Top 366 office worker Jobs in dayton, 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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Part-Time Utility Billing Clerk
Village of West Alexandria —West Alexandria, OH
- $16.74 - $21.37 an hour
- Part-time
- Inventory management
- Office
- Administrative experience
- Paid sick time
Quick Apply
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
Quick Apply
Guardianship Administrative Specialist
Catholic Social Services of the Miami Valley —Dayton, OH
- Part-time
- Computer literacy
- Office
- Administrative experience
Quick Apply
Substitute Clerical Personnel - Now Hiring for the 26/27 school year
ESS Education —Dayton, OH
- $12 an hour
- Office
- High school diploma or GED
- Typing
- Flexible schedule
Quick Apply
Executive Administrative Assistant
AeroVironment —Dayton, OH
- $64,500 - $91,350 a year
- Full-time
- Microsoft Outlook
- Office
- Analysis skills
- Paid holidays
- Health insurance
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
Deputy Clerk
Montgomery County Juvenile Court —Dayton, OH
- $20.31 an hour
- Full-time
- Adults
- Office
- High school diploma or GED
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
Program Coordinator - Transfer Center (Part-Time, Grant-Funded)
Sinclair Community College —Dayton, OH
- $27.30 an hour
- Part-time
- Mid-level
- Office
- Administrative experience
- Opportunities for advancement
12d
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
Data Entry Specialist
Miami Valley Community Action Partnership —Moraine, OH
- $19.95 - $25.02 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Health insurance
Quick Apply
1d
Medical Office Receptionist (Rover)
LifeStance Health —Centerville, OH
- $19 - $20 an hour
- Full-time
- HIPAA
- Driver's License
- Continuous improvement
- Paid parental leave
- AD&D insurance
Quick Apply
Receptionist, Part Time
Riverside Healthcare Center —Dayton, OH
- $12 - $14 an hour
- Part-time
- Administrative experience
- High school diploma or GED
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Organization & Office Hospitality
Jackson Hewitt - 3222 —Kettering, OH
- $25 an hour
- Part-time
- Office
- Travel
- Reliable transportation
Quick Apply
Front Desk Support Staff
Dayton Pain and Injury —Dayton, OH
- $16 - $18 an hour
- Part-time
- In-person
- Entry level
- Flexible schedule
Quick Apply
8d
Office Manager/Operations Coordinator - Part Time
Applied Learning Institute, Inc. —Centerville, OH
- $20 - $24 an hour
- Part-time
- Background check
- Administrative experience
- High school diploma or GED
- Paid time off
Quick Apply
Animal Care Specialist - Front Desk
Montgomery County, OH —Dayton, OH
- $41,475.20 - $52,956.80 a year
- Full-time
- Microsoft Word
- Mid-level
- Administrative experience
- Wellness program
- Health savings account
Visitor Services Representative
Five Rivers Metro Parks —Dayton, OH
- $15.66 an hour
- Part-time
- Pass drug screening
- Research
- Office

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office worker jobs near dayton, 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 dayton, oh

Client Service Advocate (CSA)

Clerical

Part-Time Utility Billing Clerk

Financial Administrative Assistant

Guardianship Administrative Specialist

Substitute Clerical Personnel - Now Hiring for the 26/27 school year

Executive Administrative Assistant

Office Clerk/Receptionist

Deputy Clerk

Front Desk Receptionist

Program Coordinator - Transfer Center (Part-Time, Grant-Funded)

Part Time Payroll Clerk

Data Entry Specialist

Medical Office Receptionist (Rover)

Receptionist, Part Time

Organization & Office Hospitality

Front Desk Support Staff

Office Manager/Operations Coordinator - Part Time

Animal Care Specialist - Front Desk

Visitor Services Representative

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