Administrative Associate
3 weeks ago
Job Title: Administrative Associate
Location: Cedar Rapids, IA
Job Type: Full-Time
Job Summary: The Administrative Associate will play a crucial role in supporting our wealth management team. This position requires a detail-oriented individual with strong organizational skills and the ability to handle multiple tasks efficiently. The ideal candidate will have experience in administrative support and a passion for delivering exceptional client service.
About Us: We are Cedar Point Capital Partners, a homegrown firm built to offer a different kind of client experience. Our mission is to build relationships in an industry known for transactions, and to create portfolios based on data-backed investment strategiesnot fads. Whether you live, work, and play here in the Iowa City-Cedar Rapids Corridor or across the country, we are your local partners in financial planning and wealth management. Our team is dedicated to getting to know our clients on a deeper level and building connections that last.
Key Responsibilities:
- Serve as the first point of contact for clients, providing a welcoming and professional experience.
- Manage and route incoming client inquiries and communications.
- Maintain and update client records in our CRM system (Microsoft Dynamics).
- Schedule client meetings and manage team calendars.
- Assist with the preparation of client reports and presentations.
- Support marketing and client outreach initiatives, including social media management.
- Perform general office administration tasks, such as filing, data entry, and office supply management.
Qualifications and Skills:
- High attention to detail and accuracy.
- Strong organizational and multitasking abilities.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite and CRM systems (Microsoft Dynamics preferred).
- Ability to work independently and as part of a team.
- A proactive and client-focused approach to work.
Education and Prior Experience:
- 2 years prior experience in administrative support, preferably in financial or wealth management
- High school diploma required, Associates degree or higher a plus
Benefits: We offer comprehensive medical, dental, and vision coverage, including prescription services. Our benefits package includes basic life and AD&D insurance, with options for additional voluntary coverage, as well as short-term and long-term disability insurance. Employees can contribute to a Health Savings Account (HSA) on a pretax basis for qualifying health care expenses, and we also offer a Flexible Spending Account (FSA) for pretax contributions. Our Employee Assistance Program (EAP) provides resources to support the health and wellbeing of employees and their dependents. Additionally, we offer an Adoption Assistance Program for reimbursement of qualifying adoption expenses and access to a variety of training and development programs.
Opportunities for Growth: We are committed to the professional development of our team members. This role offers opportunities for career advancement and expanded responsibilities within the firm.
How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and interest in the position to info@cedarpointcap.com
Cedar Point Capital Partners is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace where all employees feel valued and respected. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic as established by law. We encourage applications from all qualified individuals and are dedicated to providing a work environment free from discrimination and harassment.
-
Administrative Associate
3 weeks ago
Cedar Rapids, United States Cedar Point Capital Partners Full timeJob Title: Administrative Associate Location: Cedar Rapids, IA Job Type: Full-Time Job Summary: The Administrative Associate will play a crucial role in supporting our wealth management team. This position requires a detail-oriented individual with strong organizational skills and the ability to handle multiple tasks efficiently. The ideal candidate will...
-
Administrative Associate
1 month ago
Cedar Rapids, United States Cedar Point Capital Partners Full timeJob Title: Administrative AssociateLocation: Cedar Rapids, IAJob Type: Full-TimeJob Summary: The Administrative Associate will play a crucial role in supporting our wealth management team. This position requires a detail-oriented individual with strong organizational skills and the ability to handle multiple tasks efficiently. The ideal candidate will have...
-
IT Systems Administrator
4 weeks ago
Cedar Rapids, Iowa, United States RTX Full timeJob Summary:Collins Aerospace is seeking a highly skilled IT Systems Administrator to join our Digital Technology team. As a key member of our Secure Labs support team, you will be responsible for supporting physical computer and networking equipment, as well as providing virtual infrastructure support.Key Responsibilities:Support physical computer and...
-
Administrative Coordinator
4 weeks ago
Cedar Rapids, Iowa, United States GTG Peterbilt Full timeJob OverviewGTG Peterbilt is seeking a highly organized and personable Receptionist/Administrative Assistant to serve as the first point of contact for our company.This role requires a professional and welcoming demeanor, strong problem-solving skills, and the ability to work independently as well as part of a team.The ideal candidate will have a high level...
-
Maintenance Administrator
4 weeks ago
Cedar Rapids, Iowa, United States CRST The Transportation Solution, Inc. Full timeJob SummaryAs a key member of the Vehicle Reliability Team, the Maintenance Administrator plays a critical role in ensuring the smooth operation of CRST's fleet. This position is responsible for overseeing equipment breakdowns, coordinating repairs with approved vendors, and providing exceptional customer service to professional drivers.Key...
-
Senior Administrative Assistant
3 days ago
Cedar Rapids, United States Fluid Quip Technologies Full timeThe Senior Administrative Assistant serves as the primary administrative support for both in-office and off-site staff, including the President, combining administrative duties with various office management responsibilities. The ideal candidate will create a welcoming environment for visitors and staff alike, handle key logistical tasks, and contribute to...
-
Administrative Services Director
3 weeks ago
Cedar Rapids, Iowa, United States LCS Full time### Company OverviewWhen you choose to work at Cottage Grove Place, you'll be part of an exceptional organization that's dedicated to enhancing the lives of seniors. Our company is committed to investing in the future of senior living by investing in you.### SalaryThe salary range for this role is $18.00-$19.00/hour, offering a competitive compensation...
-
Maintenance Administrator
4 weeks ago
Cedar Rapids, Iowa, United States CRST The Transportation Solution, Inc. Full timeJob SummaryAs a Vehicle Reliability Team (VRT) Maintenance Administrator, you will play a critical role in ensuring the success of CRST The Transportation Solution, Inc. by overseeing equipment breakdowns and coordinating repairs with CRST's network of approved vendors.Key ResponsibilitiesProvide exceptional customer service to professional drivers and CRST...
-
Administrative Assistant for P12 Programs
1 month ago
Cedar Rapids, Iowa, United States Southern Utah University Full timeP12 Programs Administrative AssistantThe Administrative Assistant II position serves as primary support to the P12 Program in clerical and administrative tasks as assigned.Duties and Responsibilities:Work with program director to manage and maintain P12 Program budgets, including reconciliation.Make travel arrangements such as booking flights; pay for hotels...
-
Maintenance Administrator
2 months ago
Cedar Rapids, United States CRST The Transportation Solution, Inc. Full timeDescription Corporate Overview : CRST The Transportation Solution, Inc. is delivering promises and driving success so we can all have what we need to live and thrive. We need talented individuals to help us bring this vision to life. Division : CRST Equipment Solutions is our sales and service division. We pride ourselves on providing drivers with new...
-
Administrative Assistant
3 weeks ago
Cedar Rapids, United States GreatAmerica Financial Services Full timeGreatAmerica Financial Services is a highly successful entrepreneurial company providing equipment financing to businesses across the United States. Our exemplary customer service, our principle-centered business philosophy and our team-based operating approach are key to our success and growth. We Are Looking to Add a Key Member to Our Human Resources Team!...
-
Front Office Associate
3 weeks ago
Cedar Rapids, United States Ottsen Oil Co Full timeOttsen Oil, a leading marketer of Chevron and other quality lubricants, has a full-time employment opportunity in our Cedar Rapids Office for a Front Office Associate. Work in a casual, fun environment for a local, family-owned business. We’re proud to work in multiple industries including trucking, construction, mining, industrial, and automotive...
-
Associate Wealth Advisor
3 weeks ago
Cedar Rapids, United States First Community Trust Full timeFCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial and estate planning goals. Our clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing...
-
Associate Wealth Advisor
5 months ago
Cedar Rapids, United States First Community Trust, N.A. Full timeFCT is a nationally chartered trust company offering wealth advisory services including investment, retirement, and trust services, primarily to credit unions. Our sole objective is to help clients achieve their personal, financial and estate planning goals. Our clients entrust FCT to manage over $1.3B of assets on their behalf. FCT is actively pursuing...
-
Associate Wealth Advisor
3 weeks ago
Cedar Rapids, United States Frontall USA LLC Full timeBenefits: 401(k) Dental insurance Health insurance About the Job We are a nationally recognized trust company offering wealth management services, including investments, retirement planning, and estate services, with a strong focus on credit unions. Our mission is to assist clients in reaching their personal, financial, and estate planning objectives. Our...
-
Associate Portfolio Manager
4 weeks ago
Cedar Rapids, Iowa, United States Aegon Asset Management Full timeJob Description SummaryAegon Asset Management is a leading global investor with a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices, and foundations. Our 385 investment professionals manage and advise on assets of US $341 billion. We organize our firm around four investment platforms: fixed income,...
-
Associate Portfolio Manager
4 weeks ago
Cedar Rapids, Iowa, United States Aegon Asset Management Full timeAbout the Role:We are seeking a skilled Portfolio Management Specialist to join our team at Aegon Asset Management. As a key member of our Leveraged Loan team, you will provide day-to-day analytics support and serve as a primary liaison to Client Services, external Collateral Administrators, Marketing and Distribution.Responsibilities:Research and craft...
-
Administrative Assistant
3 weeks ago
Cedar City, United States TITLE DEEDS & NEEDS, LLC Full timeJob Overview: We are seeking a diligent and organized Administrative Assistant to join our document preparation service team. As an Administrative Assistant, you will play a crucial role in supporting the daily operations and ensuring smooth workflow within our office environment. You will assist in handling client inquiries, managing schedules, preparing...
-
Practice Administrator
4 weeks ago
cedar park, United States TalentBridge Full timeJob Summary: The Professional Legal Administrator is an executive-level position responsible for managing the firm's business operations and supervising employees. Working closely with the owner and executive team, the Administrator oversees firm strategy, planning, and decision-making, similar to a COO and Controller in non-legal businesses.Reporting and...
-
Practice Administrator
4 weeks ago
Cedar Park, United States TalentBridge Full timeJob Summary: The Professional Legal Administrator is an executive-level position responsible for managing the firm's business operations and supervising employees. Working closely with the owner and executive team, the Administrator oversees firm strategy, planning, and decision-making, similar to a COO and Controller in non-legal businesses.Reporting and...