Top 706692 Task Management Jobs

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Senior Audit Manager - Public Accounting
James Gordon & Associates, CPA, P.A. —Wichita, KS
- Full-time
- Background check
- CPA
- 5 years
- Health savings account
- Disability insurance
Quick Apply
Events Marketing Manager
FOOT LEVELERS INC —Roanoke, VA
- $70,000 - $80,000 a year
- Full-time
- Marketing
- Analysis skills
- Bachelor's degree
Quick Apply
Yacht Service / Project Manager
Yacht-HQ —Fort Pierce, FL
- $75,000 - $95,000 a year
- Full-time
- Background check
- English
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
11h
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
controller
Stein's Aircraft Services, LLC —Kenosha, WI
- $120,000 - $130,000 a year
- Full-time
- Writing skills
- Office
- 3 years
- Profit sharing
- Health savings account
Quick Apply
Office Manager
My Dental —Danvers, MA
- $52,000 - $65,000 a year
- 8 hour shift
- Spanish
- Dental office
- Mid-level
- Dental insurance
- Paid time off
Quick Apply
Bilingual Korean - Network Project Manager
WeZON USA, Inc. —Taylor, TX
- $9,000 - $9,800 a month
- Contract
- Computer science
- Computer Science
- 5 years
Quick Apply
11d
PMO Account Manager
Essintial Enterprise Solutions LLC —Camp Hill, PA
- $55,000 - $65,000 a year
- Extended hours
- 5 years
- Bachelor's degree
- Travel
Quick Apply
Maintenance Supervisor
MI Windows and Doors LLC —Prescott Valley, AZ
- $75,000 - $90,000 a year
- Full-time
- Writing skills
- Engineering
- Mid-level
- Store discount
- Paid holidays
Quick Apply
Assistant Store Manager
Coco Goose —Manchester Center, VT
- Weekends as needed
- Google Workspace
- Management
- Sales
- Health insurance
- Paid time off
Quick Apply
Flower Gardens Department Manager
Company Confidential —East Hampton, NY
- $140,000 - $190,000 a year
- Full-time
- Mid-level
- Supervising experience
- Project management
- Health insurance
- Dental insurance
Quick Apply
District Manager - Oil/Gas
Confidential —Winnemucca, NV
- $80,000 - $85,000 a year
- Weekends as needed
- Microsoft Excel
- Management
- Inventory management
- Health savings account
- Health insurance
Quick Apply
11d
Customer Solutions Manager - Maintenance
United Properties of West Michigan —Grand Rapids, MI
- $48,000 - $58,000 a year
- Full-time
- Background check
- Customer service
- Maintenance
- Health insurance
- Dental insurance
Quick Apply
WMK - Maintenance Manager
WIOSS Automation Solutions LP —Mankato, MN
- Up to $110,000 a year
- On call
- Engineering
- Mid-level
- Analysis skills
- AD&D insurance
- Disability insurance
Quick Apply
Assistant Front Office Manager
The Otesaga Resort Hotel —Cooperstown, NY
- $62,500 - $67,500 a year
- Weekends as needed
- Background check
- Mid-level
- Ability to climb stairs
- Free parking
- Paid jury duty
Quick Apply
Property Manager
LV PROPERTY MANAGEMENT —Oak Creek, WI
- $70,000 - $80,000 a year
- Sales
- Mid-level
- Residential
Quick Apply
Director of Treasury Management Operations and Support
Chambers Bank —Arkansas
- Overtime
- Background check
- Computer literacy
- Writing skills
Quick Apply
WMK - Site Manager
WIOSS Automation Solutions LP —Mankato, MN
- 5 years
- Engineering
- Product management
- AD&D insurance
- Disability insurance
Quick Apply
Restaurant Manager
Ancho & Agave —Bloomington, IL
- $50,000 - $65,000 a year
- Weekends as needed
- English
- Mid-level
- 21 years or older
- Disability insurance
- Health insurance
Quick Apply

I want to receive the latest job alert for Task Management

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Task Management jobs near

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Portsmouth, NH

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Executive administrative support
Employee relationship building
Bachelor's degree
Client services experience
Organizational skills
Account management experience

Full Job Description

Registered Client Administrative Manager

Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Registered Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The Registered CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Duties & Responsibilities:

Input orders at the direction of the Financial Advisor(s)
Onboard new client accounts, which includes the collection of required documentation and client information
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
Proactively prepare financial reports, spreadsheets and other materials for client meetings
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

Bachelor’s Degree in Business or in related field is preferred
Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
Active FINRA Series 7 and 66 (or 63 and 65) licenses (or ability to obtain)
Highly detail-oriented with superior organizational skills and ability to prioritize tasks
Follow-up to ensure resolution and completion of tasks
Provide a high level of customer service in a calm, courteous and professional manner.
Establish and maintain effective working relationships at all levels of the organization.
Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
Team player with the ability to collaborate with others
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Market Business Director

Job Type: Full-time

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

Task Management jobs

Registered Client Administrative Manager

Senior Audit Manager - Public Accounting

Events Marketing Manager

Yacht Service / Project Manager

Registered Client Administrative Manager

controller

Office Manager

Bilingual Korean - Network Project Manager

PMO Account Manager

Maintenance Supervisor

Assistant Store Manager

Flower Gardens Department Manager

District Manager - Oil/Gas

Customer Solutions Manager - Maintenance

WMK - Maintenance Manager

Assistant Front Office Manager

Property Manager

Director of Treasury Management Operations and Support

WMK - Site Manager

Restaurant Manager

I want to receive the latest job alert for Task Management

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected