6 admin clerical jobs found

Location: 4900 Tiedeman Road, Brooklyn Ohio Provide proactive executive assistance to the Wealth Management Regional Executive. Performs advanced and diversified assistance including high level support in managing a high volume of competing priorities in a fast-paced environment, prioritization and coordination of Executive’s schedule, actively involved in understanding the business to align Executive’s time and needed resources to the business priorities, organizes and handles various administrative functions to keep the office running efficiently. May supervise other administrative assistants. Essential Job Functions: Manages competing priorities in a fast-paced environment. Responsible for calendar management, communication and correspondence, client interactions, expense reports, travel arrangements, and human resource needs including requisition management and time and attendance. Responsible for meeting coordination, video conferencing and scheduling and...

Location: 3777 Tamiami North, Naples Florida Job Summary The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and...

Location: 1301 Avenue of the Americas, New York New York Job Description Provide executive administrative support performing diverse administrative and clerical duties and anticipating the team’s needs.  Handles confidential information discreetly and professionally.  Responsible for calendar management, correspondence, expense reports, travel arrangements, and HR needs. Handles incoming inquiries, research and communicates in a professional and timely manner.  Responsible for meeting coordination, video conferencing and scheduling, and organizing proper room setup as needed.  Prepares materials for meetings as requested.  Coordinates various calendar events.  Perform duties in a professional manner that includes thorough planning and research to result in completed assignments of the highest quality.  Other duties/projects as requested.  Essential Job Functions Under general supervision, provides administrative support to the leadership team to include the...

Location: 1 California Street, San Francisco California Provide executive administrative support performing diverse administrative and clerical duties and anticipating the team’s needs.  Handles confidential information discreetly and professionally.  Responsible for calendar management, correspondence, expense reports, travel arrangements, and HR needs. Handles incoming inquiries, research and communicates in a professional and timely manner.  Responsible for meeting coordination, video conferencing and scheduling , and organizing proper room setup as needed.  Prepares materials for meetings as requested.  Coordinates various calendar events.  Perform duties in a professional manner that includes thorough planning and research to result in completed assignments of the highest quality.  Other duties/projects as requested.  ESSENTIAL JOB FUNCTIONS Under general supervision, provides administrative support to the leadership team to include the executing,...

Location: 11 Stanwix Street, Pittsburgh Pennsylvania POSITION OVERVIEW Provide executive assistance to the Commercial Leader to perform diverse administrative and clerical duties for the leader and his/her leadership teams while contributing to the overall performance of the Division's functional and cross-functional teams. This role is expected and held accountable to add value, work efficiently and constantly strive to improve internal and external customer experience. Ability to prioritize and organize work while being flexible and nimble enough to change with the needs of business is important for this role. Ability to quickly learn new tools and technologies; with interest and experience in using professional media, digital platforms and the Internet to improve work efficiency, research and creation of Keynote and/or PowerPoint presentations and ongoing communication. Entrepreneurial spirit and desire to understand internal business, outside competition and dynamics...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Executive Assistant serves as a trusted partner to the Chief Accounting Officer, Chief Tax Officer and other senior finance leaders, providing executive, governance, and operational support across Controllership and Corporate Tax. Responsibilities include executive calendar and meeting management, governance committee administration, leadership communications, onboarding coordination, event planning, regulatory and audit meeting support, vendor and contractor administration, and special project coordination. The role regularly handles highly confidential information, including financial, regulatory, personnel, strategic, and material nonpublic information, requiring exceptional judgment, discretion, professionalism, and attention to detail. The position requires the ability to manage multiple priorities, anticipate executive needs, and effectively coordinate across senior leaders and business...