![SBK Financial, Inc.](https://media.trabajo.org/img/noimg.jpg)
Title: Executive Assistant/client Care Coordinator
2 months ago
**Why Join SBK Financial?**
SBK Financial stands out as a distinguished wealth management firm, comprising a team of talented professionals dedicated to simplifying our clients' lives and realizing their financial aspirations. Our culture fosters warmth, collaboration, and a commitment to excellence in client service. At SBK Financial, we highly value traits such as accountability, teamwork, mutual respect, and unwavering dedication to our clients' success.
**Job Summary**:
**Duties and Responsibilities**:
- Serve as a primary point of contact for partners, employees, clients, and other service providers.
- Manage telephone communications, greet and direct clients, and oversee routine office operations.
- Coordinate client and employee events.
- Handle check deposits, mail sorting, and distribution.
- Assist the Tax Director with various tasks including drafting engagement letters and assembling tax returns.
- Arrange travel and accommodations for partners.
- Procure office and pantry supplies as necessary.
- Assist in the assembly of client deliverables, including copying, printing, and preparing electronic and client copies.
**Qualifications**:
- Bachelor’s Degree preferred.
- Demonstrated work experience highlighting strong interpersonal and teamwork skills.
- Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
- Meticulous attention to detail with excellent organizational and multitasking abilities.
- Warm, personable, and engaging demeanor.
- Client-centric mindset with a strong emphasis on delivering exceptional service.
- Ability to collaborate effectively with clients and colleagues at all levels within the firm.
- Desire and aptitude to thrive in a small company environment.
**Salary and Benefits**:
Compensation and benefits at SBK Financial are competitive, aligning with industry standards to attract and retain top talent.
- Salary commensurate with experience.
- Annual bonus potential based on individual performance and firm growth.
- Comprehensive benefits package including healthcare (including dental and vision), 401(k) with company match, and disability insurance.
Join SBK Financial today and embark on a rewarding career journey where your talents are valued, and your contributions make a meaningful impact on our clients' financial well-being.
We have other current jobs related to this field that you can find below
-
Title IX Coordinator
4 weeks ago
Richmond, Virginia, United States Virginia Commonwealth University Full timeTitle IX Coordinator & Director of Outreach and SupportSummaryA premier, urban, public research university nationally recognized as one of the best employersfor diversity, Virginia Commonwealth University (VCU) is a great place to work. It's a place ofopportunity, where your success is supported and your career can thrive. VCU offers employeesa generous...
-
Client Solutions Executive
3 months ago
Richmond, United States Primero Staffing Full timeJob DescriptionJob DescriptionJob Title: Client Solutions ExecutiveDepartment: SalesLocation: Richmond, VAReports to: Head of Solution SalesClassification: Exempt, Full-Time Job DescriptionClient Solutions Executive is responsible for growing Primero’s commercial (B2B) client base in the Richmond, VA area by developing new client opportunities and...
-
Care Coordinator
4 weeks ago
Richmond, United States LifeLong Medical Care Full timeCare Coordinator Job Locations US-CA-Richmond ID 2024-5788 Overview LifeLong Medical Care has an exciting opportunity for a Care Coordinator at our Family Medical Residency Program in Richmond, California. The Care Coordinator will provide short term resource coordination and occasional longer term case management to patients in a busy primary care clinic...
-
Care Coordinator
1 month ago
Richmond, United States LifeLong Medical Care Full timeCare CoordinatorJob Locations US-CA-RichmondID 2024-5788OverviewLifeLong Medical Care has an exciting opportunity for a Care Coordinator at our Family Medical Residency Program in Richmond, California. The Care Coordinator will provide short term resource coordination and occasional longer term case management to patients in a busy primary care clinic...
-
Care Coordinator
4 weeks ago
Richmond, United States LifeLong Medical Care Full timeOverview: LifeLong Medical Care has an exciting opportunity for a Care Coordinator at our Family Medical Residency Program in Richmond, California. The Care Coordinator will provide short term resource coordination and occasional longer term case management to patients in a busy primary care clinic serving a diverse and vulnerable population. This is a full...
-
Client Care Coordinator/Office Manager
1 month ago
Richmond, United States SBK Financial, Inc. Full timeClient Care Coordinator/Office Manager- Part Time Opportunity Job Summary:We're seeking an individual to work on a part time basis to serve as the backbone of our day to day office operations, supporting our partners, staff, and ensuring a welcoming experience for our clients. The ideal candidate will be highly organized, possess exceptional time management...
-
Executive Assistant
3 months ago
Richmond, United States AVYFS Full timeJob DescriptionJob DescriptionReporting directly to the CEO and COO, the Executive Assistant provides executive support in a one-on-one working relationship. The Executive Assistant serves as the primary point of contact for internal and external constituencies on all matters pertaining to the Office of the COO. The Executive Assistant also serves as a...
-
Inside Sales Account Executive
2 months ago
Richmond, United States Executive Placements Full timeJob DescriptionJob DescriptionQualifications + Role HighlightsBachelor's Degree and 2+ years of Sales Experience requiredWillingness to be on-site in Richmond, VA - remote work not availableLucrative benefit and compensation packages + Relocation packages provided as needed Our client is adding multiple Account Executives to their team to focus on...
-
Executive Assistant
6 days ago
Richmond, United States Unboxed Training & Technology Full timeJoin Team Unboxed: Where Innovation & Passion Ignite Unboxed is hiring an Executive Assistant (EA) to our Founder/Head of Sales and other key executives. We are seeking an experienced administrative professional with a proven track record supporting senior-level business executives and contributing directly to their success. The EA will: · ...
-
Executive Assistant
5 days ago
Richmond, United States Unboxed Training & Technology Full timeJoin Team Unboxed: Where Innovation & Passion Ignite Unboxed is hiring an Executive Assistant (EA) to our President and Founder. We are seeking an experienced administrative professional with a proven track record supporting senior-level business executives and contributing directly to their success. The EA will: · Serve as the primary...
-
Executive Administrative Assistant
3 months ago
Richmond, United States Commonwealth of Virginia Full timeExecutive Administrative Assistant The Massey Comprehensive Cancer Center has an exciting opportunity for an Executive Assistant to join our team! Our employees and applicants come from diverse backgrounds. We hire great people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it makes VCU stronger. Massey...
-
Title IX Coordinator
1 month ago
Richmond, United States Virginia Commonwealth University Full timeTitle IX Coordinator & Director of Outreach and Support Summary A premier, urban, public research university nationally recognized as one of the best employers for diversity, Virginia Commonwealth University (VCU) is a great place to work. It’s a place of opportunity, where your success is supported and your career can thrive. VCU offers employees a...
-
Title IX Coordinator
3 months ago
Richmond, United States Commonwealth of Virginia Full timeSummary A premier, urban, public research university nationally recognized as one of the best employers for diversity, Virginia Commonwealth University (VCU) is a great place to work. It’s a place of opportunity, where your success is supported and your career can thrive. VCU offers employees a generous leave package, career paths for advancement,...
-
Executive Assistant up to $85K
4 weeks ago
Richmond, United States Beacon Hill Full timeOur client in Richmond, VA is seeking a direct-hire Executive Assistant to support multiple executives! If you have 4+ years of proven executive support experience with strong professionalism, apply now!About the Job:Manage daily calendars for multiple executives, showcasing the ability to multi-task and prioritize.Correspond directly with clients, preparing...
-
Strategic Client Executive, Employee Health
2 months ago
Richmond, Virginia, United States Marsh McLennan Agency Full timeStrategic Client Executive, Employee Health & BenefitsOur not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 10,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what...
-
Executive Assistant to CEO
21 hours ago
Richmond, United States Pop-Up Talent Full timeJob DescriptionJob DescriptionExecutive Assistant to CEORichmond, VA 23220 Are you an experience C-Suite, Executive Assistant or Chief of Staff seeking your next success? Due to growth we're on the hunt for a polished Executive Assistant to the Founder and CEO, to support key executives, and sales. You are a seasoned professional with a proven track...
-
Executive Administrative Assistant for Architect
1 month ago
Richmond, United States River City Virtual Assistants Full timeJob DescriptionJob DescriptionWe are seeking a highly organized and motivated executive assistant to support a client who is an architect and landscape designer. He is known for his meticulous attention to detail and high standards. The executive assistant must have some knowledge of the construction industry and be exceptionally organized, professional, and...
-
Executive Assistant
2 months ago
Richmond, United States Geoff McDonald & Associates Full timeJob DescriptionJob DescriptionMission for Executive AssistantGeoff McDonald & AssociatesTo work on tasks and projects as determined by the CEO with attention to detail and confidentiality. The EA will schedule both professional and personal meetings in a timely and efficient manner. This role requires professionalism, flexibility, and the ability to remain...
-
Account Executive, Client Service
3 months ago
Richmond, United States The Staff Pad Full timeExciting News! The Staff Pad has forged a dynamic partnership with a leading benefits provider, and together, we're on the lookout for an Account Executive to join our team. The Account Executive will cultivate and sustain relationships with business owners, brokers, and existing clientele, driving revenue growth. Responsibilities include customer service,...
-
Patient Care Coordinator
4 weeks ago
Richmond, United States BluePearl Full time**BluePearl Pet Hospital** **is seeking an experienced** **Patient Care Coordinator** **to join our** **state-of-the-art** **emergency and specialty hospital.****Schedule:** Sunday, Monday, Tuesday, 12p - 12a.***Pay Band:** $21-30 / hour***This pay band is dependent on experience and advancement through CareerTrax leveling system** .As a Patient Care...