The Client Service Administrator
Excellent dynamic position serving as administrative and operational support to a Financial Advisor.
This role will provide you with exposure to a wide variety of tasks, as listed below. There is an opportunity for growth and higher level client engagement. Ideal candidate would have a college degree and experience working in professional environment.
It is advisable to include one paragraph cover letter why you would like to work with us.
Primary Duties and Responsibilities
Administrative - answer the telephone, make out bound service calls to clients
Process clients related requests and documentations: open new accounts, transfer funds, make appointments, maintain CRM and client files, take client through new client onboarding process
Financial planning - create reports, data entry into Emoney financial planning system
Marketing - Assist with development and implementation of marketing campaigns, maintain web design content and follow company marketing on demand initiatives
Compliance – follow compliance requirements and maintain complaint office
QuickBooks – enter and reconcile accounts
Qualifications
Knowledge, Skills and Abilities:
AA degree or higher, College degree is preferred.
Most importantly a “can-do” attitude and enthusiasm to assist on a wide range of projects
Excellent command of English to be able to speak, read, and write fluently
Excellent administrative, time management, and organizational skills
Ability to multitask and stay focused
Dedication to detail and accuracy, strong organizational skills
Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for herself/himself
“Client comes first” attitude and strong interpersonal skills
Experience:
Client service at a financial industry supporting financial advisor for at least 3 years, preferably familiar with LPL Financial platform.
Proficiency in the use of computer programs:
RedTail, a client relationship management (CRM) system
“Emoney Advisor” financial planning software
Microsoft Office Suite (Word, Outlook, Excel, PPT)
QuickBooks
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Dec 09, 2019
Full time
The Client Service Administrator
Excellent dynamic position serving as administrative and operational support to a Financial Advisor.
This role will provide you with exposure to a wide variety of tasks, as listed below. There is an opportunity for growth and higher level client engagement. Ideal candidate would have a college degree and experience working in professional environment.
It is advisable to include one paragraph cover letter why you would like to work with us.
Primary Duties and Responsibilities
Administrative - answer the telephone, make out bound service calls to clients
Process clients related requests and documentations: open new accounts, transfer funds, make appointments, maintain CRM and client files, take client through new client onboarding process
Financial planning - create reports, data entry into Emoney financial planning system
Marketing - Assist with development and implementation of marketing campaigns, maintain web design content and follow company marketing on demand initiatives
Compliance – follow compliance requirements and maintain complaint office
QuickBooks – enter and reconcile accounts
Qualifications
Knowledge, Skills and Abilities:
AA degree or higher, College degree is preferred.
Most importantly a “can-do” attitude and enthusiasm to assist on a wide range of projects
Excellent command of English to be able to speak, read, and write fluently
Excellent administrative, time management, and organizational skills
Ability to multitask and stay focused
Dedication to detail and accuracy, strong organizational skills
Ability to follow directions and work with minimum supervision; take ownership of assigned tasks, and think for herself/himself
“Client comes first” attitude and strong interpersonal skills
Experience:
Client service at a financial industry supporting financial advisor for at least 3 years, preferably familiar with LPL Financial platform.
Proficiency in the use of computer programs:
RedTail, a client relationship management (CRM) system
“Emoney Advisor” financial planning software
Microsoft Office Suite (Word, Outlook, Excel, PPT)
QuickBooks
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
The City of Sunnyvale is actively seeking a Civilian Fire Marshal to manage the Fire Prevention Unit of the Department of Public Safety about the investigation of fires, fire prevention, code compliance, inspections, hazardous materials, the Certified Unified Program Agency (CUPA), and the review of proposed construction for compliance with codes and regulations. This person serves as the Department's highest level technical expert on hazardous materials, fire prevention and related regulations. The ideal candidate will have a passion for excellence, a commitment to serving the community and have outstanding interpersonal and technical skills. Other skills the City is looking for include strong leadership; ability to establish and maintain effective work relationships; and the ability to collaborate with a wide variety of stakeholders.
All of this, plus a generous benefits package and a competitive salary make the City of Sunnyvale a great place to work.
A complete application consists of a City application and responses to the supplemental questionnaire. The final filing date is January 6, 2020 at 5:00 pm . For complete information regarding this opportunity, please visit: Sunnyvale.ca.gov.
Salary: $160,169.00 - $193,145.00
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Dec 04, 2019
Full time
The City of Sunnyvale is actively seeking a Civilian Fire Marshal to manage the Fire Prevention Unit of the Department of Public Safety about the investigation of fires, fire prevention, code compliance, inspections, hazardous materials, the Certified Unified Program Agency (CUPA), and the review of proposed construction for compliance with codes and regulations. This person serves as the Department's highest level technical expert on hazardous materials, fire prevention and related regulations. The ideal candidate will have a passion for excellence, a commitment to serving the community and have outstanding interpersonal and technical skills. Other skills the City is looking for include strong leadership; ability to establish and maintain effective work relationships; and the ability to collaborate with a wide variety of stakeholders.
All of this, plus a generous benefits package and a competitive salary make the City of Sunnyvale a great place to work.
A complete application consists of a City application and responses to the supplemental questionnaire. The final filing date is January 6, 2020 at 5:00 pm . For complete information regarding this opportunity, please visit: Sunnyvale.ca.gov.
Salary: $160,169.00 - $193,145.00
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Kee Wah Bakery is currently looking for talented individuals with supervisory experience who is passionate to further their career in management. The successful candidate will be able to enhance customer satisfaction, meet sales and profitability goals and manage staff effectively.
Flexible Part-Time or Full-Time Shifts between the hours of 8am and 9pm.
Requirements
At least one year of work experience in restaurant/café/retail store supervision or management
Strong written and verbal communication skills
Ability to multi-task, organize, and prioritize with efficiency
A personable, friendly and outgoing personality -- must enjoy interacting with and servicing customers
Sincerity, honesty and candidness with team members and customers alike
Basic computer skills and knowledge of Microsoft Office (Outlook, Word, Excel)
Excellent work ethic and teamwork concepts
Ability to lead, motivate, and manage employees
Good attendance and available to work on weekends and holidays
Responsibilities include but not limited to
Ensure customer satisfaction by training employees in both customer service and product knowledge
Provide excellent customer experience for all our customers including resolving problems or complaints in a timely manner
Maintain food service and production levels -- ensure that food is prepared and served in the appropriate quantity and with the utmost quality
Ensure operations are in accordance with kitchen sanitation and safety standards
Accurately and quickly operate cash register/POS system. Record data accurately (voids, refunds tech problems, etc.)
Start-up and shut-down of store equipment and processes (during opening/closing shifts)
Assist with inventory responsibilities
Assign duties, responsibilities and stations to employees in accordance with work requirements
Manage and motivate employees through constant communication
We are looking for individuals who are
Honest and dependable
Enjoy learning with an open mind, passionate and creative
Friendly and enjoy working with others and seek to enhance team morale
Positive attitude and be able to stay calm under pressure
We offer
Great pay with bonus
Free food during your shift and employee discount
No-cost premium health benefits for full time employees
Friendly, fair and supportive work environment
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Nov 26, 2019
Full timePart time
Kee Wah Bakery is currently looking for talented individuals with supervisory experience who is passionate to further their career in management. The successful candidate will be able to enhance customer satisfaction, meet sales and profitability goals and manage staff effectively.
Flexible Part-Time or Full-Time Shifts between the hours of 8am and 9pm.
Requirements
At least one year of work experience in restaurant/café/retail store supervision or management
Strong written and verbal communication skills
Ability to multi-task, organize, and prioritize with efficiency
A personable, friendly and outgoing personality -- must enjoy interacting with and servicing customers
Sincerity, honesty and candidness with team members and customers alike
Basic computer skills and knowledge of Microsoft Office (Outlook, Word, Excel)
Excellent work ethic and teamwork concepts
Ability to lead, motivate, and manage employees
Good attendance and available to work on weekends and holidays
Responsibilities include but not limited to
Ensure customer satisfaction by training employees in both customer service and product knowledge
Provide excellent customer experience for all our customers including resolving problems or complaints in a timely manner
Maintain food service and production levels -- ensure that food is prepared and served in the appropriate quantity and with the utmost quality
Ensure operations are in accordance with kitchen sanitation and safety standards
Accurately and quickly operate cash register/POS system. Record data accurately (voids, refunds tech problems, etc.)
Start-up and shut-down of store equipment and processes (during opening/closing shifts)
Assist with inventory responsibilities
Assign duties, responsibilities and stations to employees in accordance with work requirements
Manage and motivate employees through constant communication
We are looking for individuals who are
Honest and dependable
Enjoy learning with an open mind, passionate and creative
Friendly and enjoy working with others and seek to enhance team morale
Positive attitude and be able to stay calm under pressure
We offer
Great pay with bonus
Free food during your shift and employee discount
No-cost premium health benefits for full time employees
Friendly, fair and supportive work environment
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Take orders, answers questions about the menu and food, sells the restaurant's food and drinks, takes payment, communicates orders with the kitchen staff, seats customers, and helps with customer service and cleaning.
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Nov 25, 2019
Full time
Take orders, answers questions about the menu and food, sells the restaurant's food and drinks, takes payment, communicates orders with the kitchen staff, seats customers, and helps with customer service and cleaning.
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
POSITION: Resident Coordinator
PROGRAM/LOCATION: Cold Weather Shelter (CWSP)/ Mountain View , CA
SHIFT: Day, Swing, Grave, On-call
SUPERVISOR: Shelter Site Manager
STATUS: Non-exempt
Apply Online: https://homefirstservices.bamboohr.com/jobs/view.php?id=64
PROGRAM SUMMARY:
HomeFirst has operated the Cold Weather Shelter Program (CWSP) since 1987 to provide temporary shelter during the cold weather and rainy season to people who are homeless. Our focus is on providing a safe environment and the basic necessities of life. Resident Coordinators are responsible for the care and supervision of the clients staying at the shelter.
DUTIES/RESPONSIBILITIES:
Direct Client Service (90%)
Responsible for the care, welfare, safety, and security of clients during their shelter stay
Ensure fair procedures and practices, as well as safety within the facility
Provide information and referrals to shelter guests
Assist with daily set-up and break-down of the shelter, including setting up sleeping mats, tables and chairs, etc., and for any special events or activities as needed
Welcome clients and volunteers to the facility
Check clients into and out of the facility using the HMIS database
Distribute clothing, linens, toiletries, and any other items supplied by the program
Provide general site clean-up, reporting any maintenance or janitorial needs to the Shift Manager or Services Director in a timely manner
Conduct bed, facility, and perimeter checks
Assist with monitoring meals and determining meal counts where appropriate
Complete intake of homeless guests as required
Handle all emergencies by contacting appropriate staff/agencies
Report any incidents and complete incident report
Participate in meeting the program’s service delivery goals and outcomes as outlined in the service management plan
General (10%)
Represent HomeFirst and the program appropriately to volunteers, donors, outside agencies and the general public
Assist with office-related tasks as needed
Attend meetings, workshops and trainings as requested
Perform other duties as assigned by supervisor
QUALIFICATIONS:
Education and Experience
High School Diploma or GED
Experience working with the homeless population preferred
Experience in customer service preferred
Skills, Abilities, and Knowledge
Ability to work with people of diverse social backgrounds
Ability to take direction
Strong written and oral communication skills
High level of flexibility and ability to prioritize appropriately
Ability to present oneself and the agency professionally to internal and external audiences
Ability to work as a member of a team
Ability to regularly lift up to 30 lbs.
Characteristics
Sensitivity to the needs of homeless individuals and families
Observant of the environment and the people within it
Desire to continually develop skills and increase knowledge
Values being part of a coordinated team
High level of professionalism with internal and external audiences
Strong sense of accountability
ABOUT THE AGENCY:
We serve more than 4,000 adults, veterans, families, and youth each year at seven locations, including the Boccardo Reception Center, which is the county’s largest homeless services center. In more than 35 years of experience, we’ve learned that everyone has the potential to get housed and stay housed. We are relentlessly focused on eliminating barriers to housing and stability for everyone we serve.
Home First is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or any other status protected by law.
LOCAL APPLICANTS ONLY.
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.
Nov 20, 2019
Full timePart time
POSITION: Resident Coordinator
PROGRAM/LOCATION: Cold Weather Shelter (CWSP)/ Mountain View , CA
SHIFT: Day, Swing, Grave, On-call
SUPERVISOR: Shelter Site Manager
STATUS: Non-exempt
Apply Online: https://homefirstservices.bamboohr.com/jobs/view.php?id=64
PROGRAM SUMMARY:
HomeFirst has operated the Cold Weather Shelter Program (CWSP) since 1987 to provide temporary shelter during the cold weather and rainy season to people who are homeless. Our focus is on providing a safe environment and the basic necessities of life. Resident Coordinators are responsible for the care and supervision of the clients staying at the shelter.
DUTIES/RESPONSIBILITIES:
Direct Client Service (90%)
Responsible for the care, welfare, safety, and security of clients during their shelter stay
Ensure fair procedures and practices, as well as safety within the facility
Provide information and referrals to shelter guests
Assist with daily set-up and break-down of the shelter, including setting up sleeping mats, tables and chairs, etc., and for any special events or activities as needed
Welcome clients and volunteers to the facility
Check clients into and out of the facility using the HMIS database
Distribute clothing, linens, toiletries, and any other items supplied by the program
Provide general site clean-up, reporting any maintenance or janitorial needs to the Shift Manager or Services Director in a timely manner
Conduct bed, facility, and perimeter checks
Assist with monitoring meals and determining meal counts where appropriate
Complete intake of homeless guests as required
Handle all emergencies by contacting appropriate staff/agencies
Report any incidents and complete incident report
Participate in meeting the program’s service delivery goals and outcomes as outlined in the service management plan
General (10%)
Represent HomeFirst and the program appropriately to volunteers, donors, outside agencies and the general public
Assist with office-related tasks as needed
Attend meetings, workshops and trainings as requested
Perform other duties as assigned by supervisor
QUALIFICATIONS:
Education and Experience
High School Diploma or GED
Experience working with the homeless population preferred
Experience in customer service preferred
Skills, Abilities, and Knowledge
Ability to work with people of diverse social backgrounds
Ability to take direction
Strong written and oral communication skills
High level of flexibility and ability to prioritize appropriately
Ability to present oneself and the agency professionally to internal and external audiences
Ability to work as a member of a team
Ability to regularly lift up to 30 lbs.
Characteristics
Sensitivity to the needs of homeless individuals and families
Observant of the environment and the people within it
Desire to continually develop skills and increase knowledge
Values being part of a coordinated team
High level of professionalism with internal and external audiences
Strong sense of accountability
ABOUT THE AGENCY:
We serve more than 4,000 adults, veterans, families, and youth each year at seven locations, including the Boccardo Reception Center, which is the county’s largest homeless services center. In more than 35 years of experience, we’ve learned that everyone has the potential to get housed and stay housed. We are relentlessly focused on eliminating barriers to housing and stability for everyone we serve.
Home First is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or any other status protected by law.
LOCAL APPLICANTS ONLY.
When applying, please note that you saw the job posted on the NOVA Job Board. If you need help with your resumé, please see a NOVA Career Advisor.