Administrative Internship jobs at Wipfli - 295 jobs

Farm Services Administrative Specialist Location: Bloomington, IL Job Id: 4299 # of Openings: 1 Responsible for office and administrative functions for Agriculture/Farm Service division. Also, responsible as a representative of the Bank and department within the local agricultural business communities. Responsibilities include, but are not limited to: Support Agriculture/Farm Service customers by managing inquiries, resolving account-related issues, and partnering with internal banking, accounting, and operations teams to deliver exceptional service. Manages the administrative/accounting processing of "work tickets", coupons, checks, and cash for payments, receipts and removing assets, etc. on a daily basis to ensure accuracy of cash receipts, disbursements, transfers, and account histories. Assists in processing insurance information and premium payments, and real estate property tax payments. Balances daily administrative agriculture/farm tasks to ensure accuracy by processing customer deposits and reconciling accounts managed by others. Utilizes BOX as Agriculture Services electronic data filing, storage, and workflow tool. Manages USDA farm program sign up records and payments of same. Tracks the insurance for stored grain, crop hail and liability coverage for all farm and trust properties. Provides administrative/clerical support to farm managers with preparation and tracking of tenant leases on farm and trust properties. Monitor 1099 Misc. on farm accounts during the year. Supports farm managers by researching and resolving a wide variety of problems and inquiries using computer records, legal files, bank records, courthouse recordings, and vendor documentation to satisfy real estate sales, management, or client needs. Cross-sell bank products and services in a professional manner. Completed required training associated with job function. Perform other related duties as assigned. Qualifications Education/Experience: Associates degree preferred or specialized education/training normally acquired through two plus years of experience. Previous experience (2+ years) in an administrative support or accounting role, demonstrating strong organizational and multitasking skills. Skills: Proficient in Microsoft Office- Outlook, Word, Excel and Teams. Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner. High level of interpersonal skills to interact with customers, potential customers and administrative staff in a professional manner. First Mid Bancshares, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123 Pay Range: $17.74 - $22.18 per hour Apply for this Position

Consumers Credit Union (CCU) is one of the largest, fastest growing credit unions in Illinois! Every year we look for a diverse group of hardworking students to join our IGNITE Intern Program. What does IGNITE mean to us and what can you expect? Interns Growing, Networking, and Innovating through Transformational Experiences. We hire college students because we believe in fresh ideas. These are not paper pushing, copy making internships. We provide real work experience to our Interns. During the Program you will interact with and get exposure to multiple departments and leaders throughout the Credit Union. You'll learn firsthand why we are a certified Great Place to Work and experience our awesome team atmosphere by working with other Interns on projects, volunteering in the community, and participating in events and educational sessions. Our intent is to create a future career path for students who have an interest in the financial services industry. IGNITE is designed to expose you to a variety of opportunities while fostering growth and learning. We are seeking students that are interested in a Summer 2026 internship supporting Commercial Lending. The Commercial Lending Intern will report to the Manager of Credit Analysis. The intern will assist with credit analyst and commercial lending functions, as well as other key projects across the organization. This includes setting up and managing the nCino loan origination system (LOS) to track financial information for commercial borrowers, assisting with financial tracking and spreading, supporting lenders with upfront analysis for new loan requests, and reviewing information entered into the LOS by lenders to ensure accuracy and completeness. Requirements for the Commercial Lending internship Currently attending an accredited college or university. Rising juniors and seniors working toward a bachelor's degree in Finance or Business with a focus on commercial banking/lending interested in financial analysis or related major. Rising sophomores may be considered. Minimum 3.0 GPA. Ability to work 32 hours per week for the summer (generally 8:00-5:00 Monday-Thursday) for the duration of the 12-week program (5/26/2026 - 8/13/2026). The schedule will involve onsite days based in Lake Forest, IL. Local candidates only. Proficient with Word, PowerPoint, Excel and the wider Microsoft Office suite including email, calendaring, and instant messaging. Problem solving and critical thinking skills. Professional written and verbal communication skills. Ability to work independently after receiving work direction. We are seeking diversity in all dimensions! Ethnicity, gender, sexual orientation, religion, work experience, volunteer experience and more! Check out more info about the IGNITE Program on our careers site and apply soon. Go to: Internship Opportunities Compensation and Benefits The compensation range for this role is $20.50 to $22.50 per hour. The hourly rate for this role is determined by class year as of Fall 2026 (sophomore, junior, senior) and may also consider additional factors such as 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 case. Consumers Credit Union provides eligible employees an opportunity to participate in our medical (High Deductible, HMO and PPO), dental, vision, spending accounts, short-term disability, long-term disability, life insurance and other plans effective date of hire. The internship is a seasonal part time position and is not eligible for most benefits. For more information about benefit offerings, please visit our careers page: about/what-we-do/careers About CCU Founded in 1930 and headquartered in Lake Forest, IL, CCU has $4.3 billion in assets and serves more than 272,000 members, making it one of the largest credit unions in the state. CCU believes that nobody needs banks on every corner, but everyone needs people who are in their corner. We've been recognized as a Great Place to Work multiple years in a row, and we're committed to growing both our business and our people. To learn more, visit myconsumers.org Equal Opportunity Employer CCU complies with the requirements and spirit of the law in the implementation of all facets of equal opportunity in employment. There will be no discrimination on the basis of race, ancestry, color, religion, sex, sexual orientation, gender identity, marital status, pregnancy, age, national origin, citizenship, disability, genetic information, military status (including unfavorable discharge from the military), criminal or arrest history (unless job related), crime victim status, or any other protected characteristic in the recruitment, selection, training, utilization, promotion, termination, or any other employment actions or term and condition of employment. CCU complies with applicable state and local laws governing non-discrimination in employment in every location in which CCU has facilities. We are committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. If reasonable accommodation is needed to participate in the job application or interview process please contact our Human Resources team at: or . Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

CompanyFederal Reserve Bank of Kansas CityChallenging and Rewarding Work | Commitment to Integrity and Service | Leadership Opportunities Consider a career with an organization focused on promoting a healthy regional and national economy. As an intern, you will directly contribute to the trust and confidence in the nation's financial system through challenging work assignments and rewarding professional experiences. We focus on personal development and growth and reward highperformance with increasingly complex assignments and promotional opportunities. The internship opportunities will be available on several teams within the Public Affairs division and will last approximately 10 weeks. The Money Museum at the Federal Reserve Bank of Kansas City isseekingan undergraduate or graduate student to support its museum team. Key Activities Visitor services, such asassistingat the Money Museum front desk, exhibit maintenance, restocking economic education materials, andassistingin guest relations. Conducting tours and economic education presentations for area educational groups. Creating content and developing proposals for new permanent and temporary exhibits. Developing plans to promote tours, programs, and educational products, and assessing the effectiveness of these throughappropriate evaluationmethods. Researching new opportunities for outreach and potential contacts for the museum. Serving as "consultants" to Bank management and Money Museum staff by completing projects and preparing recommendations for implementing or improving exhibits, partnerships,toursand educational programs. Qualifications Undergraduate or graduate students within two years of graduation. Seeking a degree in public history, museum studies, art and design, English,marketingor a closely related field preferred. Effective oral and written communication skills, including the ability to work independently or in team environments. Strong analytical andproblem-solvingskills. Demonstrated initiative, independence,creativenessand leadership skills. Computer skills in programs including, but not limited to, Word, Excel, and PowerPoint. Please attachthe following with yourapplication: Resume UnofficialTranscript Cover Letter - Optional Note: You will not be able to attach documents afterapplicationsubmission. Posting Close Date: Thursday, March 5, 2026 Additional Information How We Work: On-site, full-time with 5 days per month remote work flexibility Location:Kansas City, MO Remote Eligible: No Pay Rate: $21.00 per hour Final offers aredeterminedby factors including the candidate's qualifications, internal alignment considerations, district assignment, and geographic location. ScreeningRequirements:Certain eligibility requirements apply. Sponsorship: The Federal Reserve Bank of Kansas City will not sponsor a new applicant for employment authorization for this position. Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. About Us Who We Are What We Do Follow us on LinkedIn , Instagram, X (formerly Twitter) , and YouTube Full Time / Part TimeFull time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryInternship Family GroupWork ShiftFirst (United States of America) The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences. Always verify and apply to jobs on Federal Reserve System Careers (FRS) or through verified Federal Reserve Bank social media channels. Privacy Notice

This is a year-round internship where you may be scheduled to work 20 - 25 hours a week, Monday through Friday. This internship is designed to give you real life work experience as you will work alongside experienced IT professionals. This is an in-person position. Qualifications: Completion of 1 year of college/technical school with an IT related major. Experience in PC repair strongly preferred. A working knowledge of Ethernet and TCP/IP. A strong commitment to customer service. Occasional availability to work after hours and weekends. Occasional overtime may be necessary to accomplish group goals. Must be able to lift 20 pounds. Principal Activities and Duties: Install and configure PCs for use in the back office. Assist with the installation of hardware in the back office. First level technical support may include, but not be limited to: cloning workstations, racking hardware, and moving computer equipment. Troubleshoot, diagnose, and resolve hardware and software problems. Provide high level technical support for back-office desktops. Perform routine hardware and software upgrades. Receive professional training and mentoring that will lead to transferable work experience. Work in a supportive, team-oriented environment. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing, and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions

This team is responsible for collaborating with our Savings and Membership business partner to design, develop and implement solutions for the Debit Card Product; managing the budget and resources for the Debit Card Portfolio and implementing Agile best practices. *** A requirement of this position is you must be currently enrolled in college level courses or a degree-seeking program throughout the duration of the internship. Please upload your transcripts by adding them to the "Intern Proof of Enrollment" section of the application. Responsibilities * Assist with the creation of product backlog items * Assist with the facilitation of Scrum ceremonies * Assist with maintaining the product board * Support software development teams in applying the Scrum framework * Provide support to assigned department; may work on small projects or portions of larger projects * Support business strategy and initiatives within the business unit and/or across the organization * Assist and collaborate with various levels of staff to accomplish tasks/assignments * Provide comprehensive day-to-day operational support * Perform other duties as assigned Qualifications * Must be pursuing a degree from an accredited college/university, preferably in Data Analytics or Cyber Security * Effective interpersonal, verbal, and written communication skills * Effective research, analytical, and problem-solving skills * Effective skill maintaining accuracy with attention to detail and meeting deadlines * Ability to exercise initiative and good judgment to make sound decisions * Ability to adapt to new technologies * Ability to provide exceptional customer service * Effective word processing and spreadsheet software skills * Effective organizational, planning and time management skills * Ability to work independently and in a team environment Desired Qualifications: * Knowledge of Agile * Exposure to writing Product Backlog Items (PBI's) in Agile Development * Knowledge of Scrum and Kanban methodologies * Exposure to Azure DevOps * Graduate student level * Leadership experience About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

*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

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 * Minimum 3 years of experience in Personal Trust required * Minimum 3 years of experience in a financial services organization required * Minimum 3 years of administrative/clerical experience required *Additional Qualifications* * J.D. Degree a plus. * Up to three years' 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. * Demonstrate excellent working knowledge of trust administration. * Colleague is ideally working towards Trust Certificate and/or CTFA *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $53,955 - $86,177 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

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Personal Trust Administration Officer II administers simple to complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Develop relationships with clients through frequent contact via telephone, email, or in writing. Communicate with FAs, attorneys, and CPAs regarding client needs. Review trusts to ensure compliance with regulatory guidelines and fiduciary responsibility. Interpret document to ensure appropriate administration of trusts; make sure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines. Review and report account status annually; consult with supervisor to clarify ambiguous terms or provisions of the document. Coordinate, monitor and execute post-death provisions with appropriate areas of trust company. . Review the trust for the dispositive provisions and notify remaindermen. Coordinate with attorney, CPA and personal representative the closing of the estate and the preparation of a 706 to determine each party's responsibility. Review estate assets and coordinate the disposition under minimal supervision with the attorney, personal representative and remaindermen. Review estate tax return (706) and order of distribution. Coordinate the transfer of assets from the estate to the trust (where applicable) or out of the trust per the dispositive provisions. Review Court Accountings under minimal supervision and upon approval, file with the appropriate Court or Court Referee. Review work of Trust Associate assigned to help with account administration for accuracy and bring any issues to manager's attention. Monitor trust activity; approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc. Review daily account activity; establish recurring bill payments and client disbursements, keep client and FA apprised of any unusual activity in the account, monitor the yearly gift from the client to insurance trusts for payment of premiums. and revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions. What You'll Bring Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc. Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions. Ability to assess liability and react appropriately and promptly. Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Education & Experience Minimum Required: Bachelor's degree in Business Minimum Required: 3-5 years' of experience in Personal Trust Administration or Estate Planning Licenses & Credentials Minimum Required: None Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook #LI-JK1 About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights. Stifel is an Equal Opportunity Employer.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Senior Personal Trust Administration Officer Administers complex trust accounts in accordance with the terms of the trust document and all applicable laws. What We're Looking For Communicate and maintain relationships with FAs, attorneys, and CPAs regarding client needs. Act as a resource for other Trust Officer's to help them prepare for meetings. Review trusts to ensure compliance with regulatory guidelines and fiduciary responsibility. Ensure files are complete for annual audit by federal and state examiners under Regulation 9 laws and guidelines. Coordinate, monitor and execute post-death provisions with appropriate areas of trust company. Review the trust for the dispositive provisions and notify remaindermen. Review estate assets and coordinate the disposition with the attorney, personal representative and remaindermen and secure decedent's real property and tangible personal property by visiting site. Review Court Accountings and file with the appropriate Court or Court Referee. Serve as a team lead by working to field questions from other Trust Officers and Trust Associates, train new administrative employees, and work with managers on department efficiency and development. Approve, coordinate and supervise the establishment of the account with the trust company including, coordination and monitoring of transferred assets, correct statement recipients, collecting cost basis information, approving account on system, approving fee schedule set-up, etc. Review daily account activity. Notify the client and FA of any unusual activity in the account. Revalue charitable trusts on an annual basis to ensure payments are going to the beneficiaries per the trust provisions. What You'll Bring Understand and comply with all regulations, including the Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc. Ability to use logic and reasoning to identify complex problems; review related information and develop options and implement solutions. Ability to assess liability and react appropriately and promptly. Knowledge of principles and processes for providing customer and personal services. Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. Ability to lead a group of professional level employees. Education & Experience Minimum Required: Bachelor's degree in business or related field Minimum Required: 5+ years' experience in Personal Trust Administration or Estate Planning Licenses & Credentials Minimum Required: CTFA or CFP Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, Outlook About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights. Stifel is an Equal Opportunity Employer.

Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an Administrative Manager to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Detailed salary information: * Irvine: the salary range for this role is $120000 to $140000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2+ years of experience with a leading financial institution'• management experience as administrative manager or other substantive leadership role * series 7, 66 and 9/10 and insurance * motivated, self-directed and driven * comfortable working in partnership * skilled at creating a positive business culture (you have the human touch) About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

Your role Are you currently transitioning from the US Armed Services and seeking a training assignment in the Financial Services Industry? UBS is seeking individuals like you to participate in our SkillBridge training program. Only transitioning service members approved for DOD SkillBridge will be considered. Are you highly motivated in solving technology issues? Are you at your best when supporting others? Do you work well in a team environment? We're looking for an Administrative Manager to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Detailed salary information: * Irvine: the salary range for this role is $110000 to $135000 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 2+ years of experience with a leading financial institution * management experience as administrative manager or other substantive leadership role * must pass SIE and Series 66 during Skillbridge trainee period * motivated, self-directed and driven * comfortable working in partnership * skilled at creating a positive business culture (you have the human touch) At UBS, we appreciate our Veterans and are committed to providing opportunities in Financial Services. Only transitioning armed service members approved for DOD SkillBridge will be considered. During your SkillBridge assignment you will continue to be an active service member and shall not be an employee of UBS. About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe. We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

The Fund Administration intern will work with the members of the Fund Administration team and other departments on financial and regulatory activities in support of the funds. The role will have cross-functional interactions with Accounting, Operations, Tax, Compliance, and other departments through normal course of business. Primary Responsibilities: * Reviews daily fund activity by validation of calculated NAV through valuation, expense, and position reconciliation. * Completes periodic and ad-hoc expense processing and analysis. * Assists in the review of regulatory annual and quarterly financial reporting filings. * Provides support and participates in the gathering of information for internal and external audits. * Provides support on additional projects as required. Preferred Qualifications: * Undergraduate junior or senior, preferably majoring in Accounting, Finance or Economics, or MBA student. Evidence of challenging curriculum and a minimum 3.0 GPA. * Ability and desire to work as part of a team. * Independent and original thinker. * Strong level of integrity with an entrepreneurial spirit. * Demonstrated interest within the investment management industry is preferred. * Intermediate knowledge of Microsoft Office applications - primarily Excel. * Familiarity or experience with AI tools in an educational or professional setting. (Claude, Chat GPT, Copilot, Gemini, etc.) For Illinois Applicants only: the expected hourly rate for this position is $22/hr.

We improve lives The IDB Group is a community of diverse, versatile, and passionate people who come together on a journey to improve lives in Latin America and the Caribbean. Our people find purpose and do what they love in an inclusive, collaborative, agile, and rewarding environment. IDB Invest, a member of the IDB Group, is a multilateral organization based in Washington, D.C., committed to advancing development in Latin America and the Caribbean through the private sector. About this position We are seeking an energetic, detail-oriented professional to join the Administration & SLA Management team. Under the Lead Officer's guidance, you will support the seamless execution and monitoring of day-to-day administration services as defined by our SLAs, ensuring efficient processes and timely, high-quality delivery. This role provides essential coordination, analysis, and execution capacity to maintain smooth corporate and administrative operations while the team advances key strategic priorities. The position requires sound judgment, autonomy, and operational sophistication to manage daily service delivery, strengthen processes, and support high-quality administrative services across the organization. You will work in the Controllership Division (CTR), part of the Finance and Administration Department. CTR oversees accounting and financial reporting, financial planning and budget, valuations, and administration and SLA management. It develops and implements high-quality controllership standards and sound policies that ensure IDB Invest's financial integrity, discipline, and long-term sustainability. CTR is also responsible for strengthening the governance, responsiveness, and accountability of the SLA framework and fostering coordination & synergies between IDB Invest and the IDB. What you'll do * Manage the day-to-day coordination and execution of SLA-defined corporate and administration functions (procurement, facilities management, corporate services) in close collaboration with IDB service counterparts, ensuring compliance, service quality, and timely delivery. * Monitor SLA performance, including KPIs, costs, service quality, service backlogs, and adherence to standards; identify risks or deviations, resolve routine disputes, manage escalations, and coordinate corrective actions. * Analyze data, conduct benchmarking, and prepare information to support decision-making and improvements to SLA management and administration processes. * Support the design, enhancement, and documentation of the SLA governance framework, including manuals, SOPs, workflows, and service management guidelines. * Contribute to the assessment, redesign, and continuous improvement of SLA-related processes or corporate processes, ensuring efficiency, transparency, consistency, and strong coordination with IDB Invest and IDB teams. * Oversee and track capital facilities projects, capital spending, and budget execution across headquarters and Country Offices; coordinate with key stakeholders to ensure accurate planning, timely implementation, and effective management of facilities-related priorities. * Lead projects or defined workstreams aimed at enhancing SLA management systems or operational effectiveness. * Communicate complex or sensitive issues clearly and constructively to help build consensus across stakeholders. What you'll need * Education: Master's degree in business administration, finance, systems information, project management, or a related field required. * Experience: At least 4 years of relevant professional experience in project management, corporate support services, or similar roles within financial, multilateral, or international organizations. Proficiency with project management tools, data analysis software, and MS Office; strong organizational and analytical skills. * Languages: Proficiency in Spanish and English, spoken and written, is required. Additional knowledge of French and Portuguese is preferable. Requirements * Citizenship: No requirements * Consanguinity: You have no family members (up to the fourth degree of consanguinity and second degree of affinity, including spouse) working at the IDB, IDB Invest, or IDB Lab. Type of contract and duration * International staff contract, 36 months initially, renewable upon mutual agreement. What we offer The IDB Group provides benefits that respond to the different needs and moments of an employee's life. These benefits include: * A competitive compensation package, * Leaves and vacations: 24 days of paid time off + 8 personal days + sick leave + gender-neutral parental leave. * Health Insurance: IDB Group provides employees and eligible dependents with a robust medical benefits program that covers medical, dental, vision, preventive care, and prescription drugs. * Pension plan: defined benefit pension plan that provides financial security and support employees in planning for their future. * Hybrid and flexible work schedules. * Health and well-being: Access to our Health Services Center that provides preventive care and health education for employees. * Development support: We offer tools to boost your professional profile, such as mentoring, 1:1 professional counseling, training and learning opportunities, language classes, mobility options, among others. Our culture At the IDB Group, we work so everyone brings their best and authentic selves to work while finding their purpose. Our people consistently strive for excellence, and we recognize and celebrate the impact of their contributions. In our efforts to drive innovation, we intentionally include all voices, cultivate a sense of belonging and champion fairness. We welcome individuals from underrepresented groups to join us and share their unique perspectives. We ensure that individuals with disabilities are provided reasonable accommodations to participate in the job interview process. If you require an accommodation to complete this application, please email us at accommodations@iadb.org. Our Human Resources Team reviews carefully every application. #IDBInvest

Our Facilities Administrative Services Intern supports the Real Estate & Facilities department by assisting with energy usage tracking, project updates, system implementation of a new work order management system and maintaining internal websites. This role contributes to efficient facilities operations and may also support the Facilities Director with assigned tasks. Learn why UW Credit Union has been a top workplace - join our team today! The individual has the option to work up to 40 hours a week during the summer months and a minimum of 15 hours a week, during the school semester. These hours can be flexible to meet your school needs. Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a four-time recipient of Madison Magazine's Best Places to Work, and a two-time Milwaukee Journal Sentinel's Top Workplace to receive: Earn paid time-off (pro-rated based on hours worked) 2 weeks paid Caregiver Leave (pro-rated based on hours worked) 2.5 weeks paid New Child Leave (pro-rated based on hours worked) 16 hours paid volunteer time annually Paid holidays Personal development and peer connections through Employee Community Groups 401k option with company match of up to 5%, plus approximately 4% discretionary match Annual variable bonus reward Employee Assistance Program Hybrid work environment Salary $20.50 / hour And more! Responsibilities What You'll Do Assist with setup and data migration for a new facilities work order management system Track, compile, and report energy usage and costs for benchmarking and reporting purposes Prepare data for City of Madison energy benchmarking within City's portal Update Facilities SharePoint and internal websites in coordination with IT Compile and share monthly construction project updates with leadership Coordinate construction project updates and prepare monthly reports for the Director of Real Estate & Facilities and CFO. Support the Facilities department and Facilities Director with assigned tasks Qualifications What You'll Need to Succeed Pursuing a degree in Business, Construction Management, Facilities Management, or Environmental/Sustainability. Up to 6 months of professional office experience Proficiency in Microsoft Office (Outlook, Word, Excel, SharePoint) Strong organizational skills and attention to detail Ability to multitask, prioritize work, and meet deadlines Ability to research and analyze utility usage information Knowledge of office protocols and procedures Ability to operate standard office equipment Strong written communication skills (spelling and grammar) Ability to work independently

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.

Northwestern Mutual has been helping families and businesses achieve financial security for nearly 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation and distribution. With more than $217 billion in assets, $26 billion in revenues and more than $1.5 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.2 million clients. For the seventh consecutive year, Northwestern Mutual has also been recognized among the “Best Places to Work in IT” as a top workplace for information technology (IT) professionals, according to IDG's Computerworld, the leading source of technology news and information for IT influencers worldwide. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and enhancing the engagement of those who bring their unique perspectives, ideas, and beliefs. At Northwestern Mutual, people matter. And you'll be working for a company that's consistently voted among the “most admired” in the nation. We invite you to explore your career interests with us. Job Description Interns may be involved in providing day-to-day support as needed including problem resolution, metrics reporting, documentation, project assistance and various other activities including attending and participating in various meetings as part of the team. Responsibilities of the intern may include: • Participating in basic system administration and operational support • Troubleshooting and/or interacting with IT staff or vendors in testing, operational support and troubleshooting of complex system hardware and/or software problems • Utilize monitoring tools and assist in alerting appropriate areas to take action as needed Qualifications Active student pursuing a Bachelor's or Master's degree in Computer Science, Computer Engineering, Management Information Systems or related field. A cumulative grade point average of 3.0 or higher with a minimum of 6-9 credits in Computer Science or Management Information Systems courses Additional Information SKILLS AND COMPETENCIES REQUIRED FOR POSITION • Excellent verbal and written communication (including meeting scheduling/facilitation), analytical and problem- solving skills, time management and customer service skills • Basic knowledge and experience with Unix (Unix scripting) and/or Microsoft operating systems • Basic experience with Microsoft Office Suite, Outlook client (including calendar and desktop infrastructure) PC hardware and Windows, troubleshooting and supporting Windows platforms and network based applications • Familiarity with Windows 7, Cloud, IT security concepts, computer networks, firewalls and switches and Mobile OS • Basic programming skills in C++, C#, Visual Basic and Java • Knowledge of SharePoint administration is a plus

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.

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

**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Project Management Intern, Summer 2026 Intern - St. Louis, MO This role is not eligible for Mastercard's work authorization sponsorship. As such, candidates must be eligible to work in the United States, now as well as in the future, without employer sponsorship. For example, students or recent graduates in the United States on an F1 visa (including those with CPT or OPT authorization) are not eligible for this role. Overview Mastercard works to connect and power a sustainable and inclusive global economy. We are a vehicle for commerce, a connection to financial systems for the previously excluded, a technology innovation lab, and the home of Priceless . We ensure every employee has opportunity to be a part of something bigger and to change lives. We believe in connecting everyone to endless, priceless possibilities. About the Team The Cryptographic Security Team is a dedicated collection of self-organizing, high-performing, interdependent individuals representing different functional roles with all the necessary skills to create the foundational capabilities that application teams develop on top of it. This position serves as a project manager within a team tasked with managing and optimizing the organization's hardware security module (HSM) assets. This role involves coordinating with various teams that perform detailed analyses to support the assessment of HSM assets. Internship Program Mastercard's summer internship program provides emerging talent with projects that will enhance skills as well as contribute to the department's goals and objectives. In this program, you will participate in: - Networking events, mentorship opportunities, and hear from senior leaders - Volunteer and team building opportunities - Formal performance assessments - End-of-summer presentations to peers and Mastercard leadership Qualifications - Currently enrolled in a bachelor's degree program with a graduation date of Winter 2026 through Spring 2027 - Strong educational knowledge of JIRA, hands-on experience is preferred - Strong understanding of Agile framework, example: understanding user story feature - Experience taking ownership in varying responsibilities - Ability to work independently and a strong initiative - Proficient in Microsoft Office applications - Excellent communication skills, ability and willingness to tackle complex problems Salary: $23-28 / hr Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Pay Ranges** O'Fallon, Missouri: $48,000 - $67,000 USD