<p>We are looking for a detail-oriented Administrative Assistant o join a reputable Wealth Management firm in Washington, District of Columbia. In this role, you will play a key part in providing administrative and operational support to a team of Financial Advisors while delivering exceptional service to clients. This position offers an excellent opportunity to contribute to a dynamic team and gain valuable experience in the financial services sector.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate scheduling for client meetings, advisor appointments, and company events using Outlook calendars.</p><p>• Prepare and proofread memos, client reports, and other documents to ensure accuracy and professionalism.</p><p>• Maintain accurate records of client information, contracts, portfolio logs, and industry-specific forms.</p><p>• Track paperwork for pending business, update summaries for advisor review, and manage weekly tallies of outstanding items.</p><p>• Receive and screen incoming calls, prioritize responses, and transfer client inquiries to advisors when necessary.</p><p>• Proactively anticipate the needs of Financial Advisors and address them efficiently.</p><p>• Foster strong relationships with clients through excellent customer service and account maintenance.</p><p>• Assist with event planning and coordination to support company initiatives.</p><p><br></p><p>All interested candidates in the Admin Assistant opportunity and other fulltime opportunities please send your resume to Justin Decker via LinkedIN. </p>
<p>We are looking for a Junior Administrative Assistant who will be responsible for the management, organization, and maintenance of a company's documents and records. You will be working onsite Monday to Friday.</p><p> Your duties include extensive Filing and Data Entry.</p><p>You will also be tasked with overseeing the storage and retrieval of documents.</p><p>Your duties also include analyzing documents for relevancy and accuracy, acting as the point of contact for all document-related inquiries.</p><p>The position requires excellent organization and attention to detail, strong written and verbal communication skills, and a high degree of computer literacy.</p><p>handling general clerical responsibilities</p><p> Your duties include extensive Filing and Data Entry:</p><p>You will check mail and emails daily, respond to inquiries, forward communication, when necessary, </p><p>Your duties also include handling general clerical responsibilities and assist with filing, copying, and faxing.</p><p>You will set up appointments, handle filing, and assist in coordinating schedules and activities.</p><p>The position requires excellent organization and attention to detail, strong written and verbal communication skills, and a high degree of computer literacy.</p><p>This position requires strong computer and data entry skills, so proficiency in Microsoft Word and Microsoft Excel is preferred.</p>
<p><strong>Location:</strong> Gettysburg, PA</p><p><strong>Employment Type:</strong> Full-time</p><p><strong>Overview: </strong>Are you looking to kick-start your career in a professional office environment? Join a team that values innovation, collaboration, and career growth! Robert Half is partnering with a local business that provides opportunities to gain hands-on experience, build key skills, and grow your professional network. We're seeking motivated individuals ready to make an impact.</p><p><strong>Role Summary:</strong></p><p>As an Entry-Level Administrative Assistant, you'll play a critical role in ensuring smooth operations within our office. You’ll be responsible for supporting daily administrative tasks, fostering positive client interactions, and maintaining organized workflows. This is an ideal opportunity for someone who is detail-oriented, adaptable, and eager to grow within an administrative role.</p><p><strong>Key Responsibilities</strong></p><ul><li>Answer and direct phone calls, emails, and other correspondence in a professional and timely manner.</li><li>Schedule meetings, appointments, and maintain calendars for team members.</li><li>Prepare, format, and distribute documents, reports, memos, and presentations as needed.</li><li>Organize and maintain files, records, and office supplies to ensure a well-functioning workplace.</li><li>Greet and assist clients and visitors, ensuring a welcoming and professional experience.</li><li>Perform data entry and database management, maintaining accuracy and confidentiality.</li><li>Assist in organizing company events, meetings, and other team activities.</li></ul><p><br></p><p><br></p>
We are accepting applications for the role of an Administrative Assistant in the Real Estate & Property industry, based in Washington, District of Columbia. This role presents an exciting opportunity to support our team by maintaining high levels of organization and detail orientation. <br><br>Responsibilities: <br><br>• Manage inbound calls, providing efficient and detail oriented customer service <br>• Oversee data entry tasks to ensure customer credit records are accurate and up-to-date <br>• Handle email correspondence, responding to inquiries and concerns promptly <br>• Coordinate both inbound and outbound calls, ensuring smooth communication flow <br>• Use Microsoft Excel for various administrative tasks, including data analysis and report generation <br>• Maintain and organize schedules, setting appointments as needed <br>• Operate Microsoft Outlook to manage, send, and receive detail oriented emails <br>• Develop and deliver presentations using Microsoft PowerPoint <br>• Draft, edit, and format documents with Microsoft Word.
<p>We are seeking an Administrative/Human Resources Assistant to join our team in Falls Church, Virginia. This role involves a variety of administrative tasks, ranging from data entry to customer service. The successful candidate will be instrumental in ensuring smooth operations within our team by performing tasks such as managing customer inquiries, maintaining accurate records and processing applications.</p><p><br></p><p> Responsibilities:</p><p> • Manage inbound calls and provide exceptional customer service</p><p> • Perform data entry tasks with accuracy and efficiency</p><p> • Maintain effective email correspondence with customers and team members</p><p> • Utilize Microsoft Office Suite extensively, especially Excel and Outlook</p><p> • Schedule appointments and manage calendars for team members</p><p> • Provide administrative assistance in various office functions</p><p> • Contribute to administrative management tasks</p><p> • Contact members to communicate their eligibility status</p><p> • Manage and maintain accurate customer credit records</p><p> • Process customer credit applications efficiently.</p><p> </p>
<p>We are looking for an Administrative Assistant to join our team in Fairfax, Virginia. This is a Contract-to-permanent position within a non-profit organization, offering an opportunity to contribute to impactful work while managing office operations. The ideal candidate will be proactive, detail-oriented, and comfortable working in a small office environment.</p><p><br></p><p>Responsibilities:</p><p>• Support membership operations.</p><p>• Manage vendor relationships, including coordinating services and ensuring compliance with organizational standards.</p><p>• Handle confidential documents with discretion and accuracy.</p><p>• Update and maintain membership records using the organization's database system.</p><p>• Support Office Manager. </p><p>• Utilize Microsoft Office Suite and other software platforms efficiently to support office functions.</p><p>• Assist with financial processes</p><p>• Prepare for and facilitate board meetings, ensuring effective communication with senior staff and executives.</p><p>• Conduct data entry tasks with attention to detail and accuracy.</p><p>• Support membership operations, ensuring seamless interactions and record-keeping.</p>
We are looking for a highly organized and proactive Senior Administrative Assistant to join our team in Washington, District of Columbia. In this Contract-to-permanent position, you will play a vital role in supporting multiple departments and senior leaders, ensuring smooth operations and efficient communication. This role requires excellent scheduling and project management skills, as well as the ability to confidently interact with members and external stakeholders.<br><br>Responsibilities:<br>• Coordinate and manage multiple calendars for senior leaders, ensuring seamless scheduling of meetings and resolving conflicts as needed.<br>• Develop and distribute detailed slide decks and other meeting materials to support departmental goals.<br>• Serve as a key point of contact with members and their assistants, facilitating effective communication and collaboration.<br>• Organize and oversee various projects, including maintaining speaker forms and managing vendor inventory.<br>• Assist in scheduling and hosting conference calls, ensuring all participants have necessary information.<br>• Handle inbound calls efficiently, providing accurate information and routing inquiries appropriately.<br>• Ensure timely updates to schedules, including changes and adjustments, while maintaining accuracy.<br>• Support the preparation and coordination of content for meetings and presentations.<br>• Collaborate with team members to streamline administrative processes and improve efficiency.
<p>A well-known university in Baltimore is seeking an Executive Assistant to support the Vice President of Administration and Finance. The position provides day-to-day executive and confidential support to executive leadership and coordinates several administrative and clerical activities for leadership in the Division. </p><p><br></p><p>The position oversees the day-to-day administrative and operational duties of the VP’s Office. Duties could include but are not limited to: managing the calendar, scheduling meetings and responding to requests without prior clearance; making arrangements and coordinating all details for meetings, including room reservations and catering when necessary, assuring that the Vice President is fully prepared; composing, reviewing and tracking correspondence; providing proofreading and editing assistance; responding to routine inquiries as delegated by the Vice President; acting as an intermediary for the Vice President interacting with officials, staff at all levels and with the community; receiving and screening telephone calls and visitors; making all necessary</p><p>travel arrangements and independently performing administrative follow-up and recordkeeping; managing VPAF foundation accounts, preparing paperwork and maintaining records; monitoring departmental budget; independently handling all meeting details for groups/committees hosted by the Vice President; coordinating</p><p>and managing occasional special events; may be responsible for performing duties in payroll and procurement; and performing other duties as assigned.</p>
<p>Robert Half has a new direct-hire opportunity for an Executive Assistant in Baltimore, MD. The Executive Assistant will play a pivotal role in keeping our senior leadership team organized, informed, and on track. This role involves managing schedules, coordinating meetings, handling confidential information, and assisting with a wide range of administrative tasks. The ideal candidate is detail-oriented, resourceful, and comfortable managing multiple priorities in a fast-paced environment. If interested, please apply to this posting or contact Cody Marshall from Robert Half to learn more. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide comprehensive administrative support to four senior managers, including calendar management, travel arrangements, and meeting coordination.</li><li>Serve as a primary point of contact between the managers and internal/external stakeholders.</li><li>Prepare and edit correspondence, reports, presentations, and other documents.</li><li>Organize and maintain files, records, and documentation with a high degree of confidentiality.</li><li>Coordinate logistics for internal and external meetings, including agendas, materials, venues, and technology needs.</li><li>Track and follow up on key action items and deliverables to ensure timely completion.</li><li>Assist with expense reporting, invoice processing, and budget tracking as needed.</li><li>Help facilitate team communications and collaboration across departments.</li><li>Support project management efforts, as needed, on special initiatives driven by senior leadership.</li></ul><p><br></p>
<p>Robert Half has a new direct-hire position for an Administrative /Accounting Assistant to support our daily operations. This role combines general administrative duties with bookkeeping responsibilities, requiring strong organizational skills and experience with QuickBooks Online. The ideal candidate is proactive, trustworthy, and capable of managing multiple tasks independently.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Bookkeeping:</strong></p><ul><li>Maintain accurate financial records using QuickBooks Online</li><li>Record day-to-day financial transactions and reconcile bank/credit card accounts</li><li>Prepare and send customer invoices; follow up on receivables</li><li>Process vendor bills and manage payables</li><li>Assist in payroll preparation and reporting (as applicable)</li><li>Prepare monthly financial reports and support year-end reporting</li></ul><p><strong>Administrative Support:</strong></p><ul><li>Manage office correspondence, emails, and phone calls</li><li>Maintain digital and physical filing systems</li><li>Order office supplies and manage vendor relationships</li><li>Schedule meetings and manage calendars</li><li>Support other departments with administrative tasks as needed</li></ul><p><br></p><p><br></p><p><br></p>
<p>We are looking for a highly organized and detail-oriented Personal Executive Assistant to provide comprehensive support to a high-net-worth individual. This role involves a combination of administrative and personal tasks, requiring exceptional multitasking abilities and a proactive mindset. Based in Washington, D.C., this position offers a hybrid work schedule, competitive salary, and opportunities for growth.</p><p><br></p><p>Responsibilities:</p><p>• Deliver administrative and personal support to the Principal, ensuring smooth day-to-day operations.</p><p>• Oversee the management of 8-10 rental properties, including scheduling maintenance and handling tenant communications.</p><p>• Coordinate and maintain calendars, schedules, and itineraries, adapting to changing priorities as necessary.</p><p>• Arrange domestic and international travel, including flights, accommodations, and ground transportation.</p><p>• Assist with special projects, such as planning events and coordinating engagements.</p><p>• Edit and proofread documents for accuracy and clarity using Word.</p><p>• Handle billing, accounts payable, and invoice processing tasks with precision.</p><p>• Utilize QuickBooks and other tools for financial record-keeping and reporting.</p><p>• Communicate effectively with internal and external stakeholders to facilitate seamless operations.</p><p><br></p><p>All interested candidates in this Personal Executive Assistant role and other full-time opportunities across the Washington, D.C. area please send your resume to Justin Decker via LinkedIn. </p>
We are looking for a highly organized and detail-oriented Executive Assistant to join our team on a contract basis in Washington, District of Columbia. In this role, you will provide vital administrative and operational support to senior leadership, ensuring seamless day-to-day operations. If you thrive in a fast-paced environment and excel at managing multiple priorities, this opportunity is perfect for you.<br><br>Responsibilities:<br>• Manage complex calendars and coordinate meetings, ensuring efficient scheduling and time management.<br>• Prepare and process expense reports accurately and in a timely manner.<br>• Arrange and oversee travel plans, including booking accommodations, transportation, and itineraries.<br>• Draft, review, and manage general correspondence on behalf of executive leadership.<br>• Collaborate with staff to organize and prepare materials for external meetings, including coordinating with the Communications Director on presentations and podcasts.<br>• Maintain and organize SharePoint files for the Executive Office, ensuring easy access and version control.<br>• Provide support for Board of Directors and Executive Committee meetings, including scheduling and documentation.<br>• Coordinate monthly all-staff meetings, ensuring smooth communication and logistics.<br>• Assist with special projects and assignments, delivering high-quality results under tight deadlines.<br>• Conduct research and compile reports or presentations, offering insights and recommendations to leadership.
We are looking for a highly organized and proactive Executive Administrative Assistant to support a dynamic team in a fast-paced, multi-client environment. This role involves managing schedules, coordinating meetings, and overseeing a variety of administrative tasks to ensure smooth operations. The ideal candidate is detail-oriented, adaptable, and skilled at maintaining efficient workflows.<br><br>Responsibilities:<br>• Organize and manage team calendars by scheduling meetings and appointments in a multi-client setting.<br>• Coordinate travel arrangements and handle travel and expense reporting with accuracy.<br>• Process client invoices and collaborate directly with clients’ accounting teams for seamless transactions.<br>• Serve as the team coordinator by organizing meetings, tracking deadlines, and monitoring project milestones.<br>• Prepare and submit quarterly lobbying disclosure reports and semi-annual lobbying contribution reports.<br>• Take detailed notes during meetings, generate comprehensive minutes, and update records as required.<br>• Create legislative and regulatory hearing summaries, distributing them effectively to clients.<br>• Develop preparatory materials and collateral for client meetings with policy stakeholders.<br>• Assist in crafting visually appealing PowerPoint presentations for team and client use.
<p>Robert Half's client is seeking a proficient Office Assistant situated in Fairfax, Virginia. As an Office Assistant, your main responsibility will be to carry out a range of clerical support tasks, manage customer interactions, and ensure seamless office operations. This opportunity is a contract position working Monday to Friday onsite.</p><p><strong>Responsibilities: </strong></p><p>• Handling communication through phone calls and scheduling appointment</p><p>• Filing and organizing charts to ensure easy accessibility and accuracy</p><p>• Scanning and photocopying documents as required</p><p>• Using MS Office to manage, organize, and update relevant data</p><p>• Performing receptionist duties, including managing incoming phone calls and directing them to the appropriate department or personnel</p><p>• Handling and sorting incoming U.S. mail and FedEx deliveries, ensuring they reach the appropriate employees</p><p> • Dispatching outgoing mail in a timely and accurate manner</p><p> • Ordering office supplies as needed and managing the existing inventory to ensure smooth office operations</p><p> • Keeping track of office equipment and arranging for maintenance or repairs when necessary</p><p> • Implementing basic office skills to effectively perform daily tasks and duties.</p>
We are looking for a detail-oriented Office Assistant to join our team on a contract basis in Ellicott City, Maryland. This role involves supporting our office operations through accurate data entry, inventory management, and general administrative tasks. If you thrive in a fast-paced environment and have strong organizational skills, we encourage you to apply.<br><br>Responsibilities:<br>• Accurately input and organize data for over 300 classes into an online database.<br>• Conduct inventory counts and maintain detailed records of office supplies and other items.<br>• Provide courteous customer service by addressing inquiries and assisting visitors.<br>• Operate multi-line telephone systems to manage incoming calls efficiently.<br>• Perform filing and document management to ensure records are well-organized and accessible.<br>• Utilize basic office equipment such as printers, scanners, and copiers for various tasks.<br>• Collaborate with team members to support daily office operations and workflow.<br>• Maintain a clean and orderly work environment, ensuring supplies are stocked and readily available.
We are looking for a highly organized and proactive Executive Personal Assistant to support a family in Alexandria, Virginia. This role involves managing various personal and meticulous tasks, ensuring seamless operations across multiple areas, and providing exceptional assistance tailored to the family’s needs. The ideal candidate will excel at multitasking, exhibit strong attention to detail, and demonstrate discretion in handling sensitive information.<br><br>Responsibilities:<br>• Oversee and manage family-related projects, ensuring timely completion and adherence to expectations.<br>• Provide basic technical support for the family, including resolving issues with Apple devices and Microsoft Office 365, scheduling IT vendors, and organizing digital records using Dropbox.<br>• Maintain and update the family’s social media accounts across platforms, including posting content and revising personal and precise details as requested.<br>• Coordinate property management tasks for the family’s primary residence and supervise property managers and staff to ensure timely execution of responsibilities.<br>• Research and arrange travel plans, including booking hotels, activities, and transportation, while monitoring changes and communicating updates to the family.<br>• Assist in organizing and planning events such as holiday gatherings, fundraisers, and receptions, and attend these events as required.<br>• Support the family in expanding their philanthropic initiatives and managing activities related to their family foundation.<br>• Schedule and manage appointments, meetings, and calendars, including setting up virtual meetings through Microsoft Teams and Zoom.<br>• Prepare presentations and materials, such as PowerPoint slides and speeches, to support the family’s detailed engagements.<br>• Run errands and perform other tasks aligned with the family’s needs and expectations.
<p>Are you looking for an exceptional career opportunity in a boutique, challenging, and rewarding environment? A prestigious Ultra-High-Net-Worth (UHNW) <strong>family office</strong> is seeking an <strong>Assistant Controller</strong> to join their growing team. This role offers a unique opportunity to work closely with private equity and investment fund financials, elevate your skill set, and enjoy competitive compensation with substantial bonus potential. Email Jim Meade at Robert Half right away for immediate consideration!</p><p><strong>Key Responsibilities:</strong></p><ul><li>Assist in the preparation and management of financial statements for investments within private equity, hedge funds, and other investment vehicles.</li><li>Oversee general ledger activity, monthly closings, and account reconciliations.</li><li>Collaborate with external auditors and tax advisors to ensure compliance with all regulatory requirements and reporting deadlines.</li><li>Provide detailed financial analysis and ad hoc project support to help guide investment and portfolio management decisions.</li><li>Maintain and enhance internal controls to safeguard family office assets and investments.</li><li>Assist with the preparation of tax schedules and coordination of tax filings.</li><li>Research and apply the appropriate accounting principles and standards for investment fund reporting.</li></ul><p><strong>The Ideal Candidate:</strong></p><ul><li><strong>Education:</strong> Bachelor’s degree in Accounting, Finance, or a related field. CPA license is highly preferred.</li><li><strong>Preferred:</strong> 4+ years in public accounting with a tax focus on private equity clients or investment funds.</li><li><strong>Alternatively:</strong> Strong private equity or investment fund accounting experience (fund accounting, financial reporting, and tax compliance).</li><li><strong>Technical Knowledge:</strong> Expertise in investment-related accounting practices and knowledge of tax laws as they relate to private equity or investment fund structures.</li><li><strong>Systems Proficiency:</strong> Proficiency in Microsoft Excel and experience with accounting/reporting systems related to investment management.</li><li><strong>Soft Skills:</strong> Strong analytical ability, excellent organizational skills, and meticulous attention to detail. The candidate must also demonstrate discretion and confidentiality when working within a UHNW family office environment.</li></ul><p><strong>Why Join This Family Office?</strong></p><ul><li><strong>Compensation:</strong> Competitive base salary (up to $120k) plus a <strong>substantial annual performance bonus.</strong></li><li><strong>Growth:</strong> An opportunity to grow your financial acumen in a high-performing family office with exposure to a broad range of investment structures.</li><li><strong>Culture:</strong> Boutique and close-knit environment that values excellence, partnership, and innovation.</li><li><strong>Stability:</strong> Work for a well-established and successful UHNW family with a long-term investment strategy.</li></ul>
<p>Our client is an established, privately held Real Estate Developer with a reputation for employee loyalty and tenure. They have an opportunity for a Legal Assistant to support the Assistant Vice President of Contracts by administering contracts as they relate to the acquisition, sale, lease, or joint venture of land, and assisting in preparing land instruments. This role will also involve some general administrative support for the General Counsel. </p><p><br></p><p>This role is mostly in-office with one remote day per week.</p><p> </p><p><strong>Job Duties:</strong></p><ul><li>Draft, or assist in drafting, contracts for purchase, sale, lease or joint venture of improved or unimproved land, as well as related letters, amendments and supplemental agreements;</li><li>Draft, or assist in drafting, easements, declarations and related land instruments;</li><li>Manage, organize and settle on open contracts by establishing calendar events, preparing contract summaries, ordering due diligence reports, and supplying parties with materials and funds as dictated by the contract; and</li><li>Order and review due diligence materials including title, judgments and surveys on land, entities and individuals.</li></ul><p> </p><p><strong>Roles and Responsibilities: </strong></p><ul><li>Working at the direction of the Assistant Vice President of Contracts;</li><li>Supporting the Acquisition and Development Departments;</li><li>Supporting Joint Venture and Regional Partners;</li><li>Interacting with Finance and Accounting Departments to disburse and track proper funds;</li><li>Notifying all departments of upcoming deadlines; and</li><li>Communicating with outsides parties and directing legal counsel.</li></ul><p> </p>
<p>We are looking for a motivated and detail-oriented Legal Assistant to join our team in Washington, District of Columbia. In this role, you will play a crucial part in supporting legal operations by managing client communications, preparing essential documentation, and coordinating with medical providers and insurance companies. This position requires strong organizational skills and the ability to handle multiple tasks efficiently in a fast-paced environment.</p><p><br></p><p>Responsibilities:</p><p>• Conduct client intake processes to gather necessary information and documentation.</p><p>• Request and manage medical records, bills, and liens from providers.</p><p>• File health insurance claims with medical providers and ensure accuracy.</p><p>• Verify payments and adjustments with medical providers to maintain accurate records.</p><p>• Follow up on bill reductions and ensure compliance with agreements.</p><p>• Communicate with insurance companies to track claim statuses and resolve issues.</p><p>• Maintain regular contact with clients to monitor their medical treatment progress.</p><p>• Compile and prepare comprehensive demand packages for legal cases.</p><p>• Assist with claims processing and documentation for various cases.</p><p>• Open and organize new case files to ensure efficient workflow.</p><p><br></p><p>For immediate and confidential consideration, please submit resumes directly to Vice President of Permanent Placement, Anne-Laure McGrory at anne-laure [dot] mcgrory [at] roberthalf [dot] [com].</p>
We are looking for a dedicated Legal Assistant to join our Trust & Estates Litigation team in Baltimore, Maryland. This role is ideal for someone with a background in legal support, particularly in trusts and estates, who thrives in a fast-paced environment. The successful candidate will play a key role in ensuring efficient administrative and legal operations, while maintaining a high level of professionalism and confidentiality.<br><br>Responsibilities:<br>• Provide administrative support to attorneys, including managing calendars, scheduling meetings, and handling correspondence.<br>• Draft, review, and format legal documents, contracts, agreements, and other relevant materials.<br>• Organize and maintain case files, client records, and legal documentation to ensure accessibility and accuracy.<br>• Coordinate the execution and filing of legal documents, including obtaining signatures and notarization.<br>• Monitor and manage deadlines to ensure timely submissions and filings.<br>• Assist in due diligence processes, document reviews, and compliance matters related to trusts and estates.<br>• Prepare and file necessary regulatory and corporate documents in accordance with federal and state requirements.<br>• Uphold strict confidentiality when handling sensitive legal and client information.<br>• Facilitate team meetings by preparing materials, tracking action items, and ensuring follow-ups are completed.<br>• Support attorneys with billing, time entry, and expense reporting tasks to optimize administrative efficiency.
<p>Are you currently a Commercial Real Estate Credit Analyst working at a bank looking for a better work/life balance but focusing on commercial real estate? Are you an expert in commercial real estate loans (industrial, hospitality, office, multi-use, apartment complexes)? Do you know how to analyze tax returns and personal financial statements? Can you do a cash flow? If you are saying yes, to all these questions this could be the perfect job for you. This Commercial Credit Analyst is responsible for analyzing a loan applicant’s credit history and approves or denies commercial real estate loan opportunities in the $3MM to $25MM range based on the analysis. Also responsible for servicing and tracking each assigned loan to monitor for risk trends, payment status, documentation, insurance, and credit exceptions. In addition to being responsible for timely and accurate issuance of billing information to members as well as the accurate and timely reporting of loan status to senior management on a monthly basis.</p><p><br></p><ul><li>Monitors the queue for commercial loan applications and follows up with applicants for the purpose of receiving required application materials. Analyzes a loan applicant’s credit worthiness including an applicant’s character, capacity, collateral, capital, and economic conditions and prepares comprehensive credit memoranda; Reviews credit bureau reports and personal credit scores for critical evaluation of potential individual guarantors; Verifies information included on loan application as necessary and makes a recommendation to the loan officer’s to approve or deny a loan.</li><li>Prepares loan presentation sheets, credit memos (both for initial credit evaluation and periodic credit review) and drafts commitment letters for loan officer’s final approval. Reviews legal documents for adherence to approved loan terms and tracks all post-closing exceptions to assure timely receipt and execution of all documents, policies, agreements, escrows or other items required per the loan approval and policy.</li><li>Assigns and recommends risk ratings to each credit at completion of underwriting, during annual credit reviews, and upon identification of material adverse credit conditions that impair or threaten to impair repayment capacity. Risk rating accuracy should be maintained at 95% or better as measured by NCUA, external and internal examination results.</li><li>Critical examination and review of third-party report.</li><li>Construction loan administration support.</li><li>Performs loan assistant duties to include, but not limited to, term sheet and commitment letter drafting, clearing pre-closing checklist exceptions, coordinating all pre-settlement functions with lender’s counsel, closing and funding administration.</li><li>Obtains timely and accurate submission of updated borrower financial information and reports loan exception status to senior management on a monthly basis.</li><li>Other duties as assigned.</li></ul><p><br></p><p>The ideal candidate for this Commercial Real Estate Credit Analyst role will have 3+ years of Commercial Real Estate credit analysis, BS in Finance, Accounting or Management, experience working at a bank on commercial loans $3M+ and knows how to analyze a personal financial statement and tax return. Compensation range is 85K-140K in base salary with full benefits. This role is hybrid and in the office 2-3 days/week. To apply to this Commercial Real Estate Credit Analyst role please do so through this posting or reach out to Caren Bromberg Bach on LinkedIn or call Caren Bach at 301.965.9035.</p>
<p>Our client is hiring a Conflicts Analyst to join their team in Washington, D.C. </p><p><br></p><p>Responsibilities:</p><p>Conduct research on corporate affiliations of clients and involved parties using Capital IQ, Hoover's/D& B, and other online resources to verify and cross-reference information.</p><p>Execute routine conflicts of interest searches by identifying and validating party information, determining appropriate search parameters (including Boolean operators), running searches, and analyzing results based on the General Counsel's Office policies and procedures.</p><p>Ensure all conflicts reports are thorough, accurate, consistent, and compliant with established firm-wide standards and procedures.</p><p>Provide support to the legal team and conflicts manager by responding to inquiries and assisting with conflict resolution.</p><p>Maintain and update client and matter data within Intapp, including modifications to client/matter names and the addition of new parties.</p><p>Enforce high standards of accuracy, quality, and thoroughness in conflicts searches and analyses across all requests.</p><p>Remain available for urgent and confidential matters as needed, including outside regular business hours.</p><p>Assist in refining processes, procedures, and technologies to enhance efficiency and customer service.</p><p>Demonstrate expertise in utilizing and maintaining the conflicts database, ensuring accuracy and completeness of data.</p><p>Perform additional responsibilities as assigned.</p>
We are looking for a skilled Legal Assistant to join a well-established law firm in Washington, District of Columbia. The ideal candidate will bring expertise in legal administrative tasks and demonstrate a strong ability to support attorneys and clients effectively. This role requires attention to detail, organizational skills, and a commitment to delivering high-quality support in a fast-paced legal environment.<br><br>Responsibilities:<br>• Manage and maintain attorneys’ calendars, including scheduling meetings and tracking critical deadlines.<br>• Oversee claim administration processes and ensure documentation is accurate and up-to-date.<br>• Coordinate billing functions, including preparing invoices and tracking client payments.<br>• Build and maintain positive relationships with clients, ensuring their needs are addressed promptly and professionally.<br>• Utilize CompuLaw software to manage legal workflows and deadlines efficiently.<br>• Handle communication tasks such as drafting correspondence and responding to inquiries.<br>• Organize and maintain legal files and records to ensure accessibility and compliance.<br>• Provide administrative support during hearings, depositions, and legal proceedings.<br>• Collaborate with team members to ensure seamless operation of daily legal tasks.<br>• Assist attorneys with preparation of legal documents and other case-related materials.
<p>A well-known nonprofit organization is seeking a detail-oriented and mission-driven individual to serve as a Bilingual Relief Fund Reviewer. This role will support the administration of the BGE Customer Relief Fund, a utility assistance program providing direct relief to limited and middle-income households in Central Maryland. The fund will provide emergency funds to help stabilize households who are struggling to make enough income to cover their basic monthly expenses and are facing utility shut offs or arrears. As fund administrator, the organization will identify qualified households and distribute funds to relieve past-due utility bills for eligible applicants. </p><p><br></p><p>The Relief Fund Reviewer will be responsible for evaluating applications submitted through the organization's online portal, verifying eligibility based on program criteria, and determining the appropriate level of financial assistance, ensuring compliance with the grant agreement and implementation timelines. This role plays a critical part in ensuring timely and accurate distribution of $15 million in relief funds to households in need.</p>
We are looking for a meticulous Legal Assistant to join a dynamic law firm in Washington, District of Columbia. In this role, you will provide administrative and organizational support to a team of attorneys, including partners, counsel, and associates. This position requires adaptability and the ability to work across multiple practice areas, such as litigation, antitrust, and intellectual property.<br><br>Responsibilities:<br>• Assist attorneys with case management tasks, including organizing client files and maintaining accurate records.<br>• Manage attorney calendars, schedule meetings, and coordinate travel arrangements.<br>• Prepare, edit, and format legal documents using tools like Adobe Acrobat and case management software.<br>• Handle billing functions and ensure timely processing of invoices and expense reports.<br>• Conduct research and compile information using systems such as Aderant and Automated City Register Information System (ACRIS).<br>• Act as a liaison between attorneys and clients, ensuring clear and effective communication.<br>• Monitor deadlines and court dates using tools like CompuLaw to ensure compliance.<br>• Support claim administration processes, including tracking and reporting claims.<br>• Collaborate with team members to ensure efficient workflow and adherence to firm guidelines.
