Administrative Associate Jobs in Bear, DE

Wholesale Lending Services Middle Office WLS provides global end to end loan support including, but not limited to, Loan Origination, Deal Closing & Funding, Trade Confirmations, Closing & Settlements, Special Credit Services, and Syndicated/Agent Bank Booking and Servicing. The Loan Trading Documentation Team within the WLS Middle Office primarily supports the North America Credit Trading, Loan Total Return Swap and Syndicated Leverage Finance businesses within the Corporate and Investment Bank and is responsible for primary and secondary trade closing support and Third Party Agency Review. POSITION This role is for Trade Support Specialist within the Loan Trading Documentation team. The Trade Support Specialists primary responsibility is the review, coordination and settlement of Primary assignments. RESPONSIBILITIES Work with front office, clients, counsel and operations to settle Primary assignments Establish and maintain strong working relationships with clients/counterparts Manage heavy trade portfolio across various lines of business while maintaining a clean ageing profile Review LSTA standard documents and other legal documents Review Credit Agreements, specifically assignability language Identify and escalate issues to the front office, in-house legal counsel and management, when necessary. Prepare daily/weekly MIS reporting to track the status of open items and measure risk QUALIFICATIONS Must Have 1-3 years of experience in Corporate or Financial Services environment Strong Microsoft Excel (VLOOKUP, Pivot Tables) skills Bachelor's degree or equivalent experience Soft skills: Excellent oral and written communication skills Excellent analytical and critical thinking skills Ability to work in a fast paced, high-pressure environment and prioritize workload efficiently Ability to take initiative and self-motivate as well as work as part of a team Nice-To-Haves Familiarity with loan-based software (LoanIQ, ClearPar) Experience with LSTA standard documentation, knowledge of the LSTA Standard Terms and Conditions Knowledge of the trade lifecycle and/or experience supporting a trading business Familiarity with Syndicated Loans Prior knowledge of loan products or trading operations Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.

About the Role We are seeking a highly motivated and detail-oriented Project Coordinator & Chief of Staff to the CIO (Executive Assistant) to support the CIO and Project Management Office (PMO) in planning and executing various projects. This dual role ensures operational efficiency, effective communication, and project execution across departments. The ideal candidate will have strong organizational and problem-solving skills, a foundational understanding of project management methodologies, and the ability to manage priorities effectively. By taking on simple backlog projects, this role will enable Program Managers and the PMO Director to focus on high-level strategic initiatives, improving overall efficiency. Position Overview Assist Program Managers with project tasks such as preparing weekly project status reports Schedule and coordinate meetings, including detailed note-taking and action item follow-ups Support the PMO in preparing and maintaining weekly and bi-weekly reports Monitor and manage the time management system and associated reporting Execute simple projects assigned by the PMO Director to help clear backlog items Act as a liaison between the CIO and various departments, ensuring smooth communication and coordination Assist in developing and implementing best practices in project management Provide operational and administrative support to the CIO, including scheduling, correspondence, and presentations Track and follow up on key initiatives, ensuring alignment with organizational objectives Support internal project management process improvements Qualifications Strong relationship-building skills to collaborate effectively across departments Professional written and verbal communication skills Basic knowledge of project management methodologies, including Waterfall and Agile Familiarity with accounting and financial transactions Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Basic knowledge of MS Project Ability to manage multiple priorities and work independently Preferred Qualifications Experience or coursework in Project Management Exposure to PMO functions and best practices Previous experience in a corporate environment with exposure to leadership teams Pay: $60,000 - $65,000 /year Location: In-office Exton, PA Schedule: Monday - Friday 40 hours /week ------------ TalentBridge -- Connecting People with Their Purpose As one of the nation's leading professional recruiting companies, TalentBridge successfully places thousands of candidates in their dream jobs every year. At TalentBridge, we're passionate about connecting people with their purpose, and we go above and beyond to be the trusted partner to the people we serve. We value relationships over transactions - relationships grounded in open communication and honesty. We're built on collaboration and teamwork - both with internal team members and with each and every candidate we represent. And that goes beyond a vested interest in your professional success, to rooting for your personal success. We're not just another staffing company churning and burning our way through candidates. Our seasoned recruiting professionals love what they do - the Charlotte Observer named us a Top Workplace two years running - and they're great at it! We know success begins with personal connections, so we work hard every day to get to know the person behind the resume so we can help our candidates find the best job, not just a job. That's a fantastic reason to get out of bed every morning, and we're excited to share it with an expanding team. Will you join us? Proven Process We follow a disciplined, proven process to help ensure success in matching high-quality candidates with high-performance companies. It starts with an in-depth understanding of your skills and experience. It continues with a deep dive into your passions which, in turn, help us to find your purpose. It's a process that goes well beyond your resume - one that values relationships over transactions in order to optimize success in your job search.

About Us: Our client, a Financial Advisory Firm offering Small Business Lending, is seeking an Administrative Assistant to join their growing team in Turnersville, NJ. They are a small business brokerage, empowering clients to secure unsecured capital, enabling them to seize opportunities with confidence and achieve long-term growth as a new business owner. We are seeking a highly organized and proactive Administrative Assistant to join our team. This role is perfect for a detail-oriented problem solver who thrives in a fast-paced environment and enjoys contributing to a dynamic team . Key Responsibilities: Administrative Support Manage and organize email inboxes; respond to referrals and lead inquiries promptly. Handle daily tasks from email, Slack, and text communications. Print and organize weekly credit evaluations and advisor sheets. Maintain office supplies (e.g., paper, coffee/snacks) and keep the kitchen tidy. Coordinate and order weekly lunch plans for the office. Process office rent payments and miscellaneous bills. Scan and distribute meeting notes to appropriate team members. Upload monthly bank and credit card statements for the bookkeeper. Team Coordination Prepare agendas for weekly team huddles, bi-weekly one-on-ones, and quarterly reviews. Track PTO, manage employee day-off requests, and oversee quarterly team votes. Organize and send gifts for birthdays, anniversaries, and significant life events. Collect and document quarterly goals and team surveys. Plan team events, including happy hours, sales outings, and charity activities. Recruitment Support Post job openings, manage Indeed applications, and screen resumes. Coordinate interviews and assist with hiring decisions. Facilitate onboarding for new hires, including background checks, paperwork, and training schedules. Marketing and Event Support Maintain inventory of marketing materials; design and order new items as needed. Prepare materials for events and webinars. Organize and manage holiday gifts/cards for clients and partners. Errands and Miscellaneous Run errands, such as picking up mail, lunches, and packages. Ensure the office remains stocked, organized, and operating smoothly. Qualifications Proven experience as an executive assistant, administrative assistant, or in a similar role. Strong organizational skills and attention to detail. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Excellent written and verbal communication skills. Proficiency in office software and tools (e.g., email platforms, Slack, Excel). Positive attitude, resourceful mindset, and team-oriented personality. Perks Collaborative and supportive team environment. Opportunities for professional growth and development. Flexible schedule within a dynamic and fast-growing organization Pay range and compensation package Salary Range: $16-$20/hour; Hours: 25-35 hours/week; Will become full-time over time Job Type: Full-time; Monday-Friday between 8am-5pm Location: Turnersville, NJ Benefits: Medical Insurance, Dental, Vision, PTO, Work-Life Balance, Quarterly Employee Events. Equal Opportunity Statement Include a statement on commitment to diversity and inclusivity. If this sounds like your profile and you are looking for a career where your skills, values, and ambitions align with a growing, dynamic company, we encourage you to apply today and one of our specialized recruiters will connect with you! Follow us and apply at ********************************************

*SPECIALTY WEATH 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 you will 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. *Must-Have** * 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 *Skills and Knowledge* * 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 *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. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *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. Get an inside look at our **************************************************************************************************** ABOUT CITY NATIONAL City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does business in Miami and the state of Florida as CN Bank. For more information about City National, visit ********************* *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION* City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. ************************************************************************************************** If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via mailto:*************************) or leave a message at *************. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry's largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience - from proposal to commission- so they can help better secure the financial futures of their clients. At iPipeline, you'll play a major role in helping us to provide best-in-class, transformative solutions. We're passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion. We're proud that we've been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we've built for our nearly 900 employees around the word is exceptional -- and we've created a place where our employees love to come to work, every single day. Come join our team! About iPipeline Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500 , and Fortune 1000 indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry's largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows - from quote to commission - with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry. iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status . We are committed to building a supportive and inclusive environment for all employees. This is an office-based position. Responsibilities Position Summary: We are looking for an Associate Jira Administrator to support the configuration, maintenance, and optimization of our Atlassian environment. This role will assist in managing Jira Software, Jira Service Management, and Confluence to ensure smooth workflows, user access, and system performance. The ideal candidate is eager to learn, detail-oriented, and passionate about process improvement. Key Responsibilities: Assist in configuring and maintaining Jira projects, workflows, custom fields, screens, and dashboards. Support user management, including permissions, groups, and roles across Jira and Confluence. Respond to basic troubleshooting requests, resolving issues related to Jira and Confluence usage. Work with teams to document requirements and make minor process improvements. Assist in creating automation rules within Jira to improve efficiency. Help maintain Confluence spaces, ensuring proper permissions and structure for documentation. Learn and support third-party integrations (MS Teams, GitHub, Salesforce, PagerDuty etc.). Assist with system updates, plugin management, and testing before deploying changes. Provide basic training and documentation to end users. Qualifications Qualifications: 1-3 years of experience working with Jira Software or Jira Service Management in an administrative role. Familiarity with Jira configuration, including workflows, custom fields, and dashboards. Basic understanding of Agile methodologies (Scrum/Kanban). Experience with user management and permissions in Jira/Confluence. Strong problem-solving skills with a desire to learn advanced Jira administration. Good communication skills for working with technical and non-technical teams. Bachelor's degree in IT, Computer Science, Business Systems, or related field (preferred but not required). Preferred Skills: Experience with Jira automation rules and scripting (e.g., Groovy, PowerShell, Python). Knowledge of Jira API and third-party integrations. Benefits We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program - all in a creative, fast-growing, and innovative company.

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Work Location: Hybrid in Malvern or West Reading, PA., coming into the office at least 3-days per week with Monday, Tuesday, and Thursday being the set in-office days. If within a 50-mile radius of a Customers Bank location, the expectation is to be hybrid. All subject to change. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: We are seeking several Governance Administration Specialists to support the implementation and administration of enhanced metrics, policies, procedures, and reporting processes. These roles are critical for ensuring compliance with the updated governance framework. The ideal candidates will work closely with the Governance lead and teams across the organization to maintain, monitor, and improve governance structures. This is a non-exempt position. Key Responsibilities: Administer and manage the enhanced governance metrics, policies, and procedures. Ensure accurate and timely reporting of governance-related metrics and improvements to senior management and regulatory bodies. Collaborate with the Governance lead to support the administration and oversight of governance activities. Monitor compliance with updated policies and procedures, providing feedback for continuous improvement. Assist in the collection, analysis, and reporting of governance data to ensure adherence to the Written Agreement and regulatory standards. Provide support for audits and regulatory reviews related to governance activities. Ensure the documentation of all governance processes, policies, and metrics is accurate and up-to-date. Collaborate with cross-functional teams to ensure alignment with governance enhancements. What Do You Need? Bachelor's degree in business, finance, or a related field. 3+ years of experience in governance, compliance, or policy administration (financial services experience preferred). Strong understanding of governance frameworks, metrics, and reporting processes. Excellent analytical skills and attention to detail. Ability to work collaboratively with various teams to support governance enhancements. Strong organizational and communication skills. Technology Skills: Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

Job Details Headquarters - Bryn Mawr, PADescription Provides administrative support to the College CounselingDepartment and secondary support to the Upper School. The Agnes Irwin School, an all-girls' Pre-K through 12th-grade independent school in the Philadelphia suburbs, is committed to fostering the intellectual and personal growth of girls and young women. Providing its students with a rigorous academic education, AIS is dedicated to developing each student's highest potential in intellect, character, and physical well-being. The Ideal Candidate: Embraces the Agnes Irwin School's mission to empower each girl to learn, lead, and live a legacy, and is committed to the ethos of girls' education. Will immerse themselves in the life of the school and share their talents as a coach, advisor, chaperone, or club leader Commits to continued development of cultural competency and necessary skills to engage with and learn from people with diverse backgrounds and experiences. Demonstrates a dedication to continuous growth and development in areas of diversity, equity, inclusion, and belonging and commits to our DEIB Philosophyat Agnes Irwin. Is willing to engage across difference with empathy and understanding Regards collaboration as an essential component of professional growth and values working on a team. Essential Functions: Perform administrative and clerical assignments with minimal direction. Create, edit and proof documents which support all facets of the College Counseling department's operation including letters of recommendation. Coordinate office and counselors' calendars; schedule meetings, meeting rooms, and required facilities/equipment/services; proactively maintain and troubleshoot as needed Create/maintain filing systems and files for the College Counseling department. Maintain electronic calendars, contact lists and other electronic files and databases. Answer incoming telephone calls: answering questions, resolving issues, taking messages, forwarding calls to the appropriate party. Maintain an adequate supply of materials for the office. Coordinate production of accurate student records and keep relevant transfer data. Assist in managing the timely completion of counselor and faculty recommendations, and school reports for college applicants. Manage college visitor schedule in the fall, greeting and interacting with college representatives during on-campus visits. Assist in maintaining an informative and up-to-date college guidance center on campus. Maintain communication with various colleges and universities. Ensure submission of AIS documentation to colleges, in a timely and accurate manner. Manage and maintain NCAA course approval process with the Registrar Assist in all aspects of AP exam administration, especially summer coverage. Coordinate Wellness classes, Senior Assemblies and the College 101 Transition Series. Other duties as assigned Qualifications Qualifications: High school diploma or GED and minimum of five years' experience in a similar position or equivalent combination of education and experience required. Bachelor's degree preferred. Computer proficiency in Microsoft Office Suite, Adobe Acrobat, and Internet searches required; previous experience with Naviance highly desirable. Ability to use basic office equipment required. Superb organizational skills; strong grammar, editing and writing skills required Ability to handle multiple tasks in a very busy, detail-oriented, time-sensitive environment, dealing with a wide variety of challenges and interruptions, deadlines and a diverse array of contacts, often with minimal supervision. Ability to handle multiple tasks in a stressful environment, dealing with a wide variety of challenges and interruptions, deadlines, and a varied and diverse array of contacts, often with minimal supervision. Physical Requirements and Work Environment: May work at a desk and computer for extended periods of time. Must be able to occasionally lift up to 30 lbs. The physical requirements and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts. You will also be responsible for risk management, client relationship management, and personal development and training. This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families. Job Responsibilities : + Work with the Account Opening Group to open estate or trust accounts. + Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. + Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services. + Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. + Work with Tax Officers and trust counsel to resolve tax issues + Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service. + Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community. + Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts. Required Qualifications, Skills and Capabilities + Bachelor's degree required + Relevant years of experience in the trust and estates industry + Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge + Client Servicing - client knowledge, client relationships, proactive communication + Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability to delegate, coaching and training Preferred Qualifications, Skills and Capabilities + Knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration. + Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Job Details Administration Office - Dover, DEJob Posting Date(s) 03/14/2025 03/28/2025Description JOB VACANCY SENIOR FISCAL ADMINISTRATIVE OFFICER ENTRY LEVEL SALARY: $58,719 - FULL-TIME --------------------------------------------------------------------------------------------------------------------------------------------------------------- Looking for a career with excellent benefits? As part of the DSHA team, you will have immediate access to health, vision, and dental insurance, vacation and sick leave, paid holidays, tuition assistance, fitness reimbursement, retirement plan, and more while working to further DSHA's mission of providing safe, affordable housing. This non-State position is responsible for the application of accounting theories, concepts, principles and standards. Work ranges from performing standardized accounting activities through to senior-level accounting services. PRINCIPLE ACCOUNTABILITIES Essential functions are fundamental, core and are not intended to be an exhaustive list of all job duties. Since specifications are descriptive and not restrictive, incumbents can complete job duties of similar kind not specifically listed here. Analyzes, reconciles and consolidates vouchers, records, journals, ledgers and statements. Monitors expenditures to ensure compliance with budgetary recommendations. Reviews financial transactions and codes for conformance to standard procedures and accounts. Compiles, analyzes and prepares a variety of statements and reports for state, special, private or federal funded programs for use in financial, budget and personnel planning. Develops cost projections based on past records and anticipated activities and makes fiscally sound recommendations. Applies standardized accounting principles and practices. Reviews internal accounting policies and procedures and makes recommendations for revisions. KNOWLEDGE, SKILLS, AND ABILITIES The intent of the listed knowledge, skills and abilities is to give a general indication of the core requirements for all positions; therefore, the KSA's listed are not exhaustive or necessarily inclusive of the requirements of every position. Knowledge of accounting theories, concepts, principles and standards. Knowledge of state accounting methods and techniques. Knowledge of general and governmental accounting principles. Knowledge of applicable federal, state and private laws, rules, regulations and procedures. Knowledge of state and departmental computerized financial management systems, including data entry and correction procedures. Knowledge of recordkeeping and report preparation techniques. Ability to maintain accurate, current accounting records. Ability to assemble and analyze financial and accounting data and make recommendations. Ability to communicate effectively. Ability to establish and maintain effective working relationships with individuals in state, local and federal government agencies and the general public. Knowledge of state governmental fiscal and budgetary processes. Knowledge of applicable fiscal procedures and guidelines for programs. Skill in conducting indepth, comprehensive analysis and/or forecasting of fiscal matters. Ability to interpret and analyze financial data and reports. Ability to plan and direct a program of accounting and fiscal services and controls. Ability to direct a large accounting program. MINIMUM QUALIFICATIONS Applicants must have education, training and/or experience demonstrating competence in each of the following areas: Possession of a Bachelor's degree or higher in Accounting, Business Administration, Economics, Finance, Business Management, Computer Information Systems or related field. OR: Three years experience in accounting using Generally Accepted Accounting Principles (GAAP). Three years experience in compiling, analyzing and interpreting financial data to ensure effective and efficient accounting of funds or to make projections for financial planning. Three years experience in analyzing financial problems, developing alternatives, recommending and advising management on solutions. Six months experience in interpreting laws, rules, regulations, standards, policies, and procedures. Six months experience in staff supervision which includes planning, assigning, reviewing, and evaluating the work of others. Knowledge of budget management and control which includes managing a budget for the purpose of keeping expenditures within the limitations of available appropriations and available revenue and maintaining, monitoring, projecting and controlling a budget within set policies and procedures. THIS POSITION REQUIRES THE SUCCESSFUL COMPLETION OF A CRIMINAL BACKGROUND SCREENING. BENEFITS These include up to 15 vacation days and 15 sick day leave accrual, up to 13 paid holidays a year, liberal retirement benefits, immediate access to health, short- and long-term disability, and life insurance plans and voluntary dental, vision, and various supplemental benefit options. APPLICATION PROCEDURES Applications must be completed by the closing date on our website ********************** (Click on About Us, Employment, Click Here to View All Current Openings, Select job, Scroll Down & Click Apply Now. ) Contact: email: DSHA_*************** DSHA IS AN AFFIRMATIVE ACTION AND EQUAL OPPORTUNITY EMPLOYER. As an equal opportunity employer, DSHA provides an employment environment that supports and encourages the application of all persons without regard to race, color religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Accommodations are available for applicants with disabilities in all phases of the application and employment process. Please call DSHA at ************ or ************ with any questions or requests. TTY/ ASCII/ VOICE/ VCO users may utilize the Telecommunications Relay Service (TRS) at ************. DIRECT DEPOSIT OF PAY IS A CONDITION OF EMPLOYMENT. FAILURE TO AGREE TO PARTICIPATE IN DIRECT DEPOSIT WILL RESULT IN THE WITHDRAWAL OF OFFER OF EMPLOYMENT. DSHA HAS A LAG PAY SYSTEM.

J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts. You will also be responsible for risk management, client relationship management, and personal development and training. This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families. Job Responsibilities: Work with the Account Opening Group to open estate or trust accounts. Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services. Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. Work with Tax Officers and trust counsel to resolve tax issues Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service. Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community. Develop, retain and deepen client relationships. Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts. Required Qualifications, Skills and Capabilities Bachelor's degree required Relevant years of experience in the trust and estates industry Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge Client Servicing - client knowledge, client relationships, proactive communication Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability to delegate, coaching and training Preferred Qualifications, Skills and Capabilities Knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration. Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

AAA Club Alliance is currently seeking a full-time Distribution Administration Intern to join us here in Wilmington, DE. is hybrid and requires both on-site and remote work. The Distribution Administration Internship provides an opportunity for students currently pursuing an information technology or project management related degree to get hands on experience working with a team. You will contribute to projects and advance our existing programs. We are looking for talented and inquisitive students that are excited about making an impact at an organization. You will be able to make real decisions, focus on real work, and initiate real results. Duties & Requirements of the Distribution Administrative Intern: Document Salesforce system functionality and processes. Convert existing information from various sources into documentation and job aids. Familiarity with Salesforce. Familiarity with project management tools (e.g., JIRA). Be a rising sophomore or higher working towards a degree in IT, Project Management, or a related degree. Able to commit to a full-time in person schedule for the duration of the program (June 2 - August 8, 2025; 10 weeks; 37.5hrs/week). Ability to work both independently and as a member of a team. As an intern at AAA, you will have the opportunity to contribute to meaningful projects, receive mentorship by industry leaders, and participate in activities designed to support your personal and professional development. ACA is an equal opportunity employer and complies with all applicable federal, state, and local employment practices laws. At ACA, we are committed to cultivating a welcoming and inclusive workplace of team members with diverse backgrounds and experiences to enable us to meet our goals and support our values while serving our Members and customers. We strive to attract and retain candidates with a passion for their work and we encourage all qualified individuals to apply. It is ACA's policy to employ the best qualified individuals available for all positions. Hiring decisions are based upon ACA's operating needs, and applicant qualifications including, but not limited to, experience, skills, ability, availability, cooperation, and job performance. Job Category: Admin - Clerical

Administrative Associate | Temp | PT (Mon/Tues-Thurs) 9:30a-3:30pm | $35-$40/hour | On-Site in Conshohocken, PA Do you have experience supporting C-level Executives? This is an excellent opportunity to join a prestigious non-profit organization supporting the daily operations of both the Investment Department and Office of the General Counsel. A day in the life of an Administrative Associate: Maintain consistent, efficient administrative operations for the OGC and the Investment Department, including organizing and maintaining files, records and databases Assist with the preparation, approval, and archiving of Committee, Sub-Committee, and Board meeting minutes, including the preparation of requests for compensation for corporate meeting participants Assist with communications (written and via telephone, email and voicemail), including the composition and editing of correspondence and other documents Manage individual and departmental calendars, travel planning and expense accounting Answer, screen and direct incoming telephone calls Requirements for the Administrative Associate: Bachelor's Degree or equivalent work experience required. Demonstrated ability (5+ years) to work with Senior Staff & supporting C-level Executives in administrative operations, preferably in a legal or investments setting Detail oriented with the ability to manage multiple projects and tasks simultaneously Excellent verbal and written communication skills Excellent computer skills, including proficiency with MS Office software EOE employer. If interested in this Administrative Associate position, please apply. If this position is not a good fit for you feel free to share this link! All candidates who receive and accept an offer of employment are subject to pre-screening requirements.

The core duties and responsibilities of an Administrative Assistant revolve around supporting others. Their job duties can vary widely, not just from job to job, but from day to day at the same job. On any given day, they may perform a variety of tasks, such as: * Answer phones and greet visitors * Schedule appointments and maintain calendars * Schedule and coordinate staff and other meetings * Collate and distribute mail * Prepare communications, such as memos, emails, invoices, reports and other correspondence * Write and edit documents from letters to reports and instructional documents * Create and maintain filing systems, both electronic and physical * Manage accounts and perform bookkeeping In order to perform their various duties, an Administrative Assistant must exhibit many varied skills and qualifications. At the core, the Administrative Assistant is a support position, meaning that communications and decision-making are paramount. A few of the specific skills that all administrative assistants should possess include: * Decision-making: Administrative Assistants have to make independent decisions on a daily basis, addressing the best way to handle specific tasks. * Communications and collaboration: An Administrative Assistant must collaborate with other administrators and support personnel, management and clients on a regular basis. * Organizational skills: Organization and prioritization are the core elements of the Administrative Assistant's responsibilities. You must know how to keep yourself and others organized and how to determine which tasks are the most important in a given list. * Writing: Spelling, punctuation, sentence structure and writing are essential to an Administrative Assistant, who must be proficient in a variety of styles, from creative to professional to technical to education and more. The minimum level of education for an Administrative Assistant is a high school diploma or GED. Temporary agencies may also provide training in these areas. For those straight out of high school, courses in word processing and general office procedures are offered at vocational schools and community colleges and can be very helpful. Administrative Assistants with a bachelor's degree are more marketable, as they are seen to have a more well-rounded education that includes writing and mathematics, which can be useful to the job. While prior experience is not strictly required for work as an Administrative Assistant, many employers value prior work in the field. This is because many office professionals learn their major skills through on-the-job training, and a strong history of long-term work with other organizations can show reliability, responsibility and that you possess the skills you need. Starting as a secretary and working up through the ranks also shows increasing skill development and dedication. Compensation: $17.00 - $18.00 per hour

Founded in 1935, Roto-Rooter is North America's largest plumbing, drain cleaning, and water cleanup services provider. Roto-Rooter operates businesses in over 100 company-owned branches, independent contractor territories, and approximately 400 independent franchise operations, serving approximately 90% of the U.S. population and parts of Canada. Roto-Rooter, America's premier plumbing and drain cleaning company, is the name that homeowners and businesses turn to for select quality services. We are proud of our more than 80-year history, but it's our future that has us so excited! Responsibilities Essential Skills & Responsibilities: Skilled with Microsoft Office (Word, Excel) Highly motivated, detail oriented, able to work independently Outstanding organizational, time management and follow up skills Self-starter who thrives in a fast paced environment Able to handle multiple projects at once Strong communication skills Collections experience Requirements The candidate we are seeking should be able to handle multiple tasks, communicate efficiently via phone, email, and letter with professionalism and detail, and have excellent organizational, time management and follow up skills. The ideal candidate will have 3-5 years collections experience. Benefits At Roto-Rooter, we believe our most significant investment is in our employees. We prioritize the health and well-being of our team and their families. That's why we offer an extensive employee benefit package including: Medical insurance with a Prescription Drug Card Accident and Critical Illness Insurance Dental Insurance Vision Insurance Paid Vacation Paid Training Life Insurance Matching 401K Retirement Savings Plan Tuition Reimbursement Profit Sharing Roto-Rooter offers excellent career paths for military veterans and personnel transitioning to civilian professions. Throughout nearly 100 years in business, we've found that military training and structure are an excellent fit for our company. EEO Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, color, sex, gender, age, national origin, veteran status, military status, disability, gender identity, sexual orientation, genetic information, or any other characteristic protected by law. Advertising Tags IND32 #LI-NM1 #LI-ONSITE Not ready to apply? Connect with us for general consideration.

The Seasonal Administrative Support Specialist is a temporary position that provides assistance to the property management team. This position will perform a wide variety of duties including clerical tasks, customer service, and operational duties associated with the readiness of our residential housing units. What you will do Perform duties in the support of the Community Director/Community Manager and Leasing/Resident Support Services teams. Support social events, educational classes, physical activities, and family functions for community residents. Greets residents in a friendly manner and connects them with the appropriate person to assist them. Assist in inspecting the model and vacant homes to ensure they are ready for touring prospective clients as needed. Assist with ensuring community curb appeal and maintaining the appearances of the office, amenities, model, homes, and community. Qualifications High School Diploma or GED Required Previous administrative experience Preferred Strong customer service skills. Strong communication skills: verbal, written, and interpersonal. This position requires driving for the company using either a company vehicle, rental vehicle or their personal vehicle. DL NUMBER - Driver's License, Valid and in State Upon Hire Required Compensation We are committed to offering competitive and equitable compensation. You must be able to pass a drug, background screen and physical abilities test/motor vehicle record check (if one is required per the position). EEO/ADA The Company and its affiliates provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. #ZRHMH

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 you will 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. *Must Have's* * * * H.S. Diploma * Minimum 1 year basic computer experience (e.g. Microsoft Word, Excel, Outlook) required. *Skills and Knowledge* * * * Bachelor's Degree a plus * One year of experience in trust administration a plus * 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. *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. **To be considered for this position you must meet at least these basic qualifications* The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. *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. Get an inside look at our **************************************************************************************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank is an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by law.' ABOUT CITY NATIONAL We start with a basic premise: Business is personal. Since day one we've always gone further than the competition to help our clients, colleagues and community flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues to drive phenomenal growth today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. \#LI-DN1 \#CA-DN1

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Work Location: Hybrid in Malvern or West Reading, PA., coming into the office at least 3-days per week with Monday, Tuesday, and Thursday being the set in-office days. If within a 50-mile radius of a Customers Bank location, the expectation is to be hybrid. All subject to change. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: We are seeking several Governance Administration Specialists to support the implementation and administration of enhanced metrics, policies, procedures, and reporting processes. These roles are critical for ensuring compliance with the updated governance framework. The ideal candidates will work closely with the Governance lead and teams across the organization to maintain, monitor, and improve governance structures. This is a non-exempt position. Key Responsibilities: * Administer and manage the enhanced governance metrics, policies, and procedures. * Ensure accurate and timely reporting of governance-related metrics and improvements to senior management and regulatory bodies. * Collaborate with the Governance lead to support the administration and oversight of governance activities. * Monitor compliance with updated policies and procedures, providing feedback for continuous improvement. * Assist in the collection, analysis, and reporting of governance data to ensure adherence to the Written Agreement and regulatory standards. * Provide support for audits and regulatory reviews related to governance activities. * Ensure the documentation of all governance processes, policies, and metrics is accurate and up-to-date. * Collaborate with cross-functional teams to ensure alignment with governance enhancements. What Do You Need? * Bachelor's degree in business, finance, or a related field. * 3+ years of experience in governance, compliance, or policy administration (financial services experience preferred). * Strong understanding of governance frameworks, metrics, and reporting processes. * Excellent analytical skills and attention to detail. * Ability to work collaboratively with various teams to support governance enhancements. * Strong organizational and communication skills. Technology Skills: * Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

JobID: 210606252 JobSchedule: Full time JobShift: : J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services. You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts. You will also be responsible for risk management, client relationship management, and personal development and training. This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families. Job Responsibilities: * Work with the Account Opening Group to open estate or trust accounts. * Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records. Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. * Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services. * Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues. * Work with Tax Officers and trust counsel to resolve tax issues * Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service. * Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. * Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business. This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts. Required Qualifications, Skills and Capabilities * Bachelor's degree required * Relevant years of experience in the trust and estates industry * Experience in the administration and support of trust and estates including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge * Client Servicing - client knowledge, client relationships, proactive communication * Teamwork/Personal Effectiveness - clear and concise communication, time management, adaptability to delegate, coaching and training Preferred Qualifications, Skills and Capabilities * Knowledge of trust and estate law, income, transfer, and generation skipping taxation, with ability to apply that knowledge to post-mortem planning exercises and account administration. * Advanced degree such as JD, industry certification such as Certified Trust and Financial Advisor (CTFA) or paralegal certificate, with paralegal experience in trust and estate practice J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.

Founded in 1935, Roto-Rooter is North America's largest plumbing, drain cleaning, and water cleanup services provider. Roto-Rooter operates businesses in over 100 company-owned branches, independent contractor territories, and approximately 400 independent franchise operations, serving approximately 90% of the U.S. population and parts of Canada. Roto-Rooter, America's premier plumbing and drain cleaning company, is the name that homeowners and businesses turn to for select quality services. We are proud of our more than 80-year history, but it's our future that has us so excited! Responsibilities Essential Skills & Responsibilities: Skilled with Microsoft Office (Word, Excel) Highly motivated, detail oriented, able to work independently Outstanding organizational, time management and follow up skills Self-starter who thrives in a fast paced environment Able to handle multiple projects at once Strong communication skills Collections experience Requirements The candidate we are seeking should be able to handle multiple tasks, communicate efficiently via phone, email, and letter with professionalism and detail, and have excellent organizational, time management and follow up skills. The ideal candidate will have 3-5 years collections experience. Benefits At Roto-Rooter, we believe our most significant investment is in our employees. We prioritize the health and well-being of our team and their families. That's why we offer an extensive employee benefit package including: Medical insurance with a Prescription Drug Card Accident and Critical Illness Insurance Dental Insurance Vision Insurance Paid Vacation Paid Training Life Insurance Matching 401K Retirement Savings Plan Tuition Reimbursement Profit Sharing Roto-Rooter offers excellent career paths for military veterans and personnel transitioning to civilian professions. Throughout nearly 100 years in business, we've found that military training and structure are an excellent fit for our company. EEO Statement We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, color, sex, gender, age, national origin, veteran status, military status, disability, gender identity, sexual orientation, genetic information, or any other characteristic protected by law. Advertising Tags IND32 #LI-NM1 #LI-ONSITE