Top 1015 documentation manager Jobs in clearwater, fl

Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Group Home Program Manager
The Arc Tampa Bay —Clearwater, FL
- $51,000 - $53,500 a year
- Full-time
- Background check
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
10d
Operations Manager
FP Property Restoration —Tampa, FL
- From $85,000 a year
- Full-time
- Background check
- Sales
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Human Resources Manager
Granite Communications and Security LLC —Lutz, FL
- $82,000 - $87,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Project Manager
DESIGNA Access Corporation —Tampa, FL
- From $120,000 a year
- Full-time
- Computer Science
- Up to 50% travel
- 5 years
- Paid holidays
- Health insurance
9d
Lead Mechanic
Lake Carlton Arms —Lutz, FL
- $28 an hour
- Full-time
- Clean driving record
- Writing skills
- Research
- Dental insurance
- Paid time off
Quick Apply
Irrigation Manager
Confidential —Pinellas Park, FL
- $70,000 - $85,000 a year
- Full-time
- Background check
- Clean driving record
- Mid-level
- Fuel card
- Paid holidays
Quick Apply
5d
Installation Supervisor - North Tampa
STORM SMART BUILDING SYSTEMS LLC —Tampa, FL
- Clean driving record
- Construction site
- Mid-level
- Paid holidays
- Disability insurance
RN Case Manager (Bilingual)
Team Select Home Care —Tampa, FL
- $70,000 - $85,000 a year
- Full-time
- Bilingual
- RN License
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Construction Project Manager - Electric Vehicle Supply Equipment
AGI —Clearwater, FL
- Full-time
- OSHA
- Construction site
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Estimator/Assistant Project Manager
Mondragon Paving, LLC —Tampa, FL
- $30,000 - $45,000 a year
- Full-time
- Basic math
- High school diploma or GED
- Driver's License
- COVID-19 protective measures
- Health insurance
Quick Apply
Bilingual Case Manager/Paralegal
Apex Law Firm —Tampa, FL
- From $60,000 a year
- Full-time
- Spanish
- Mid-level
- Case management
- Paid holidays
- 401(k)
Quick Apply
Financial Assistant Manager
Momentum Property Management LLC —Tampa, FL
- $22 - $30 an hour
- Full-time
- Microsoft Excel
- 5 years
- Office
Quick Apply
Team Manager Home Care
VITAS Healthcare —Saint Petersburg, FL
- Full-time
- RN License
- Mid-level
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Construction Manager
Domain Homes —Tampa, FL
- $80,000 - $100,000 a year
- 8 hour shift
- Spanish
- Construction site
- Mid-level
- Travel reimbursement
- Health savings account
Quick Apply
Senior Site Project Manager (Part-Time/Contract)
Trias Construction —Lutz, FL
- $1,730 - $2,115 a week
- Part-time
- Construction site
- Driver's License
- US work authorization
Quick Apply
Group Home Manager
Carlton Manor Inc. Dba EverForward —Saint Petersburg, FL
- $60,000 - $65,000 a year
- Full-time
- Background check
- CPR Certification
- Residential
- Health insurance
- Dental insurance
Quick Apply
Construction Manager
Domain Homes —Saint Petersburg, FL
- $80,000 - $100,000 a year
- 8 hour shift
- Spanish
- Construction site
- Mid-level
- Travel reimbursement
- Health savings account
Quick Apply
HIV/AIDS Medical Case Manager
Metro Healthy Communities —Tampa, FL
- From $45,000 a year
- Full-time
- Background check
- Word processing
- Computer literacy
- 403(b) matching
- Mileage reimbursement
Quick Apply
RN Risk Manager
Palm Garden of Pinellas —Largo, FL
- Full-time
- RN License
- Mid-level
- In-person
- Health insurance
- 401(k)
Quick Apply

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documentation manager jobs near clearwater, fl

Client Administrative Manager

Steward Partners Global Advisory LLC -
Clearwater, FL

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

Employee relationship building
Administrative experience
Bachelor's degree
Calendar management
Organizational skills
Financial services

Full 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, 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 Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

DUTIES AND RESPONSIBILITIES:

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
FINRA Series 7 and 66 (or 63 and 65) preferred
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

Refine Your Search

documentation manager jobs in clearwater, fl

Client Administrative Manager

Group Home Program Manager

Operations Manager

Human Resources Manager

Project Manager

Lead Mechanic

Irrigation Manager

Installation Supervisor - North Tampa

RN Case Manager (Bilingual)

Construction Project Manager - Electric Vehicle Supply Equipment

Estimator/Assistant Project Manager

Bilingual Case Manager/Paralegal

Financial Assistant Manager

Team Manager Home Care

Construction Manager

Senior Site Project Manager (Part-Time/Contract)

Group Home Manager

Construction Manager

HIV/AIDS Medical Case Manager

RN Risk Manager

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