Top 228 File manager Jobs in Sarasota, Fl

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
Hospice Business Coordinator
Affinity Care of Sarasota —Sarasota, FL
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
9h
Purchasing Manager
L.E.B.S Electric, Inc. —Sarasota, FL
- $60,000 - $80,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k)
Quick Apply
15h
Program Manager - Not Remote Position
Vision to Learn —Sarasota, FL
- $70,000 - $75,000 a year
- Full-time
- Background check
- School experience
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
Payroll Clerk
Bradenton —Bradenton, FL
- $50,000 - $60,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Hospice Business Office Coordinator
Affinity Hospice Management LLC —Manatee County, FL
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
1d
Property Manager
NDC Asset Management, LLC —Sarasota, FL
- $23 - $27 an hour
- Full-time
- Background check
- 5 years
- Computer literacy
- Health savings account
- Health insurance
Quick Apply
Remote Audit Manager
CPA First Recruitment —Florida
- $120,000 - $145,000 a year
- Full-time
- Remote
- Management
- CPA
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
15h
Project Engineer
Thalle Construction Company —Florida
- Background check
- Construction site
- CAD
- Paid holidays
- Disability insurance
Quick Apply
Assistant Property Manager
Highmark Residential, LLC —Bradenton, FL
- Overtime
- Microsoft Excel
- Microsoft Outlook
- High school
- Paid parental leave
- Paid holidays
RN Registered Nurse Home Health
Amedisys —Venice, FL
- $35.96 - $59.94 an hour
- PRN
- Background check
- CPR Certification
- Vital signs
- Mileage reimbursement
- Paid parental leave
12d
Legal Case Manager
Bewildered Mongoose Thermal Solutions —Bradenton, FL
- $20 - $22 an hour
- Full-time
- Background check
- Mid-level
- US work authorization
- Wellness program
- Paid time off
Quick Apply
21h
BILINGUAL HR REPRESENTATIVE (ENGLISH/SPANISH)
Speedling Inc —Ruskin, FL
- Full-time
- Spanish
- English
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Agency Title Clerk - Ellenton, FL
Dealer Services Network —Ellenton, FL
- $16 - $18 an hour
- 8 hour shift
- Background check
- Computer literacy
- Bachelor of Science
- Health insurance
- Dental insurance
Quick Apply
8d
Operations Manager
St Vincent De Paul Cares —Sarasota, FL
- $73,153.60 a year
- Weekends as needed
- Background check
- Master of Social Work
- Microsoft Outlook
- Paid training
- Paid holidays
Quick Apply
Onsite Community Association Manager
Access Management —Lakewood Ranch, FL
- $75,000 - $80,000 a year
- Weekends as needed
- Office
- Microsoft Office
- Accounting
Quick Apply
Lifestyle Director
Castle Group —Lakewood Ranch, FL
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
6d
Community Association Manager
Homeport Management Services —Sarasota, FL
- $70,000 - $95,000 a year
- Full-time
- 5 years
- Conflict management
- Contracts
- Health savings account
- Dental insurance
Quick Apply
Community Manager - Arietta
Greystar Real Estate Partners LLC —Sarasota, FL
- Weekends as needed
- Word processing
- Mid-level
- Office
- Paid parental leave
- Paid holidays
12d
General Manager ( Property Manager)
KW Property Management LLC —Sarasota, FL
- $130,000 a year
- Weekends as needed
- Spanish
- Ability to walk for extended periods
- 5 years
Quick Apply
14d

I want to receive the latest job alert for file manager in sarasota, fl

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

file manager jobs near sarasota, fl

Registered Client Administrative Manager

Steward Partners Global Advisory LLC -
Sarasota, 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
Series 7
FINRA License

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, 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.

Duties & 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 through proactive client outreach, strong telephone communication, and professional handling of inbound client inquiries.

· 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

· Active FINRA Series 7 and 66 (or 63 and 65) licenses required

· 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

file manager jobs in sarasota, fl

Registered Client Administrative Manager

Hospice Business Coordinator

Purchasing Manager

Program Manager - Not Remote Position

Payroll Clerk

Hospice Business Office Coordinator

Property Manager

Remote Audit Manager

Project Engineer

Assistant Property Manager

RN Registered Nurse Home Health

Legal Case Manager

BILINGUAL HR REPRESENTATIVE (ENGLISH/SPANISH)

Agency Title Clerk - Ellenton, FL

Operations Manager

Onsite Community Association Manager

Lifestyle Director

Community Association Manager

Community Manager - Arietta

General Manager ( Property Manager)

I want to receive the latest job alert for file manager in sarasota, fl

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected