Top 522 Dental assistant will Jobs in Toledo, Oh

Client Services Associate
Winovich Wealth Partners —Toledo, OH
- $65,000 - $100,000 a year
- Part-time
- Hybrid work
- Microsoft Outlook
- Research
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Accounting Assistant / Bookkeeper
Ridis Gas Stations —Sylvania, OH
- Full-time
- Office
- US work authorization
- QuickBooks
- Health insurance
- Dental insurance
Quick Apply
1d
Teacher
Great Lakes Community Action Partnership —Toledo, OH
- $22.05 - $25.00 an hour
- Seasonal
- Background check
- School experience
- Classroom
- Wellness program
- Continuing education credits
Physician Assistant
Yoh, A Day & Zimmermann Company —Toledo, OH
- $70 - $90 an hour
- Contract
- BLS Certification
- Pass drug screening
- Clinic experience
- Health savings account
- Disability insurance
Quick Apply
Dental Assistant
Oregon Family Dentistry —Oregon, OH
- $20 - $25 an hour
- Full-time
- Dental office
- Writing skills
- HIPAA
- 401(k)
- Paid time off
Quick Apply
Dental Assistant
River East Dental Group —Toledo, OH
- Full-time
- CPR Certification
- Dental office
- BLS Certification
- 401(k)
- Paid time off
7d
Assistant Operating Director
Cornerstone Caregiving —Maumee, OH
- On call
- Mid-level
- Office
- Administrative experience
- Paid time off
- Cell phone reimbursement
Quick Apply
Receptionist/Administrative Assistant
F A M E D STUDIOS LLC —Toledo, OH
- $18 - $22 an hour
- Part-time
- Bilingual
- Microsoft Outlook
- Computer literacy
- Dental insurance
- Employee discount
Quick Apply
Medical Assistant
Neighborhood Health Association —Toledo, OH
- $21 an hour
- Full-time
- CPR Certification
- BLS Certification
- Fair chance
- Paid holidays
- Health insurance
Office Manager/Assistant
Buckeye —Perrysburg, OH
- $16 - $24 an hour
- Full-time
- Office
- QuickBooks
- Data entry
- Health insurance
- Dental insurance
Quick Apply
Medical Assistant
Health Partners of Western Ohio —Toledo, OH
- 12 hour shift
- Vital signs
- BLS Certification
- High school diploma or GED
- 403(b) matching
- Mileage reimbursement
Quick Apply
Executive Personal Assistant
The Law Firm for Truck Safety —Toledo, OH
- $30 - $37 an hour
- Full-time
- Hybrid work
- Residential
- 3 years
- Budgeting
- Paid holidays
- Health insurance
Quick Apply
6d
Medical Assistant Full-Time Monday-Thursday
Neighborhood Health Association —Toledo, OH
- $21 an hour
- Full-time
- CPR Certification
- BLS Certification
- Fair chance
- Paid holidays
- Health insurance
Medical Assistant
Equitas Health, Inc. —Toledo, OH
- $18.13 - $21.78 an hour
- Weekends as needed
- CPR Certification
- Vital signs
- BLS Certification
- Dental insurance
- 401(k)
Quick Apply
Medical Assistant, Ophthalmology
Eye Care Partners Career Opportunities —Toledo, OH
- Overtime
- Background check
- Anatomy knowledge
- Microsoft Excel
- Paid parental leave
- Paid holidays
Quick Apply
Medication Assistant FT
Aviva Glendale —Toledo, OH
- $21 - $25 an hour
- Full-time
- English
- High school diploma or GED
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Business Assistant I
University of Toledo Physicians —Toledo, OH
- Full-time
- Computer literacy
- Basic math
- Administrative experience
- 403(b)
Quick Apply
Health Advocate
Great Lakes Community Action Partnership —Toledo, OH
- $23.47 - $29.81 an hour
- Overtime
- Clean driving record
- High school diploma or GED
- Driver's License
- Wellness program
- 403(b) matching
4h
Assistant Community Manager- Woodruff Village- Toledo, OH
KMG Prestige —Toledo, OH
- $20 - $23 an hour
- Full-time
- Customer service
- Mid-level
- Apartments
- Disability insurance
- Dental insurance
Quick Apply
Medication Assistant PRN
Aviva Glendale —Toledo, OH
- $21 - $25 an hour
- Full-time
- English
- High school diploma or GED
- Entry level
- Paid holidays
- Health insurance
Quick Apply

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dental assistant will jobs near toledo, oh

Client Services Associate

Winovich Wealth Partners
Toledo, OH

Quick Apply

Job Details

Part-time | Full-time
$65,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Flextime
Vision insurance
401(k) matching

Qualifications

Customer communication
Series 7
Financial services

Full Job Description

Deliverables Description:

Primarily assisting one Financial Advisor and collaborating with additional Winovich Wealth Partners as needed, the Financial Planning Assistant will manage our client documentation, meeting preparation and onboarding processes by providing excellent communication and customer service to fulfill our team mission and values.

Team Mission:

To provide world class services to our clients by mutually developing a customized financial game plan, honoring their unique goals and needs to grow and protect their wealth, assuring peace of mind throughout life’s journey.

Team Values:

Authenticity, Teamwork, Excellence, Constant Learning and Improvement

Qualifications:

Multi-Tasker – Highly organized with the ability to administratively manage the client lifecycle for multiple clients simultaneously while maintain quality and attention to detail
Communication Skills - Excellent oral and written communication skills to effectively interact in a professional manner
Technology– Excellent computer skills with proficiency in Microsoft Office applications (Excel, Outlook, PowerPoint, Word, etc.) and DocuSign
Critical Thinker – Work effectively as both a team member and independently while executing plans and ideas through completion honoring deadlines with limited supervision
Customer Service Focus – Anticipate both client and Financial Advisor needs
Knowledge – Active learner with interest in accounting, banking or finance (experience is a plus)

Primary Duties and Responsibilities:

Provide effective and efficient oral and written communication with clients and advisors
Efficiently research client inquiries and resolve issues
Assist with client meeting preparation; follow-up with clients on related documentation and action items
Organize and input data into financial planning and retirement software (eMoney, Morningstar) for advisor’s review, interpretation and projections; Keep WealthBox database updated with current information
Update and prepare consolidated statements, balance sheets and deposit sheets
Work with multiple back-office platforms to find and complete applications, forms and documents using DocuSign
Maximize personal creativity to suggest process improvements
Be alert to opportunities for client referrals and sales
Manage Calendar and travel for Advisor

Compensation/Benefits:

Range: Up to $100,000 (Experience Dependent) + Bonus Opportunities

Employee Paid Health Insurance, Dental Insurance, Vision Insurance, Vacation, Paid Time Off, Flex Time

Job Types: Full-time, Part-time

Pay: $65,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

Why are you the best candidate for this position? Please state in 1-2 sentences.

Experience:

Financial services: 1 year (Required)

License/Certification:

Series 7 (Preferred)

Work Location: Hybrid remote in Toledo, OH 43615

Quick Apply

Refine Your Search

dental assistant will jobs in toledo, oh

Client Services Associate

Accounting Assistant / Bookkeeper

Teacher

Physician Assistant

Dental Assistant

Dental Assistant

Assistant Operating Director

Receptionist/Administrative Assistant

Medical Assistant

Office Manager/Assistant

Medical Assistant

Executive Personal Assistant

Medical Assistant Full-Time Monday-Thursday

Medical Assistant

Medical Assistant, Ophthalmology

Medication Assistant FT

Business Assistant I

Health Advocate

Assistant Community Manager- Woodruff Village- Toledo, OH

Medication Assistant PRN

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