Top 3187 Part time 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
Retail Store Associate
Cherry Street Thrift LLC —Toledo, OH
- $13 - $16 an hour
- Part-time
- Merchandising
- Sanitation
- In-person
- Health insurance
- Dental insurance
Quick Apply
7d
Sportsbook Representative - PT
Hollywood Casino at Toledo —Toledo, OH
- Part-time
- Computer literacy
- Basic math
- High school diploma or GED
- Health insurance
- Paid time off
Housekeeper / House Cleaner –
Confidential —Toledo, OH
- From $16 an hour
- Part-time
- Background check
- 18 years or older
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Air Logistics Warehouse Associates
SMX, LLC —Swanton, OH
- Part-time
- Background check
- 18 years or older
- Pass drug screening
- Paid training
- Disability insurance
Drive Thru Coffee Barista
7 Brew Coffee —Toledo, OH
- $16 - $18 an hour
- 8 hour shift
- Serving
- Hospitality
- No experience needed
- Employee discount
- Flexible schedule
Quick Apply
12d
Personal Shopper (In-Store)
Walmart —Toledo, OH
- $14 - $27 an hour
- Part-time
- High school
- Entry level
- Paid jury duty
- Disability insurance
Package Handler - Part Time (Warehouse like)
FedEx —Perrysburg, OH
- $19.50 - $20.50 an hour
- Part-time
- Entry level
- Paid parental leave
- Health insurance
Parking Enforcement Agent - Taggr
Taggr Toledo —Toledo, OH
- $20 - $35 an hour
- Choose your own hours
- 18 years or older
- No experience needed
- Criminal background check
- Flexible schedule
Quick Apply
Dog Handler/Staff
Pups Paradise Doggy Daycare and Boarding —Perrysburg, OH
- From $11.25 an hour
- 8 hour shift
- No experience needed
- High school diploma or GED
- Cleaning
- Paid training
- Paid holidays
Quick Apply
Part Time Driver
Spirit Ford Inc. —Dundee, MI
- From $15 an hour
- Part-time
- Clean driving record
- Dealership
- Driver's License
Quick Apply
Part Time Product Demonstrator in Costco
CDS (Club Demonstration Services) —Perrysburg, OH
- $15.75 an hour
- Part-time
- Serving
- 18 years or older
- No experience needed
- Health insurance
- Dental insurance
FedEx Delivery Driver
Genesys Logistics Inc —Toledo, OH
- $20 - $26 an hour
- Part-time
- Pass drug screening
- Driver's License
- 21 years or older
- Paid training
- Health insurance
Quick Apply
Part Time Weekend Product Demonstrator in Costco
CDS (Club Demonstration Services) —Perrysburg, OH
- $15.75 an hour
- Part-time
- 18 years or older
- No experience needed
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Security Officer
Inter-Con Security Systems —Toledo, OH
- $17.95 an hour
- Part-time
- Background check
- 18 years or older
- CPR Certification
- Health insurance
- Dental insurance
Quick Apply
3d
Part Time Teller
PNC Financial Services Group —Toledo, OH
- $14.42 - $24.04 an hour
- Part-time
- No experience needed
- Office
- No degree
- Wellness program
- Health savings account
Doggy daycare, Front Desk receptionist
Perrysburg Pet Lodge & Spa —Perrysburg, OH
- From $15 an hour
- Part-time
- 18 years or older
- Computer literacy
- Administrative experience
Quick Apply
8d
Store Team Member (Cashier, Stocker, Animal Care)
Pet Supplies Plus —Toledo, OH
- Part-time
- Heavy lifting
- Pass drug screening
- 16+ years old
- Health insurance
- Dental insurance
2d
Barista - PT
Barnes & Noble, Inc. —Toledo, OH
- Part-time
- Serving
- Entry level
- Paid parental leave
- Paid holidays
Personal Shopper - Sam's PT
Sam's Club —Holland, OH
- $17 - $25 an hour
- Part-time
- High school
- Continuous improvement
- Mentoring
- Paid jury duty
- Disability insurance

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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

part time jobs in toledo oh

Client Services Associate

Retail Store Associate

Sportsbook Representative - PT

Housekeeper / House Cleaner –

Air Logistics Warehouse Associates

Drive Thru Coffee Barista

Personal Shopper (In-Store)

Package Handler - Part Time (Warehouse like)

Parking Enforcement Agent - Taggr

Dog Handler/Staff

Part Time Driver

Part Time Product Demonstrator in Costco

FedEx Delivery Driver

Part Time Weekend Product Demonstrator in Costco

Security Officer

Part Time Teller

Doggy daycare, Front Desk receptionist

Store Team Member (Cashier, Stocker, Animal Care)

Barista - PT

Personal Shopper - Sam's PT

I want to receive the latest job alert for part time in toledo oh

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