Licensed Wealth Services Administrator

2 weeks ago


Augusta, United States Queensborough National Bank & Trust Co. Full time

Support wealth team by providing support to administrative office duties as well as collaborating, developing and deploying client service processes.

1. Database Management

- Maintenance of in-house listing database

- Broker assistance – using the system

2. Event Coordination

- help schedule client and internal events.

3. Meeting Service Standards through:

- client mailings, appointment reminders, outbound contact.

- acting as receptionist and office greeter for incoming calls and guests, as available.

- providing refreshment provisions and hosting customers.

4. Representation of team at various events.

5. Backup administrative support.

6. All other tasks and duties as assigned, with dates to be agreed upon

Requirements:

- High Level of Office related experience required.

- Excellent computer skills (including database).

- Marketing and service skills as well as proven responsiveness, accuracy and attention to detail in their work.

- The ideal candidate will have a high level of experience and skill as a self-directed individual to handle a heavy workload and effectively plan, organize, multi-task and prioritize. High level of efficiency needed.

- High level of professionalism and calm demeanor.

Must have excellent level of proficiency with the following software applications: Microsoft Word, Excel, PowerPoint.

Familiarity with FIS, Bankway or Horizon system preferred.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)



  • Augusta, United States GENTLE CARE HOME SERVICES LLC Full time

    Job DescriptionJob DescriptionAbout usGentle Care Home Services is a small business in Augusta, GA. We are inclusive, professional, social and our goal is to provide professional care to our clients with a happy and loyal staff.We are looking for a LPN that will regularly assesses the needs of clients receiving nursing services. We are a Private-in-Home Care...

  • Licensed Practical Nurse

    51 minutes ago


    Augusta, United States Benchmark Human Services Full time

    Company: Benchmark Human Services Location: Augusta, GA Category: Nursing - Crisis Services Wage: n/aSign-On Bonus: n/aDescription: Join Benchmark Human Services and positively impact the lives of other people! Benchmark is a national leader in providing services to individuals with disabilities and mental illness. If you're looking for a rewarding job...


  • Augusta, United States Benchmark Human Services Full time

    Sign-On Bonus: n/a Description: Join Benchmark Human Services and positively impact the lives of other people! Benchmark is a national leader in providing services to individuals with disabilities and mental illness.  If you’re looking for a rewarding job helping people with disabilities become more independent and involved in their community,...


  • Augusta, United States Blue Skye Financial Full time

    Job DescriptionJob DescriptionJoin Our Mission to Transform Financial Futures! If you're an experienced financial pro, licensed in health and life, ready for your last position, keep reading. If you have more than 3 years experience and:know what's important and want a hand in designing your futurethink captive agent status is for newbs and rubesare...


  • Augusta, GA, US Medical Services of America Full time

    *MSA Hospice,* a proud member of the MSA family, currently seeks a Full-Time *Administrator* for our *Hospice *location in *Augusta, GA.*This position organizes and directs the agency’s day to day operations according to approved policies, procedures and standards. Maintains the image of the agency in the communities the agency serves and in state and...


  • Augusta, United States OrthoAtlanta Full time

    Job Type Full-time Description Looking for a career where you can make a difference with competitive salary and benefits package - OrthoAtlanta has an opportunity for an experienced Practice Administrator. Working at OrthoAtlanta means being part of a team of dedicated physicians and colleagues that are driven to improving the quality of life for our...


  • Augusta, United States ORTHOATLANTA, LLC Full time

    Job DescriptionJob DescriptionDescription:Looking for a career where you can make a difference with competitive salary and benefits package – OrthoAtlanta has an opportunity for an experienced Practice Administrator. Working at OrthoAtlanta means being part of a team of dedicated physicians and colleagues that are driven to improving the quality of life...

  • Systems Administrator

    4 weeks ago


    Augusta, United States Premier Networx, Inc. Full time

    Job DescriptionJob DescriptionAs a System Administrator at Premier Networx, you will be our final point of escalation for all issues. Your objective will be to maintain, update, replace, and fix our customers’ infrastructure. Your job is to proactively prevent any issues from occurring and to resolve issues that have occurred as quickly as possible. You...


  • Augusta, United States The 404 Agency | The 706 Agency: Allstate Insurance Full time

    Job DescriptionJob DescriptionAre you coachable?Do you have computer literacy skills? Are you a skilled multitasker?Do you enjoy helping and assisting people?Would you like to work in an environment where you have adequate support?Are you looking to advance in your career?If you answered Yes, to any of the above questions, our Administrative Assistant role...


  • Augusta, United States Willingway Full time

    Registered Nurse, Georgia & Florida Licensed | Willingway | Augusta, GeorgiaAbout the Job:The Registered Nurse is responsible for providing nursing care to patients. Supervising care treatment and services of patient care provided by LPNs, CNAs and other staff on assigned unit and shift. Developing, implementing, and evaluating an individual plan of care for...


  • Augusta, United States Willingway Full time

    Registered Nurse, Georgia & Florida Licensed | Willingway | Augusta, GeorgiaAbout the Job:The Registered Nurse is responsible for providing nursing care to patients. Supervising care treatment and services of patient care provided by LPNs, CNAs and other staff on assigned unit and shift. Developing, implementing, and evaluating an individual plan of care for...


  • Augusta, United States Willingway Full time

    Registered Nurse, Georgia & Florida Licensed | Willingway | Augusta, GeorgiaAbout the Job:The Registered Nurse is responsible for providing nursing care to patients. Supervising care treatment and services of patient care provided by LPNs, CNAs and other staff on assigned unit and shift. Developing, implementing, and evaluating an individual plan of care for...


  • Augusta, United States Inpatient Psych Solutions Full time

    As a Licensed Professional Counselor (LPC) at Integrated Psych Solutions (IPS), you will be part of a revolutionary breakthrough in mental healthcare! We have an integrated, early-intervention approach to mental healthcare that benefits patients, staff, and the facilities we work with. IPS is a Georgia based healthcare organization that provides mental...


  • Augusta, United States Inpatient Psych Solutions Full time

    Job DescriptionJob DescriptionAs a Licensed Professional Counselor (LPC) at Integrated Psych Solutions (IPS), you will be part of a revolutionary breakthrough in mental healthcare! We have an integrated, early-intervention approach to mental healthcare that benefits patients, staff, and the facilities we work with. IPS is a Georgia based healthcare...


  • Augusta, United States Paine College Full time

    Administrative Secretary/Budget Assistant Apply for this position online Administrative Secretary/Budget Assistant Expected Start Date: As soon as a suitable candidate is found. Date Posted: 9/20/2022 Application Deadline: Open Until Filled. Position Title: ADMINISTRATIVE SECRETARY/BUGET ASSISTANT (STUDENT SUPPORT SERVICES) Report To: DIRECTOR,...


  • Augusta, United States Dorr Agency Full time

    Job DescriptionJob DescriptionLooking for your last career stop? Interested in an industry change? Seeking work-life balance?The Dorr Agency is seeking a motivated, coachable licensed and non-licensed agent to join our team. We specialize in helping families and businesses with life, health, and wealth solutions. We utilize a proprietary platform that...


  • Augusta, United States TalentHubb Full time

    The Specialist is knowledgeable on the usage and support of Windows Operating systems and products that run on those platforms. The individual performs a full range of computer administration functions with minimal direction and/or technical support. The individual will uninstall, repair, or update software and operating systems. The individual will perform...


  • Augusta, United States TalentHubb Full time

    The Specialist is knowledgeable on the usage and support of Windows Operating systems and products that run on those platforms. The individual performs a full range of computer administration functions with minimal direction and/or technical support. The individual will uninstall, repair, or update software and operating systems. The individual will perform...


  • Augusta, United States Piedmont Healthcare Full time

    Are you looking to work at a Nationally recognized Best Places to Work? Here at Piedmont Augusta Hospital we are seeking a Gastroenterologist to join our growing team. Piedmont Augusta is committed to providing high quality and compassionate care to patients. The ideal BC/BE candidate will be self-motivated to excel as a clinician as well as committed to...


  • Augusta, United States BOYS & GIRLS CLUBS OF GREATER AUGUSTA Full time

    TITLE: Human Resources Administrator DEPARTMENT: Administration SUPERVISOR: Vice President, People & Culture STATUS: Full-time, Exempt Boys & Girls Clubs of Greater Augusta is offering an exciting opportunity for the right person to join our dynamic, forward-thinking team. We rely on the dedication of caring team members to provide a safe, nurturing...