Top 7264 Administrative 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
Client Administrative Manager
Steward Partners Global Advisory LLC —Chesapeake, VA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- 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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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)
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Finance & Administration Manager
Safer Path Family Violence Shelter, Inc. (Formerly Atascosa Family Crisis Center) —Pleasanton, TX
- $60,000 - $80,000 a year
- Full-time
- Background check
- Spanish
- Microsoft Excel
- Health insurance
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10d
Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
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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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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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Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Birmingham, AL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
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Office Manager
St. John's Lutheran Church —Shiremanstown, PA
- $15 - $18 an hour
- Part-time
- Background check
- English
- Office
Quick Apply
9d
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
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
11d
Administrative Services Manager
Rutland County Solid Waste District —Rutland, VT
- $23 - $25 an hour
- Temporary
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
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
9d
Automotive Office Manager
Sansone Jr's 66 Automall —Keyport, NJ
- $80,000 - $95,000 a year
- Full-time
- Dealership
- 5 years
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Administrative Supervisor
Rivkin Radler LLP —Jacksonville, FL
- $80,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Administrative experience
- AD&D insurance
- Paid holidays
Quick Apply
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
9d
Office manager & bookkeeping Coordinator
Olympus Arms, Inc —Helena, MT
- $30 - $49 an hour
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Paid holidays
- Health insurance
Quick Apply
4d
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
Office Manager/Bookkeeper
D.R. POULIN CONSTRUCTION CO., INC. —Fitchburg, MA
- $25 - $30 an hour
- Full-time
- Mid-level
- Office
- Math
Quick Apply

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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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