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.
SUMMARY:
The Maintenance Tech performs various maintenance duties necessary to maintain and enhance the value of the Sharon Green community and ensures that the community meets the quality maintenance standards set by Maximus Real Estate Partners, Ltd.
RESPONSIBILITIES/ESSENTIAL JOB DUTIES:
Prepare or assist in preparing all vacant apartments to a market ready condition.
Perform various community maintenance functions such as: Light Bulb Changes, Caulking, Filter Changes, Painting, Lock Repairs, Pool Maintenance, Install/Repair Window Coverings, HVAC Repairs Vinyl Repair & Installation.
Respond to resident service requests and concerns in a timely manner. Record activity in maintenance log.
Perform on-call emergency service as required.
Report maintenance concerns for repairs on vacates, models, clubhouse, and/or common areas to the Maintenance Supervisor.
Assist in keeping the grounds and common areas free of trash and debris.
Work closely with management and maintenance staff in developing an integral team that effectively represents the quality and professionalism of Maximus Real Estate Partners.
Consistently maintains a professional, courteous attitude when dealing with residents, coworkers and the general public, at all times, on or off the property.
Deliver various communications to residents as needed.
EDUCATION and/or EXPERIENCE:
High school diploma preferred. Trade school and/or military training a plus.
One to five years of verifiable hands-on general maintenance experience (i.e., plumbing, electrical, carpeting, painting, etc.) is preferred with proficiency in at least one major area.
Use of hand tools normally used in construction, maintenance, and landscaping such as hedge trimmers, power floor cleaners, carpet shampoo machines, paint sprayers, power drain cleaners, chain saws, key machines, and all chemicals associated with maintenance and landscaping essential job functions.
Valid drivers’ license along with good driving record and auto insurance is required.
COMPENSATION:
Hourly rate of $24-25
Excellent benefits including medical, dental, vision, commuter benefits, flexible spending accounts, 401k, and more.
TO APPLY:
Please follow this link: https://jobapply.page.link/U1TE
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
SUMMARY:
The Maintenance Tech performs various maintenance duties necessary to maintain and enhance the value of the Sharon Green community and ensures that the community meets the quality maintenance standards set by Maximus Real Estate Partners, Ltd.
RESPONSIBILITIES/ESSENTIAL JOB DUTIES:
Prepare or assist in preparing all vacant apartments to a market ready condition.
Perform various community maintenance functions such as: Light Bulb Changes, Caulking, Filter Changes, Painting, Lock Repairs, Pool Maintenance, Install/Repair Window Coverings, HVAC Repairs Vinyl Repair & Installation.
Respond to resident service requests and concerns in a timely manner. Record activity in maintenance log.
Perform on-call emergency service as required.
Report maintenance concerns for repairs on vacates, models, clubhouse, and/or common areas to the Maintenance Supervisor.
Assist in keeping the grounds and common areas free of trash and debris.
Work closely with management and maintenance staff in developing an integral team that effectively represents the quality and professionalism of Maximus Real Estate Partners.
Consistently maintains a professional, courteous attitude when dealing with residents, coworkers and the general public, at all times, on or off the property.
Deliver various communications to residents as needed.
EDUCATION and/or EXPERIENCE:
High school diploma preferred. Trade school and/or military training a plus.
One to five years of verifiable hands-on general maintenance experience (i.e., plumbing, electrical, carpeting, painting, etc.) is preferred with proficiency in at least one major area.
Use of hand tools normally used in construction, maintenance, and landscaping such as hedge trimmers, power floor cleaners, carpet shampoo machines, paint sprayers, power drain cleaners, chain saws, key machines, and all chemicals associated with maintenance and landscaping essential job functions.
Valid drivers’ license along with good driving record and auto insurance is required.
COMPENSATION:
Hourly rate of $24-25
Excellent benefits including medical, dental, vision, commuter benefits, flexible spending accounts, 401k, and more.
TO APPLY:
Please follow this link: https://jobapply.page.link/U1TE
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.
POSITION SUMMARY : The Maintenance Supervisor will be responsible for managing all maintenance operations and the oversight of a team responsible for the preventive maintenance and repair of company’s facilities, fleet, heavy equipment, and stationary equipment. Responsibilities will include all operational aspects of team management, budgeting, forecasting, business planning, and P&L reporting.
REPRESENTATIVE RESPONSIBIITIES : The following responsibilities are general duties that an employee in this position may or may not be required to perform. The actual duties required of this position will vary.
ESSENTIAL JOB FUNCTIONS:
Oversee personnel needs of the department including conducting daily shop huddles, fleet walks, coaching, training, and evaluating employee performance. Provide input into hiring, termination, compensation, and promotion decisions.
Manage related administrative matters for team, including payroll, employee records, PTO, records of all preventive and corrective maintenance performed, recording of all information into Company Maintenance Software.
Oversee planning and scheduling of all repair work to optimize productivity.
Perform inspections of outside repairs to ensure all work was properly completed in accordance with Company’s safety and compliance procedures and federal/state regulations; follow up where appropriate.
Track issues and conduct Quality Control Inspections (QCI’s).
Analyze the quality and effectiveness of the work performed.
Oversee repair diagnostics on more complex matters, provide coaching, and identify training opportunities where necessary.
Responsible for managing professional business relationships with external vendors and maintain knowledge of all equipment warranties
Oversee inventory control system to ensure necessary equipment and part levels are maintained and purchases are within budget.
Approve expenses and manage the budget for the maintenance shop(s).
Maintain knowledge of engine, emission systems, transmission, brake, hydraulic and electrical systems to perform advanced preventive and repair maintenance functions on heavy equipment and vehicles used by Company, both on site and on the road.
REQUIREMENTS REQUIRED :
High school diploma or GED
Valid State Driver’s License
Supervisory or Management experience, which includes the demonstrated ability to manage, coach, counsel, discipline, and develop employees
Demonstrated experience working with heavy equipment requiring a thorough knowledge of safe working practices, DOT, OSHA and other federal and state regulations
Financial and/or Project Management experience, which includes the demonstrated ability to prioritize work load and meet time sensitive deadlines
Previous experience with budget development and variance analysis; ability to provide financial forecasts; report and communicate analyzed data to management
Experience managing in a Union 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 20, 2019
Full time
POSITION SUMMARY : The Maintenance Supervisor will be responsible for managing all maintenance operations and the oversight of a team responsible for the preventive maintenance and repair of company’s facilities, fleet, heavy equipment, and stationary equipment. Responsibilities will include all operational aspects of team management, budgeting, forecasting, business planning, and P&L reporting.
REPRESENTATIVE RESPONSIBIITIES : The following responsibilities are general duties that an employee in this position may or may not be required to perform. The actual duties required of this position will vary.
ESSENTIAL JOB FUNCTIONS:
Oversee personnel needs of the department including conducting daily shop huddles, fleet walks, coaching, training, and evaluating employee performance. Provide input into hiring, termination, compensation, and promotion decisions.
Manage related administrative matters for team, including payroll, employee records, PTO, records of all preventive and corrective maintenance performed, recording of all information into Company Maintenance Software.
Oversee planning and scheduling of all repair work to optimize productivity.
Perform inspections of outside repairs to ensure all work was properly completed in accordance with Company’s safety and compliance procedures and federal/state regulations; follow up where appropriate.
Track issues and conduct Quality Control Inspections (QCI’s).
Analyze the quality and effectiveness of the work performed.
Oversee repair diagnostics on more complex matters, provide coaching, and identify training opportunities where necessary.
Responsible for managing professional business relationships with external vendors and maintain knowledge of all equipment warranties
Oversee inventory control system to ensure necessary equipment and part levels are maintained and purchases are within budget.
Approve expenses and manage the budget for the maintenance shop(s).
Maintain knowledge of engine, emission systems, transmission, brake, hydraulic and electrical systems to perform advanced preventive and repair maintenance functions on heavy equipment and vehicles used by Company, both on site and on the road.
REQUIREMENTS REQUIRED :
High school diploma or GED
Valid State Driver’s License
Supervisory or Management experience, which includes the demonstrated ability to manage, coach, counsel, discipline, and develop employees
Demonstrated experience working with heavy equipment requiring a thorough knowledge of safe working practices, DOT, OSHA and other federal and state regulations
Financial and/or Project Management experience, which includes the demonstrated ability to prioritize work load and meet time sensitive deadlines
Previous experience with budget development and variance analysis; ability to provide financial forecasts; report and communicate analyzed data to management
Experience managing in a Union 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.