Top 106 Svb Jobs | SimplyHired

RECEPTIONIST/ADMINISTRATIVE ASSISTANT
AGT CPAs AND ADVISORS —Redding, CA
- Part-time
- Serving
- Microsoft Outlook
- Office
Quick Apply
SVB-RM I -Business Development- Startup Banking
First Citizens Bank —San Francisco, CA
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
SVB - Associate II Commercial Banking Warehouse Lending
First Citizens Bank —New York, NY
- $102,450 - $136,600 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
Change Management Advisor - Auto Dealer GSM/Sales Manager experience
Autofi —Remote
- $90,000 - $110,000 a year
- Full-time
- Dealership
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
General Interest - AutoFi
Autofi —Remote
- Full-time
- Mid-level
- Product management
- Commercial
- Health insurance
- Dental insurance
Teller Part Time
Sauk Valley Bank —Dixon, IL
- $17 - $24 an hour
- Part-time
- Communication skills
- Entry level
- Commercial
- Disability insurance
- Dental insurance
Quick Apply
Warehouse Associate
Lambda —San Jose, CA
- $25 - $35 an hour
- Overtime
- Mid-level
- Office
- Forklift
- Health insurance
- Dental insurance
Part-Time Universal Banker I
Sauk Valley Bank —Walworth, WI
- $19 - $24 an hour
- Part-time
- Communication skills
- Entry level
- Time management
- Disability insurance
- Dental insurance
Quick Apply
SVB- Relationship Manager II Startup Banking Technology
First Citizens Bank —New York, NY
- $134,850 - $179,800 a year
- Full-time
- Hybrid work
- Public speaking
- Office
- High school diploma or GED
Data Center Operations Systems Engineer (Kansas City, MO)
Lambda —Kansas City, MO
- $89,000 - $145,000 a year
- Full-time
- Mid-level
- Product management
- Travel
- Health insurance
- Dental insurance
SVB - Relationship Manager I, Innovation Banking
First Citizens Bank —Boston, MA
- $125,000 - $181,600 a year
- Full-time
- Hybrid work
- Office
- Finance
- High school diploma or GED
9d
SVB- Relationship Management Director Startup Banking-
First Citizens Bank —Austin, TX
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Bachelor's degree
IT Support Analyst
Lambda —Bellevue, WA
- $112,000 - $149,000 a year
- Full-time
- Hybrid work
- Azure
- Inventory management
- Customer service
- Health insurance
- Dental insurance
Account CTO
Lambda —San Francisco, CA
- $271,000 - $425,000 a year
- Full-time
- Hybrid work
- Computer science
- 6 years
- Computer Science
- Health insurance
- Dental insurance
Sr. Software Test Engineer (Remote NC, AZ, TX)
First Citizens Bank —Raleigh, NC
- Full-time
- Remote
- 6 years
- High school diploma or GED
- Bachelor's degree
4d
Security Engineer
Lambda —Bellevue, WA
- $266,000 - $395,000 a year
- Full-time
- Hybrid work
- 5 years
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
SVB - Relationship Manager, Life Sciences Innovation Banking
First Citizens Bank —San Francisco, CA
- $130,000 - $173,000 a year
- Full-time
- Hybrid work
- Office
- High school diploma or GED
- Bachelor's degree
Warehouse Manager
Lambda —San Jose, CA
- $124,000 - $165,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Forklift
- Health insurance
- Dental insurance
AVP Retail Market Manager
Sauk Valley Bank —Sterling, IL
- $40,000 - $70,000 a year
- Full-time
- Mid-level
- Travel
- 4 years
- Disability insurance
- Dental insurance
Quick Apply
Senior Platform Engineer
Lambda —San Jose, CA
- $266,000 - $395,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- AWS
- Health insurance
- Dental insurance

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RECEPTIONIST/ADMINISTRATIVE ASSISTANT

AGT CPAs AND ADVISORS
Redding, CA

Quick Apply

Job Details

Part-time

Qualifications

Customer relationship building
Microsoft Outlook
Client relationship development
Customer relationship management
Newsletters (communication methods)
Technical Proficiency

Full Job Description

Description:

General

Responsible for providing a positive and professional setting for clients/visitors, as the first point of contact in the front office. Welcomes and assists clients, manages and directs incoming calls, receives and routes mail, performs general office duties.

Front Office Duties

Lock & unlock front door
Maintain lobby appearance and stock of business cards, magazines, water cooler supply
Manage multi-line phone system, answering and directing calls
Greet clients in a professional and friendly manner, offer and serve coffee/tea/water
Reply to client emails and phone calls
Receive client documents and distribute to appropriate team member
Assist clients by providing copies of tax returns and supporting documents when needed
Create, adjust, cancel and verify appointments in Outlook
Financial statement assembly (copy and bind)
Process credit cards payments
Process checks though SVB's Remote Capture
Monitor the use of supplies and equipment in the office and order supplies as needed
Update website as needed
Assist with monthly newsletter and client communications
Utilize Practice Management software to assist Firm Administrator with Time and Billing, as well as assist clients and staff with retrieval of information, report processing
Assist with coordination of staff events and functions, including creating PowerPoint slides and providing technical support when needed (i.e. setting up computers, projector, etc.)
Carry individual shredding boxes to shredding bin

Tax Season Duties

Manage front lobby with multiple clients arriving for appointments
Assemble tax returns, gather signed 8879's, e-file and send returns
Log-in client files prior to appointments and for drop-offs
File client tax files after taxes are complete
Make copies of tax return documents such as Control Sheets and checklists

Requirements:

Minimum Qualifications (Knowledge, Skills, and Abilities)

Prior administrative office management experience
Proficient in Microsoft Office Suite
Excellent oral and written communication skills
Excellent customer relationship skills

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds, and more routinely during tax season. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Quick Apply

Refine Your Search

svb jobs

RECEPTIONIST/ADMINISTRATIVE ASSISTANT

SVB-RM I -Business Development- Startup Banking

SVB - Associate II Commercial Banking Warehouse Lending

Change Management Advisor - Auto Dealer GSM/Sales Manager experience

General Interest - AutoFi

Teller Part Time

Warehouse Associate

Part-Time Universal Banker I

SVB- Relationship Manager II Startup Banking Technology

Data Center Operations Systems Engineer (Kansas City, MO)

SVB - Relationship Manager I, Innovation Banking

SVB- Relationship Management Director Startup Banking-

IT Support Analyst

Account CTO

Sr. Software Test Engineer (Remote NC, AZ, TX)

Security Engineer

SVB - Relationship Manager, Life Sciences Innovation Banking

Warehouse Manager

AVP Retail Market Manager

Senior Platform Engineer

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