Top 5924 Administration Manager 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
Office Manager
St. John's Lutheran Church —Shiremanstown, PA
- $15 - $18 an hour
- Part-time
- Background check
- English
- Office
Quick Apply
11d
Accounts Manager/Secretary
Wood Masonry Supply Inc. —Boone, NC
- $20 - $25 an hour
- Full-time
- Mid-level
- Bachelor's degree
- QuickBooks
- Paid holidays
- Health insurance
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Legal Assistant/Office Manager
Delaney & Fritz, PC —Indiana, PA
- $18 - $25 an hour
- Full-time
- Mid-level
- Administrative experience
- Accounting
- Free parking
- Health insurance
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Office Coordinator/Office Administrator/Office Manager
Financial Services Center, Inc. —Red Hook, NY
- From $19 an hour
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
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14d
Manager, Compliance, Legal & Risk Administration
Level99 Entertainment —Boston, MA
- $90,000 - $120,000 a year
- Full-time
- Hospitality
- Customer service
- Senior level
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Office Manager
Ashland Ford Chrysler —Ashland, WI
- From $18 an hour
- Email
- In person
- Dealership
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
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2d
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
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Office Manager
Pure Real Estate, LLC —Big Sky, MT
- $26 - $28 an hour
- Full-time
- Writing skills
- Research
- Mid-level
- Paid time off
- Employee assistance program
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5d
Accounting and Operations Manager
Family Promise of Greater Washington County —Beaverton, OR
- $68,000 - $72,000 a year
- Weekends as needed
- Hybrid work
- Google Workspace
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
13d
Office Manager
River's Edge Group, LLC —Roseburg, OR
- $70,000 a year
- Full-time
- Background check
- Mid-level
- Administrative experience
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7d
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
11d
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Operations Manager
Chinese Bible Church of San Diego —San Diego, CA
- $70,000 - $85,000 a year
- Full-time
- Google Workspace
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
3d
Client Administrative Manager
Steward Partners Global Advisory LLC —Chesapeake, VA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Site Manager (Administration & Human Resources)
Chetco Medical and Aesthetics —Brookings, OR
- From $25 an hour
- Email
- Internal Medicine
- HIPAA
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Office Manager
Lamar Advertising Company —Janesville, WI
- $20 an hour
- Full-time
- Microsoft Excel
- OSHA
- English
- Wellness program
- Paid parental leave
Quick Apply
Part Time Office manager
SC Realty LLC —Honolulu, HI
- $25 - $30 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- QuickBooks
Quick Apply
5d
Office Manager/Licensed Transaction Coordinator
Premiere Property Group, LLC —Bend, OR
- $55,000 - $58,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
11d

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Portsmouth, NH

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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

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