Top 4945 Administrative services Jobs in Philadelphia, Pa

Client Administrative Manager
Steward Partners Global Advisory LLC —Conshohocken, PA
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Patient Access and Intake Coordinator- Remote
Kindred Hospitals East District Office —Philadelphia, PA
- Remote
- English
- Mid-level
- High school diploma or GED
2d
Patient Engagement Associate
Penn Medicine —Philadelphia, PA
- Full-time
- Remote
- Medical office experience
- High school diploma or GED
- Computer skills
- Tuition reimbursement
Quick Apply
Office Administrator
iHeartMedia, Inc. —Philadelphia, PA
- Online Application
- Microsoft Excel
- Research
- Office
- Paid holidays
- Health insurance
Admissions Associate
GIRARD ESTATE —Philadelphia, PA
- $55,000 - $63,000 a year
- Full-time
- Data analysis skills
- English
- Mid-level
Quick Apply
Patient Services Associate
Penn Medicine —Philadelphia, PA
- Full-time
- Master's degree
- High school diploma or GED
- Associate's degree
- Tuition reimbursement
Quick Apply
Full Time - Scheduling Staffing Admin - Day
Lowe's —Philadelphia, PA
- Full-time
- Administrative experience
- High school diploma or GED
- Bachelor's degree
3d
Customer Service Rep (Premier)
Independence Blue Cross —Philadelphia, PA
- Remote
- Bilingual
- Research
- Mid-level
2d
Administrative Assistant III
Community College of Philadelphia —Philadelphia, PA
- $26.00 - $39.78 an hour
- Full-time
- Microsoft Word
- 5 years
- Writing skills
- Disability insurance
- Health insurance
9d
Administrative Assistant
ZS —Philadelphia, PA
- Online Application
- Hybrid work
- Microsoft Outlook
- English
- Mid-level
- Work from home
- Opportunities for advancement
Administrative Assistant
Merakey —Philadelphia, PA
- $22.61 an hour
- Part-time
- Urgent Care
- Administrative experience
- High school diploma or GED
- Disability insurance
- Health insurance
Quick Apply
10d
Administrative Assistant & Office Coordinator
HHM Hotels (Philadelphia Corporate) —Philadelphia, PA
- Part-time
- Office
- Analysis skills
- In-person
Patient Services Associate - HUP
Penn Medicine —Philadelphia, PA
- Full-time
- Master's degree
- High school diploma or GED
- Associate's degree
- Tuition reimbursement
Quick Apply
Programs Assistant
The Barnes Foundation —Philadelphia, PA
- $24.00 - $26.90 an hour
- Online Application
- Hybrid work
- Microsoft Outlook
- English
- Mid-level
Quick Apply
Assistant, Administrative
Aecon Group —Mount Laurel, NJ
- $60,000 - $80,000 a year
- Email
- Word processing
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Receptionist/Administrative Assistant
Dr. Robin Lowey & Associates —Philadelphia, PA
- $19 - $20 an hour
- Part-time
- Background check
- Private practice
- Writing skills
Quick Apply
9d
Administrative Manager, Direct Services
HEALTH FEDERATION OF PHILADELPHIA —Philadelphia, PA
- $80,000 - $88,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Office
- AD&D insurance
- Disability insurance
Quick Apply
Administrative Assistant
Smart Cargoiff —Philadelphia, PA
- $18.20 - $21.50 an hour
- Part-time
- Bilingual
- Google Workspace
- Computer literacy
- Health savings account
- 401(k)
Quick Apply
People Team Coordinator (Located on site in Philadelphia)
Oatly AB —Philadelphia, PA
- $35 an hour
- Full-time
- 18 years or older
- English
- Office
- Pet insurance
Quick Apply
Administrative Assistant, Academic Affairs
Thomas Jefferson University and Hospitals —Philadelphia, PA
- Full-time
- Office
- High school diploma or GED
- University
- AD&D insurance
- Disability insurance
7d

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Client Administrative Manager

Steward Partners Global Advisory LLC -
Conshohocken, PA

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

administrative services jobs in philadelphia, pa

Client Administrative Manager

Patient Access and Intake Coordinator- Remote

Patient Engagement Associate

Office Administrator

Admissions Associate

Patient Services Associate

Full Time - Scheduling Staffing Admin - Day

Customer Service Rep (Premier)

Administrative Assistant III

Administrative Assistant

Administrative Assistant

Administrative Assistant & Office Coordinator

Patient Services Associate - HUP

Programs Assistant

Assistant, Administrative

Receptionist/Administrative Assistant

Administrative Manager, Direct Services

Administrative Assistant

People Team Coordinator (Located on site in Philadelphia)

Administrative Assistant, Academic Affairs

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