending team members with primary focus on draw administration, funding, portfolio maintenance, and customer service support while adhering to guidelines, policy, and procedure. Key Duties and Responsibilities Manage an active pipeline of construction loans to administer funding draws from loan funds for completed construction progress with accuracy and compliance with guidelines and policy: Activate loan in BUILT platform. Manage day to day draw activity and monitor inspection completion. Communicate effectively with the builder and borrower. Prepare daily draw funding for review and approval by Senior Management. Review loan file checklist prior to funding. Monitor loan maturity reports for pipeline. Ensure insurance is in place on all loans managed. Handle customer inquiries and keep loan officers informed of actions taken or needed. Build and maintain positive relations with all construction lending team members and co-workers in other departments. Comply with all department and company policies, procedures, and regulations. Knowledge, Skills, & Abilities Excellent customer service skills. Detail-oriented with a high degree of accuracy. Strong communication and organizational skills. Ability to self-manage time and workflow to meet deadlines. Ability to manage multiple projects at one time. Ability to work independently as well as in a team environment. Education & Experience High school diploma or GED equivalent required. Previous loan experience preferred. This is a hybrid position requiring regular in-office presence at our Reston, VA headquarters alongside remote work flexibility.

Job Title: Funding Administrative Specialist Reports To: Funding Director Direct Reports: N/A FLSA Status: Non-Exempt Salary Grade: 7 Date Created/Revised: 9/25/2025 This position requires a highly motivated person to be responsible for reviewing and auditing contracts and vendor invoices to ensure proper payment to vendors, timely review for “selling” of daily transactions, and coordinating title vehicle documentation between Sales Reps and South Carolina Title deals. You may be asked to work on special projects as we continue to grow our platform. May also perform document control by reviewing being sent to Booking Department and archived Duties and Responsibilities Complete daily excel spreadsheet e-Original and processing files to SC to the Review Funding vendor dollar invoice set up Complete Funding Logs, send to AP and reconcile Filing, scanning and follow-up on contract issues (UPS, US mail, ,lease documents spreadsheets) Communicating documentation requirements with customers, credit, and sales teams in the various offices Working closely with other departments to ensure accuracy in processing Creating and distributing reports, assisting in internal and external audits Create, Upload and Sell Custodian reports Intake of all mail, USPS, UPS, FEDEX, Amazon etc. Participate in various projects Compliance Training: Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Other Duties: This job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice. Knowledge, Skills, and Abilities Education: High school degree or equivalent Experience: 2-3 years equipment leasing experience or similar experience Required Skills:. Proficient in Microsoft Office applications, including Excel Ability to meet deadlines in a fast paced environment Must possess great analytical and problem solving skills Preferred Skills: Knowledge of advanced Excel functions Experience working with Titled vehicle transactions Supervisory Responsibility This position does not manage employees Working Environment and Physical Demands This job operates in a professional office environment. The role routinely uses standard office equipment such as computers, phones, copy machines, and printers. Physical requirements: sedentary This position requires no travel Position Type This is a full-time position. Other We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

We are currently hiring for a Fund Administration staff member to join our team, supporting one of our largest private equity clients. The principal responsibility of this position is to support the client's operations as noted in the “Responsibilities” section below. The person selected for this position will work directly with individuals at all levels and across a variety of teams at the client, including Fund Management, Partnership Accounting, Equity Management, Tax, Legal and Compliance. The position requires strong verbal and written communications skills to effectively interact with client and team, attention to detail, and excellent organizational skills to function effectively in a fast-paced, team-oriented environment. Responsibilities Fund Administration (90% of time) · Support the client's legal entity management function to assist with the formations, modifications, and liquidations of legal entities. · Manage legal entity information in client databases and complete related system tasks assigned to you or your team. · Prepare and process tax forms, including SS-4, 8832, FATCA, and CRS as needed, and track information in the appropriate databases.· Prepare bank account opening applications, assist with opening and closing cash accounts with client's preferred banking partners and related Know-Your-Customer (“KYC”) requests, and track information in the appropriate client databases.· Support Account Lead in completing KYC requests by gathering legal entity documents or information, drafting necessary forms, and compiling for review.· Assist with editing and maintaining your team's investment structure charts.· Coordinate review and execution of various transaction and investment-related documents· Collect and post transaction documents to the appropriate client databases.· Organize document legalizations, including notarization, apostilles, or authentications as needed.· Assist with the transfer of share certificates between custodians for safekeeping as needed.· Address client ad-hoc requests by gathering and providing information about legal entities to internal or external parties. Project Management (10% of time) · Report task status updates to your Account Lead or client team on a timely basis.· Work closely with Account Lead to manage client expectations and ensure quality and consistency of services provided to client.· Work closely with Account Lead to prioritize and provide timely resolution to client requests. Knowledge, Education, Experience · A minimum of one year of work experience in an administrative support position, demonstrating superior service in a fast-paced and demanding environment. Bachelor's degree is preferred but not required.· Advanced experience with Microsoft Office, specifically Microsoft Outlook. · Organized, detail‐oriented, efficient, and diligent.· Superior interpersonal skills and demonstrated ability to work effectively both as part of a team and independently.· Superior communication skills both written and verbal.· High integrity and ability to maintain confidentiality of sensitive and proprietary client information.· Advanced experience in time management with ability to meet deadlines and manage competing priorities.· Ability to gain trust and respect of stakeholders across departments.· Ability to plan, coordinate with various parties and execute an action plan.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

We are currently hiring for a Fund Administration staff member to join our team, supporting one of our largest private equity clients. The principal responsibility of this position is to support the client's operations as noted in the "Responsibilities" section below. The person selected for this position will work directly with individuals at all levels and across a variety of teams at the client, including Fund Management, Partnership Accounting, Equity Management, Tax, Legal and Compliance. The position requires strong verbal and written communications skills to effectively interact with client and team, attention to detail, and excellent organizational skills to function effectively in a fast-paced, team-oriented environment. Responsibilities Fund Administration (90% of time) * Support the client's legal entity management function to assist with the formations, modifications, and liquidations of legal entities. * Manage legal entity information in client databases and complete related system tasks assigned to you or your team. * Prepare and process tax forms, including SS-4, 8832, FATCA, and CRS as needed, and track information in the appropriate databases. * Prepare bank account opening applications, assist with opening and closing cash accounts with client's preferred banking partners and related Know-Your-Customer ("KYC") requests, and track information in the appropriate client databases. * Support Account Lead in completing KYC requests by gathering legal entity documents or information, drafting necessary forms, and compiling for review. * Assist with editing and maintaining your team's investment structure charts. * Coordinate review and execution of various transaction and investment-related documents * Collect and post transaction documents to the appropriate client databases. * Organize document legalizations, including notarization, apostilles, or authentications as needed. * Assist with the transfer of share certificates between custodians for safekeeping as needed. * Address client ad-hoc requests by gathering and providing information about legal entities to internal or external parties. Project Management (10% of time) * Report task status updates to your Account Lead or client team on a timely basis. * Work closely with Account Lead to manage client expectations and ensure quality and consistency of services provided to client. * Work closely with Account Lead to prioritize and provide timely resolution to client requests. Knowledge, Education, Experience * A minimum of one year of work experience in an administrative support position, demonstrating superior service in a fast-paced and demanding environment. Bachelor's degree is preferred but not required. * Advanced experience with Microsoft Office, specifically Microsoft Outlook. * Organized, detail‐oriented, efficient, and diligent. * Superior interpersonal skills and demonstrated ability to work effectively both as part of a team and independently. * Superior communication skills both written and verbal. * High integrity and ability to maintain confidentiality of sensitive and proprietary client information. * Advanced experience in time management with ability to meet deadlines and manage competing priorities. * Ability to gain trust and respect of stakeholders across departments. * Ability to plan, coordinate with various parties and execute an action plan. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionWe are currently hiring for a Fund Administration staff member to join our team, supporting one of our largest private equity clients. The principal responsibility of this position is to support the client's operations as noted in the “Responsibilities” section below. The person selected for this position will work directly with individuals at all levels and across a variety of teams at the client, including Fund Management, Partnership Accounting, Equity Management, Tax, Legal and Compliance. The position requires strong verbal and written communications skills to effectively interact with client and team, attention to detail, and excellent organizational skills to function effectively in a fast-paced, team-oriented environment. Responsibilities Fund Administration (90% of time) · Support the client's legal entity management function to assist with the formations, modifications, and liquidations of legal entities. · Manage legal entity information in client databases and complete related system tasks assigned to you or your team. · Prepare and process tax forms, including SS-4, 8832, FATCA, and CRS as needed, and track information in the appropriate databases.· Prepare bank account opening applications, assist with opening and closing cash accounts with client's preferred banking partners and related Know-Your-Customer (“KYC”) requests, and track information in the appropriate client databases.· Support Account Lead in completing KYC requests by gathering legal entity documents or information, drafting necessary forms, and compiling for review.· Assist with editing and maintaining your team's investment structure charts.· Coordinate review and execution of various transaction and investment-related documents· Collect and post transaction documents to the appropriate client databases.· Organize document legalizations, including notarization, apostilles, or authentications as needed.· Assist with the transfer of share certificates between custodians for safekeeping as needed.· Address client ad-hoc requests by gathering and providing information about legal entities to internal or external parties. Project Management (10% of time) · Report task status updates to your Account Lead or client team on a timely basis.· Work closely with Account Lead to manage client expectations and ensure quality and consistency of services provided to client.· Work closely with Account Lead to prioritize and provide timely resolution to client requests. Knowledge, Education, Experience · A minimum of one year of work experience in an administrative support position, demonstrating superior service in a fast-paced and demanding environment. Bachelor's degree is preferred but not required.· Advanced experience with Microsoft Office, specifically Microsoft Outlook. · Organized, detail‐oriented, efficient, and diligent.· Superior interpersonal skills and demonstrated ability to work effectively both as part of a team and independently.· Superior communication skills both written and verbal.· High integrity and ability to maintain confidentiality of sensitive and proprietary client information.· Advanced experience in time management with ability to meet deadlines and manage competing priorities.· Ability to gain trust and respect of stakeholders across departments.· Ability to plan, coordinate with various parties and execute an action plan. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

The Operations Administration Specialist performs a variety of routine daily tasks, such as reviewing reports, preparing correspondence, and participating in special projects designated to the department. It is required that you have a thorough knowledge of the Company's policies and procedures. The Operations Administration Specialist I is responsible for assisting branches by handling customer issues and ensuring daily transactions are processed smoothly in Operations Administration, the branch and/or corporate levels. The Operations Administration Specialist I helps to ensure internal controls, policies, and mechanisms comply with standard industry practices, regulatory guidelines, and senior management's recommendations and/or directions. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Assist branches and act as liaison for any staff or customer inquiries. 2. Process all transactions including reconcilement and research any out of balance conditions according to NACHA and Federal guidelines. 3. Process day-to-day requests for reclamations and fraudulent activity and ACH origination as necessary. 4. Scan all daily documentation within allocated time frames 5. Review and process all in-clearings, including FRB returned items, and process all deposit adjustments including ATM and non-posted transactions. 6. Maintain IRA documentation and audit reports as well as being a resource for branch staff. 7. Conduct investigations into claims of fraudulent activity including contacting customer when necessary, including Reg E claims. 8. Review database and correct Tax Identification Number (TIN) related errors. 9. Assist customers reporting debit card issues and other requests received either via mail or telephone. 10. Reconcile assigned department accounts including cash advances and bond redemption, perform monthly department GL certification. 11. Analyze all digital signature verification rejects and contacts the branch to confirm with the customer if necessary. 12. Consistently apply decision making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits. 13. Receive and process declarations and indemnity bonds for official company items. 14. Process wire transfer requests from Branches, departments and online banking business customers. 15. Create, maintain, and follow policies and procedures according to company guidelines. 16. Ensures excellent internal and external communication with clients and coworkers 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High School Diploma, and 1-3 years of related experience and/or training; some college preferred; or the equivalent combination of education and experience. • Work related experience must consist of a credit or loan processing background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. • Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Good verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Thorough understanding of bank policy and procedures. • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $36,000 - $52,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 7, 2026.

Job Description The Operations Administration Specialist performs a variety of routine daily tasks, such as reviewing reports, preparing correspondence, and participating in special projects designated to the department. It is required that you have a thorough knowledge of the Company's policies and procedures. The Operations Administration Specialist I is responsible for assisting branches by handling customer issues and ensuring daily transactions are processed smoothly in Operations Administration, the branch and/or corporate levels. The Operations Administration Specialist I helps to ensure internal controls, policies, and mechanisms comply with standard industry practices, regulatory guidelines, and senior management's recommendations and/or directions. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Assist branches and act as liaison for any staff or customer inquiries. 2. Process all transactions including reconcilement and research any out of balance conditions according to NACHA and Federal guidelines. 3. Process day-to-day requests for reclamations and fraudulent activity and ACH origination as necessary. 4. Scan all daily documentation within allocated time frames 5. Review and process all in-clearings, including FRB returned items, and process all deposit adjustments including ATM and non-posted transactions. 6. Maintain IRA documentation and audit reports as well as being a resource for branch staff. 7. Conduct investigations into claims of fraudulent activity including contacting customer when necessary, including Reg E claims. 8. Review database and correct Tax Identification Number (TIN) related errors. 9. Assist customers reporting debit card issues and other requests received either via mail or telephone. 10. Reconcile assigned department accounts including cash advances and bond redemption, perform monthly department GL certification. 11. Analyze all digital signature verification rejects and contacts the branch to confirm with the customer if necessary. 12. Consistently apply decision making techniques pertaining to inquiries, approvals and requests as they apply to existing policies and procedures, keeping within assigned approval limits. 13. Receive and process declarations and indemnity bonds for official company items. 14. Process wire transfer requests from Branches, departments and online banking business customers. 15. Create, maintain, and follow policies and procedures according to company guidelines. 16. Ensures excellent internal and external communication with clients and coworkers 17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 19. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 21. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High School Diploma, and 1-3 years of related experience and/or training; some college preferred; or the equivalent combination of education and experience. • Work related experience must consist of a credit or loan processing background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. • Basic skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position. • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Good verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Thorough understanding of bank policy and procedures. • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $36,000 - $52,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 7, 2026.

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

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bancorp has just opened an opportunity for a Corporate Trust Administrator Specialist in the Corporate Trust Group located in Los Angeles. Corporate Trust acts as Trustee on municipal bond issues. Corporate Trust also acts as Paying Agent, Escrow Agent and Custodian. Ideal candidates will have the skills and experience necessary to: Provide a variety of administrative services to trust account relationships Assist a team of administrators in assembling and analyzing information, monitoring, and processing cash-flow, coordinating, and executing all transactional activity including investment trades. Assist clients with questions and in resolving client's problems. Serve as administrative liaison with clients and others within and outside the company regarding administrative issues related to the trust operations. Prepare calculations (rates, debt service, accrued interest, etc.), internal reports and audit confirmations. Open and close accounts, monitoring account compliance, and scanning all account related documents. May be asked to perform other duties. What you need to bring to the table: Requires a High School diploma or equivalent and 1+ years of financial services, trust operations or other directly related experience. College degree preferred. Working knowledge of departmental functions, trust accounts and financial services. Must be able to work well under pressure, meet deadlines and be very detail oriented. Ability to work with a variety of clients and internal departments. Requires solid organizational and communication skills, both verbal and written. Complete knowledge of word processing and spreadsheet software. Proficient in use of Microsoft Word, Microsoft Excel, Access, and PowerPoint. Good typing and 10-key skills helpful. Clear communication skills, approachability, and good problem resolution and critical thinking skills. Proficient knowledge of departmental functions, trust accounts and financial services. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions. Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products **This position is eligible to earn a base salary in the range of $55,000 - $75,000 annually depending on job-related factors such as level of experience and location.

Boston, Massachusetts;Washington, District of Columbia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for developing and supporting enterprise-wide information security policies, procedures, and standards. Key responsibilities include applying knowledge of laws, rules, regulations, and information security concepts (e.g., NIST, COBIT, ISO) to establish and maintain policies, validate alignment of processes and controls to requirements, and report on adherence to policy requirements. Job expectations include using data analytics and partnering with internal teams to verify policy compliance, identify gaps in coverage, and support remediation activities. **LOB Overview:** + Global Information Security (GIS) is responsible for protecting bank information systems, confidential and proprietary data, and customer information. GIS develops the bank's Information Security strategy and policy, manages the Information Security program, identifies, and addresses vulnerabilities and operates global security operations centers that monitor, detect, and respond to cybersecurity incidents. Within GIS, Identity and Access Management (IAM) is a security discipline that enables the right individuals to access the right resources at the right times and in the right context. IAM addresses the mission-critical need to ensure appropriate access to the resources across increasingly heterogeneous technology environments, and to meet increasingly rigorous compliance requirements. **Role Description:** We are seeking a highly experienced and technically proficient **Identity and Access Management (IAM) Specialist** responsible for delivering access provisioning initiatives across a complex enterprise environment. This role is critical to ensuring secure, compliant, and efficient access to systems and data, with a strong emphasis on enforcing **least privileged access** principles that eliminate excessive permissioning. The ideal candidate will bring industry expertise and applied knowledge in IAM technologies and platforms-including **Active Directory** , **Microsoft Azure, Amazon Web Services (AWS),** and **Mainframe** , **Oracle** , **SQL** , and various file and storage collaboration systems, password secure controls including keys and tokens -and will be support the design and implementation of scalable access provisioning solutions to integrate IAM processes across cloud services. This role requires strategic thinking, cross-functional collaboration, and a commitment to continuous improvements in identity governance and access platforms and controls. **Responsibilities:** + Support the implementation and ongoing management of **access provisioning solutions** across enterprise platforms, ensuring alignment with security policies and regulatory requirements. + Apply working knowledge of **Active Directory** , **Microsoft Azure, Amazon Web Services (AWS),** and **Mainframe** , **Oracle and SQL databases** , **file systems** , and **enterprise storage** , with a focus on enforcing **least privileged access** . + Assist in maintaining **access control policies** , **group structures** , and **role-based access models** to support scalable and secure provisioning. + Collaborate with application owners and infrastructure teams to implement **access requirements** for new and existing systems. + Participate in automation initiatives to streamline **provisioning and de-provisioning workflows** , integrating with identity governance platforms and HR systems and IAM controls. + Conduct periodic **access reviews** , **entitlement audits** , and **certification campaigns** to ensure compliance and identify access anomalies. + Investigate and remediate access-related incidents, working closely with cybersecurity and risk teams to address vulnerabilities and improve controls. + Stay current with emerging IAM technologies, regulatory changes, and industry best practices to continuously enhance the access provisioning program. + Prepare metrics, reports, and recommendations to senior leadership and audit teams regarding access provisioning effectiveness and risk posture. **Required Qualifications:** + **3-5+ years experience** in Identity and Access Management, with a focus on access provisioning across enterprise environments. + Working knowledge of **Active Directory** , **Microsoft Azure AWS, Mainframe** , **Oracle Database** , **SQL Server** , **Windows and Unix file systems** , and **enterprise storage platforms** . + Understanding of **IAM governance frameworks** , platforms ( **e.g., SailPoint, Saviynt** ) **role-based access control (RBAC)** , **group policy management** , and **privileged access management (PAM)** tools, **CyberArk, Hashi Corp and Beyond Trust.** + Experience with **automated provisioning/de-provisioning workflows** , including integration with HR systems to demonstrate proficiency in scripting and automation (e.g., PowerShell, Python) to support scalable access provisioning and audit processes. + Familiarity with **cloud infrastructure security** and access controls in hybrid environments, particularly within **Microsoft Azure AWS** and **Oracle Cloud** . + Ability to conduct **access reviews** , **entitlement audits** , and **risk assessments** to identify and remediate access-related vulnerabilities. + Excellent analytical, problem-solving, and communication skills, with the ability to collaborate across technical and business teams. **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

This Intern will play a key role in supporting the sales efforts of the Commercial Banking team by assisting with client engagement activities and event coordination. This includes managing ticket distribution and logistics for premier events such as the Waste Management Golf Tournament and Phoenix Suns/AZ Cardinals suites, ensuring a seamless experience for clients and internal stakeholders. In addition to event support, the intern will have opportunities to gain hands-on exposure to commercial banking through various tasks, including research, data entry, and assisting with banker requests. This role is ideal for a detail-oriented, proactive individual interested in learning about relationship management and business development within the banking industry. Responsibilities Assist with administrative and operational tasks as assigned, such as managing ticket allocation and coordination for high-profile events ensuring timely communication with clients and internal stakeholders. Support day-to-day requests from Commercial Bankers, including research, data entry, and preparation of client-facing materials. Attend meetings and take notes as needed. Help manage and organize digital and physical files. Participate in brainstorming sessions and contribute ideas. Collaborate on team projects and provide regular updates. Complete assigned tasks within given deadlines. Learn and apply internal tools, processes, and systems. Bell Bank Culture, Policy and Accountability Standards: Know by name and face as many customers and employees as possible, calling them by name as often as possible. Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards. Know, understand, and live the company values and bottom line. Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable state and federal laws and regulations. All employees are responsible for information security, including compliance with policies and standards which protect sensitive information. Prompt and reliable attendance. Perform other duties as assigned. Education, Experience, and Other Expectations Currently pursing a degree in a sports management or communications. Sophomore, Junior or Senior-level students preferred; or equivalent experience. Customer Service experience preferred. This is a temporary role; weekly schedule and duration of internship will be discussed at the point of offer. Skills and Knowledge Strong written and verbal communication skills Proficient in Microsoft Office products Detail-oriented with strong organizational skills Eagerness to learn and take on new challenges Ability to work both independently and as part of a team Positive attitude and professional demeanor

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.

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").

We're looking for driven and detail-oriented Administrative Assistant Interns to join our sales Business Support team within Mortgage Banking. In this role, you'll be a key partner in the mortgage process, providing critical support to sales leadership and ensuring smooth day-to-day operations. This internship offers hands-on experience in a fast-paced, client-focused environment where you'll strengthen your organizational and communication skills, collaborate with passionate professionals, and share ideas that help us innovate and elevate the client experience. About the Role Assist sales leadership in mortgage banking with a variety of administrative tasks that keep daily operations running smoothly. Handle essential duties such as taking notes, managing projects, and scheduling meetings to support team efficiency. Create presentation materials that reflect and amplify Rocket's culture and values. Gather and analyze performance metrics and reporting to help mortgage banking teams make informed decisions. Build and strengthen interpersonal sales skills through direct collaboration with team members and leadership. Contribute fresh ideas to improve processes and enhance overall business efficiency. About You Proficient in Microsoft Office Suite (especially Excel and PowerPoint). Excellent verbal and written communication skills Strong organizational and time management abilities. Ability to thrive in a fast-paced environment. Self-motivated with a competitive spirit and a passion for learning. What you'll get Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks. About us Rocket Mortgage was founded in 1985. Today, we're a Detroit-based, publicly traded company with a mission to Help Everyone Home. At Rocket Mortgage, we believe that home is more than the house you live in. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams. We're known as experts in the mortgage industry, but we're also innovators - we strive to create the best experiences for our clients from beginning to end. And we're not your typical employer. We're insistently different in how we look at the world and are committed to an inclusive workplace where every voice is heard. Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals. This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at ************************** .

Job Description 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 Acquisition Professionals to support the US Coast Guard. Overview The Administrative Assistant provides high-level administrative and clerical support to the Federal Protective Service (FPS) Region 9 District Commanders and Area Commanders. This position plays a central role in managing office operations, maintaining communication across FPS teams, and supporting the mission of protecting federal personnel and facilities. The ideal candidate is organized, detail-oriented, and able to handle multiple priorities in a fast-paced government environment. Key Responsibilities Perform a full range of administrative and secretarial duties to support FPS District Commanders, including preparing correspondence, managing calendars, and maintaining personnel and operational files. Serve as the first point of contact for the office-greet visitors, answer and direct calls, and respond to emails and information requests from FPS personnel, customers, and the public in a professional and timely manner. Coordinate appointments, meetings, and teleconferences; prepare agendas, materials, and meeting minutes; and ensure meeting logistics are arranged. Manage office calendars for the District Commander and Area Commanders, prioritizing and routing matters appropriately. Maintain accurate records, reports, and filing systems-both electronic and hard copy-including timekeeping, personnel actions, and attendance tracking using systems such as GovTA. Support the preparation of budget reports and assist with data entry, documentation, and report generation across FPS databases and systems. Track and maintain security-related documentation, such as Facility Security Assessments (FSAs), Post Order tracking, Prohibited Items reports, and FPS notification lists. Maintain office supplies and inventory, coordinate vehicle mileage and maintenance reporting, and update equipment lists for FPS and partner agencies. Compile and submit recurring reports, spreadsheets, and updates, ensuring accuracy and timeliness. Assist with the preparation and submission of agency documentation related to security and contract guard services, ensuring compliance with FPS standards. Maintain access to and update FPS systems including LEIMS, PTS, and STORM databases; run routine reports and provide updates as required. Support operational and administrative initiatives, contributing to process improvements and overall mission readiness. Requirements Security Clearance: US Citizenship. Public Trust Preferred DHS Suitability Preferred Qualifications 1 to 2 years experience supporting the Federal Government in an administrative capacity Proficiency with Microsoft Office Suite (Word, Excel, Outlook, Access) and standard office equipment (printers, scanners, copiers). Strong written and verbal communication skills, with the ability to compose professional correspondence and handle sensitive information. Exceptional organizational skills and attention to detail. Ability to manage multiple priorities, work independently, and interact effectively with all levels of staff. Prior experience supporting a federal agency or law enforcement organization preferred. 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.