Top 335 office worker Jobs in wright patterson afb oh

Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Troy, OH
- $55,000 - $65,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Clerical
Mercury Service —Dayton, OH
- $15 - $22 an hour
- Part-time
- Microsoft Word
- Background check
- Microsoft Excel
- Paid time off
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Financial Administrative Assistant
Jon Coomer Investment Management —Troy, OH
- $18 - $28 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
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Scheduling Coordinator
Alex Bell Dental —Centerville, OH
- $20 - $22 an hour
- Full-time
- Dental office
- Medical office experience
- In-person
- Health insurance
- Dental insurance
Quick Apply
Care Coordination Administrative Assistant
UMCF —Springfield, OH
- From $19 an hour
- Full-time
- Background check
- Current TB test
- Computer literacy
- Health savings account
- Paid holidays
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Manufacturing, Executive, and Leasing Admin Assistant Openings
BarryStaff Inc. —Dayton, OH
- $18 - $25 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Front Desk Receptionist
pain and spine center —Beavercreek, OH
- $15 - $21 an hour
- Full-time
- Administrative experience
- High school diploma or GED
- Clinic
- Health savings account
- Health insurance
Quick Apply
Scheduling Coordinator
Yellow Springs Community Foundation —Yellow Springs, OH
- $23.31 - $38.08 an hour
- Part-time
- Hybrid work
- Google Workspace
- Organizational skills
- Experience equivalent to degree accepted
- Paid time off
- Flexible schedule
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1h
Executive Assistant
Air Force Museum Foundation, Inc. —Dayton, OH
- $48,000 - $55,000 a year
- Weekends as needed
- Background check
- English
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
3d
Executive Assistant
Parallax Advanced Research —Beavercreek, OH
- $56,000 - $73,000 a year
- Microsoft Outlook
- 5 years
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
Junior Administrative Assistant
Gnostech —Wright-Patterson AFB, OH
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Writing skills
- Paid training
- Health savings account
Executive Administrative Assistant
AeroVironment —Dayton, OH
- $64,500 - $91,350 a year
- Full-time
- Microsoft Outlook
- Office
- Analysis skills
- Paid holidays
- Health insurance
Administrative and Data Management Assistant
Sawdey Solution Services —Wright-Patterson AFB, OH
- $82,600 - $112,100 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
Quick Apply
Office & Project Coordinator / Design Assistant
Bright Now Signs —New Carlisle, OH
- $18 - $26 an hour
- Part-time
- Office
- In-person
- Communication skills
- Flexible schedule
Quick Apply
9d
Part Time Payroll Clerk
Harrison Township —Dayton, OH
- $20 - $25 an hour
- Full-time
- Office
- Ability to sit for extended periods
- Organizational skills
Quick Apply
Office Clerk/Receptionist
City of Centerville, Ohio —Centerville, OH
- $14.81 - $19.26 an hour
- Part-time
- Office
- High school diploma or GED
- Driver's License
Front Office for Oral Surgery Practice
Cudney & Ingoldsby Oral Surgery —Beavercreek, OH
- $19 - $26 an hour
- Part-time
- Dental office
- Surgery
- Medical office experience
- Paid holidays
- Health insurance
Quick Apply
Front Desk Receptionist
US Foot & Ankle Specialists —Dayton, OH
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Paid holidays
- Disability insurance
Quick Apply
9d
Front Desk Receptionist
US Foot and Ankle Specialists —Dayton, OH
- Microsoft Excel
- Microsoft Outlook
- Sales
- Paid holidays
- Disability insurance
Quick Apply
Office Manager
YMCA of Greater Dayton —Fairborn, OH
- $14.00 - $16.80 an hour
- Part-time
- Word processing
- Mid-level
- Office
- Flexible schedule
Quick Apply

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office worker jobs near wright patterson afb oh

Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital
Troy, OH

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Job Details

Full-time
$55,000 - $65,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Financial services

Full Job Description

Job description

Client Service Advocate (CSA)

Katterhenry Investment Group of NEST Capital is hiring a Full-Time Client Service Advocate for our Troy, Ohio office.

NEST Capital is a large, close-knit, independently owned financial advisory team with multiple practices. Katterhenry Investment Group is one of those practices. NEST Capital manages $3.2B (1) in assets under management and has 75 associates dispersed among 16 offices in 7 different states. We work hard for our clients, and we believe it shines through our interactions with clients who quite often become friends. We aim to provide the best client experience possible through setting and then exceeding client expectations.

This role serves to relieve administrative tasks from the leadership team and assists in keeping this office (and business) running smoothly. If you have a passion for helping people using a high-touch, personal approach, you may be ideal for this position. The ideal candidate would show great initiative and be highly organized, have excellent people skills, a positive attitude, attention to detail, and a client-first growth-style mindset. You can work independently but you must be a good team member as well. We are a fast-paced business where work and client needs are wide-ranging and flexible as we hope are you. Ideal candidates will bring 5 or more years of experience in Financial Services or similar industires.

Responsibilities include, but are not limited to tasks such as:

Field incoming calls, emails, faxes, and correspondence
Implement and lead daily accountability check-ins with local staff
Manage all dynamics in the office including local and NEST employee/client collaboration
Proactively prepare for, schedule, and confirm quarterly client meetings for Advisors
Post-appointment follow-up
Working knowledge of eMoney
Establish/service new households and accounts including managing asset transfers, contributions, and distributions
Maintain up-to-date CRM database (contact info, actions, service records, etc)
Run and review administration of new/existing household and account business reports, disseminate as appropriate
Evaluate, process, and work through account service requests to completion
Assist leadership with various projects
Represent and enhance the company Mission and Core Values

Most FINRA Securities Registrations and state insurance licenses are held for you but not necessary. We offer a competitive compensation and benefits package including medical, dental, vision, retirement, and a PTO schedule to allow for personal time away from the office.

Pay Range: $2,115.38 - $2,500 bi-weekly (Annualized equivalent of $55,000 - 65,000)

Benefits:

Health insurance
Dental insurance
Vision insurance
Life insurance
Paid time off

Schedule:

8-hour shift
Day shift
Monday to Friday

Work Location: Troy, OH

(1) data as of 3.14.2025

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Viator Wealth Management of NEST Capital is a separate entity from WFAFN.

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Experience:

Financial services: 3 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

office worker jobs in wright patterson afb oh

Client Service Advocate (CSA)

Clerical

Financial Administrative Assistant

Scheduling Coordinator

Care Coordination Administrative Assistant

Manufacturing, Executive, and Leasing Admin Assistant Openings

Front Desk Receptionist

Scheduling Coordinator

Executive Assistant

Executive Assistant

Junior Administrative Assistant

Executive Administrative Assistant

Administrative and Data Management Assistant

Office & Project Coordinator / Design Assistant

Part Time Payroll Clerk

Office Clerk/Receptionist

Front Office for Oral Surgery Practice

Front Desk Receptionist

Front Desk Receptionist

Office Manager

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