Top 6061 closing manager Jobs in tampa, fl

Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Licensed Community Association Manager
Rizzetta & Company —Riverview, FL
- $63,000 - $76,000 a year
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Internal Control Specialist/Manager
iGas USA, Inc. —Tampa, FL
- Full-time
- Microsoft Access
- CPA
- 5 years
- Disability insurance
- Relocation assistance
Quick Apply
Tax Manager - Public Accounting
Rosen, Weissman, Gerardo & Coberly CPAs LLC —Tampa, FL
- $100,000 - $120,000 a year
- Full-time
- Background check
- 6 years
- CPA
- Continuing education credits
- Disability insurance
Quick Apply
4d
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
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
Digital Content & Social Media Manager
Quikaid, Inc. —Saint Petersburg, FL
- $70,000 - $90,000 a year
- 8 hour shift
- Hybrid work
- Background check
- Marketing
- Social media management
- AD&D insurance
- Paid holidays
Quick Apply
Assistant/ Beverage Restaurant Manager
ON SWANN —Tampa, FL
- $70,000 - $80,000 a year
- 12 hour shift
- Background check
- Serving
- Hospitality
- Health insurance
- Dental insurance
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Territory Sales Manager
GREAT SOUTHERN EQUIPMENT LLC —Tampa, FL
- $81,000 - $100,000 a year
- Mid-level
- Office
- Microsoft Office
- Flexible schedule
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
Manager Data Products
Philip Morris International U.S. —Tampa, FL
- $136,000 - $170,000 a year
- Full-time
- Computer science
- Computer Science
- Office
- Commuter assistance
- Health insurance
Field Manager
Blue Science, LLC —Tampa, FL
- $60,000 - $70,000 a year
- Weekends as needed
- Clean driving record
- Pass drug screening
- Mid-level
- Profit sharing
- Fuel card
Quick Apply
General Manager - Night Venue Full Service
Confidential —Tampa, FL
- $110,000 - $125,000 a year
- Weekends as needed
- Bar
- Sales
- 5 years
- Free parking
- Health insurance
Quick Apply
General Manager / Scrap Metal Recycling & Waste Disposal
Safari Solutions —Tampa, FL
- $130,000 - $150,000 a year
- Online Application
- OSHA
- 5 years
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
11d
Regional Property Manager
Confidential —Tampa, FL
- $90,000 - $115,000 a year
- Full-time
- Customer service
- Analysis skills
- Driver's License
Quick Apply
1d
Office Manager (Contracts Experience)
Granite Communications and Security —Lutz, FL
- $65,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- 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
Property Manager
Confidential —Tampa, FL
- $65,000 - $70,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
HR Manager
GPac —Riverview, FL
- $80,000 - $105,000 a year
- Full-time
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
11d
Hotel General Manager
MY Hospitality —Tampa, FL
- From $55,000 a year
- Full-time
- Hotel
- In-person
- Senior level
- Relocation assistance
- Employee discount
Quick Apply
9d

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closing manager jobs near tampa, fl

Registered 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
Series 7
Bachelor's degree
Calendar management
Client services
FINRA License
Financial services

Full Job Description

Registered Client Administrative Manager

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
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

closing manager jobs in tampa, fl

Registered Client Administrative Manager

Licensed Community Association Manager

Internal Control Specialist/Manager

Tax Manager - Public Accounting

Estimator/Assistant Project Manager

Operations Manager

Digital Content & Social Media Manager

Assistant/ Beverage Restaurant Manager

Territory Sales Manager

Human Resources Manager

Manager Data Products

Field Manager

General Manager - Night Venue Full Service

General Manager / Scrap Metal Recycling & Waste Disposal

Regional Property Manager

Office Manager (Contracts Experience)

Project Manager

Property Manager

HR Manager

Hotel General Manager

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