Full Time Administrative Assistant

2 months ago

Cleveland, United States Skylight Financial Group Full time
Job DescriptionJob Description

Job Overview

The client services administrator supports a financial advisor (or advisor planning team) with their client activity. This role conducts administrative tasks assisting in processes for ongoing services items, and general day to day planning practice operations. The client services administrator will be in communication with the financial advisor’s clients and may have to work with other financial advisors and team members on joint work cases.

Responsibilities and Duties

·         Answer incoming phone calls and handle appropriately

·         Schedule and confirm client appointments

·         Greet clients for in-office meeting

·         Manage client files, contact information and CRM (Contact Relationship Management) database

·         Prepare and process client related paperwork

·         Track activity of client related processes and follow up on items until completion

·         Assist financial advisor with administrative tasks related to service meetings

·         Assist financial advisor with administrative tasks related to their overall marketing plan

·         Track the purchase and renewal of the financial advisor’s license requirements

·         Assist the advisor with purchase or renewal of licenses

·         Schedule non-client meeting for the financial planner

·         Assist advisor with overall management of their calendar

·         Follow up with financial advisor on any pre or post client meeting items that are needed

·         Receive and sort incoming mail

·         Send outgoing correspondence

 

Qualifications

·         Exceptional communication and interpersonal skills

·         Excellent organizational skills

·         Skilled attention to detail

·         Proficient with Microsoft Word, Excel, and Outlook

·         Ability to adapt to changes quickly

·         Can work independently

·         Capable of working through challenges effectively

·         Ability to work on multiple projects and deadlines

·         Dependable and punctual

 

Hours

The role is a full-time in office position.

 

 

  • Administrative Assistant

    4 weeks ago

    Cleveland, United States Maxus Capital Group, LLC Full time

    Job DescriptionJob DescriptionMaxus Capital Group, LLC (“Maxus”) is a full-service commercial finance company headquartered in Cleveland, OH. Maxus provides a wide variety of capital offerings to corporate clients outside of traditional bank financing products. Our clients range from middle-market to Fortune 500 companies and span a diverse mix of...

  • Administrative Assistant

    3 weeks ago

    Cleveland, United States Maxus Capital Group, LLC Full time

    Job DescriptionJob DescriptionMaxus Capital Group, LLC (“Maxus”) is a full-service commercial finance company headquartered in Cleveland, OH. Maxus provides a wide variety of capital offerings to corporate clients outside of traditional bank financing products. Our clients range from middle-market to Fortune 500 companies and span a diverse mix of...

  • Administrative Assistant

    4 weeks ago

    Cleveland, United States Dodd Camera Full time $30,000 - $37,500

    About Dodd Camera and the Position:Dodd Camera was founded in 1891. Still family owned after all these years, we operate 6 stores located in Cleveland, Chicago, Dayton, and Cincinnati. We are a photographic specialty dealer offering the latest in DSLR & Mirrorless camera gear, professional lighting equipment, accessories, digital lab services, and fully...

  • Administrative Assistant

    3 weeks ago

    Cleveland, United States Dodd Camera Full time $30,000 - $37,500

    About Dodd Camera and the Position:Dodd Camera was founded in 1891. Still family owned after all these years, we operate 6 stores located in Cleveland, Chicago, Dayton, and Cincinnati. We are a photographic specialty dealer offering the latest in DSLR & Mirrorless camera gear, professional lighting equipment, accessories, digital lab services, and fully...

  • Administrative Assistant

    2 weeks ago

    Cleveland, United States Topaz HR Advisory Full time

    Job DescriptionJob DescriptionJob Title: Executive AssistantLocation: Cleveland, OHSchedule: Full-time: Monday- Friday; 8:00am – 5:00pmJob Description:Join our property management team as an Executive Assistant, where you'll provide crucial administrative support, maintain accurate records, and manage communication with vendors and residents. Prior...

  • Administrative Assistant

    1 month ago

    Cleveland, United States Volunteer Behavioral Health Full time

    Job DescriptionJob DescriptionAre you an outgoing and detail-oriented person looking for the right place to build a career? Can you provide sympathetic customer service to people dealing with tough situations? Volunteer Behavioral Health is hiring a full-time Administrative Assistant for our Cleveland, TN mental health facility.This entry-level position is...

  • Administrative Assistant

    3 weeks ago

    Cleveland, United States Volunteer Behavioral Health Full time

    Job DescriptionJob DescriptionAre you an outgoing and detail-oriented person looking for the right place to build a career? Can you provide sympathetic customer service to people dealing with tough situations? Volunteer Behavioral Health is hiring a full-time Administrative Assistant for our Cleveland, TN mental health facility.This entry-level position is...

  • Administrative Assistant

    1 week ago

    Cleveland, United States Yardi Systems, Inc. Full time

    Join us as an Administrative Assistant and become the go-to person that keeps our office running smoothly. Your role is essential – from welcoming visitors with a smile to setting up meetings, you’re the one who makes it all happen. As an Administrative Assistant, you will provide clerical support, including editing and preparing correspondence,...

  • Executive Administrative Assistant

    2 months ago

    Cleveland, United States Hyster-Yale Materials Handling Full time

    Job Title Executive Administrative Assistant Job Family Job Description What starts with YOU, moves the world! Hyster-Yale Group, Inc. (HYG), a world-class manufacturer of industrial lift trucks, has an outstanding opportunity for an exceptional and Executive Administrative Assistant based at our Corporate Headquarters in Cleveland, OH. What you will...

  • Executive Administrative Assistant

    1 week ago

    Cleveland, United States Hyster-Yale Materials Handling Full time

    Job Title Executive Administrative Assistant Job Family Job Description What starts with YOU, moves the world! Hyster-Yale Group, Inc. (HYG), a world-class manufacturer of industrial lift trucks, has an outstanding opportunity for an exceptional and Executive Administrative Assistant based at our Corporate Headquarters in Cleveland, OH. What you will...

  • Office Administrative Assistant

    2 months ago

    Cleveland, United States Crooked River Building Supply Full time

    Crooked River Building Supply is a well-respected distributor of windows, doors and millwork. As a company we are focused on providing next level service to our customers. We are looking for a talented individual to join our team as an Office Administrative Assistant. This is an onsite position.Responsibilities-Full-time - dependent on applicant's...

  • Office Administrative Assistant

    2 months ago

    Cleveland, United States Crooked River Building Supply Full time

    Crooked River Building Supply is a well-respected distributor of windows, doors and millwork. As a company we are focused on providing next level service to our customers. We are looking for a talented individual to join our team as an Office Administrative Assistant. This is an onsite position.Responsibilities-Full-time - dependent on applicant's...

  • Legal Administrative Assistant

    4 weeks ago

    Cleveland, United States Trustpoint.One Full time

    Trustpoint.One is pleased to partner with an Am Law 200 civil defense litigation law firm firm in its search for a Legal Administrative Assistant. This is a direct hire, full-time role, and is primarily on-site (4 days in office; 1 day remote) out of the Firm's Cleveland, OH offices.Requirements:- at least 3 years of experience in civil defense litigation-...

  • Legal Administrative Assistant

    3 weeks ago

    Cleveland, United States Trustpoint.One Full time

    Trustpoint.One is pleased to partner with an Am Law 200 civil defense litigation law firm firm in its search for a Legal Administrative Assistant. This is a direct hire, full-time role, and is primarily on-site (4 days in office; 1 day remote) out of the Firm's Cleveland, OH offices.Requirements:- at least 3 years of experience in civil defense litigation-...

  • Administrative Assistant

    1 month ago

    Cleveland, United States ThisWay Full time

    Job DescriptionJob DescriptionOur partner, a prominent firm specializing in audit, tax, consulting, and wealth management, is seeking an Administrative Assistant for their Cleveland, OH office. The firm emphasizes a workplace culture that prioritizes diversity, equity, and inclusion, ensuring all staff members have equal opportunities for...

  • Full-Time Collection Assistant

    4 weeks ago

    Cleveland, United States Firefighters Community Credit Union Full time

    Job DescriptionJob DescriptionOur OpportunityWe're hiring a full-time Collections Assistant to join our growing team! This position will be based in our Cuyahoga Heights, OH administration location. Ideal candidate will qualify for a $500.00 sign-on bonus*.Who We AreAt Firefighters Community Credit Union, we believe people are far more than just their...

  • Full-Time Collection Assistant

    3 weeks ago

    Cleveland, United States Firefighters Community Credit Union Full time

    Job DescriptionJob DescriptionOur OpportunityWe're hiring a full-time Collections Assistant to join our growing team! This position will be based in our Cuyahoga Heights, OH administration location. Ideal candidate will qualify for a $500.00 sign-on bonus*.Who We AreAt Firefighters Community Credit Union, we believe people are far more than just their...

  • Administrative Assistant

    2 months ago

    Cleveland, United States Starting Point NEO Full time

    JOB SUMMARY:The Administrative Assistant will complete administrative tasks required to support service and administrative functions of Starting Point, including the following departments: Marketing and Communications, Family and Community Engagement, Strategic Initiatives, and Out-of-School Time. Reporting to the Executive Vice President, the administrative...

  • Administrative Assistant

    2 months ago

    Cleveland, United States Starting Point NEO Full time

    JOB SUMMARY:The Administrative Assistant will complete administrative tasks required to support service and administrative functions of Starting Point, including the following departments: Marketing and Communications, Family and Community Engagement, Strategic Initiatives, and Out-of-School Time. Reporting to the Executive Vice President, the administrative...

  • Administrative Assistant

    4 days ago

    Cleveland, Ohio, United States Starting Point NEO Full time

    JOB SUMMARY:The Administrative Assistant will complete administrative tasks required to support service and administrative functions of Starting Point, including the following departments: Marketing and Communications, Family and Community Engagement, Strategic Initiatives, and Out-of-School Time. Reporting to the Executive Vice President, the administrative...