Family Office Administrator

3 weeks ago


Wilmington, United States WSFS Bank Full time

Job Description

At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.

The Family Office Administrator will support the Powermill Financial Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible for administrative services, interfacing with clients and organizational support.

Job Responsibilities:

- Provide exceptional customer service via answering phones.
- Paying bills and providing bookkeeping.
- Handle multiple tasks for affluent clients and executives.
- Must demonstrate a passionate commitment to serve clients in the accurate and highly productive completion of account administrative duties.

Minimum Qualifications:

- Bachelor's degree or 2+ years' experience in a related field.
- Must be proficient with Microsoft Word, Outlook, Excel, and Power Point.
- Must have exceptional client service commitment.
- Must have strong interpersonal, written and verbal communication skills with the ability to use these skills to communicate with high-net-worth clients, intermediaries and colleagues at all organizational levels.
- Must have flexibility and adaptability to meet the changing needs of our clients, Relationship Managers and Client Service Managers.
- Must have strong organizational skills sufficient to complete work according to established schedule and timeframes, while accommodating given priorities.

WSFS 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.



  • Wilmington, United States WSFS Bank Full time

    Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally...


  • Wilmington, United States WSFS Bank Full time

    Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally...


  • Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and moreWe are the premiere, locally...


  • Wilmington, United States Sobieski Full time

    **General Office Administrator** **Location: Newark, DE** **PT: M-F Flexible Schedule** **Sobieski Mechanical Contractors, Inc.** in **Newark, DE** **is seeking to hire a **Part-Time** **General** **Office Administrator** to assist with the daily office responsibilities. The successful Office Administrator will be self-motivated, detail orientated, and...

  • Office Administrator

    4 weeks ago


    Wilmington, United States NSCDA-NC Full time

    Job DescriptionJob DescriptionOffice Administrator, NSCDA-NC - Job Description I. Supports the Society’s PresidentIn this capacity, the office administrator works directly with and reports to the Society’s President.A.    Prepares for Board Meetings, Workshops, Mid-Year Meetings, and misc. eventsB.     Maintains the calendar and updates for...


  • Wilmington, United States Marshall Landscaping Full time

    Job Overview: **Duties**: - Manage front desk activities, including welcoming visitors and addressing inquiries - Handle phone calls with professionalism and provide excellent phone etiquette - Maintain organizational systems to ensure smooth office operations - Manage vendor relationships and coordinate services as needed - Support payroll processing and...

  • Office Administrator

    3 weeks ago


    Wilmington, United States Smith, Katzenstein & Jenkins LLP Full time

    Job DescriptionJob DescriptionSmith, Katzenstein & Jenkins LLP, a 10-attorney corporate and commercial litigation firm located in Wilmington, DE seeks an experienced Office Administrator to manage and oversee daily operations of our office. The position includes human resources, systems, facilities, and general management.Qualifications include: Bachelor’s...


  • Wilmington, United States Bank of America Full time

    Description : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work...


  • Wilmington, United States Bank of America Full time

    Description : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work...


  • Wilmington, United States Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates...


  • Wilmington, United States Bank of America Full time

    Description : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work...


  • Wilmington, Delaware, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Wilmington, Delaware, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Wilmington, United States Bank of America Full time

    Description : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work...


  • Wilmington, United States Green Dot Heating & Air Full time

    Job DescriptionJob DescriptionDescription:About Us: Green Dot Heating and Air is a leading HVAC company dedicated to providing top-quality heating and cooling solutions to our clients. We pride ourselves on our exceptional customer service and our ability to create comfortable and energy-efficient environments. We are currently seeking a highly organized and...


  • Wilmington, United States Bankers Life Full time

    Job Description Bankers Life® is one of the most respected insurance brands in the industry – focused on the needs of the retirement market. We are seeking a recruiter to join the Bankers Life team. Responsibilities are similar to a recruiting coordinator or recruiting administrator and include calling potential agent candidates, managing resume database,...


  • Wilmington, United States Bankers Life Full time

    Job Description Bankers Life® is one of the most respected insurance brands in the industry – focused on the needs of the retirement market. We are seeking a recruiter to join the Bankers Life team. Responsibilities are similar to a recruiting coordinator or recruiting administrator and include calling potential agent candidates, managing resume database,...


  • Wilmington, United States Westside Family Healthcare Full time

    WESTSIDE IS LOOKING FOR A BENEFITS ADMINISTRATOR TO JOIN THE HUMAN RESOURCES TEAM! The Human Resources Benefits Administrator position is responsible for day to day administration of the company benefits. This includes FMLA, Disability, workers comp, 401k, life insurance, medical, dental, vision, and any supplemental insurances provided. JOIN THE TEAM TAKING...

  • Dental Office Aide

    5 days ago


    Wilmington, United States Westside Family Healthcare Inc Full time

    Description: A Dental Practice Office Aide plays a crucial role in supporting the dental team by assisting with various clinical and administrative tasks. This position is ideal for individuals interested in gaining practical experience in the field of dentistry and who possess a strong willingness to learn and contribute to a positive patient...


  • Wilmington, United States Progressive Health of Delaware Full time

    Job Overview The office administrator enhances the efficacy and value of treatment and operations in all phases of intensive cardiac rehabilitation and services provided by Progressive Health Institute. Coordinates and ensures program comprehensiveness in all elements of intensive cardiac rehabilitation and medical fitness. **Primary Duties and...