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Finance office assistant

103 office assistant jobs found

TL
May 01, 2026  
Mortgage Loan Officer Assistant
$52,000 - $75,000 yearly
Mortgage Loan Officer Assistant - LOA/Loan Partner Preference will be given to applicants who reside in Montana, Washington, or Oregon. Please indicate your state of residence when completing the application questions to be considered Must be able to competently calculate income Must have at least 3 years of mortgage experience as a loan officer assistant, loan partner, or loan processor. Preferred: 5+ years We're seeking an experienced Loan Officer Assistant / Loan Partner to support our specialized divorce-focused lending practice . This full-time position is designed for a seasoned mortgage professional who thrives working independently on complex files. Your work directly impacts clients navigating one of life's most challenging transitions. You'll be part of a specialized practice where attention to detail, accuracy, and confidentiality are paramount. This position offers the autonomy of remote work while contributing to meaningful outcomes for...
True Lending Company Houston, TX
TR
May 01, 2026  
Personal Banker - Part-Time
$24.00 - $29.00 hourly
Description: TrustBank is seeking an enthusiastic and entrepreneurial team member for the new TrustBank in Wheaton, IL as we enter our third year of growth. We are a team with persuasive communication abilities, a positive and creative mindset, and intrinsic motivation that contributes passionately while embracing TrustBank’s vision, mission and core values. TrustBank was founded in 1912, and we have been “Growing Prosperity Together” ever since. Join a growing team of professionals and find a rewarding career at TrustBank. JOB TITLE: PERSONAL BANKER DEPARTMENT: WHEATON REPORTS TO: ASSISTANT VP- WHEATON MARKET FLSA STATUS: NON-EXEMPT TYPE OF POSITION: PART-TIME JOB SUMMARY Provide a high-touch approach to developing customer relationships. Offer a full range of banking services for individual customers and commercial clients as well as providing general internal support. The position is responsible for greeting customers, providing new accounts services,...
TRUSTBANK Wheaton, IL
TR
May 01, 2026  
Personal Banker - Full Time
$24.00 - $29.00 hourly
Description: TrustBank is seeking enthusiastic, entrepreneurial professionals to join our Wheaton team. We’re looking for driven individuals with strong communication skills, a positive mindset, and a passion for building relationships while living our core values. Founded in 1912, TrustBank has been Growing Prosperity Together for generations—and we’re proud to be named one of Newsweek’s Best Regional Banks three years in a row. Come grow your career with us. JOB TITLE: PERSONAL BANKER DEPARTMENT:   WHEATON REPORTS TO:   ASSISTANT VP- WHEATON MARKET FLSA STATUS:   NON-EXEMPT TYPE OF POSITION:   FULL-TIME JOB SUMMARY Deliver a high touch, relationship driven banking experience that makes every customer feel known, valued, and supported. Bring an entrepreneurial spirit to the role—actively identifying opportunities to deepen relationships, solve problems, and deliver tailored financial solutions for both individual and commercial clients. In this...
TRUSTBANK Wheaton, IL
MC
May 01, 2026  
Admin Assistant - Tax Processing
$21.00 - $25.00 hourly
Admin Assistant - Tax Processing Maner Costerisan is full-service public accounting, technology, and business consulting firm that has grown into one of the top firms in the Great Lakes region. Ranked as one of the “Best Firms to Work For” by Accounting Today for 10 consecutive years, we invest in our people so that they can invest in themselves, their clients, and their communities. We are a group of passionate, driven, focused individuals with a combination of unique and diverse mindsets, skill sets, and experiences dedicated to reaching our potential, so our clients can achieve theirs. Our internal firm services focus on the firm's critical business needs. From administrative opportunities to marketing and everything in between, our integrated solution approach is designed to help enable and manage growth, leverage resources, and optimize firm operations. Summary of Responsibilities: The Tax Processing Administrative Assistant plays an important role in organizing, managing...
Maner Costerisan Lansing, MI
4Front Credit Union
May 01, 2026  
COMMUNICATION CENTER SPECIALIST (MID SHIFT - ADMIN CENTER - TRAVERSE CITY)
$17.81 - $22.27 hourly
Description: This position is not eligible for immigration sponsorship. This role is not eligible for remote work. POSITION TITLE: Communication Center Specialist I  MID-SHIFT:  8:30 am-5 pm non-Saturday, 8:30 am-5:45 pm Saturday week, Saturday 8:45 am-2:15 pm  DEPARTMENT: Communication Center CLASSIFICATION: Non-Exempt  APPROVED BY: CEO WAGE GRADE: 6 WAGE RANGE: $17.81 - $22.27 REPORTING RELATIONSHIPS POSITION REPORTS TO: Communication Center Assistant Manager II/III POSITIONS SUPERVISED: None    About 4Front Credit Union At 4Front, we are more than a financial institution — we are a community partner, a trusted advisor, and a team committed to helping our members achieve their financial dreams. We believe in: • Building authentic relationships • Empowering our employees to grow and lead • Creating a culture of respect, inclusion, and collaboration • Delivering service that truly wows Our team members live our credit union...
4Front Credit Union Traverse City, MI
AM
May 01, 2026  
Loan Officer - Production Partner
$60,000 - $70,000 yearly
We’re hiring a loan partner who will work directly alongside our loan origination staff to help our applicants through the mortgage loan process. You’ll get applicants mortgage-ready, prepare paperwork, and manage pre-approved loan files - including loan program placement, calculating income, running credit, DU/LP, and even selling the loan package on occasion. If you’re a detail-oriented employee with strong communication and time management skills, willing to work after hours and weekends, and love the mortgage industry, we highly encourage you to apply - start your application today!!! Loan Officer Experience or Underwriting Experience Preferred $55,000 - $65,000 base SALARY COE (+ bonus $15,000-20,000) Total first year 70,000-85,000 ~depending on how many loans you can handle. Compensation: $60,000 - $70,000 yearly Responsibilities: Screen and make calls, book appointments and provide administrative support as needed Verify all loan package documentation...
American Mortgage Services, Inc Tampa, FL
CF
May 01, 2026  
Junior Loan Officer
$60,000 - $75,000 yearly
Are you an outgoing people-person who thrives in a fast-paced work environment? If so, we are looking for you! Our lending team is seeking a junior loan officer to help applicants navigate the home loan process. We offer the training, the technology, and the team support to help you succeed. If you are looking for a lucrative career using your communication and interpersonal relationship-building talents, apply today! Compensation: $60,000 - $75,000 yearly Responsibilities: Meet sales expectations, generate new business, get referrals, and monitor sales pipeline Communicate with the senior mortgage loan officer/ MLO to make a recommendation of which mortgage loan products are best suited depending on applicant’s financial status Assemble financial information to assist with loan applications, prepare loan files, and assess applicants’ financial situation and eligibility Collaborate with the mortgage lender or mortgage banker, underwriter, loan processor, senior MLO /...
Cornerstone First Mortgage Miami, FL
PF
Mar 11, 2026  
Retirement Specialist - PSI Distribution
What You'll Do: Serving as a Retirement Specialist in our PSI Distribution division, you will contribute to the growth of retirement sales by working alongside financial advisors and the sales team. You will apply your knowledge to generate leads, advise clients, and offer guidance on retirement products and solutions. Positioned at the crossroads of financial services and technology, Principal develops financial tools that help our customers live better lives.   Develop and foster partnerships with financial professionals to recommend and support retirement-related services and options. Educate advisors on retirement products and provide marketing and sales support via inbound and outbound telephone communication. Identify financial professionals’ needs, offer sales ideas, answer product questions, and launch new products. Offer proactive retirement sales recommendations related to multiple retirement products, including qualified and non-qualified, individual and...
Principal Financial Group Des Moines, IA
BC
May 02, 2026  
Tax Accountant II
Short Description: Bowman has an opportunity for a Tax Accountant II to join our team in Reston, VA.     At Bowman, we believe in creating opportunities for aspiring people to thrive and achieve ambitious goals. That’s why a career at Bowman is more than a job. It is an opportunity to be part of a diverse and engaged community of professionals, to be treated as a respected and valued member of a motivated team and to be empowered to do exceptional work that advances the best interest of everyone involved. We recognize the importance of creating a work environment that is both rewarding to our employees and supportive of our unwavering commitment to provide unparalleled service to our clients. Overview: Responsible for preparing, filing, paying or liaising (where work is outsourced) all sales & use, gross receipts, personal property tax, and business license filings, applications, and renewals. Assist in preparing income tax provision and return schedules in support of key...
Bowman Consulting Group, Ltd. Reston, VA
CP
May 02, 2026  
Investment Associate
Cedar Pine is a private investment firm specializing in strategic, long-term assets. Headquartered near Chicago, Cedar Pine’s team strives to create value by applying and building on decades of unique expertise as operators and investors in healthcare, finance, and other industries. Cedar Pine is not an investment adviser and does not accept outside capital. Overview Cedar Pine seeks an Investment Associate for its private company Investments Team. Investment Associates are key to the team by conducting diligence, analyzing companies & industries, and creating presentations to share key insights with the rest of the team. Cedar Pine’s investment platform focuses on direct investments in privately held, high-growth businesses and invests at multiple points during a company’s lifecycle, including growth financings and late-stage buyouts. The platform has a dual focus on the healthcare and defense industries, with flexibility to selectively invest in other verticals....
Cedar Pine, LLC Northbrook, IL
SS
May 02, 2026  
Security Guard
Join Signal as a Dedicated Security Officer and play a vital role in protecting communities by providing professional, detail-focused security at high-value locations. If you're reliable, safety-minded, and ready to deliver peace of mind through excellent service, we want to hear from you!! Post Location: Rapid City, SD Schedule: 3rd shift options to transfer to day shift at later date. Pay Rate: $18.00 per hour, potential raise after 90 days Requirements: 18 yrs of age or older Reliable Transportation Benefits: 401k Health, Dental, and vision insurance options.*** •Tuition Assistance for PT/FT/Immediate Family Members (Bellevue University – online) •Paid training •Flexible Schedule •Career advancement opportunities •Veteran and First Responder Friendly Position Summary: A Signal Dedicated Officer will conduct static security services for courtyards, offices, pools, and other high value areas to ensure all required...
Signal Security Rapid City, SD
FF
May 02, 2026  
Customer Service Representative - Forks
Who We Are First Fed is a local community bank on an exciting growth trajectory with 17 locations including 12 full-service branches in Western Washington. First Fed was recognized by the Puget Sound Business Journal as a Best Workplace and a Top Corporate Philanthropist. By popular vote, First Fed received awards for Best Bank in The Best of the Northwest , Best Banker in Readers’ Choice by Cascadia Daily News, and Peninsula Daily News named us B est Bank on the Olympic Peninsula . We also received a Best-In-State bank award from Forbes.   For over 100 years First Fed has served our customers and communities throughout the PNW. We’ve donated over $9 million to non-profit organizations in the past 8 years through our foundations, sponsorships, direct donations, and matched employee donations. Our amazing team has volunteered over 25,000 hours in the past 5 years – many by using our benefit of 3 paid volunteer days per year!     We welcome applicants from...
First Fed Forks, WA
Civista Bank
May 02, 2026  
Credit Analyst
Description: Position Purpose: Under supervision, the Credit Analyst will conduct credit investigations, prepares and interprets financial statements for detailed spreading, and analyzes routine credit information pertaining to Commercial Loan Requests and Loan Reviews Prepares reports and information for management and Loan Committees; furnishes information in relation to credit inquiries; provides assistance to commercial loan officers as request.   Requirements: Description of Duties, Responsibilities and Expectations: Investigating all available sources of credit and financial information, including reporting services, credit bureaus, other companies, bank references, and in-house credit information. Spreading and analyzing financial statements and related material using the appropriate software programs. Under supervision, preparing summaries, presenting facts, and offering opinions concerning credit worthiness. Summarize conclusions...
Civista Bank Akron, OH
OM
May 02, 2026  
Regional Asset Manager
$65,000 - $70,000 yearly
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $300 million in equity capital and currently has over $600 million in assets under management. Our in-house management company is a leader in asset management; we have a tremendous amount of knowledge, blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 50 professionals in the corporate office dedicated to the in-house management of our 120+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nation’s most prolific real estate asset management firms. Job Summary The Regional Asset...
Osprey Management Seattle, WA
OM
May 02, 2026  
Regional Asset Manager
Description: Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $300 million in equity capital and currently has over $600 million in assets under management. Our in-house management company is a leader in asset management; we have a tremendous amount of knowledge, blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 50 professionals in the corporate office dedicated to the in-house management of our 120+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nation’s most prolific real estate asset management firms. Job Summary The Regional Asset...
Osprey Management Portland, OR
LT
May 01, 2026  
Senior AI Program Manager
Position Title: Senior AI Program Manager Role Purpose LevelTen Energy’s mission is to accelerate the energy transition by facilitating frictionless transactions. As the leading provider of renewable transaction infrastructure, we deliver the cloud-based software, centralized supply, automated analytics, and transaction expertise required to power the renewable energy economy. The LevelTen Platform is the world’s largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. Join us on a mission that matters. Are you obsessed with the potential of Artificial Intelligence? Do you love helping others discover how technology can make their work lives easier, faster, and more creative? LevelTen Energy is looking for a dynamic and highly organized AI Program Manager to serve as our internal AI evangelist. In this role, you will be the driving...
LevelTen Energy Seattle, WA
HR
May 01, 2026  
District Operations Coordinator
Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: At H&R Block, your contributions will go far beyond any job description. When you join our team, you’ll add to the momentum of a forward-thinking company - one that defined an industry and is now leading its transformation.       As a District Operations Coordinator, you’ll be responsible for all operational and administrative activities for company-owned tax offices and may support multiple District General Managers (DGM) in a matrix management structure. You’ll need a strong ability to deliver...
H&R Block Thousand Oaks, CA
Partners 1st Federal Credit Union
May 01, 2026  
Bilingual Teller
Description: Partners 1st Federal Credit Union will provide U with a competitive salary, paid vacation and holidays, generous 401(k) retirement plan with company matches, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you are a positive, multi-tasker that is sales driven and are able to work at our Dupont Rd. location, Fort Wayne, IN, part-time, 23 hrs/wk, with a rotating schedule of: (Week A) Mon: Off, Tues: 11:00am-6:15pm, Wed: Off, Thurs: 10:45am-6:15pm, Fri: 12:30pm-6:15pm, & Sat: 8:45am-12:15pm (Week B) Mon: Off, Tues: 9:45am-6:15pm, Wed: Off, Thurs: 9:00am-6:15pm, Fri: 12:00pm-6:15pm, & Sat: off...
Partners 1st Federal Credit Union Fort Wayne, IN
Partners 1st Federal Credit Union
May 01, 2026  
Teller
Description: Partners 1st Federal Credit Union will provide U with a competitive salary, paid vacation and holidays, generous 401(k) retirement plan with company matches, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you are a friendly, confident, team player, that enjoys sales and customer service and are able to work at our Trier Rd. location, Fort Wayne, IN, part-time, 23.25 hrs/wk, with a rotating schedule of: (Week A) Mon & Tues: 1:00pm-6:15pm, Wed: Off, Thurs: 1:00pm-6:15pm, Fri: 1:15pm-5:15pm, & Sat: 8:15am-12:15pm (Week B) Mon & Tues: 11:30am-6:15pm, Wed: Off, Thurs: 1:00pm-6:15pm, &...
Partners 1st Federal Credit Union Fort Wayne, IN
Uo
May 01, 2026  
Associate Director, Scholarships
Overview: Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation’s top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its academic achievement, premier research, innovation and anteater mascot. Led by Chancellor Howard Gillman, UC Irvine has more than 36,000 students and offers 224 degree programs. It’s located in one of the world’s safest and most economically vibrant communities and is Orange County’s second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide. To learn more about UC Irvine, visit www.uci.edu .   The Division of Enrollment Management is a key campus thought partner that provides collaborative leadership in university-wide efforts, utilizing systematic, innovative, and synergistic approaches to leverage a data-informed enrollment strategy to improve market distinctiveness,...
University of California, Irvine Irvine, CA
 
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