Administrative Specialist

4 weeks ago


Plymouth, United States WEALTH LOGIC INC Full time
Job DescriptionJob Description

Position Summary:

Financial advisor seeking full or part-time administrative specialist and operations coordinator to aid in the operations and continued growth of a financial services practice.

Responsibilities:

  • Assist in the management of operations in tandem with leadership
  • Assist in the organization and creation of systems for day-to-day operations
  • Facilitate meeting reservations and reminders
  • Prepare client case notes
  • Email meeting recaps
  • Coordinate detailed filing systems and maintain client records and database
  • Manage day-to-day calendar
  • Schedule meetings
  • Monitor daily email
  • General copying and filing
  • Assist with pre-meeting packets, reports, forms, etc.
  • Facilitate and monitor correspondence
  • Delegate customer service for Advisor’s clients
  • Coordinate holiday gifts and cards
  • Tracking and monitoring new business and account/policy services
  • Maintain a neat and orderly workspace
  • Many miscellaneous tasks

Qualifications:

  1. Superior attention to detail and top tier organizational skills
  2. Sense of urgency and well-developed time management systems  
  3. Compliance with all operating policies and procedures
  4. Previous experience with Microsoft Office Suite to specifically include Outlook, Excel, Power Point, ACT
  5. Strong interpersonal skills, commitment to a collegial work style and mutual accountability
  6. Experience with CRM software preferred
  7. Understanding and commitment to a business professional workplace environment
  8. Self-motivation and adaptable
  9. Ability to manage time to accommodate priorities of fast-paced Advisor
  10. Some college, 4-year degree preferred
  11. Excellent communication skills, strong written and verbal
  12. Positive attitude
  13. Must be a critical thinker and problem solver
  14. Sense of humor
Company DescriptionBoutique financial planning firm that values client and employee relationships as our top priority.Company DescriptionBoutique financial planning firm that values client and employee relationships as our top priority.

  • Plymouth, United States WEALTH LOGIC INC Full time

    Job DescriptionJob DescriptionPosition Summary:Financial advisor seeking full or part-time administrative specialist and operations coordinator to aid in the operations and continued growth of a financial services practice.Responsibilities:Assist in the management of operations in tandem with leadershipAssist in the organization and creation of systems...


  • Plymouth, United States QPS Employment Group Full time

    Position Title: Recruiting Specialist Wage: $26.00/hour BOE Shift: 1st shift – Hybrid Schedule Hours:  8:00am – 4:30pm Monday— Friday  (Temporary position, but opportunity for Temp to hire) Step into the world of talent acquisition as a Recruiting Specialist, where every day brings new opportunities to connect with exceptional candidates and...


  • Plymouth, United States QPS Employment Group Full time

    Position Title: Recruiting Specialist Wage: $26.00/hour BOE Shift: 1st shift – Hybrid Schedule Hours:  8:00am – 4:30pm Monday— Friday  (Temporary position, but opportunity for Temp to hire) Step into the world of talent acquisition as a Recruiting Specialist, where every day brings new opportunities to connect with exceptional candidates and...

  • Recovery Specialist

    3 days ago


    Plymouth, United States High Point Treatment Center Full time

    Recovery SpecialistProgram & Location: Plymouth Inpatient, ATS/CSS/Section 35 Units Education: High School diploma or equivalent (GED) Pay Range: $20 - $24 per hour (experience and education dependent) Status: FT/PT & Per Diem positions available for all shifts (morning, evening and overnights) BenefitsMedical Insurance Dental Insurance Vision Insurance Long...

  • Program Specialist

    2 weeks ago


    Plymouth, United States Alliance Franchise Brands Full time

    We are seeking a Program Specialist who is responsible for the launch and execution of key initiatives and programs to RSVP Franchise Members to ensure consistency and participation. The RSVP Program Specialist will work closely with other team members to document processes, package materials and determine key performance metrics to assess success and...


  • Plymouth, United States Laurus Home Care Full time

    Job DescriptionJob DescriptionRegional Operations Specialist - Independent LivingMichigan & OhioCompany paid Life InsuranceCompetitive Salary & Comprehensive benefitsGenerous PTO/HolidayOpportunity for Growth and DevelopmentPosition Summary - Regional Operations Specialist - Independent LivingThe Operations Specialist - is responsible to provide support,...

  • Program Specialist

    2 weeks ago


    Plymouth, United States Alliance Franchise Brands Full time

    We are seeking a Program Specialist who is responsible for the launch and execution of key initiatives and programs to RSVP Franchise Members to ensure consistency and participation. The RSVP Program Specialist will work closely with other team members to document processes, package materials and determine key performance metrics to assess success and...

  • Program Specialist

    2 weeks ago


    Plymouth, United States Alliance Franchise Brands Full time

    Job DescriptionJob DescriptionWe are seeking a Program Specialist who is responsible for the launch and execution of key initiatives and programs to RSVP Franchise Members to ensure consistency and participation. The RSVP Program Specialist will work closely with other team members to document processes, package materials and determine key performance...


  • Plymouth, United States Affinity Health Partners LLC Full time

    Job DescriptionJob DescriptionDescription:OVERVIEW:We are currently seeking a talented AP Specialist at our corporate office in Plano, Texas. This position will have primary responsibility of working with our Accounting Manager for our Hospital and Home Office. This includes ensuring accurate and timely processing of Accounts Payable, including...


  • Plymouth, United States Satellite Industries Full time

    Satellite Shelters, Inc. is an industry leader in providing mobile offices, portable classrooms, prefabricated buildings, blast resistant modules, construction job-site office trailers and storage solutions. Our home office located in Plymouth, MN is looking for an experienced accounts payable specialist to join our team! Satellite Shelters, Inc. prides...


  • Plymouth, United States McQuay International Full time

    Make your mark at the world's largest HVAC company! Why You'll Love Working for Daikin: * We're a group who operates with a people-centered mindset, believing in the unlimited potential of each employee, with a goal of driving our company to its fullest potential. * Our goal is to "Perfect the Air". We do this through cutting edge innovation &...


  • Plymouth, United States Summit Orthopedics Full time

    Personal Growth. Expansion. Teamwork. Innovation. Be a part of a truly patient-first environment and an organization that cares about their employees. This is for a full-time role Floating position. Float locations include: Plymouth, Maple Grove, Minnetonka, Eden Prairie, St. Paul, Lakeville, and Eagan (schedules come out 3 weeks in advance) . Scheduled day...

  • Impact Specialist

    1 week ago


    Plymouth, United States Community Financial Credit Union Full time

    Job DescriptionJob DescriptionWelcome to Community Financial Credit Union careers! Our organization is constantly evolving, and we strive to offer creative solutions in a challenging hiring market. Our team members play a pivotal role in the success of our organization and pave the way for us to become the best financial partner for our members.About...

  • Impact Specialist

    2 days ago


    Plymouth, United States Community Financial Credit Union Full time

    Job DescriptionJob DescriptionWelcome to Community Financial Credit Union careers! Our organization is constantly evolving, and we strive to offer creative solutions in a challenging hiring market. Our team members play a pivotal role in the success of our organization and pave the way for us to become the best financial partner for our members.About...


  • Plymouth, United States Ophthalmic Consultants of Boston Full time

    Job DescriptionJob DescriptionOphthalmic Consultants if Boston is currently looking for  Authorization  Billing Specialists to join our team in Plymouth.   These specialists provide administrative and billing support to the Retina team and serves as a responsive, accurate resource for providers and clinical staff as to coverage of various treatment...


  • Plymouth, United States Ophthalmic Consultants of Boston Full time

    Job DescriptionJob DescriptionOphthalmic Consultants if Boston is currently looking for  Authorization  Billing Specialists to join our team in Plymouth.   These specialists provide administrative and billing support to the Retina team and serves as a responsive, accurate resource for providers and clinical staff as to coverage of various treatment...


  • Plymouth, United States Satellite Shelters, Inc. | Satellite Industries, Inc. Full time

    Satellite Shelters, Inc. is an industry leader in providing mobile offices, portable classrooms, prefabricated buildings, blast resistant modules, construction job-site office trailers and storage solutions. Our home office located in Plymouth, MN is looking for an experienced accounts payable specialist to join our team!Satellite Shelters, Inc. prides...


  • Plymouth, United States Daikin Applied Full time

    Make your mark at the world's largest HVAC company! Why You'll Love Working for Daikin: We're a group who operates with a people-centered mindset, believing in the unlimited potential of each employee, with a goal of driving our company to its fullest potential. Our goal is to "Perfect the Air". We do this through cutting edge innovation &...


  • Plymouth Meeting, United States Emerson Group Full time

    Our Client in Plymouth Meeting is looking for a Senior Benefits Specialist to join their team. This is a Direct Hire/Full Time (8am-5pm) in-office position that offers a salary up to 75k+ with EXCELLENT BENEFITS. They include comprehensive health/dental and vision coverage. 401k, pension, child care allowance, fitness and wellness contribution and much...


  • Plymouth Meeting, United States Adapt Health LLC Full time

    Description: At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives - out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of patients’ lives, please click to apply, we would love to hear...