Top 990 Administrative services 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
Payroll Clerk
Bradenton —Bradenton, FL
- $50,000 - $60,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Real Estate Office Administrator
Premier Sotheby's International Realty —Sarasota, FL
- $20 - $23 an hour
- Full-time
- Microsoft Outlook
- Computer literacy
- Mid-level
- Health savings account
- Health insurance
Quick Apply
12d
Accounting Clerk
Sarasota Toyota —Sarasota, FL
- Full-time
- 18 years or older
- Dealership
- Communication skills
- Paid holidays
- Disability insurance
Quick Apply
11d
Accounting Clerk
Sarasota Subaru —Sarasota, FL
- Full-time
- 18 years or older
- Dealership
- Communication skills
- Paid holidays
- Disability insurance
Quick Apply
Administrative Assistant - Property Management
Benderson Development Company, LLC —Sarasota, FL
- Microsoft Excel
- Mid-level
- Office
Quick Apply
Administrative Assistant II - Student Services Front Desk
Sarasota County Schools —Sarasota, FL
- Full-time
- High school diploma or GED
- University
- School
2d
Office Manager
Palms - Robarts Funeral Home —Sarasota, FL
- Full-time
- Inventory management
- Customer service
- 5 years
Quick Apply
Administrative Assistant - HOA
Castle Group —Lakewood Ranch, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Inventory management
Administrative Support Team Associate
SmartPro Financial —Bradenton, FL
- $21 - $25 an hour
- Full-time
- Office
- US work authorization
- In-person
- Health insurance
- Paid time off
Quick Apply
5d
Client Success Coordinator - West Region
Sanderson Firm —Bradenton, FL
- $57,000 - $70,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- English
- Paid holidays
- Disability insurance
Quick Apply
ADMINISTRATIVE ASSISTANT II - 41500306
The State of Florida —Sarasota, FL
- $44,000 - $46,000 a year
- Background check
- English
- Mid-level
- Paid holidays
- Health insurance
Front Desk Receptionist/Billing Expertise
Dante Family Medicine —Sarasota, FL
- $22.61 - $27.23 an hour
- Full-time
- Bilingual
- Google Workspace
- Microsoft Outlook
- Health insurance
- Dental insurance
Quick Apply
Administrative Assistant
Sarasota Jungle Gardens —Sarasota, FL
- Full-time
- Inventory management
- Office
- Microsoft Office
Quick Apply
Part-Time Administrative Coordinator
HOME Rentals of Manatee —Bradenton, FL
- $20 - $25 an hour
- Part-time
- Office
- Administrative experience
- Real Estate License
Quick Apply
3d
Administrative Specialist II
Sarasota County Government —Sarasota County, FL
- From $22.94 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Wellness program
- Paid holidays
Coordinator, Admissions, Transfer & International
New College of Florida —Sarasota, FL
- $55,000 a year
- Full-time
- Mid-level
- University
- US work authorization
Investigative Administrative Assistant
Manatee County Sheriff's Office —Bradenton, FL
- $37,481.60 - $58,094.40 a year
- Full-time
- Computer literacy
- Writing skills
- English
- Wellness program
- Disability insurance
5d
Bookkeeper (Family Office)
LiNQ Ventures, LLC —Sarasota, FL
- $22 - $30 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Office Assistant/Receptionist
Steel City Electric —Bradenton, FL
- $19 - $25 an hour
- Full-time
- Bilingual
- Google Workspace
- Computer literacy
Quick Apply

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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

administrative services jobs in sarasota fl

Registered Client Administrative Manager

Payroll Clerk

Real Estate Office Administrator

Accounting Clerk

Accounting Clerk

Administrative Assistant - Property Management

Administrative Assistant II - Student Services Front Desk

Office Manager

Administrative Assistant - HOA

Administrative Support Team Associate

Client Success Coordinator - West Region

ADMINISTRATIVE ASSISTANT II - 41500306

Front Desk Receptionist/Billing Expertise

Administrative Assistant

Part-Time Administrative Coordinator

Administrative Specialist II

Coordinator, Admissions, Transfer & International

Investigative Administrative Assistant

Bookkeeper (Family Office)

Office Assistant/Receptionist

I want to receive the latest job alert for administrative services in sarasota fl

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