Investment Administrative Coordinator
4 weeks ago
Kavaliro is seeking a highly organized and detail-oriented Investment Administrative Coordinator to join our Wealth Management team. As a key member of our team, you will provide administrative support to our Advisors, ensuring seamless execution of daily operations.
Key Responsibilities:- Provide exceptional phone coverage for our Wealth Management and Insurance Services Departments.
- Ensure a warm welcome for visitors, directing them to the appropriate persons, locations, and/or departments.
- Deliver high-quality word processing services for letters, memos, reports, and other documents.
- Manage meeting materials, correspondence, and mail distribution with precision.
- Monitor and maintain office supplies, meeting room schedules, and department filing cabinets.
- Ensure accurate inventory of sales literature and prospectuses, keeping it up-to-date as necessary.
- Assemble and distribute packaged presentations, binders, and reports as directed.
- Submit trade documentation to the broker dealer in a timely manner to meet regulatory requirements.
- Gather research data on companies and products being considered by our department.
- Issue and scan client documents as directed for depositor accounts.
- Organize our paperless storage system for department files, ensuring proper storage of documents.
- Compile and update reference binders and orientation packets.
- Coordinate community events for the Wealth Management Department.
- Perform duties specific to reporting/marketing/operations as assigned.
- An associate degree or an equivalent combination of education and experience in sales of investment products.
- 2-3 years of related administrative or operational experience and/or training required.
- Experience with Microsoft Excel is a must.
Base starting range $23.00 to $25.00 per hour, commensurate with experience.
Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.
-
Salesforce Administrator
4 weeks ago
Napa, California, United States Redwood Credit Union Full timeJob SummaryWe are seeking a highly skilled Salesforce Administrator to join our team at Redwood Credit Union. As a key member of our organization, you will be responsible for implementing and maintaining Salesforce processes, fostering adoption, and providing technical support to our team.Key ResponsibilitiesDevelop and implement Salesforce processes and...
-
Salesforce Administrator
3 weeks ago
Napa, California, United States Redwood Credit Union Full timeAt Redwood Credit Union, we're passionate about serving our members and team members with a people-first approach. As a Salesforce Administrator, you'll play a critical role in leading the ongoing development and adoption of Salesforce, fostering a culture of innovation and excellence.Key Responsibilities:Develop and implement Salesforce processes and...
-
Administrative Support Specialist
4 weeks ago
Napa, California, United States Elite Financial Company Full timeJob SummaryWe are seeking a highly organized and detail-oriented Office Assistant to provide administrative support to our team at Elite Financial Company. The successful candidate will be responsible for managing our office operations, ensuring seamless communication with customers, and contributing to the growth of our business through marketing...
-
Napa Valley Production Coordinator
3 weeks ago
Napa, California, United States BOLT Staffing Full timeCompany Overview: As a well-established winery in Oakville, we are seeking a highly organized and detail-oriented Operations Administrator to join our team. Our company is dedicated to producing high-quality wines, and we are committed to excellence in every aspect of our operations.Salary: $19-$23 per hour, as per the company's competitive pay rate.Job...
-
Administrative Support Specialist
4 weeks ago
Napa, California, United States Federal Aviation Administration Full timeJob SummaryWe are seeking an experienced Administrative Support Specialist to join our team at the Federal Aviation Administration. The successful candidate will provide administrative support to our programs and policies, ensuring the effective management of our administrative services.Key ResponsibilitiesProvide administrative support to our programs and...
-
TFH Kids Childcare Coordinator
3 weeks ago
Napa, California, United States The Father's House Full timeJob Description:A Childcare Coordinator is responsible for the administration of the Childcare programming for weekly and special events. The primary function is to schedule childcare workers, order snacks and supplies, and organize and run a safe childcare program.Responsibilities:Train and equip Childcare Workers to run a safe program.Oversee the...
-
TFH Kids Childcare Coordinator
3 weeks ago
Napa, California, United States The Father's House Full timeJob Description:A Childcare Coordinator for TFH Kids is responsible for the administration of the Childcare programming for weekly and special events. This role involves scheduling childcare workers, ordering snacks and supplies, and organizing a safe childcare program.Key Responsibilities:Train and equip Childcare Workers to run a safe program.Oversee the...
-
School-Based Mental Health Clinician
4 weeks ago
Napa, California, United States Napa County Office of Education, CA Full timeJob SummaryUnder the direction of the Senior Program Manager, the School-Based Mental Health Clinician will be responsible for coordinating and delivering services for students at Howell Mountain Elementary and Pope Valley Union Elementary.Services delivered include behavioral health assessment & screening, individual and group therapy, crisis intervention,...
-
Transitional Housing Assistant
3 weeks ago
Napa, California, United States Salvation Army Full timeJob SummaryThe Salvation Army is seeking a highly organized and detail-oriented Transitional Housing Assistant to provide administrative support and maintain the daily operations of our transitional living program. As a key member of our team, you will work closely with the Business Administrator to ensure the smooth functioning of our housing operations.Key...
-
Program Assistant
3 weeks ago
Napa, California, United States Department of State Hospitals Full timeJob Title: Program Assistant - Mental Health TreatmentThe Department of State Hospitals-Napa is seeking a skilled Program Assistant to support the administration of a treatment program for patients. As a key member of the team, you will assist the Program Director in ensuring that all program operations, procedures, and clinical services comply with...
-
Transitional Housing Assistant
1 month ago
Napa, California, United States Salvation Army Full timeJob Title: Transitional Housing AssistantThe Salvation Army is seeking a highly motivated and organized Transitional Housing Assistant to join our team. As a key member of our housing operations team, you will play a vital role in supporting the daily operations of our transitional living centers.Key Responsibilities:Assist with overseeing daily operations,...
-
Flexible Support Specialist
1 month ago
Napa, California, United States Wyndy LLC Full timeWe are seeking a highly adaptable and reliable individual to support our team as a Flexible Assistant. This role offers a great opportunity to work in a dynamic and varied environment, providing essential support across various tasks and projects.Key Responsibilities:Provide general assistance to the team in day-to-day operationsAssist with administrative...
-
Office Support Specialist
4 weeks ago
Napa, California, United States Partners Personnel Full timeJob Title: Office Assistant, full-time position in Napa, CAJob Summary:We are seeking a highly organized and detail-oriented Office Assistant to provide administrative support to our operations team. As an Office Assistant, you will provide exceptional customer service, manage logistics and scheduling, and perform accurate data entry...
-
Urban Planner
3 weeks ago
Napa, California, United States Napa County, CA Full timeJob SummaryNapa County, CA is seeking a skilled Urban Planner to join our team in the Planning, Building, and Environmental Services Department. As an Urban Planner, you will play a crucial role in promoting the health, safety, and sustainability of Napa County by providing a range of development services while balancing agricultural, environmental, and...
-
IoMT Cybersecurity Specialist
4 weeks ago
Napa, California, United States Kaiser Permanente Full timeJob Summary:Supports the technical and inventory activities associated with the delivery of cybersecurity controls for medical, non-medical, and other IoT end point devices as a part of Kaiser Permanente's comprehensive cybersecurity program.Key Responsibilities:Utilize hardening guides to coordinate and execute controls to reduce the potential attack...
-
Senior Community Health Worker
4 weeks ago
Napa, California, United States Providence Full timeAbout the RoleThe Community Health Worker III (CHW-III) is a vital member of our team, responsible for empowering community residents and Medical Center patients and their families to access essential services and adopt healthy behaviors.Key ResponsibilitiesHelp community residents navigate and access community services and resources.Collaborate with Medical...
-
Case Manager
4 weeks ago
Napa, California, United States Progress Foundation Full timeJob SummaryThe Case Manager provides client care and service documentation for clients under the supervision of the Program Director or Assistant Director. The Case Manager responds to the treatment and rehabilitation needs of assigned clients, monitoring their progress, stability, and movement throughout the course of treatment in the program.Key...
-
Case Manager
4 weeks ago
Napa, California, United States Progress Foundation Full timeJob SummaryWe are seeking a skilled Case Manager to join our team at Progress Foundation. The successful candidate will provide client care and service documentation for clients, responding to treatment and rehabilitation needs, and monitoring progress, stability, and movement throughout the course of treatment.Key ResponsibilitiesAssume primary case...
-
Senior Construction Manager
3 weeks ago
Napa, California, United States McCulloh Consulting Full timeAbout the role:Sr. Design Construction ManagerWe are seeking a highly skilled and motivated Sr. Construction Manager to join our dynamic team in Napa County, CA.This is an opportunity to lead high-impact capital projects that support key regional and system-wide initiatives, all while working in a collaborative and innovative environment.Key...
-
Hospitality Ambassador
4 weeks ago
Napa, California, United States Promontory Full timeJob SummaryWe are seeking a highly skilled and experienced Hospitality Liaison/Concierge to join our team at Promontory. The successful candidate will be responsible for providing exceptional guest experiences, managing hospitality inquiries, and ensuring seamless arrival experiences for patrons and guests.Key Responsibilities:Manage hospitality inquiries...