Financial Services Assistant/Customer Service Associate

Found in: Appcast Linkedin GBL C2 - 2 weeks ago


Corpus Christi, United States Toroso Financial Group, LLP Full time

Company Description

TorOso Financial Group is a financial services firm located in Corpus Christi, Texas, that provides back office, administrative support to financial advisors affiliated with Independent Financial Group in the form of supervision, virtual assistant services and transition services to advisors joining IFG. We help advisors all over the United States, from the East coast to the West coast, including Hawaii.


Role Description

This is a full-time on-site role for an Office Assistant at TorOso Financial Group, located in Corpus Christi, TX. The Office Assistant will be responsible for assisting the Supervisor with supervisory duties, assisting financial advisors with paperwork, filing, and other administrative duties, following up on new business processing and service requests, managing compliance requirements for the financial advisor, data entry on Excel documents, and paperwork preparation.


Qualifications

  • High School Diploma or equivalent required, Associate's degree or higher preferred
  • 2+ years of experience in an office administrative role preferred
  • Strong organizational skills and attention to detail
  • Excellent written and communication skills
  • Experience in Microsoft Office Suite and office management software preferred
  • Demonstrated ability to manage multiple tasks simultaneously while meeting deadlines
  • Must pass an FBI Background Check


Benefits

  • Health Insurance after 90 day probationary period
  • PTO after 90 day probationary period
  • Life Insurance
  • Dental/Vision Insurance
  • 401k after 1 year of employment, with matching


  • Corpus Christi, United States Hertz Full time $15

     Wages: $15.00/hr.The Flexible Customer Service Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class customer service and sales support. The responsibilities also include shuttling customers. This...


  • Corpus Christi, United States Samra Organization Full time

    Job DescriptionJob DescriptionAre you a customer-oriented individual with a passion for sales and a desire to work from the comfort of your own home? We're seeking a dynamic Customer Service and Sales Support Representative to join our team and help us deliver outstanding service while driving sales and revenue growth. If you're a motivated...


  • Corpus Christi, United States Samra Organization Full time

    Job DescriptionJob DescriptionAre you a customer-oriented individual with a passion for sales and a desire to work from the comfort of your own home? We're seeking a dynamic Customer Service and Sales Support Representative to join our team and help us deliver outstanding service while driving sales and revenue growth. If you're a motivated...

  • Customer Sales

    6 days ago


    Corpus Christi, United States SiteOne Landscape Supply Full time

    Our Customer Sales & Service Representatives are knowledgeable, energetic and consistently deliver the best overall customer experience. To succeed in this role, you need to be passionate and customer obsessed while serving commercial and residential Sales, Customer Service, Customer Experience, Service, Retail

  • Sales Associate

    6 days ago


    Corpus Christi, United States International Bank of Commerce Full time

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects it's dedication to the growth and success of it's employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement...


  • Corpus Christi, United States Clear Path for Veterans Full time

    Job DescriptionJob DescriptionTitle: Field Service TechnicianPay: $75 - 90K base salary, OT pay available over 40 hrs/week and per diem included during travel. Travel: Approx 80% We are particularly seeking US veterans (and family members/associates) with experience/education in electrical systems and nuclear systems. Individuals currently preparing their...

  • Service Coordinator

    6 days ago


    Corpus Christi, United States Straight Edge Technology, Inc. Full time

    We are growing and adding to our team! More specifically, we need a Service Coordinator and Team Lead that are Humble, Hungry, and Smart. Founded in 2006, Straight Edge Technology is a company committed to excellence and working with a purpose. We want to create an environment that encourages team work, and allows employees to strive for the same core...

  • Service Coordinator

    5 days ago


    Corpus Christi, United States Straight Edge Technology, Inc. Full time

    Job DescriptionJob DescriptionWe are growing and adding to our team!More specifically, we need a Service Coordinator and Team Lead that are Humble, Hungry, and Smart.Founded in 2006, Straight Edge Technology is a company committed to excellence and working with a purpose. We want to create an environment that encourages team work, and allows employees to...

  • Food Service Worker II

    Found in: Talent US 2 C2 - 6 days ago


    Corpus Christi, United States Texas Department of Aging & Disability Services Full time

    Job Description: Food Service Worker II - Come work in an environment where we truly value and respect those we serve and believe in the mission that all people can achieve a higher level of wellness and independence. The state supported living centers serve people with intellectual and developmental disabilities who are medically fragile or who have...

  • Service Manager

    6 days ago


    Corpus Christi, United States Terminix International Company, L.P. Full time

    Our Service Managers play a key leadership role in our local Terminix branches. This role is all about leading and motivating our local Pest Technician Teams to provide outstanding service delivery of Terminix products to our valued customers. What d Service Manager, Manager, Technician, Monitoring, Retail

  • Director of Behavioral Health Services

    Found in: Talent US 2 C2 - 1 day ago


    Corpus Christi, United States Texas Department of Aging & Disability Services Full time

    Job Description: Director of BH Svcs Mgr V - Come work in an environment where we truly value and respect those we serve and believe in the mission that all people can achieve a higher level of wellness and independence. The state supported living centers serve people with intellectual and developmental disabilities who are medically fragile or who have...

  • Service Technician

    7 days ago


    Corpus Christi, United States Staffmark Full time

    Job Description:You will work with customers to electrically/mechanically troubleshoot, diagnose, repair, and maintain a variety of commercial food equipment to include cooking, food preparation, ware washers, weigh wrap, baking and refrigeration.You will typically leave from home each morning and work with minimal direct supervision at customer sites.You...

  • Service Technician

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago


    Corpus Christi, United States Staffmark Full time

    Job Description:You will work with customers to electrically/mechanically troubleshoot, diagnose, repair, and maintain a variety of commercial food equipment to include cooking, food preparation, ware washers, weigh wrap, baking and refrigeration.You will typically leave from home each morning and work with minimal direct supervision at customer sites.You...

  • Service Technician

    Found in: Appcast US C2 - 6 days ago


    Corpus Christi, United States Staffmark Full time

    Job Description:You will work with customers to electrically/mechanically troubleshoot, diagnose, repair, and maintain a variety of commercial food equipment to include cooking, food preparation, ware washers, weigh wrap, baking and refrigeration.You will typically leave from home each morning and work with minimal direct supervision at customer sites.You...


  • corpus christi, United States Del Mar College Full time

    Financial Aid Assistant - Evening (Heritage)Del Mar CollegePosting Number: S895Department: Financial AidPosition Type: Non-ExemptEmployment Status: Full-Time-StaffSalary: Minimum $ / HourlyOp...


  • Corpus Christi, United States Lane Valente Industries Full time

    Job DescriptionJob DescriptionLane Valente Industries is a Leading International construction and facility maintenance company with offices throughout the U.S. and Canada.We have a strong in-house group of field technicians that services top U.S. corporations and are supported by top notch managers in our offices.We are always looking for talented people...


  • Corpus Christi, United States Lane Valente Industries Full time

    Job DescriptionJob DescriptionLane Valente Industries is a Leading International construction and facility maintenance company with offices throughout the U.S. and Canada.We have a strong in-house group of field technicians that services top U.S. corporations and are supported by top notch managers in our offices.We are always looking for talented people...

  • Service Technician

    2 weeks ago


    Corpus Christi, United States Southwest Automotive Group Full time

    Job DescriptionJob DescriptionService Technician - North Corpus Christi HondaWe run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to treat them right by paying them well and offering room for learning and...


  • Corpus Christi, United States PMI Corpus Christi Full time

    Job DescriptionJob DescriptionPMI Corpus Christi is a leading property management and real estate services company that is part of one of the nations largest property management franchise companies.Job DescriptionA PMI Community Association Manager position is responsible for the management and day-to-day implementation of the procedures and programs that...


  • Corpus Christi, United States SMARTECH and Associates, LP Remote Work Freelance Full time

    Computer Technician-CORPUS CHRISTI, TXImmediate need to hire Corpus Christi.IMMEDIATE NEED TO HIRE COMPUTER HARDWARE TECHNICIAN.WHAT WE DO:Hardware Replacement/Repair: Desktops, Laptops, Servers, Printers, and POS systems.Why Join Us?Do you prefer to focus on hardware components instead of software issues or endless password reset tickets? Do you have...