4 jobs found

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.    

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.