Banking and Financial Services Jobs in Budd Lake, NJ

Pay: $65,000.00 - $70,000.00 per year

Job description:

The Administrative Assistant will support our CFO and legal counsel's day-to-day business activities. This position will be 100% onsite 5 days a week.

Key Essential Job Functions:

• Coordinate and schedule meetings on the Outlook calendar; create meeting agendas
• Research and book travel arrangements; prepare travel itineraries; prepare expense reimbursements
• Answering/screening phone calls
• File maintenance
• Minor contract review
• Certificate of Insurance
• Assembling contract exhibits
• Maintain database of contracts
• Assistance with business correspondence
• Be a liaison; build relationships with staff and key client contacts
• Create excel spreadsheets as directed
• Internet research
• Support planning events
• Other tasks as assigned

Knowledge, Skills, Abilities:

• 3-5 years' experience as an Administrative Assistant or similar support role, manufacturing a plus
• Associates degree required
• Excellent written and verbal communication skills
• Strong organization and time management skills required
• Work well with others and customer service oriented
• Comfortable working in a high-pressure environment
• Highly proficient in Microsoft Applications, especially Word, Excel and PowerPoint a must
• Proven ability to multi-task
• Experience working with external customers, suppliers, and vendors
• Experience interacting with executive level leads, such as CEO and COO
• Discretion and trustworthiness

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Please closely read the job requirements.

We're helping our client, a community bank in Sussex County, NJ, fill a Trust Administrator position. The role will manage accounts with trust product customers from account opening to closure; communicating with beneficiaries and other stakeholders; facilitating payments for expenses, liabilities, and disbursement of funds; overseeing preparation and payment of taxes; and in general being a polished representative of the bank.

Candidates must have:

• At least 3 years of experience, ideally 5+, in either a bank's trust department or at a law firm specializing in trust and estate. Paralegals are encouraged to apply.
• The ability to work in Andover, NJ 3 days per week.

If you're interested and meet the above qualifications, email Sean at , attaching your resume. Thanks!

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.