Top 8089 Manager Of Administration 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 – Heavy Civil Construction
Marcum & Sons —Redmond, OR
- $35 - $40 an hour
- Email
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9h
Office Manager – Heavy Civil Construction
Marcum & Sons —Sisters, OR
- $35 - $40 an hour
- Email
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9h
Office Manager – Heavy Civil Construction
Marcum & Sons —Prineville, OR
- $35 - $40 an hour
- Email
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9h
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
14d
Office Manager – Heavy Civil Construction
Marcum & Sons —Bend, OR
- $35 - $40 an hour
- Email
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9h
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
ADMINISTRATIVE SALES OFFICE MANAGER (SOCIAL SERVICES)
New Perspectives, Inc. —Hollister, CA
- $70,304 a year
- Full-time
- CPR Certification
- Current TB test
- Mid-level
- Health insurance
- Dental 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
Client Administrative Manager
Steward Partners Global Advisory LLC —Albany, NY
- Full-time
- Background check
- Mid-level
- Office
- 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
Pure Real Estate, LLC —Big Sky, MT
- $26 - $28 an hour
- Full-time
- Writing skills
- Research
- Mid-level
- Paid time off
- Employee assistance program
Quick Apply
8d
Part Time Office manager
SC Realty LLC —Honolulu, HI
- $25 - $30 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- QuickBooks
Quick Apply
8d
Orthopedic Front Desk Manager
Bridger Orthopedic and Sports Medicine —Bozeman, MT
- From $24 an hour
- Full-time
- Background check
- Customer service
- Medical office experience
- Profit sharing
- Health insurance
Quick Apply
3d
Controller/ Finance & Administration Manager
Southern Spring and Stamping —Venice, FL
- From $75,000 a year
- Full-time
- Background check
- Office
- Finance
- Profit sharing
- Paid holidays
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
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
14d
Construction Office Manager
Confidential —Conway, SC
- Full-time
- Background check
- Google Workspace
- Computer literacy
Quick Apply
Business Office Manager
St. Andrews Memory Care —Portland, OR
- $25 - $30 an hour
- Full-time
- Background check
- Mid-level
- Microsoft Office
- Health insurance
- Dental insurance
Quick Apply
10d
Office Manager/Bookkeeper
Confidential —Morris County, NJ
- From $20 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Quick Apply

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Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Winnetka, IL

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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

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

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