Administrative Assistant WestPoint Financial GroupAdministrative AssistantEvansville, IL$25–$30 / hourYou are an ethical and resourceful problem solver with strong attention to detail, the ability to manage multiple priorities simultaneously, and a willingness to learn new systems and processes. With over 40 years in the individual life, disability, and investment business, our main goal is to focus on the needs of our prospects and clients, providing them with creative ideas that will help them not only now, but out into the future!
Commercial/Consumer Bank Executive Loan Assistant AverypartnersCommercial/Consumer Bank Executive Loan AssistantAtlanta, GeorgiaAdditionally, this role assists loan officers throughout the loan origination and servicing process by preparing documentation, maintaining loan files, communicating with customers, coordinating with internal departments, and ensuring compliance with regulatory and bank policies. The ideal candidate will have a bachelor's degree in finance or a related discipline with a minimum of 3 years' experience in Commercial and Consumer banking loan products, strong customer service, marketing, and administrative skills.
Loan Administrative Assistant Lakeside BankLoan Administrative AssistantChicago, IllinoisMaintain delinquency reports on all loans within the Branch loan portfolio; contact borrowers regarding late payments and notify the Lending Officer of any significant delinquency or collection issues. Summary: Provide clerical and administrative support to Executive and Branch Lending Officers by performing a variety of routine and complex assignments as follows: ESSENTIAL DUTIES AND RESPONSIBILITIES:
NewSr Business Support Assistant Boeing Employees Credit UnionSr Business Support AssistantTukwila, WA$38.56–$47.02 / hourCredit & Pricing Support: Support Relationship Managers (RMs) with new loan requests by analyzing financial statements and calculating property and global debt coverage, preparing credit pre-flights, working with the pricing desk to ensure proper loan pricing, tracking pricing exceptions, and completing Term Sheets for delivery to prospective borrowers. IMPACT YOU'LL MAKE: As a Sr Business Support Assistant, you'll be a vital partner to BECU's Commercial Real Estate Lending team, helping Relationship Managers deliver an exceptional experience for existing and prospective business members.
Assistant Vice President, Venture Banking StifelAssistant Vice President, Venture BankingNew York, NYStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
Financial Advisor Assistant Allstate Financial Services - Mariel NevarezFinancial Advisor AssistantMcAllen, TX$15–$20 / hourFull timeOn any given day: outbound calls in the morning, confirming tomorrow's schedule by midday, chasing down a missing document in the afternoon, updating the CRM before the day ends — all while fielding calls from clients who need help with a form or have a quick question. When it works, the advisor walks in, sees clients back-to-back, delivers advice, and ends the day knowing everything was handled.
Assistant Property Manager GromaAssistant Property ManagerBoston, MA$82,000–$90,000 / yearOur investor technology platform makes owning these assets accessible to a broad array of investors, with bespoke vehicles available to institutional and family office investors and our flagship vehicle, the blockchain-powered GromaREIT, available to everyone, with a special focus on enabling ownership for the residents in our buildings. 1 floating holiday: We recognize that there are lots of holidays that are meaningful to different people in different ways and we want to celebrate that by enabling team members to have the time/space to commemorate those days however is appropriate, and using it as an opportunity - if they’d like to - to share the meaning of that day with the broader team.
Financial Advisor Assistant Mariel NevarezFinancial Advisor AssistantMcAllen, TexasOn any given day: outbound calls in the morning, confirming tomorrow's schedule by midday, chasing down a missing document in the afternoon, updating the CRM before the day ends — all while fielding calls from clients who need help with a form or have a quick question. As an Allstate Exclusive Financial Associate, you’ll be the professional that customers turn to for a holistic financial wellness plan with access to over 20 fund families and a full suite of retirement and investment products.
Loan Processor & Loan Officer Assistant lo-websitesLoan Processor & Loan Officer AssistantKnoxville, TennesseeLoan Processor & Loan Officer Assistant (LOA) - JOB DESCRIPTION Position Title: Loan Processor & LOA FLSA Status: Non-Exempt: Pay Grade: I (Junior) or II (Senior) Reports to: Branch Manager or Branch Support Manager Status: Regular, Full-Time or Part-Time Title Grade: I (Junior) or II (Senior) Location: Knoxville, TN SUMMARY & PURPOSE OF POSITION: The Loan Processor & Loan Officer Assistant (LOA) is responsible for supporting the Loan Officer and processing team by managing loan files from initial application through underwriting. This hybrid role involves administrative support, client communication, document collection, and coordination with third parties to ensure loans move through the pipeline efficiently and in compliance with company policies and industry regulations.
Sales Assistant, Group Protection Lincoln Financial GroupSales Assistant, Group ProtectionCharlotte, NCRemote$44,800–$81,400 / yearLincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
E&S Production Assistant Underwriter Dallas Criterion Executive SearchE&S Production Assistant Underwriter DallasDallas, TXHelp with renewal underwriting, make submissions to the insurance companies, gather details from agents to assist with the underwriting process, ability to grow into a binding authority underwriter, must have some wholesale experience. Growing team with an excellent boss is looking to add an assistant underwriter to their staff.
NewLicensed Assistant Ne Marcus & Millichap Real Estate Investment ServicesLicensed Assistant NeOntario, CaliforniaThis position is key to managing daily business activities, maintaining organized workflows, and supporting client service delivery. If interested, please email resume and/or questions to doug.mccauley@marcusmillichap.com or david.covarrubias@marcusmillichap.
Advisor Administrative Assistant Renaissance FinancialAdvisor Administrative AssistantOmaha, NebraskaComplete all necessary tasks to onboard a new client to renaissance including gathering documentation, sending electronic applications, transferring accounts, linking bank accounts, establishing systematic deposit schedules, guiding clients through an application insurance underwriting process, establishing client electronic access. Use software systems and client information gathered by the Financial Advisor to manage Model Portfolio Accumulation Systems (MAPS) risk tolerance for clients.
Commercial Insurance Assistant Account Manager iStaff ProsCommercial Insurance Assistant Account ManagerOrinda, CaliforniaCome be a part of a family-owned Insurance Brokerage serving clients who appreciate the value of working with an established, reputable company. Employees of Farmers agents must successfully complete applicable licensing requirements and training programs.
Assistant Director Relationship Management The HartfordAssistant Director Relationship ManagementChicago, PennsylvaniaIn this key leadership position, you will champion strategies that strengthen client relationships, drive growth and renewal outcomes, and enhance stewardship efforts. Deliver clear leadership messaging, represent the field perspective to internal partners, and facilitate team huddles and 1:1s.
Commercial Loan Assistant - Omaha, NE Equity BankCommercial Loan Assistant - Omaha, NEOmaha, NebraskaCopy original note for file; send required booking documentation to Loan Operations; Prepare Blue/Red Files with loan documents, supporting documents, financial info, etc. for post-closing document review. Once Loan Officer provides loan approval and/or commitment letter, request an estimated closing date, prepare loan document request form, input loan information into Easy Lender, and gather supporting documentation, and submit requirements and request for document preparation.
Commercial Loan Assistant - Wichita, KS Equity BankCommercial Loan Assistant - Wichita, KSWichita, KansasCopy original note for file; send required booking documentation to Loan Operations; Prepare Blue/Red Files with loan documents, supporting documents, financial info, etc. for post-closing document review. Once Loan Officer provides loan approval and/or commitment letter, request an estimated closing date, prepare loan document request form, input loan information into Easy Lender, and gather supporting documentation, and submit requirements and request for document preparation.
Commercial Loan Assistant - Great Bend, KS Equity BankCommercial Loan Assistant - Great Bend, KSGreat Bend, KansasCopy original note for file; send required booking documentation to Loan Operations; Prepare Blue/Red Files with loan documents, supporting documents, financial info, etc. for post-closing document review. Once Loan Officer provides loan approval and/or commitment letter, request an estimated closing date, prepare loan document request form, input loan information into Easy Lender, and gather supporting documentation, and submit requirements and request for document preparation.
Director or Assistant Director - Planning Analytics The HartfordDirector or Assistant Director - Planning AnalyticsCharlotte, North CarolinaThis role partners closely with Finance, Actuarial, Enterprise Risk Management, as well as product and business leaders to deliver high-quality forecasting, explain performance drivers, support strategic decisions, and improve processes through automation, analytics, and AI-enabled tools. The Hartford is seeking a Director or Assistant Director level leader to help advance financial planning, performance insight, and actuarial support across P&C lines of business.
Premium Accounting Assistant Kinsale ManagementPremium Accounting AssistantRichmond, VirginiaYou’ll collaborate closely with our finance and underwriting teams, working onsite in our new Richmond, VA office to help ensure accurate, timely processing of premium transactions. As a Premium Accounting Assistant, you’ll play a key role in supporting accounts receivable premium balances for our wholly owned subsidiary, Aspera Insurance Services, Inc.