17 Admin-Clerical jobs

Job Description: Wealth Planner Are you passionate about helping clients with comprehensive wealth strategies? Do you love to spend time building deeper positive relationships? Are you interested in helping families dedicatedly navigate life stages? The new Wealth Planner role may be for you. The Wealth Planner focuses on driving deeper and meaningful relationships with families by co-creating ongoing, personalized, and comprehensive planning and investment strategies that help achieve their financial goals today, tomorrow, and generations to come. The Expertise We're Looking For Bachelor's Degree highly preferred CFP highly preferred Series 7, 63, 65, 66 and insurance licenses required prior to hire Required: 5+ years industry experience in financial services or a related field, 10+ years preferred. Required: 3-5 years of financial planning experience, 5+ years preferred Proven track record of high client happiness and dedication (e.g. high NPS, retention,...

Job Description The Executive Coordinator provides high-level administrative and project support to the Chief Financial Officer. As an extension of the CFO, this position plays a crucial role in daily operations, administration, communications and project management. As a trusted member of the Executive Team, be a confidante on topics related to strategy, priorities and operations. This position will be a key stakeholder in both confidential and highly visible projects across the County. This position should be able to exemplify operational excellence by being tactful, professional, adaptable, and positive. This position requires high discretion and the ability to exercise sound judgment in various situations. Responsibilities Required Tasks Communication and Correspondence Act as liaison between CFO and interna/ external stakeholders Screen and prioritize emails, phone calls and other communication Draft correspondence including emails, memos, and briefs Assist in...

Staff Posting Details Position Information Requisition Number P01179 Position Type Management Department Office of VP for Finance and Administration Staff Working Title Executive Associate to the Vice President for Finance and Administration Classification Operational Leadership/Professional 160 - S160 Position Summary Information Nature of position Permanent, Full-time If Temporary, Start Date If Temporary, End Date If part-time, hours per week If part-time, percent time Days Worked Monday - Friday Hours/Shift worked 8:00 a.m. - 4:30 p.m. (Periodic unscheduled overtime may be required depending on office needs.) Union Management Posting Detail Information Job Summary/Basic Function Primary responsibility for providing executive support to the vice president for finance and administration (VPFA) through calendar management, organizing meetings, including preparing agendas and minutes where appropriate, preparing...

Reports To: Chief Information Officer Duty Days: 238 Days Wage/Hour Status: Non-Exempt Pay Grade: AS07 Date Revised: 06-2025 Qualifications: College hours, high school diploma or GED Experience working with Technology departments a plus Proficient software experience with MS Word, Excel, PowerPoint and Visio Proficient in Time Management Tracking and Financial Systems Proficient file maintenance skills Excellent organization, communication, and interpersonal skills Initiative and good judgment in working with public, employees, and administrators Excellent clerical skills with productivity under pressure Expertise with copier, fax machine, and computer operations Experience with budget and general bookkeeping Ability to follow procedures with minimal supervision Work with confidential material Exhibit strong Public Relations skills Primary Purpose: Provide executive assistance and office management for the Chief Informatio...

POSITION SUMMARY (Eligible for Hybrid/ 4 days in office, 1 day remote - Alexandria, VA) Under minimal supervision, provides high-level content and management of all engagements, scheduling, travel support, and performs complex and diverse duties in support of the President & Chief Executive Officer ("CEO"). Anticipates and initiates actions regarding office operations requiring in-depth knowledge of the organization and other departments. Requires interpretation and resolution of highly varied situations and problems. KEY RESPONSIBILITIES/ESSENTIAL DUTIES OF POSITION An individual must be able to perform each essential duty listed below at a satisfactory level: Interface with: United Way Network volunteers, senior executives, and staff worldwide; national and worldwide nonprofit and corporate senior executives; and, other key stakeholders regarding requests for and from the CEO as they relate to CEO's time, positioning, and participation in various events, meetings,...

Salary : $28,863.00 - $31,243.00 Annually Location : El Paso, TX Job Type: Full time - Regular Job Number: 2025062E Division: VP Finance & Administration Department: VP Finance & Administration Opening Date: 05/09/2025 Closing Date: 6/13/2025 11:59 PM Mountain Employee Classification: Classified Staff Position Grade: E Job Summary Provide administrative support in an office environment with a variety of complex, technical, and confidential tasks. Position requires the use of judgment and discretion to handle administrative matters following policy in supervisor's absence or to relieve supervisor. In-person work on campus is an essential function of this position. Essential Functions Assist with the coordination and administration of office operations to include establishing and implementing office practices and procedures. Assist with policy and procedure changes. Provide work direction and training to other administrative support staff and...

When you're the best, we're the best. We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authentic selves. We provide extensive opportunities for personal and professional development, building both employee competence and organizational capability to fuel exceptional performance through an inclusive environment both now and in the future. Do you have the knowledge and understanding of what it takes to be a successful administrative partner to C-Suite executives and to leverage that information to inspire a support team to perform at their best? Are you known for keeping pace and remaining flexible when business priorities change? Are you a creator and maintainer of processes, and schedules... known for organizing and critical thinking? Are you someone who possesses strong leadership qualities to guide and motivate a team effectively? This role will support a C-suite executive...

FLSA Status: Non-Exempt Position Summary The Administrative Coordinator provides high-level administrative support to the Executive Vice President for Administration and Finance through meeting coordination, document management, and financial processing activities. Essential Job Duties • Maintain and manage executive calendar and coordinate complex scheduling requirements. • Process and track invoices ensuring timely payment and accurate record-keeping. • Organize and maintain contract files including amendments and related documentation. • Coordinate travel arrangements and prepare associated documentation. • Create and modify spreadsheets for various administrative and financial projects. • Prepare meeting materials and document meeting outcomes. • Other duties as assigned by Supervisor or designee. Omission of specific statement of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. Qualifications •...

On-Ramps is helping us run UTEC's search for a Chief Executive Officer. Please follow this link to view the full job description and application form. Please do not fill out the form on this page. Please follow this link to view the full job description and application form.

Position Type: Secretarial/Clerical/Secretary Date Posted: 3/4/2025 Location: Business Office Closing Date: 03/14/2025 Join Our Mission to Empower the Leaders of Tomorrow - Hiring an Administrative Secretary to the Chief Financial Officer A r e you passionate about helping support a district where students discover their voice, unlock their potential, and become lifelong learners? We invite you to be a part of something special. At Octorara, we believe in empowering students to build successful futures, contribute meaningfully to their communities, and develop a lifelong quest to learn and grow. Our vision is centered around the belief that every student can achieve greatness when provided with the right tools, guidance, and opportunities. Position: Administrative Secretary to the Chief Financial Officer Location: Octorara Area School District Administrative Office Qualifications: High school diploma required; bachelor's degree preferred....

General Summary of Position Provides administrative support to the Vice President, CNO of MAS and MMG and Vice President(s) of Operations of MAS to maintain the goals of high quality and service. Works in conjunction with the Executive Assistant (EA) to the President of MAS and will serve as the first point of contact for department/business associates (including SS President) when EA is not in the office. Primary Duties and Responsibilities Contributes to the achievement of established department goals and objectives and adheres to department policies, procedures, quality standards, and safety standards. Maintains a regulatory/compliance environment by following organizational policy and procedures to ensure compliance to state, local, and federal standards and regulations.Ensures smooth office operations by evaluating, reorganizing, and delegating duties to clerical or office staff in a manner to best serve the needs of the assigned Executive. Provides back-up support for...

Job Description J.P. Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles. Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P. Morgan Asset Management. Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes. Customized alternative portfolios can be tailored to individual client needs. We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds. Job Summary This is a Vice-President level role to support the Company Secretary (CoSec) team You will be responsible for overseeing the day-to-day management and supervision of portfolios primarily. of US...

General Job Summary The General Counsel is responsible for all legal matters pertaining to the Bank and its subsidiaries (Bank). Provides legal advice to the Board of Directors, the Bank's CEO, and other senior executives. Ensures the Bank's compliance with applicable laws and regulations. Ensures the Bank is provided highly effective legal services. Serves as the Secretary for the Bank. Summary of Essential Job Functions Provides legal advice to the Board of Directors, CEO, Senior Executives, and Bank staff. Manages staff of in-house counsel, vendor management administrator, and licensing manager. Oversees the efficient and timely review of contracts and other legal documents. Oversees litigation either directly or through outside counsel. Advises on employment matters as necessary. Engages in the retention and management of outside legal counsel, including oversight and management of outside counsel fees. Prepares and presents periodic litigation reports to the...

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive. Job Location (Full Address): 220 Hutchison Rd, Rochester, New York, United States of America, 14627 Opening: Worker Subtype: Regular Time Type: Full time Scheduled Weekly Hours: 40 Department: 100005 Ofc Exec VP Admin & Finance Work Shift: UR - Day (United States of America) Range: UR URG 109 H Compensation Range: $26.90 - $37.66 The referenced pay range represents the minimum and maximum compensation for this job. Individual annual salaries/hourly rates will be set within the job's compensation range, and will be determined by considering factors including, but not limited to, market data,...

Position Summary Serve as a key member of the Office of the Senior Vice President (SVP) for Global Enrollment Management and Student Success (GEMSS), responsible for the coordination of key activities and functions of the office. Provide administrative partnership and direction for the SVP's strategic planning initiatives and data-driven plans, all scheduling, the office's budget and financial planning, and special projects as assigned. Manage and advise the SVP and office staff on day-to-day operations ensuring efficiency and effectiveness, maintaining confidentiality, and optimizing use of available resources. Interact and coordinate with the heads of the division and monitor linkages with the SVP and other senior administrative officers to ensure responsiveness. Oversee all ongoing projects supporting the SVP's agenda to ensure that all are effectively moving according to planned objectives, established milestones, and measurement criteria. Serve as the lead to develop...

JOB DESCRIPTION Position Title: Vice President of Institutional Advancement Department: Institutional Advancement Reports To: Office of the President Staff: 1 FTE Work Hours: 35 hours Status: Full-time; 12 Month Administration FSLA Classification: Exempt Creation/Revision Date: September 2021 MISSION Rosemont College is a community of lifelong learners dedicated to academic excellence and fostering joy in the pursuit of knowledge. Rosemont College seeks to develop in all members of the community open and critical minds, the ability to make reasoned moral decisions, and a sense of responsibility to serve others in our global society. Rooted in Catholicism, Rosemont welcomes all faiths and is guided by the principles of Cornelia Connelly and the Society of the Holy Child Jesus to meet the needs of the time. Rosemont College values: Trust in and reverence for the dignity of each person; Diversity with a commitment to building an intercultural community; Persistence...

Job Description Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. As a...