Middle Office Specialist | Private Debt Investments
Secretary Job 32 miles from Babylon
Top Tier Asset Management firm is looking for a Middle Office Specialist | Private Debt Investments professional to join their growing team. This is an excellent opportunity to work in close collaboration with the investment team. This challenging role offers an excellent development opportunity and allows building a deep knowledge of FIRM's Asset Management (AM) organization and responsibilities. Provide in-depth operational assessment for potential deals in the pipeline. Ensure operational readiness, leading end-to-end funding process, including operational set up, cash funding and approvals. Manage transactional governance and legal documentation. Perform KYC checks in line with regulatory requirements.
QUALIFICATIONS
Bachelor's degree or equivalent in a financial relevant subject; CFA or similar qualifications are a plus
Minimum 3 years' experience in asset management, portfolio management, loan administration space in a bank or asset management platform with specific focus on infrastructure loans is a plus
Experience with KYC process in your previous roles
Attention to detail and quality
Fluent in English with excellent verbal and written communication skills
This role will sit HYBRID out of the New York, NY Office.
Administrative Coordinator
Secretary Job 40 miles from Babylon
Responsibilities:
Administrative tasks including calendaring, scheduling meetings and coordinating travel arrangements
Provide executive support to senior management
Create and process expense reports as well as reconciling expenses using Concur
Prepare agenda for board meetings (i.e. create/formulate agenda)
Assist HR team in scheduling interviews and onboarding new hires
Email correspondence with external vendors
Gather supporting documentation
Format, edit and proofread documents
Handle incoming and outgoing mail
Event planning
Set-up conference rooms
Place catering orders
Perform ad-hoc administrative and office support duties
Qualifications:
Bachelor's Degree required
2+ years of administrative experience in a corporate or professional services environment
Strong proficiency in Microsoft Office Suite (Word, PowerPoint and Excel)
Strong writing and proofreading skills
Ability to multitask and prioritize tasks effectively
High attention to detail and excellent communication skills
Professional demeanor and personable with a high level of confidentiality
Project manger assistant
Secretary Job 32 miles from Babylon
J&S Waterproofing LLC is a fast-growing exterior restoration company located in New York, NY. Specializing in restoring residential and commercial buildings in the greater NYC area, we take pride in our expertise and commitment to quality. No project is too small or too big for us as we work towards restoring NYC one building at a time.
Role Description
This is a full-time on-site role for a Project Manager Assistant at J&S Waterproofing LLC. The Project Manager Assistant will be responsible for providing administrative support to the project management team, assisting with coordination, and ensuring efficient communication between stakeholders. Daily tasks include managing schedules, organizing project documentation, and facilitating effective project execution and well skillful in plans/drawings.
Qualifications
Administrative Assistance and Executive Administrative Assistance skills
Strong Phone Etiquette and Communication abilities
Clerical Skills proficiency
Excellent organizational and time-management skills
Attention to detail and problem-solving capabilities
Ability to work well in a fast-paced environment and multitask effectively
Experience in the construction or project management industry is a plus
Associate's or Bachelor's degree in Business Administration or related field
Office Coordinator
Secretary Job 32 miles from Babylon
Management Consulting firm located in Bryant Park, Manhattan, is seeking to hire a Temporary Office Coordinator for 3-6 months to start on April 1st, 2025. This role will require 5 days/week on-site from 8:30am-6pm daily. While day-to-day responsibilities may vary, the core responsibilities will consist of being the main in-office point of contact for any office needs that leadership team members may have. Will require attention to detail and ability to plan and execute in-person meetings, coordinating with all relevant vendors and other departments, and ensuring a high standard of customer service for our leaders and their clients. This also includes providing support for other in-office needs for our leadership team members, as the connection between their remote or local assistant and any in-office needs. Pay rate is $27/hour.
Responsibilities & Duties
Collaborate effectively with all members of the EA/MA regional program, as well as colleagues across the firm, to coordinate and confirm meetings in the office space and serve as an at-cause peer and representative to clients
Maintain documentation for office location on best practices for any local support needs including but not limited to: in-office support operations between remote EA/MA team members and local office support roles, restaurant recommendations, catering recommendations, et.
Meet and greet clients or stakeholders when they are in the office for meetings, ensuring they have any support they need when they are in the space and throughout meeting
Support and interface with all levels of organization's staff; display a high level of professionalism and discretion
Work with EA/MA colleagues and local office teams (Office Services, Events, Reception, et) to proactively and consistently provide in-office support for meeting coordination and workshop logistics, including but not limited to managing room set-up and meeting details, serving as a client liaison, owning catering and food pick-up requests and any other details to ensure a successful experience and high levels of in person administrative service for our teams
Provide occasional backup reception and other support needs teaming effectively with Office Services teams; manage office reservations and space conflict resolution; help other departments during surge periods (Recruiting, Office Services, Events, Talent, etc.)
Operate as in-person go-to resource for leadership team needs, including but not limited to lunch pick up/drop off; printing and technology needs; other operations support requests as they arise
Adhere to in-office working model with regular and consistent in-office presence
Collaborate with key stakeholders to submit and reconcile expenses as they are incurred for meetings and events; as needed provide overflow expense submission support for Leadership Team members
Qualifications
High School Diploma or equivalent combination of training and experience
Prefer a minimum of three years of experience in customer service, hospitality, executive assistance or related field
Outstanding written and verbal communication skills; ability to effectively alter approach to match leadership team style and preferences
Strong organizational skills, meticulous attention to detail and time management skills
Demonstrated ability to meet deadlines, prioritize assignments, juggle multiple tasks simultaneously and deal with highly confidential information
Strong proficiency in Microsoft Windows, Outlook, Word, Excel, and PowerPoint
Highly motivated; self-starter, strong customer service focus and interpersonal skills
Ability to action feedback (formal and informal) to ensure high-level, tailored support based on the needs of each stakeholder
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: *****************************************
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting *************
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future (TM)
Office Coordinator
Secretary Job 33 miles from Babylon
Responsibilities
Welcome clients and visitors by greeting them either in person or by telephone
Answering the phones and referring to the appropriate department or person.
Maintain reception area cleanliness and monitor potential security risks
Setting up board room meeting space and providing refreshments to guests
Maintain and stock office supplies
book travel arrangements
Distributing and overseeing incoming and outgoing mail
Requirements
Bachelor's degree
2+ years of relevant experience
Strong working knowledge of MS Office
Exceptional interpersonal and customer service skills
Strong attention to detail and a positive attitude
The annual base salary range is $60,000 to $75,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.
Administrative Assistant
Secretary Job 32 miles from Babylon
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
This will be a full time administrative position working under and closely with an individual advisor, 1099.
The ideal candidate will exhibit high standards, integrity excellent communication skills, and have an ability to take initiative, and prioritize daily tasks. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
Some Responsibilities May Include:
Handle and coordinate active calendars
Schedule, reschedule and confirm meetings
Ensure file organization based on office protocol
Provide ad hoc support around office as needed
Organize and schedule appointments and meetings
Maintain contact lists
Produce and distribute correspondence memos, letters, faxes, and forms
Assist in the preparation of regularly scheduled reports
Develop and maintain a filing system
Order office supplies
Submit and reconcile expense reports
Provide general support to visitors
Provide information by answering questions and requests
Generate reports
Handle multiple projects
Develop administrative staff by providing information, educational opportunities, and experiential growth opportunities
Ensure operation of equipment by completing preventive maintenance requirements; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques
Maintain supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies
Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies
Contribute to team effort by accomplishing related results as needed
Carry out administrative duties such as filing, typing, copying, binding, scanning, etc.
Organize travel arrangements for senior managers
Write letters and emails on behalf of other office staff
Book conference calls, rooms, taxis, couriers, hotels, etc.
Maintain computer and manual filing systems
Handle sensitive information in a confidential manner
Take accurate minutes of meetings
Coordinate office procedures
Conduct Interviews
Reply to email, telephone, or face to face inquiries
Develop and update administrative systems to make them more efficient
Resolve administrative problems
Receive, sort, and distribute the mail
Answer telephone calls and pass them on
Manage staff appointments
Prepare and update financial planning software
Fill applications and track business until completed
Qualifications
Bachelor's degree or equivalent experience
Strong interpersonal, customer service and communication skills
Ability to multitask
Proficient in Microsoft Office suite
Candidate Plus
Recruiting experience
Admin experience
Cold call/sales/business development experience
Career Trajectory include:
-Becoming a Director of operation for the team
-Recruiting Team Manager
-A Financial Advisor/Financial Consultant
Skill development in financial planning, recruiting, admin responsibilities is expected.
Full time, full time with flexibility is available, but this is an in person position only. Experience as a prior financial advisor/broker dealer assistant or other assistant positions is a plus, but not required.
Income Expectations:
Bonus' are expected to be 10%+ of yearly compensation based on contributions to milestones and taking entrepreneurial initiative.
Expected annualized earning year 1: ~$60,000
Expected year two minimum of: 65k
Future years would trend to 100k+ based on hours put in, results and initiative taken.
Benefits are available after two years. By then it's a fit and we're looking for someone for the long term that can grow with the practice over time and can add those benefits. In the meantime we can help with health insurance through the exchange if over 26 and if you want retirement accounts to put away for your future we can help with customized financial planning/we do this day to day for clients.
Project Coordinator / Project Assistant
Secretary Job 14 miles from Babylon
Our client is seeking a dedicated Project Coordinator / Project Assistant to join our in-office team and support the successful delivery of multiple projects. In this role, you will work in a fast-paced environment, supporting and assisting in the management of multiple projects. Your primary responsibilities will include coordinating project-related requests, tracking progress, maintaining project schedules, and documenting meeting notes and actions. This role requires strong organizational skills, attention to detail, and the ability to thrive under pressure while working closely with project managers and relevant company departments, including estimating, drafting, and production.
Job Function:
Key Responsibilities:
Project Coordination: Assist in the planning and execution of project tasks, timelines, and meeting action points
Task Management: Track project milestones, update schedules, and ensure team members are up to date
Communication: Act as a liaison between project teams, clients, contractors, and suppliers to ensure smooth communication and coordination
Documentation: Maintain accurate and organized project records, including timelines, meeting notes, and deliverables
Problem Solving: Proactively address issues as they arise, assist with finding and delivering timely solutions
Quality Control: assist in ensuring that project outcomes meet company quality standards and client expectations
Support Project Managers: Provide administrative and technical support to project managers when needed
Job Requirement:
Competencies:
Ability to manage multiple tasks / projects in a fast-paced, deadline-driven environment
Attention to detail with a focus on delivering high-quality results
Organizational skills and the ability to prioritize and manage multiple tasks / projects simultaneously
Strong written and verbal communication skills, with the ability to collaborate with diverse teams
Familiarity with Microsoft Office Suite (particularly Excel) and project management software (training will be provided as needed)
Education / Experience:
Bachelor's degree in relevant field, and / or
Relevant skills and experience
Benefits:
Full-time salaried position
In-office work environment
Professional development and career growth opportunities
Team Assistant - Equities support
Secretary Job 32 miles from Babylon
My client is an investment firm looking for an Executive Assistant to support an Equities Team.
The role will focus on supporting a team (up to 10 people) working closely with Corporate Access and Broker Sales Teams.
If you are someone who loves a fast pace environment, meeting deadlines, building relationships, and growth - then this position is for you!
Excellent benefits + free catered daily breakfast/lunch, cutting-edge technology and resources, $100/month towards a gym membership, etc.
Duties and Responsibilities
Coordinate high volume of internal and external meetings
Develop relationships with sales teams and Investor Relations to effectively plan meetings/calls
Calendar planning
Log corporate access and broker interactions in database
Book travel arrangements
Process expense reports for team
Participate in weekly team meetings
Provide EA support and assist with occasional personal requests
Company Requirements
Bachelor's degree required
Minimum 3-5 years administrative assistant experience, within financial services
Proficiency in Microsoft Office
Excellent organization skills and detail oriented
Sense of ownership for one's work
Proactive in following up on details, anticipating issues, and closing the loop on all requests
Mature and strong inter-personal skills; able to interact professionally with peers and senior level management
Must be teamwork oriented with ability to work independently
$90-120K base salary | $120-150K total comp
Hedge Fund Middle Office Associate
Secretary Job 32 miles from Babylon
A top-tier Fund in Midtown, Manhattan is seeking a permanent Middle Office Associate!
Responsibilities:
Working with Equity Products (mutual funds, ETFs, SMAs)
Responsible for booking, capturing and reconciling trades
Processing Corporate Actions and settling trades
Qualifications:
2-4 years experience working within the Middle Office/Operations at Investment Management firm
Strong Excel Skills (Macros, VBA, Etc.)
Strong written and verbal communication skills
BS/BA in accounting, finance, economics, etc.
Ability to multitask
Branch Market Administrator
Secretary Job 33 miles from Babylon
We are working with a top tier financial services seeking a highly motivated Branch Market Administrator to join their dynamic team in Stamford, CT. This role is ideal for a financial professional with strong leadership capabilities, administrative expertise, and regulatory knowledge. The Branch Market Administrator will be responsible for overseeing day-to-day operations, ensuring compliance with industry regulations, and supporting financial advisors in achieving business goals.
Key Responsibilities:
Provide leadership and administrative support to financial advisors and branch personnel.
Oversee operational processes to ensure compliance with firm policies and regulatory requirements.
Act as a liaison between financial advisors and various internal departments, facilitating smooth workflow and operational efficiency.
Supervise administrative staff and manage branch operations, including risk management, client service, and financial reporting.
Assist in implementing strategic initiatives to improve client experience and business development.
Monitor regulatory changes and ensure branch adherence to FINRA, SEC, and firm compliance standards.
Handle escalated client service issues with professionalism and efficiency.
Provide training and mentorship to administrative and junior staff.
Qualifications:
Licenses: Series 7, 66, 9, and 10 (or equivalent supervisory licenses).
Experience: 2-5 years of experience with a leading financial institution.
Management Experience: Prior experience in an Administrative Manager role or other leadership position within the financial services industry.
Strong knowledge of financial products, branch operations, and compliance requirements.
Excellent communication, organizational, and problem-solving skills.
Ability to manage multiple priorities in a fast-paced environment.
Why Join Us?
Competitive salary and comprehensive benefits package.
Opportunity to work with a top-tier financial institution in a thriving market.
Professional development and career growth opportunities.
Collaborative and client-focused work environment.
If you meet the qualifications and are looking to advance your career in financial services, we encourage you to apply!
Cantor Fitzgerald Relief Fund Non-Profit Assistant
Secretary Job 32 miles from Babylon
Job Title: Cantor Fitzgerald Relief Fund Non-Profit Assistant
The Cantor Fitzgerald Relief Fund, a 501(c)(3) not-for-profit, was founded on September 14, 2001, in response to the World Trade Center attacks on September 11th, with a $1 million personal donation from former Cantor Fitzgerald Chairman and CEO, Howard W. Lutnick. Following the tragic event, Mr. Lutnick pledged 25% of the company's profits over five years, in addition to providing 10 years of healthcare coverage to the surviving family members, totaling $180 million in support. Since then, the fund has raised and distributed approximately $300 million to support families that have been deeply impacted by acts of terrorism, natural disasters, and other emergencies, as well as direct service charities, and wounded members of our military.
CFRF Day-to-Day Responsibilities
Support the day-to-day operations of the organization and provide administrative assistance: manage and screen emails and phone calls, file and scan documents, and handle other duties as necessary.
Meeting Preparation: Prepare agendas, meeting materials, and presentations. Attend meetings, take minutes, and follow up on action items.
Research and Data Management: Conduct research as needed for projects and other initiatives.
Social Media Management: Manage CFRF's social media accounts, create content, and promote campaigns to increase visibility and engagement.
Database Management: Support and manage databases, ensuring accurate donor data, tracking engagement, and assisting with outreach efforts.
Donor Correspondence: Manage donor correspondence and prepare tax acknowledgment letters.
Event Planning and Fundraising Support: Assist with event planning, fundraising initiatives, and coordination of volunteers and programs.
Personal Assistant to President, CFRF
Calendar Management: Schedule and organize the President's appointments, itineraries, meetings, and events, ensuring optimal time management.
Board and Committee Support: Provide administrative support for board meetings and committees, including minutes, scheduling, and preparing meeting materials.
Confidentiality Maintenance: Handle sensitive information with the highest level of confidentiality and professionalism.
Special Projects: Support the President with various ad-hoc tasks and special projects as required, ensuring smooth operations of the organization.
Qualifications:
Strong Organizational and multitasking skills
Passion for the Cantor Fitzgerald Relief Fund mission
Ability to work collaboratively in a fast-paced environment
Must have experience in Microsoft Office Suite: Word, Excel, PowerPoint
Flexibility with occasional evening and weekend work for events and meetings
Educational Qualifications:
Bachelor's Degree required
0-2 years of experience
Hybrid Working - We are currently operating a hybrid model for our shared services employees (including this role). We anticipate continuing these arrangements for the foreseeable future with periodic review. Hybrid for Cantor Fitzgerald & its affiliates across the working week means three days office-based and two days remote.
Salary: $52,000
The expected base salary for this position is $52,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Office Administrator (Accounting)- Bilingual Korean /English Fluency
Secretary Job 37 miles from Babylon
Business Type: Family Office Investment and Equity
$ 55,000 /yr
Full Time
About Our Client's Organization
Our client's organization was founded in 1991. They pride themselves on a great supporting team culture and an organization that thinks big, to grow the business as big as it can grow.
The office is in an excellent location in upscale Fort Lee, NJ. The area is known for its great neighborhoods and top education systems in New Jersey State, making it an ideal place for the candidates and families. A super easy commute to Manhattan, NY is only a 5 minutes' drive via the George Washington Bridge, offering a scenic view of the Hudson River and the Upper West Side. Additionally, the location is within a 15 -20-minute drive to major international airports, A-rated shopping malls, restaurants, golf range, and walking distance to great cafes, bars, restaurants, a local theater, and Modern Building complexes. Also, there are frequent and multi route NJ transit buses to and for Manhattan as well as nearby neighborhoods.
Description of the Role:
This role will be responsible for assisting the Family Office team of C-suite, investment director and financial manager. The Office Administration Staff plays a critical role in supporting who is highly motivated Administrative Staff to provide support to senior members of the team.
This role will require strong work ethic, and excellent communication skills. The ideal individual will possess strong administrative, organizational and communication skills and have the ability to exercise good judgment in a variety of situations to maintain a realistic balance among multiple priorities.
This is an ideal candidate hard-working and self-motivated individual who is extremely detailed, organized and enjoys being challenged with new responsibilities.
Key Responsibilities
Office Administration Support:
Act as gatekeeper to professionals and maintain relationships with clients or guests, prospective clients and the CEO, CIO and the investment and finance management team of the organization.
Manage calendars, schedule appointments, coordinate with other assistants and confirm meetings with the CEO, CIO and the investment and finance management team.
Schedule internal and external meetings; coordinate supporting technology.
Assist in the development of internal and external meeting materials to ensure professionals are prepared for the CEO, CIO and the investment and finance management team's schedule, conferences and speaking engagements and follow up on any action items.
Send and reply to emails on behalf of professionals; draft other correspondence.
Cover multiple phone lines and communicate with clients as requested.
Communicate with the CEO, CIO and the investment and finance management team on a regular basis.
Assist in event planning, arrange travel for professionals, including flights, cars, hotels, visas and other reservations for the CEO, CIO and the investment and finance management team.
Track, prepare and process expense reconciliations, out-of-pocket reports and invoices.
Handle confidential documents and correspondence as needed.
Maintain entry of data and data integrity in databases including Outlook contacts and client tracking databases.
Manage preventative maintenance schedule for all facilities appliances and office supplies.
Courier Services, distribute packages and mail as delivered for the day: Maintain FedEx & Messenger Services
Required Qualifications:
1 to 3+ years of office administrative experience, preferably within financial services
Bachelor's degree with Accounting or Mathematics major preferred.
Exceptional organizational and time-management skills; ability to manage multiple priorities and work under pressure; problem solve and make adjustments as needed.
Excellent verbal and written communication skills and attention to detail.
Professional presence, positive demeanor and strong interpersonal skills.
Service-oriented approach; hospitality or customer service background a plus.
Must be team-orientated, trustworthy and display strong follow-through
High level of integrity, sound judgment and strong work ethic.
Proficiency in Microsoft Office Suite.
Bilingual Korean /English fluency required
Benefit:
Paid Time Off
Paid Holidays
Retirement Plan
Health, Dental and Vision Insurance
*Our client does not sponsor visa status.
Global Trade Supply Chain Finance Middle Office Associate
Secretary Job 32 miles from Babylon
The Global Trade Middle Office Associate for Supply Chain is responsible for partnering with the Global Trade team (Energy and Natural Resources and Trade and Treasury Solutions) Business Lines, Operations Management, and other support functions to ensure optimal support, customer service, risk management and process improvement. The ideal candidate is organized, proactive, highly motivated, always exhibits professional conduct, possesses the skills to remain calm under pressure.
He/she/they will:
Be involved in the major steps of the Credit Process: 1/ Pre-closing and Closing of the Facility; and Client processing and deal monitoring and Repayment.
Ensure support to the Front Office.
Check that operations comply with Natixis' requirements, process & Improvement coordination, and execution.
Monitor and analyze outstanding transactions and maintain appropriate level of operational risk control.
Coordinate with all the teams within Natixis (Operations, Legal Department, Risk Department, Finance, IT, BPO, Front Office; Compliance).
Be in contact with the client to process financing requests.
Assist on Process & Improvement coordination and execution.
Participate in User Acceptance Testing for current and new bank systems.
The main tasks for the Global Trade Middle Officer for Supply Chain Financing include maintaining a portfolio of committed and uncommitted client files, enforcing established procedures, monitoring risks, employing sound practices that will ensure a high level of service to both internal and external customers of the bank.
Assist FO and attend pre-closing meetings for new deals when needed.
Review credit/ master purchase agreements and ensure that it complies with Credit approvals and work with the Deal Closing team, so they book the deal in LIQ.
In case of discrepancy with the Credit Approval ask for a Waiver to FO.
Ensure that all CPs are met before a funding is processed.
Save all the closing documentation in internal system, track the UCCs.
Work with the Back Office Team on the booking of the transaction in Loan IQ by providing them all the information needed for booking and the backups + controls performed as per internal procedures.
Monitor the Deal from Closing to Termination.
The role requires some knowledge of Trade Finance & Supply Chain Finance products.
Ensure that Natixis internal procedures related to financial crime risks prevention (KYC, AML, Sanctions and Embargo, Anti-boycott, Vessel /OFAC checks) are followed when processing daily transactions.
Performs monitoring of the covenants and Past due follow up. Ensure that covenants are updated in a timely manner and when they are not received on time contact Client or Agent Banks.
Ensure compliance with Regulatory Reporting.
Maintain close connection with the business, GFO Ops teams, outsource providers, internal support/control group colleagues to improve processes.
Monitor and proactively seek to minimize operational risks.
Proactively identify process improvements and work with support teams (IT, other Ops team members) and implement necessary changes.
Requirements:
Undergraduate degree in Finance or related business. Advanced degree preferable.
Two years minimum of professional experience.
Previous experience (1-5 years) with commercial lending and asset financing support management at a commercial bank is essential.
Basic knowledge of Supply Chain Financing; Working knowledge of the systems utilized by the bank is a plus: Cash Plus, Loan IQ
Advance user of the following MS Office applications: Excel.
Good understanding of financial statements with a level of comfort in calculating and interpreting financial ratios.
General knowledge of corporate banking operations.
Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law.
Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities.
The salary range for this position will be between $105,000 - $125,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.
Candidates must be able to work in the United States on a permanent basis. Natixis will not sponsor visas for these positions and will not hire individuals whose work eligibility is based on their F-1 or other student visa status.
Company Secretary (Corporate Paralegal)
Secretary Job 32 miles from Babylon
With a legacy as a pioneer in the ALSP market, Factor leads the next evolution in legal services through AI-integrated contracting.Factor is the market leader in Integrated Law™, combining the expertise of Traditional Law, the efficiency of New Law, and the close business integration of In-house legal to deliver complex legal work at scale.
Factor works alongside corporate legal departments to solve for the ever-increasing demands and complexity of transactional legal work. Our "do while transforming, transform while doing" approach combines specialist expertise, AI-powered solutions, and business process knowledge to deliver better performance, better business and legal outcomes, and a transformed contracting experience.
Our clients span Fortune 500 companies including global banks, major pharmaceutical companies and large technology firms.We believe that the more diverse our team becomes - in backgrounds, skills, experiences, and perspectives - the higher our creative potential as a company. We are dedicated to growing a diverse, inclusive company where individuals of all backgrounds thrive.
We are comprised of more than 300 lawyers, legal specialists, technologists, and process consultants across Europe and North America - Join us!
We're looking for a company secretary to work alongside a team of like-minded high-performing individuals, working on engagements for large Global clients. THE ROLE: This is a permanent, full-time opportunity to join our Legal Entity Management team dedicated to providing support to our clients. As a member of our team, you'll be responsible for providing company secretarial support with direct access to the client's senior management. This is a very exciting and unique opportunity to build a career locally but operate globally. If you believe in being a team player, can collaborate and communicate well with technical and non-technical audiences while bringing a result-driven, focused, high energy, confident, curious, quirky, and most of all fun sense of self, then this is the place for you.
Responsibilities
Day-to-day management of global subsidiaries including the maintenance of corporate records, updating the firm's system of record (Diligent Entities), regulatory and statutory compliance as well as ensuring adherence to the firm's relevant policies and industry standards.
Regularly monitor and evaluate statutory and regulatory changes with regard to scope, compliance, timing and potential impact on the firm's level entities (SEC, fin CEN, FINRA, FRB, Cayman CIMA, DE law).
Provide direct oversight and management of Boards and Committees including liaising with directors (internal and external) and key stakeholders, management of meetings, provision and distribution of materials, director onboarding, self-assessments, counsel on corporate governance and regulatory matters, and drafting of all minutes.
Prepare formation documents, meeting minutes, secretary/officer certificates and other relevant documentation.
Work closely with and assist other members of the legal entity management department.
Qualifications
College degree required
ICSA Qualification or MSc Management & Corporate graduate
At least 5 years of experience in a company secretarial or corporate paralegal function in investment management
Demonstrated understanding of funds and the applicable laws and regulations governing them
Excellent organizational skills
Understanding of complex organizational structures, legal entity types and the relationships between
Ability to interact with personnel from all levels of the organization
Ability to multi-task and prioritize workload to meet deadlines in a fast-paced, dynamic environment.
Highly motivated, detail oriented and able to work independently
Experience working within the financial services sector
Knowledge of US regulatory environment.
Excellent attention to detail
Regular client-facing experience
Good commercial awareness, working directly with business managers
Strong written and verbal communication and presentation skills
Strong working knowledge of Microsoft Office, particularly Excel
$78,000 - $125,000 a year The anticipated salary range for this role is $78,000 - $125,000. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. This anticipated range excludes the value of any potential incentive bonus and the value of any benefits offered.
ADDITIONAL INFORMATIONAs a member of an ISO Compliant center, the candidate will be required to follow the policies and procedures on Information Security Management System in place at the Center of Excellence and globally at Factor. As a member of the Factor team, the applicant will have access to various company and client assets and will be required to maintain the level of security as identified for each asset. Factor is an Equal Opportunity Employer.For more, visit: factor.law
Corporate Secretariat Americas
Secretary Job 32 miles from Babylon
Join Barclays as a Corporate Secretariat Americas, where you'll ensure compliance with governance standards and regulatory requirements. You'll support board operations, maintain statutory registers, and provide expert guidance on legal matters. Ideal candidates bring strong experience in regulated financial institutions, excellent communication skills, and a detail-oriented mindset.
To be successful as a Corporate Secretariat Americas, you should have experience with:
* Experience in law, compliance, or corporate secretarial roles within financial services or highly regulated industries
* Skilled in managing priorities under pressure and working extended hours during peak board cycles
* Experienced in preparing agendas, drafting minutes, and supporting independent director boards
Other highly valued skills include:
* Knowledge of US entity filing requirements and regulatory expectations for financial institutions
* Proficient in governance tools like Board Vantage and Microsoft 365 applications
* Strong written communication, risk management, and authority in Powers of Attorney
You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in New York
Salary/rate minimum $175,750
Salary/rate maximum $193,813
The minimum and maximum salary/rate information above include only base salary or base hourly rate. It does not include any another type of compensation or benefits that may be available.
Purpose of the role
To play a crucial role in ensuring the Barclays Group's adherence to statutory and regulatory corporate governance requirements and industry standards, facilitating communication between the board of directors and other key stakeholders for regulated and/or significant Barclays Group legal entities.
Accountabilities
* Act as Company Secretary to regulated or significant legal entities, including liaison with the Chairman and senior executives, assisting with board succession and board and committee evaluations, agenda preparation, board paper management, attending and minuting board meetings where required.
* Provision of support, advice and guidance to the Barclays Group on company law and appropriate regulations, its own policies and best practice in corporate governance and to the Directors on their fiduciary duties and other legal or regulatory obligations.
* Creation and review of corporate governance documents, including charters, terms of reference, matters reserved for the board, policies, and procedures in compliance with legal and regulatory requirements.
* Maintenance of compliance with corporate governance requirements, best practices and industry standards across the Barclays Group governance practices.
* Assistance on project work, for instance corporate re-organisations, liquidations, mergers and formations and the signing of subsidiary financial accounts.
* Maintenance of the company's statutory registers, other registers such as conflict of interest registers, and data fields required for adherence to Barclays Group policies and standards .
* Stakeholders support with their ongoing compliance with the Group Policy on Legal Entities and Directors.
Assistant Vice President Expectations
* To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
* Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
* If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
* OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
* Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
* Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
* Take ownership for managing risk and strengthening controls in relation to the work done.
* Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
* Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
* Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
* Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
* Influence or convince stakeholders to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.
Corporate Secretary - Investment Management Practice
Secretary Job 32 miles from Babylon
💼 Salary: Up to $105,000 📍 Hybrid: 3 days in office 🔹 Experience: 5+ years in a corporate law firm What You'll Do:
Provide high-level administrative support to three Partners in the Investment Management practice.
Manage complex calendars, coordinate meetings, and schedule appointments.
Arrange domestic and international travel, including flights, accommodations, and itineraries.
Assist with basic document review and preparation, ensuring accuracy and compliance.
Handle confidential correspondence and maintain organized records.
Serve as a key point of contact for internal and external stakeholders.
What You'll Bring:
5+ years of experience as a corporate secretary in a corporate law firm (required).
Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
Exceptional organizational skills and attention to detail.
Ability to prioritize tasks, meet deadlines, and work in a fast-paced environment.
Excellent written and verbal communication skills.
Professional demeanor with the ability to maintain confidentiality.
📩 Learn more & apply today!
#CorporateSecretary #LegalSupport #InvestmentManagement #LawFirmJobs #HiringNow
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Assistant Corporate Secretary
Secretary Job 32 miles from Babylon
* Applicants MUST submit a cover letter with resume to be considered.
* This position will require in-office presence. Hybrid work schedules may be possible based on specific job duties and consistent with ESD policy.
* Minorities, women, and
individuals with disabilities
are
encouraged to apply
. Please contact Human Resources if you require an accommodation.
BASIC FUNCTION:
Assist the Corporate Secretary with respect to all aspects of Directors' meetings for ESD and certain of its subsidiaries and/or affiliated entities such as the New York Job Development Authority. Coordinate with Department Heads and staff of all Departments concerning presentation of projects to Directors.
WORK PERFORMED:
Establish and maintain annual schedules of all board meetings.
Coordinate the preparation of all materials for timely submission to Directors.
Ensure review and approval by all relevant Departments for legal sufficiency and editorial clarity.
Distribute and ensure posting of Directors' materials.
Draft materials and resolutions relating to certain corporate and/or administrative matters for submission to and approval by Directors.
Maintain Corporate records.
Assist the Compliance Officer with compliance items involving Directors.
Provide reference/research information from corporate records for staff or outside inquiries.
Schedule Directors' meetings for ESD and named subsidiaries/affiliates, and schedule Board Prep meetings and all committee meetings.
Review Omnibus Certificate and other ESD bond sale-related documentation for accuracy and provide numerous exhibits to Omnibus Certificate from ESD's Corporate records.
Review and approve ESD Directors' expense disbursements.
Ensure posting of all public notices for Board meetings, public hearings, and other legally required postings and/or notices.
Other tasks as necessary to support the work of the Corporate Secretary and Legal Department.
MINIMUM REQUIREMENTS:
Education Level required: B.A. or B.S. or equivalent.
Relevant experience required: Minimum of five years in a comparable and comparably responsible position.
Knowledge required: Excellent verbal and written skills are required as are superior organizational abilities. Ability to work collegially and effectively in a team setting. Must have excellent capability to multi-task and perform responsibilities with tight deadlines while maintaining attention to detail. Experience with working with corporate boards and/or state or city government preferred. In-person presence required a minimum of 50%, or as needed at the discretion of the General Counsel.
APPROXIMATE HIRING SALARY: $95,000 to $98,000 (w/ comprehensive benefits package)
INQUIREValeria De Jesus - HR Generalist
External Candidates:
Please attach cover letter and resume. To apply copy & paste URL in browser: **********************
Internal Candidates:
Please apply through ADP using the
Myself/Talent
menu and submit your cover letter and resume for consideration
WE ARE AN EQUAL OPPORTUNITY EMPLOYER COMMITTED TO DIVERSITY
E-commerce Secretary / Data Entry
Secretary Job 32 miles from Babylon
E-commerce company gets products and have to check if it's listed on the database
each item has to be checked
and go into inventory
if not has to send pictures oversees to add it on
12/38
flexible hours: approx 20-25 hours a week
$25 an hour, negotiable
Legal Secretary
Secretary Job 17 miles from Babylon
Cipriani & Werner PC is a multidisciplinary law firm. We have long been recognized as a firm that seeks first to understand the needs and interests of our clients. From that point forward, we strive to deliver results that are expected by our clients.
The Long Island office in Huntington, NY is currently seeking a full-time, in local office, Legal Secretary. The ideal candidate should be organized, detail-oriented and able to thrive in a fast-paced, high-volume practice. Responsibilities will include but are not limited to: preparing subpoenas, medical authorizations, and follow medical records. Greeting clients; routine telephone calls with clients, opposing counsel, court clerks, etc., including scheduling depositions, IMEs, etc. Maintaining calendars, arrange court appearances, scheduling appointments, and conducting follow-up communications.
Proficiency in legal procedure and protocol, local and federal court systems; Assist with Court Filing Documents. 2 years of legal medical experience preferred.
Cipriani & Werner P.C. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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.
Per Diem Typist - 12 Months
Secretary Job 33 miles from Babylon
DISTINGUISHING FEATURES OF THE CLASS: Performs difficult but routine typing and general clerical work. Engages in detailed clerical work under general supervision. Detailed instructions are given for new or difficult assignments. Since this is the beginning class in the typist series, alertness and a willingness to learn and prepare for assignments of progressively increasing difficulty are essential. Does related work as required.
EXAMPLES OF WORK: (Illustrative only)
Types forms, form letters, invoices, resolutions, vouchers, records, reports and index cards and similar materials;
Transcribes longhand copy;
Relieves switchboard operator;
Addresses envelopes on a typewriter or computer;
Sorts correspondence, vouchers and similar materials;
Acts as receptionist, directing callers to the proper person or office;
Operates all office machines; Indexes materials.
REQUIRED KNOWLEDGES, SKILLS, AND ABILITIES: Good knowledge of office terminology, procedures and equipment; reasonable knowledge of business arithmetic and English; ability to type from clean copy or rough draft as a minimum acceptable rate of 35 words per minute on a typewriter or personal computer; clerical aptitude, write legibly; mental alertness; neatness of appearance; ability to get along well with others; tact and courtesy and physical condition commensurate with the demands of the position.
ACCEPTABLE TRAINING AND EXPERIENCE:
Graduation from high school or possession of an equivalency diploma recognized by the New York State Education Department, including or supplemented by a course in typing or computers; PLUS one year of office experience which shall have including clerical work and working on a computer.
Reviewed 9/7/76; 5/7/79
Reviewed with no change 7/26/82; 8/18/86 7/28/10
Revised 4/29/96; 9/21/99
CSC Amended 9/14/15