Administrative Support Professional
3 weeks ago
Waldron Private Wealth is seeking a highly organized and detail-oriented individual to fill a hybrid administrative position. This role will provide support to the Client Service department in delivering exceptional service to high net-worth clients.
">Key Responsibilities- Process client documentation, including account openings and beneficiary additions, with precision and accuracy.
- Provide administrative assistance to the CSS department, preparing mailings, faxing, emailing, filing, and making copies as needed.
- Assist with client transactions, including cash management, insurance payments, and tax payments, within the custodian system via check, EFT, or wire transfer.
- Support the onboarding process of new clients by creating accurate client records and maintaining document filing systems.
- Manage accounts with a third-party portfolio aggregator, adding new accounts, coding transactions, addressing issues, and running reports as requested.
- Develop and maintain document management systems for the CSS department and other departments.
An Associate's degree in finance or a related field is required. A Bachelor's degree in finance or a related field is preferred, along with one year of experience in the financial industry and knowledge of investment accounts, retirement accounts, hedge funds, private equities, trust accounts, LLCs, and/or LPs.
The estimated salary for this position is $45,000 - $60,000 per year, based on location and industry standards.
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Administrative Support Specialist
4 days ago
Wayne, Pennsylvania, United States LanceSoft Full timeJob Overview:At LanceSoft, we are seeking an exceptional Administrative Assistant to join our team. As a key member of our platform services team, you will provide high-level administrative support to our executives and contribute to the success of our organization.Responsibilities:Provide administrative assistance to executive level employees, including...
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Administrative Support Specialist
4 days ago
Wayne, Pennsylvania, United States CBRE Full timeJob OverviewWe are seeking a highly skilled Administrative Support Specialist to join our team. As a Client Services Professional, you will be responsible for providing exceptional administrative support to our sales professionals, including preparing proposals, presentations, and marketing materials.The ideal candidate will have 3+ years of experience in...
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Administrative Support Specialist
4 days ago
Wayne, Pennsylvania, United States RemX Full timeWe are seeking a skilled Administrative Support Specialist to join our team on a part-time, contract basis. This role will involve maintaining the donor database with high accuracy and integrity, providing reports as requested, and processing donations.As a key member of our team, you will be responsible for responding to inquiries in a professional manner,...
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Administrative Professional I
5 days ago
Wayne, Pennsylvania, United States US Tech Solutions Full timeAbout the JobWe are looking for a highly skilled Administrative Professional I to join our team at US Tech Solutions. As an Administrative Professional I, you will be responsible for providing administrative support to senior stakeholders and general internal staff on all administrative requests.About US Tech SolutionsUS Tech Solutions is a global staff...
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Administrative Support Specialist
4 weeks ago
Wayne, Pennsylvania, United States Collabera Full timeJob OverviewWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Collabera. This role will provide administrative support to the Head of Platform Services and contribute to various projects.Estimated Salary: $60,000 - $80,000 per annum.ResponsibilitiesDevelop and implement procedures and controls to improve...
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Administrative Support Specialist
5 days ago
Wayne, Pennsylvania, United States RemX Full timeAt RemX, we understand the importance of finding the right talent to drive business success. Our innovative staffing solutions help companies like yours find the best candidates for their needs.About the JobWe are currently seeking an experienced Administrative Assistant to join our team in Tonawanda, NY. As a key member of our manufacturing group, you will...
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Client Support Coordinator
4 weeks ago
Wayne, Pennsylvania, United States CBRE Full timeAbout the RoleThe Client Services Coordinator position at CBRE offers an exciting opportunity to work in a dynamic and fast-paced environment.You will be responsible for general administrative support to an office or group of sales professionals, including preparing proposals, presentations, and communications material.This role requires strong...
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Executive Support Professional
4 days ago
Wayne, Pennsylvania, United States US Tech Solutions Full timeAbout the Role: We are looking for an experienced Administrative Assistant to join our team at US Tech Solutions. In this role, you will provide high-level administrative support to our senior staff members, including coordination of travel arrangements, expense reports, and event planning.Your key responsibilities will include:Providing exceptional...
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Executive Support Professional
2 days ago
Wayne, Pennsylvania, United States Russell Tobin Full time**Job Summary**Russell Tobin is seeking an experienced Administrative Assistant to provide high-level support to the Head of Platform Services. The successful candidate will possess excellent organizational skills, a strong attention to detail, and the ability to prioritize tasks effectively.About Us:Russell Tobin is a leading provider of recruitment...
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Executive Support Professional
5 days ago
Wayne, Pennsylvania, United States ICBD Holdings LLC Full timeGrowth Opportunity in Healthcare AdministrationWe are seeking an Administrative Assistant who will be responsible for client reception, entering schedules, general office support, and clerical functions. The ideal candidate will possess excellent communication skills, be proficient in technology, and have a strong ability to multitask.
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Support Service Specialist
5 days ago
Wayne, Pennsylvania, United States INTEGRITY SUPPORT SOLUTIONS Full timeOpportunity OverviewIntegrity Support Solutions is seeking a dedicated and caring professional to join our team as a Direct Support Professional. This is a rewarding opportunity to work with individuals who require support and guidance in their daily lives.Key ResponsibilitiesDevelop and implement individualized plans to meet client needsProvide supervision...
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CAREER Development Professional
5 days ago
Wayne, Pennsylvania, United States INTEGRITY SUPPORT SOLUTIONS Full timeJob SummaryWe are seeking a compassionate and detail-oriented individual to join our team as a Direct Support Professional. The ideal candidate will provide individually-focused care and assistance to adults with intellectual and developmental disabilities, autism spectrum disorder, and/or mental health challenges.Key ResponsibilitiesImprove and respect the...
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Administrative Coordinator
4 days ago
Wayne, Pennsylvania, United States US Tech Solutions Full timeJob Description: As an Administrative Assistant at US Tech Solutions, you will play a crucial role in supporting the Head of Platform Services and other senior stakeholders. Your responsibilities will include coordinating travel arrangements, managing expense reports, and planning events.The ideal candidate will have excellent organizational skills, strong...
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Administrative Services Coordinator
5 days ago
Wayne, Pennsylvania, United States LanceSoft Full timeAbout the Role:We are seeking an experienced Administrative Assistant to join our team at LanceSoft. As an Administrative Assistant, you will provide high-level support to our executive level employees, ensuring seamless day-to-day operations.Key Responsibilities:• Provide administrative support to senior management, including calendar management, meeting...
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Administrative Coordinator Lead
4 weeks ago
Wayne, Pennsylvania, United States LanceSoft Full timeAbout LanceSoftLanceSoft is a leading provider of innovative software solutions. We are committed to delivering high-quality products and services that meet the needs of our customers.Job DescriptionWe are seeking an experienced Administrative Coordinator Lead to join our team at LanceSoft. As an Administrative Coordinator Lead, you will provide...
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Executive Administrative Coordinator
5 days ago
Wayne, Pennsylvania, United States US Tech Solutions Full timeAbout the RoleWe are seeking a highly skilled and experienced Administrative Assistant to join our team at US Tech Solutions. As an Executive Administrative Coordinator, you will play a critical role in supporting our Global Markets & Banking Staff by providing seamless support coverage across multiple locations.Key ResponsibilitiesOrganizational Skills:...
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Financial Support Specialist
4 weeks ago
Wayne, Pennsylvania, United States Hudson Data Full timeJob Title: Financial Support SpecialistAbout Hudson DataHudson Data is a leading provider of data solutions, with a reputation for excellence and innovation. Our team is dedicated to delivering high-quality services that meet the evolving needs of our clients.About the RoleWe are seeking an experienced Financial Support Specialist to join our Platform...
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Advisory Support Professional
7 days ago
Wayne, Pennsylvania, United States The Hartford Financial Services Group, Inc. Full timeJob SummaryWe are looking for a skilled Advisory Support Professional to work with our financial advisors, advisor consultants, and internal sales professionals. Your primary responsibilities will include providing supply orders for marketing material, acting as a liaison between home office and wholesalers in the field, and assisting in the training and...
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Administrative Coordinator
11 hours ago
Wayne, Pennsylvania, United States RemX Full timeAbout the Job">We are seeking an experienced Administrative Assistant to join our team in Tonawanda, NY. The ideal candidate will have a strong background in administration, excellent communication skills, and the ability to work effectively in a fast-paced environment.">Responsibilities">The successful candidate will be responsible for:">">Providing...
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Administrative Operations Specialist
2 days ago
Wayne, Pennsylvania, United States Russell Tobin Full time**About the Role:**We are seeking an experienced Administrative Assistant to join our team at Russell Tobin. As a key member of our support staff, you will play a critical role in ensuring the smooth operation of our day-to-day activities.Key Responsibilities:Provide direct support to the Head of Platform Services, including managing multiple projects and...