Top 1243 documentation 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
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
Therapeutic Visit Supervisor
Carlton Manor Inc. —Saint Petersburg, FL
- $25 - $28 an hour
- Part-time
- Background check
- LMFT
- Spanish
- Flexible schedule
Quick Apply
Bilingual Case Manager/Paralegal
Apex Law Firm —Tampa, FL
- From $60,000 a year
- Full-time
- Spanish
- Mid-level
- Case management
- Paid holidays
- 401(k)
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Clearwater, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
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
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
Assistant Property Manager
Knexus LLC —Tampa, FL
- $23.95 - $60.00 an hour
- Part-time
- Hybrid work
- Spanish
- English
- Mid-level
- Work from home
- Flexible schedule
Quick Apply
7d
Property Manager
Brookfield Properties —Tampa, FL
- $62,000 - $86,835 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Paid time off
- 401(k) matching
Quick Apply
Community Manager
Asset Living —Tampa, FL
- $26.50 - $38.00 an hour
- Overtime
- Mid-level
- Ability to climb stairs
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
(USA) Operations Manager I
Sam's Club —Tampa, FL
- $84,000 - $126,000 a year
- High school
- Mid-level
- Master's degree
- Paid jury duty
- Disability insurance
Property Manager
Dasmen HR LLC —Tampa, FL
- $55,000 - $75,000 a year
- Weekends as needed
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Quick Apply
Risk & Quality Performance Manager (Remote)
Molina Healthcare —Tampa, FL
- $66,456 - $129,590 a year
- Full-time
- Remote
- Microsoft Excel
- Azure
- Mid-level
- Health insurance
Assistant Community Manager
Asset Living —Tampa, FL
- $20 - $27 an hour
- Overtime
- Mid-level
- Ability to climb stairs
- High school diploma or GED
- Paid holidays
- Disability 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
Portfolio Administration Manager
Cushman & Wakefield —Tampa, FL
- $63,750 - $75,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
Project Manager - University Programs
Procon Consulting —Tampa, FL
- $100,000 - $120,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Health insurance
- Dental insurance
Quick Apply
General Manager, The Ritz-Carlton Residences Tampa
Marriott International, Inc —Tampa, FL
- $167,000 - $229,950 a year
- Full-time
- Sales
- Inventory management
- Residential
- Relocation assistance
8d
Assistant Recreation Manager
Pasco County, FL —Land O' Lakes, FL
- $73,511 - $102,915 a year
- Full-time
- Ability to walk for extended periods
- Mid-level
- Driver's License
- Paid holidays
- Tuition reimbursement
7d
Client Success Manager
Green Irony —Tampa, FL
- $95,000 - $115,000 a year
- Remote
- Sales
- Bachelor of Science
- Senior level
- Health insurance
- Dental insurance
3d

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documentation 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

documentation manager jobs in tampa, fl

Registered Client Administrative Manager

Estimator/Assistant Project Manager

Therapeutic Visit Supervisor

Bilingual Case Manager/Paralegal

Client Administrative Manager

Human Resources Manager

Office Manager (Contracts Experience)

Assistant Property Manager

Property Manager

Community Manager

(USA) Operations Manager I

Property Manager

Risk & Quality Performance Manager (Remote)

Assistant Community Manager

Operations Manager

Portfolio Administration Manager

Project Manager - University Programs

General Manager, The Ritz-Carlton Residences Tampa

Assistant Recreation Manager

Client Success Manager

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