Top 7243 Administration Manager Jobs

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
Office Manager
Slate Electrical —East Helena, MT
- $22 - $25 an hour
- Full-time
- Mid-level
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
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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9d
Client Administrative Manager
Steward Partners Global Advisory LLC —Albany, NY
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
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Front Office Manager
Shaneyfelt Dental —Livingston, MT
- $22 - $25 an hour
- Full-time
- Dental office
- HIPAA
- Mid-level
- 401(k)
- Paid time off
Quick Apply
9d
Business Office Manager
Mount Washington Valley Adult Day Center —Center Conway, NH
- $23 - $25 an hour
- Full-time
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
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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
Office Manager
Greater Gallatin Contractors Inc. —Bozeman, MT
- From $75,000 a year
- 8 hour shift
- Google Workspace
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Legal Operations Manager
Legacy Counsellors, P.C. —Easthampton, MA
- From $80,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
11d
Personal Injury Firm Operations Manager
Anand Desai Law Firm —Glendale, CA
- $71,000 - $150,000 an hour
- Full-time
- Customer service
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Quick Apply
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
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
Quick Apply
Office Manager
Johnson Oil Company of Gaylord —Gaylord, MI
- From $70,000 a year
- Full-time
- Sales
- Customer service
- ERP systems
- Health insurance
- Paid time off
Quick Apply
Manager, Compliance, Legal & Risk Administration
Level99 Entertainment —Boston, MA
- $90,000 - $120,000 a year
- Full-time
- Hospitality
- Customer service
- Senior level
Quick Apply
Office Manager
Ashland Ford Chrysler —Ashland, WI
- From $18 an hour
- Email
- In person
- Dealership
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
7d
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Sarasota, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health 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
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Birmingham, AL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Senior Construction/Remodeling In-Office Manager/Project Coordinator (10+ yrs ADMIN EXP REQ)
Get It Rite Construction LLC —Zimmerman, MN
- $30 - $50 an hour
- Full-time
- Google Workspace
- Microsoft Excel
- Microsoft Outlook
Quick Apply
1d
Office Manager
Wendy Most Insurance Agency —Durango, CO
- $55,000 - $70,000 a year
- Full-time
- Background check
- Management
- Computer literacy
- 401(k)
- Paid time off
Quick Apply
9d

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Winnetka, IL

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

Customer communication
Employee relationship building
Series 66
Series 7
Bachelor's degree
FINRA License
Financial services
Series 65
Business
Series 63

Full Job Description

Registered Client Administrative Manager

Job Description

Company Overview:

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

Steward Partners caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory 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.

Key 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:

2+ years of financial industry experience strongly preferred
Active FINRA Series 7 and 66 (or 63 and 65) licenses, IL Life & Health Insurance license (or ability to obtain within 180 days)
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
Strong communication skills
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

Location:

Winnetka, IL – conveniently located near Metra for an easy commute.

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

License/Certification:

FINRA Series 7 license? (Preferred)

Ability to Commute:

Winnetka, IL 60093 (Required)

Ability to Relocate:

Winnetka, IL 60093: Relocate before starting work (Required)

Work Location: In person

Quick Apply

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