Office Administrator Jobs in Brookside, DE

Seeking a polished and professional Administrative Assistant / Office Manager to support an intimate firm in Malvern, PA! Seeking candidates out of financial or professional service firms. This role will provide administration and accounting function, while expressing a positive attitude, strong work ethic, attention to detail, and ability to take leadership of projects. This role is 100% on site. If you're interested in this exciting opportunity, apply today! RESPONSIBILITIES: Book travel and prepare travel agendas for employees. Schedule and coordinate staff and other meetings. Assist with managing calendars. Answer telephones. Greet guests and coordinate visit. Perform data entry into customer relationship management (CRM) system. Provide leadership in meeting planning, including the firm's annual meeting. Perform administrative tasks associated with operating an office, including filing, organizing, expense management, record keeping, etc. Support the CFO with accounting support (billing, invoicing, etc.) REQUIREMENTS: 2+ years of prior administrative experience in a financial or professional services firm required Experience with Customer Relationship Management (CRM) systems preferred Familiarity with booking corporate travel. Willing to work full time on site at the company's Malvern office. Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion. 42400 #PHILLYAFT

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 Benefits and Perks. 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 cnb. com. 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. READ MORE 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 email 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. #LI-JO1 #GD-JO #CA-JO

APPLICATION INSTRUCTIONS: * CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application process. Please do not apply here, apply internally through Workday. * CURRENT PENN STATE STUDENT (not employed previously at the university) and seeking employment with Penn State, please login to Workday to complete the student application process. Please do not apply here, apply internally through Workday. * If you are NOT a current employee or student, please click "Apply" and complete the application process for external applicants. JOB DESCRIPTION AND POSITION REQUIREMENTS: The South Residence Life Office is looking for a dynamic and energetic individual to join the team. Penn State and Residence Life is committed to and accountable for advancing diversity, equity, and inclusion in all of its forms. We embrace individual uniqueness, foster a culture of inclusive excellence that supports both broad and specific diversity initiatives, leverage the educational and institutional benefits of diversity, and engage all individuals to help them thrive. The Residence Life Office is committed to the development of a safe and inclusive living-learning community that fosters academic, social, cultural, and personal growth. We strive to enable residents to develop respect and responsibility for themselves and their community. The Student Office Worker is a vital part of the team in helping to continue the vision and mission of the department. They are responsible to an Area Office Manager, as well as overseeing the daily activities of the area office. Responsibilities include but are not limited to: * Greeting guests and visitors * Answering phones and taking messages * Sorting and distribution of print materials * Other duties as assigned Interested individuals should apply with resume. This position REQUIRES a Federal Work Study grant award to be eligible. The Pennsylvania State University is committed to and accountable for advancing diversity, equity, and inclusion in all of its forms. We embrace individual uniqueness, foster a culture of inclusion that supports both broad and specific diversity initiatives, leverage the educational and institutional benefits of diversity, and engage all individuals to help them thrive. We value inclusion as a core strength and an essential element of our public service mission. CAMPUS SECURITY CRIME STATISTICS: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act and the Pennsylvania Act of 1988, Penn State publishes a combined Annual Security and Annual Fire Safety Report (ASR). The ASR includes crime statistics and institutional policies concerning campus security, such as those concerning alcohol and drug use, crime prevention, the reporting of crimes, sexual assault, and other matters. The ASR is available for review here. Employment with the University will require successful completion of background check(s) in accordance with University policies. EEO IS THE LAW Penn State is an equal opportunity, affirmative action employer, and is committed to providing employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are unable to use our online application process due to an impairment or disability, please contact ************. Federal Contractors Labor Law Poster PA State Labor Law Poster Affirmative Action Penn State Policies Copyright Information Hotlines University Park, PA

Benefits/Perks Great small business work environmen Flexible scheduling Paid time off, supplemental health benefit, and more! Company OverviewAmerican Family Care (AFC) is one of the largest primary and urgent care companies in the U.S. providing services seven days a week on a walk-in basis or pre-scheduled basis. Our state-of-the-art centers focus on the episodic treatment of acute illnesses and injuries, workers' compensation, and occupational medicine. Each location is equipped with an onsite lab and in-house x-ray capability.AFC is the parent company of AFC Franchising, LLC (AFCF). This position works directly with a franchised business location. The specific job duties and benefits can vary between franchises. Job SummaryTo manage operations for an urgent care clinic. Manage all non-physician clinic staff. Ensure quality of patient care. Ensure maintenance of clinic building and supplies. Ensure complete and accurate charges are attributed to each patient. Responsibilities Recruit, hire, and complete onboarding processes for various roles; front office medical receptionist, medical assistant, x-ray, and other positions Supervise, evaluate, and execute performance evaluations of non-provider staff Partner with Medical Director to ensure that medical care is delivered in accordance with physician instructions and that high-quality care is rendered Ensure staff compliance with company policies and procedures and state and federal rules and regulations Lead and organize staff meetings, daily huddles, and in-service programs Spearhead the resolution of patient and staff concerns while continually monitoring patient satisfaction through various tools Ensure compliance with front office procedures and accuracy of financial transactions Ensure maintenance and cleanliness of the facility, and adequate stock of regular medical and office supplies Monitor various key performance indicators and put programs in place for continual improvement Other duties and responsibilities as assigned. Qualifications Bachelor's degree preferred A minimum of two years experience working in a supervisory role in a medical office preferred Computer proficiency Demonstrated skills in written, verbal, and consultative communications Ability to deliver high levels of customer service and achieve customer satisfaction Understanding of compliance and regulatory guidelines (HIPAA, OSHA, etc.) and revenue cycle management experience preferred Compensation: $65,000.00 - $70,000.00 per year PS: It's All About You! American Family Care stated mission is to provide the best healthcare possible, in a kind and caring environment, while respecting the rights of all patients, in an economical manner, at times and locations convenient to the patient. If you are looking for an opportunity where you can make a difference in the lives of others, join us on our mission. We invite you to grow with us and experience for yourself the satisfying and fulfilling work that the healthcare industry provides.

This position is responsible for working independently for an AVP, VP, SVP or Chair Executive by providing office support to increase the efficiency and effectiveness of the Executive. Handles a wide variety of situations requiring knowledge of the overall functions of the Executive's area of responsibility with tact and confidentiality. Acts as a central point of contact for other departmental associates and as a liaison for other Executive Team offices. Responds to inquiries and independently represents the Executive in managing internal and external customers. May be responsible for organizational functions such as revision and maintenance of policies and procedures. Typical duties include maintenance of budget records and developing communications on the Executive's behalf. May support subcommittees of Board of Directors/Managers including meeting attendance, preparing minutes maintaining all records, following up on action items and agenda preparation. Essential Functions: * Manages Executive priorities in planning, communication, and coordination of departmental activities. * May provide support to subcommittee of the Board of Directors or Florida or Delaware Board of Managers. This includes but is not limited to: selecting and contracting for meeting site and meeting arrangements; preparing agenda with Chair and ensuring that all materials are available at the meeting; attending and taking minutes; preparing summary report for Chair to present to full Board directly after meeting requiring understanding of committee operations to ensure that priority issues are covered; preparing complete transcription of meeting minutes; following up with committee members who have deliverables to ensure they will be prepared for the next meeting and informing the Chair of any issues or difficulties. * Sets up departmental meetings including agendas requiring knowledge of the purpose of the meetings, organizational priorities, and confidentiality. Ensures that appropriate parties are included in the meetings. Ensures that attendees know of any pre-meeting work required. Compiles pre-meeting materials. Follows up as needed. * Prepares correspondence for the executive's signature as well as for own activities representing the department for both internal distribution as well as to external vendors and other interested parties. * Prepares reports and presentations both for the executive and others as well as for own activities. Frequently assigned projects requiring research, gathering data, and reporting on results. For example, participating in and being assigned an objective as part of the department's strategic management system activities. * Maintains records for budget and other activities such as purchase orders and accounts payable requests, travel records, confidential reports. Prepares expense reports for travel and meetings. * Represents the executive in dealing with both internal Nemours customers and external contacts. Answers questions or deals with problems independently as well as determines who to refer problems to. Keeps executive informed about issues. * Ensures departmental Associates are aware of activities, meetings, policies and procedures. * Arrange travel for executive and others as needed. Coordinate travel with other executives as necessary. * May supervise other clerical/administrative associates including recruiting, training, coaching and counseling, and disciplining as necessary. * May perform other functions to support the overall organization such as being responsible for policies and procedures, including writing, revising, communicating, and maintaining records for assigned area. * Additional miscellaneous duties and responsibilities, as may be assigned from time to time by employee's supervisor. Job Requirements: High School diploma required, Associate degree preferred. 3-5 years of job related experience required Minimum of 3 years of administrative assistant experience required. Experience working for Senior Management/Executives highly preferred.

This position is responsible for working independently for an AVP, VP, SVP or Chair Executive by providing office support to increase the efficiency and effectiveness of the Executive. Handles a wide variety of situations requiring knowledge of the overall functions of the Executive's area of responsibility with tact and confidentiality. Acts as a central point of contact for other departmental associates and as a liaison for other Executive Team offices. Responds to inquiries and independently represents the Executive in managing internal and external customers. May be responsible for organizational functions such as revision and maintenance of policies and procedures. Typical duties include maintenance of budget records and developing communications on the Executive's behalf. May support subcommittees of Board of Directors/Managers including meeting attendance, preparing minutes maintaining all records, following up on action items and agenda preparation. Essential Functions: Manages Executive priorities in planning, communication, and coordination of departmental activities. May provide support to subcommittee of the Board of Directors or Florida or Delaware Board of Managers. This includes but is not limited to: selecting and contracting for meeting site and meeting arrangements; preparing agenda with Chair and ensuring that all materials are available at the meeting; attending and taking minutes; preparing summary report for Chair to present to full Board directly after meeting requiring understanding of committee operations to ensure that priority issues are covered; preparing complete transcription of meeting minutes; following up with committee members who have deliverables to ensure they will be prepared for the next meeting and informing the Chair of any issues or difficulties. Sets up departmental meetings including agendas requiring knowledge of the purpose of the meetings, organizational priorities, and confidentiality. Ensures that appropriate parties are included in the meetings. Ensures that attendees know of any pre-meeting work required. Compiles pre-meeting materials. Follows up as needed. Prepares correspondence for the executive's signature as well as for own activities representing the department for both internal distribution as well as to external vendors and other interested parties. Prepares reports and presentations both for the executive and others as well as for own activities. Frequently assigned projects requiring research, gathering data, and reporting on results. For example, participating in and being assigned an objective as part of the department's strategic management system activities. Maintains records for budget and other activities such as purchase orders and accounts payable requests, travel records, confidential reports. Prepares expense reports for travel and meetings. Represents the executive in dealing with both internal Nemours customers and external contacts. Answers questions or deals with problems independently as well as determines who to refer problems to. Keeps executive informed about issues. Ensures departmental Associates are aware of activities, meetings, policies and procedures. Arrange travel for executive and others as needed. Coordinate travel with other executives as necessary. May supervise other clerical/administrative associates including recruiting, training, coaching and counseling, and disciplining as necessary. May perform other functions to support the overall organization such as being responsible for policies and procedures, including writing, revising, communicating, and maintaining records for assigned area. Additional miscellaneous duties and responsibilities, as may be assigned from time to time by employee's supervisor. Job Requirements: High School diploma required, Associate degree preferred. 3-5 years of job related experience required Minimum of 3 years of administrative assistant experience required. Experience working for Senior Management/Executives highly preferred.

The Renfrew Center of Radnor as an opening for a full-time Office Administrator. Build your career with the leading provider in the field of eating disorders! As a company that values diversity, equity, and inclusion, The Renfrew Center is dedicated to searching for and hiring individuals of all backgrounds and experiences. Renfrew is creating an environment where everyone celebrates an inclusive culture and a sense of belonging where all can thrive. We encourage all to apply for this position. Position Responsibilities: Daily administrative operations of the front office while maintaining a high degree of professionalism and confidentiality to protect our client's rights. This includes professional interaction with clients, families, and staff. Maintaining charts and correspondence in a manner that demonstrates a proficient understanding and compliance with HIPAA, Local, State, and Federal confidentiality rules and laws. The ability to interact with and invoice clients and accept payments upon the day of service. Maintaining proper accounting of cash drawer and petty cash reserves. Demonstrating proficiency in Medical Billing/Scheduling software including ADS. General office clerical capability. Managing multiple tasks in a timely manner. Education, Competencies, and Credentials: High School Diploma or equivalent required. Associate/Bachelors or Business School graduate preferred. 1 - 2 years of experience in healthcare office management preferred. Familiarity with Electronic Health Records (EHR). Computer literate, with proficiency in MS-based office computer systems including MS Word, Excel, and Outlook. Hours: 40 hours per week, M-F. Salary: Commensurate on experience, around $24.00 per hour Health and Welfare Snapshot: Medical/RX Vision Dental Generous Paid Time Off (PTO) 401K Plan with Employer Match Voluntary Short-Term Disability Employer Paid Long-Term Disability Group Life and AD&D The Renfrew Center has been a pioneer in the treatment of eating disorders since 1985. As the nation's first residential eating disorder facility, now with 19 locations throughout the country, Renfrew has helped more than 75,000 women with eating disorders and other behavioral health. The Renfrew Center - An Equal Employment Opportunity Employer, devoted to diversity, equity and inclusion.

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.

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.

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.

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.

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.

Why Bally's? Bally's Corporation (NYSE: BALY) is a global casino-entertainment company with a growing omni-channel presence. Bally's owns and operates 19 casinos across 11 states, along with a golf course in New York and a horse racetrack in Colorado, and holds OSB licenses in 13 jurisdictions in North America. The acquisition of Aspers Casino in Newcastle, UK, expands its international reach. It also owns Bally Bet, a first-in-class sports betting platform, Bally Casino, a growing iCasino platform, Bally's Interactive International division (formerly Gamesys Group), a leading global interactive gaming operator, and a significant economic stake in Intralot S.A. (ATSE: INLOT), a global lottery management and services business. With 11,500 employees, its casino operations include approximately 17,700 slot machines, 630 table games, and 3,950 hotel rooms. Bally's also has rights to developable land in Las Vegas at the site of the former Tropicana Las Vegas. The Role: Coordinator - Office (EVS) Responsibilities: Develops and maintains records, logs and files. Receives and sends faxes, copies documents and maintains schedules. Processes all invoices including the posting of the department billing codes; maintain accurate records of amounts paid on each purchase order. Maintains departmental personnel records including: time cards, weekly payroll sheets, attendance records, vacation approval sheets, disciplinary and commendation forms. Schedules contractors, interviews, inspections and appointments Prepares CARs and EARs and purchase requisitions; maintain organized records of these documents. Maintains adequate operating office supplies. Contain cost, conserve energy and use supplies as efficiently as possible. Develops and maintains spread sheets on the Excel program when requested. Receives work requests from all departments, dispatches the requests to the appropriate supervisor and maintains a log of all dispatched calls. Provides exceptional customer service Works safely, following all established safety rules and regulations Communicates effectively with co-workers, supervisors and guests Complies with the company's recycling program standards. Follows all relevant policies and procedures Maintains and assigns radios daily to EVS Staff Dispatches information to the EVS staff as needed utilizing the radios Performs other duties as assigned If applicable, tracks work orders via a computerized work order system. Qualifications: High School diploma, GED or equivalent work experience required. Must read, speak and understand English in order to radio dispatch EVS calls. Must possess good English communication skills Must be able to work weekends, holidays and nights as needed Must be able to successfully pass a background check Must present an overall professional appearance and report to work in appropriate attire Must be able to logically and independently plan, organize and complete work. Must be able to make progress on multiple assignments under time constraints. Must be flexible and available for various changing working hours to include: emergencies, inclement weather, holidays, and other special events What's in it for you: Competitive Salary with annual performance reviews Comprehensive health coverage plan that includes medical, dental, and vision 401(K)/ Company Match Access Perks and Childcare discounts Target Starting Hourly Rate: $19.50/hour Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Let Bally's Bet on You - We can't wait to meet you!

Kessler Dental proudly champions a patient-centric approach, fostering exceptional patient experiences, top-notch employee and dentist retention, and remarkable practice growth. You will thrive in an efficient office environment alongside an exceptional, well-trained, highly motivated dental team where you can expand your knowledge and career. We welcome you to join us if you are drawn to working in a clinically- focused, patient-centric, fully digital dental office. Apply today and be part of our exciting journey! Overview We are looking for a motivated, resourceful, customer-driven individual to join our team as a Front Office Coordinator. This position serves as a welcoming presence to all patients, vendors, and guests while offering day-to-day expertise in practice-level functions. This role is provided direction and responsibility for various administrative and clinical tasks daily and is assigned those responsibilities by the Practice Leader. Schedule: Monday 8:00am-7:00pm, Tuesday and Wednesday 8:00am-5:00pm, Thursday 8:00am-3:00pm, and every-other Friday 8:00am-1:00pm Duties/Responsibilities Maintain meticulous records to ensure all provider, insurance, and patient accounts are recorded and posted correctly. Schedule and confirm patient appointments to maximize the provider schedules. Present treatment plans and financial responsibilities effectively to patients. Address patient concerns while remaining calm, effective, and even-tempered in high-pressure circumstances. Maintain a positive and professional image, both individually and within the workspace. Consistently meet the expectations and responsibilities of the Practice Leader and practice needs. Assist and support clinical team as needed in areas such as set up/break down of dental operatory and instrument sterilization. Other assigned duties and responsibilities per management. Required Skills/Abilities Dental office experience required, including, but not limited to insurance knowledge, taking co-pays, etc. Dentrix experience strongly preferred. Excellent oral and written communication skills. Adhere to OSHA guidelines, HIPAA Privacy Policy, and operating procedures. Facility with Microsoft Office and dental practice management software. Positively contribute to a respectful and collaborative working environment with coworkers. Facilitate patient comfort, care, and satisfaction consistently. Willingness to advance skills through continuing education opportunities. Present to work during scheduled shifts. Education and Experience High School Degree. Prior front desk experience in a medical or dental office. People management or staff/ project coordination experience. Physical Requirements Prolonged periods sitting at a desk and working on a computer. Prolonged periods of periods of standing and bending. Must be able to lift Benefits for Full-Time Employees* PTO, paid holidays, office closure days Medical Vision Dental allowance Uniform allowance 401(k) Eligibility And many more! *Subject to change and eligibility Our Mission & Values: Drive All Decisions and Actions “To Make Our Teams, Patients, and Practices Happier and Healthier!” Positive Energy - We are enthusiastic, empathetic, compassionate, optimistic, generous, kind, and passionate. Partnership - Work collaboratively together to achieve shared goals. We accomplish more together than as individuals. We are better together. Communication - Set clear expectations and feedback to our patients and team members. Growth - We strive to continuously improve and are goal-oriented. We grow always in all ways.

TRUST ADMINISTRATION OFFICER II 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* Bachelor's Degree or equivalent 3+ years of experience in financial services required 3 + years of basic computer experience (e. g. Microsoft Word, Excel, Outlook) required Skills and Knowledge 3+ years of experience in trust administration preferred Strong written and verbal communications skills Ability to gather, arrange, compile, interpret, analyze, summarize and evaluate information and data to identify opportunities and formulate conclusions and recommended actions Ability to set priorities, and objectives Trust Certificate and/or CTFA a plus 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 Benefits and Perks. 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 cnb. com. 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. READ MORE 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 email 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.

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.

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

*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.