Client Administrator (Financial Services)
Branch Office Administrator Job 32 miles from Painesville
M-F 8 to 5 pm EST
The Client Administrator (CA) The CA will administer this book of business with emphasis on client service and daily administrative duties. The CA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related improvements, while supporting RMs in retaining clients and identifying areas to improve existing relationships and processes.
The CA is the first point of contact with institutional clients' front office staff, or backup to an RM for all servicing needs and inquiries, including actual transaction execution and processing. The CA may independently ensure that client inquiries are resolved in a timely manner and is comfortably, accurately, and appropriately communicating with clients and third parties. The CA is also responsible for independently monitoring the accounts to ensure compliance with company's policies and procedures as well as regulatory guidelines.
Responsibilities:
The main focus of administrative activities relate to client satisfaction/consulting and oversight responsibilities associated with all legal, ERISA, reporting aspects and client issues/resolution involving the following: trust/custody, corporate escrow, benefit disbursements, investment management, and commercial bank account services/activities, as well as maintaining the integrity of associated compliance aspects. The CA proactively services assigned clients by maintaining a high standard of quality regarding the delivery of all client services, in addition to being accountable for the retention and growth of the book of business.
May independently work with client contacts to identify and describe problems. Is expected to contact involved operations parties to find resolution and convey to client for closure.
Establishes rapport and effectively coordinates all service issues across product lines to deliver quality service to external and internal clients.
Understands client requirements; works with approved product offerings and constructs creative solutions to meet these requirements.
Proactively assists in the administration of qualified plans, master trust custody, non-profit and investment management accounts.
Strives to eliminate all charge-offs and cash processing errors by making sure that the execution of all cash processing transactions are in accordance with existing procedures.
Reviews and manages daily cash reports for cash overdrafts and uninvested cash, as well as making sure that the cash is invested appropriately.
Qualifications Required:
2+ years experience within proxy/financial services environment with resultant knowledge of the securities industry and related products.
Exhibits the ability to actively listen, comprehend and execute.
Displays excellent written and verbal communication skills.
Excellent ability to understand the scope of each project, prioritizes tasks, and effectively manages time.
Education and/or experience equivalent to a BS degree in Business Administration.
Proficiency in Microsoft Excel, Word, Access, PowerPoint and Outlook.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Pushpendu
Email: *****************************
Internal Id: 24-23884
Branch Office Administrator
Branch Office Administrator Job 31 miles from Painesville
Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the phone - the first face they see when they walk in the door. You have many responsibilities, but the most important is getting to know your clients so well that you not only help them identify their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most cherished financial goals.
Job Overview
Position Schedule: Full-Time
Branch Address: Crown Centre, 5005 Rockside Rd Suite 960, Independence, OH 44131
If you find yourself looking for a fulfilling career, the Branch Office Administrator (BOA) role may be the right opportunity for you. BOAs team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients. Our BOAs are a valued part of the client team, and we credit much of our success to their unique experiences and professional backgrounds. We value different viewpoints to help achieve results.
We'll give you the support you need. Our team will be there every step of the way, providing:
Comprehensive 6-month training including an experienced peer to help mentor you
A wide support network that extends from your branch office to your region to the home office
You'll often work independently but will have a team of thousands backing you every step of the way
Can you see yourself...
Delivering exceptional personalized service to ensure clients feel understood and informed
Taking an active role in the annual business planning process to assist in developing strategies for the upcoming year
Actively listen for situations in the clients' lives that may indicate a need for additional services
Driving marketing activities such as planning and executing events
You can also expect...
A culture of continuous improvement and professional development reflecting a respect for individuals and their unique contributions
An inclusive environment where everyone's different viewpoints are valued and help to achieve results.
We recognize individual efforts through a rewards program that promotes a long-term career, your financial security and you and your family's well-being
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the BOA role.
Hiring Minimum: $20.04
Hiring Maximum: $23.43
Read More About Job Overview
Skills/Requirements
What characteristics would make you a successful BOA?
Ability to deepen and broaden client relationships
Ability to identify opportunities to create efficiency
Strong ability to work independently
Ability to manage multiple priorities in a deadline driven environment
Proficient in current and new office technology
Willingness to learn how financial services/markets work
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-BOA
Administrative Specialist
Branch Office Administrator Job 21 miles from Painesville
The
Administrative Specialist
at Irontrax is responsible for efficiently entering, updating, and maintaining data across various systems to ensure operational accuracy. This role collaborates closely with team members to maintain data integrity and may assist appraisers with report review. The ideal candidate will demonstrate exceptional attention to detail, strong communication skills, and the ability to manage tasks independently.
This position will begin in office and move to hybrid once training is complete.
Supervisory Responsibilities:
None
Duties & Responsibilities:
Enter and update data in company databases (Salesforce) and maintain accurate records.
Verify data accuracy by comparing entries to source documents.
Retrieve and compile requested data from databases or electronic files.
Collaborate with team members to ensure accuracy and completeness of data.
Perform regular data backups to ensure secure data preservation.
Maintain confidentiality and ensure compliance with company data integrity and security policies.
Assist with report review for appraisers, as needed.
Perform other duties as assigned.
Knowledge, Skills & Abilities:
Proficient in Microsoft Office (Excel, Word, Teams) and office software such as Salesforce (CRM) and QuickBooks.
Strong verbal and written communication skills.
Excellent organizational skills and ability to manage multiple tasks and meet deadlines.
Attention to detail and accuracy, with the ability to work independently.
Knowledge of accounting practices and procedures (a plus).
Transcription experience (a plus).
Education & Experience:
Associate degree or equivalent preferred
A minimum of 3 years of related work experience
Travel Required
None
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Please be aware that for this position, successfully passing both a background check and a drug screening is a requirement.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Executive Office Administrator
Branch Office Administrator Job 31 miles from Painesville
Are you a skilled Executive Office Administrator seeking an opportunity to work for a small business that has a huge impact on the lives of others? Do you have a passion for financial planning services and love being the gatekeeper for an executive? If so, STOP! We have the position for you! This role will be responsible for coordinating schedules with staff and clients, compliance oversight, meeting the day-to-day needs of the office, and supporting the President with administrative tasks. Experience in a financial planning services environment is required at this time.
Comp B.O.E $65K-$85K plus bonus
Why you'll love it hre:
Consistent, flexible schedule M-F, open to hybrid options
Work alongside other caring individuals like yourself!
Be part of a growing firm in a warm and creative environment
Competitive benefits package and 401K
What you'll need to succeed:
Understanding of life insurance, financial planning, and/or wealth management
Ability to use CRM systems
Experience giving support to an executive or running an office
Highly organized with a keen eye for detail and fantastic follow-through skills
Flexible to the needs of a small, private company
Warm, caring nature, and a team player!
Some of your day-to-day responsibilities:
Provide top-tier administrative support, ensuring seamless coordination and communication among the executive team, and contributing to the overall efficiency of the office
Act as liaison between Executive and external business associates to ensure that all matters are attended to in an efficient, professional and timely manner
Responsible for meeting coordination, communication tools, video conferencing and scheduling, and organizing proper venue/room setup as needed
Calendar and database management in SharePoint and CRM
Assist in compliance oversight and licensing
Coordinate client and new business meetings efficiently
General office management
Interested? Apply Now! Or send your resume to ariehl@staffsol.com
Administrative Support Specialist
Branch Office Administrator Job 28 miles from Painesville
Admin Support Specialist
Duration: PERM
Shift: 1st ; 8AM-5PM, 30 hours a week, flexible schedule, (training the first 2-3 weeks will be 6 hours a day)
Salary: $40k-$52k
High School Diploma, GED or associate's degree
3+ of experience within Administration
Excellent customer service experience and phone presence.
Understanding of basic accounting, A/P and SOH systems
Day to Day:
Insight Global is seeking an onsite
Admin Support Specialist
for one of our largest clients in
Cleveland, OH
. On a day-to-day basis this candidate will need to have daily interactions with the tenants of the building, maintain and managing budgets for the building (daily spend transactions), and help with Facility Manager (SOH) support - reporting, DAS invoices. They will also be in charge of processing invoices in A/P system, processing work orders (SOH system) and maintain contracts/contractors via tracker (SOH). They will also need to be able to process access badges, credit card expense report and track maintenance staff support.
Administrative Assistant
Branch Office Administrator Job 31 miles from Painesville
Job Title: Administrative Assistant
Job Type: Full-Time
We are seeking a proactive and organized Administrative Assistant to support our financial advisory team. This individual will play a key role in managing daily operations, providing top-tier customer service, and supporting the financial advisor in various administrative tasks. The ideal candidate is self-motivated, detail-oriented, able to multitask efficiently, and takes the initiative to address client and team needs.
Key Responsibilities
Serve as the primary point of contact for client inquiries, providing exceptional customer service and managing communication between clients and the financial advisor.
Schedule and coordinate client meetings, including preparing necessary documentation and follow-ups.
Assist in preparing financial documents, reports, and presentations as required by the advisor.
Maintain and organize client files and databases, ensuring all information is up-to-date and accessible.
Handle general administrative tasks such as answering phone calls, managing emails, and organizing the office environment.
Process new account applications, transfers, and other client paperwork accurately and in a timely manner.
Track and follow up on client requests, ensuring resolutions are achieved quickly and professionally.
Monitor compliance requirements and ensure all client interactions and files meet regulatory standards.
Assist with marketing efforts, such as updating client communication materials and managing social media presence.
Other duties as assigned by the financial advisor to support office efficiency and client satisfaction.
Qualifications
High school diploma or equivalent required; associate's or bachelor's degree preferred.
Prior administrative or customer service experience in financial services is a plus.
FINRA registrations (Series 6, 7, or 63) preferred but not required.
Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and financial software.
Experience using the CRM Redtail is a plus.
Strong organizational skills and attention to detail, with the ability to manage multiple tasks simultaneously.
Excellent communication and interpersonal skills.
Demonstrated ability to work independently and take initiative.
Additional Attributes
A proactive and solution-oriented mindset.
Ability to maintain client confidentiality and handle sensitive information with discretion.
Strong time management skills and ability to prioritize workload effectively.
A positive and upbeat personality
Other Information
Competitive compensation based on experience.
Vantage offers a suite of employee benefits including PTO, health insurance, dental/vision, ancillary insurance, 401k employer match and more.
This is an in-office position at our home office in Independence, OH. After a probationary period and with proven performance, there is an opportunity to work approximately 1 day per week remotely.
Administrative Support Specialist
Branch Office Administrator Job 25 miles from Painesville
Primary Responsibilities:
Filing and Data Entry: Accurately file physical and digital documents, and input data into company systems.
Inventory Management: Organize and maintain the maintenance department inventory, including parts, files, and invoices.
Record Management: Prepare and package files for off-site storage.
Physical Labor: Work on the shop floor, requiring the ability to lift up to 50 lbs. and wear appropriate personal protective equipment (PPE).
Qualifications:
Strong organizational and time management skills
Attention to detail and accuracy
Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
Ability to work independently and as part of a team
Physical fitness to lift heavy objects and work in a shop floor environment
Preferred Qualifications:
Previous experience in administrative or clerical roles
Knowledge of inventory management systems
Experience working in a manufacturing or industrial setting
Cleveland OH - Full Time Site Assistant
Branch Office Administrator Job 28 miles from Painesville
Job Description
The ideal security officer schedule: 24-32 hours per week (fill in for officers on vacation, with time off, etc.)
Pay Rate $15/hour
Shifts available: Full Time/Part-time weekends 12-hour shifts
Company Benefits
Dental Insurance
Vision insurance
Health insurance
Life insurance
Paid time off
Paid training
Uniforms provided
Are you looking to put your exceptional customer services skills to work while providing a sense of safety and security site assistant? We would love to hear from you. Security Patrols are the basis of this position, including foot patrols, watching for any irregularities at the site, and calling local authorities to respond to emergency issues. Daily Activity Reports (DAR) must be completed documenting internal and external incidents related to the building. Be the eyes and ears of the client by reporting any safety or maintenance concerns.
About Us: Edifice Protection Group Inc. is a Nation-wide Private Security Company. We provide Security Solutions for our Customers and their facilities throughout the United States. Through continuous learning, industry knowledge, and innovative thinking our team is poised to bring the best possible solutions. Our clients, distinctive in stature and structure, benefit from our forward thinking ideals and expertise.
Dishwasher / Utility / Bake Assist
Branch Office Administrator Job 28 miles from Painesville
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Dental insurance
Employee discounts
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Dishwasher/Utility/Bake Assist Employee : No experience necessary. We will train the right person to be an awesome member of our team!
We offer a fast-paced and fun Team Culture, Competitive Pay, Performance Bonuses, Employee Discounts, and More!
Position Summary:
Dishwasher/Utility/Bake Assist Employee Description:
The Dishwasher/Utility/Bake Assist Employee washes dishes from the Baking and Frosting departments and keeps the bakery clean, including floors, walls, bathrooms, shelves, etc. This role assists other departments as necessary, scooping cake batter, flipping cakes, folding boxes, labeling containers, etc.
Compensation:
The Dishwasher/Utility/Bake Assist employee will earn a minimum of $11.00 per hour to start. Candidates may be further compensated based on their drive, ability to learn quickly, and desire to improve. Additional compensation is available, including performance bonuses and other perks. Additional benefits may be available to those working a minimum of 30 hours per week.
Responsibilities may include but are not limited to:
Wash all pans and utensils from Frosting and Baking departments
Clean bathroom(s)
Keep walls, floors, shelves, and surfaces clean
Clean refrigerator and cooler units
Clean floor drains
Empty trash and take to dumpster
Assist Baker and Froster(s) with daily tasks
Assist other departments as necessary
Fold boxes and label containers
Additional Information:
All employees are eligible for performance bonuses and employee discounts. Please ask for details if granted an interview.
Office Coordinator I
Branch Office Administrator Job 46 miles from Painesville
At PEPCO we take great pride in our associates' passion, knowledge and experience. As a company with local roots and global reach, we thrive on the diversity of our associates and the different ways each of us contributes to our success. Whether you're just starting your career or have built up your expertise over the years, we trust our people's skills and give them the tools they need to reach their full potential.
Since 1929, Springfield Electric has focused on providing value to each customer throughout the electrical supply chain. The company has strategically expanded to include distribution centers throughout the Midwest, including Illinois, Indiana, Iowa, and Missouri, to better serve all customers locally and internationally. Today, Springfield Electric strives to continue the legacy of delivering exceptional customer service and value to the markets we serve.
As a part of Sonepar, a worldwide leader in electrical distribution, we have a global reach that allows us to offer excellent benefits and develop innovative solutions, while maintaining our strong local roots and close-knit culture.
PEPCO job advertisement
Why work for PEPCO?
Our Competitive Benefits?
401K Plan, Competitive Medical Plans (medical, dental, and vision), Paid Vacation, Paid Sick, Paid Personal, Paid Holidays, Flexible Spending Accounts (Health and Dependent Care), Employee Assistance Program, Tuition Reimbursement, Employee Discounts, Long-term and Short-term Disability, Life Insurance and a Definitive Career Path.
About PEPCO
Since 1929, Springfield Electric has focused on providing value to each customer throughout the electrical supply chain. The company has strategically expanded to include distribution centers throughout the Midwest, including Illinois, Indiana, Iowa, and Missouri, to better serve all customers locally and internationally. Today, Springfield Electric strives to continue the legacy of delivering exceptional customer service and value to the markets we serve. As a part of Sonepar, a worldwide leader in electrical distribution, we have a global reach that allows us to offer excellent benefits and develop innovative solutions, while maintaining our strong local roots and close-knit culture.
Stay up to date with Springfield Electric, follow us on Facebook and LinkedIn.
Equal Employment Opportunity Statement
Sonepar is an Equal Opportunity and Affirmative Action Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law.
EEO is the Law
Applicants and employees are protected under Federal law from discrimination. To learn more, Click here.
Pay Transparency Non-Discrimination Provision
Sonepar follows Executive Order 11246, including the Pay Transparency Nondiscrimination Provision. To learn more, Click here.
Office Administrator with QuickBooks (Manufacturing)
Branch Office Administrator Job 10 miles from Painesville
The Office Administration role will be responsible, but not limited to, for the following:
Accounts Receivables / Accounts Payables
General Ledger
Order Entry
Job creation for production
Time Entry
Cost Analysis
Scheduling
Providing Outstanding Customer Service
Communicating with Vendors on open orders
Answering Incoming Calls and Respond to Customer Inquiries
Maintain Accurate Records
Filing & Documentation Control
General office duties, as assigned.
job Requirements:
1-3 years experience Office Admin for Manufacturing company
High School diploma/GED preferred.
Passing background and drug test.
Good work ethic and history in the industry.
QuickBooks
Office Administrator
Branch Office Administrator Job 22 miles from Painesville
Job Description
We are looking for an energetic and trustworthy individual to quarterback a variety of office administration responsibilities. This role includes maintaining an organized office within a growing and energetic environment while taking lead roles on firmwide internal initiatives.
Roles and responsibilities include, but not limited to:
1. Executive Assistant
a) Email coordination – reviewing what’s relevant and prioritizing
b) To-Do/Follow Up Reminders – I said I would get back to so and so by x day, making sure its done
c) Calendar Appointment Organization – avoiding stacking appointments, finding time for priority meetings
d) Travel – bookings certain travel items, remember preferences (airlines/seating/hotels/etc)
2. Sales Support
a) Note taking on prospect calls
b) Filling out proposal template based on Partner feedback
c) Drafting Engagement letters from templates
3. Office Administration
a) Acting as virtual “front desk” – answering mainline, accepting deliveries, greeting clients (rare)
b) Supply Ordering and Inventory – refreshments, snacks, notebooks, printer supplies, etc.
c) Coordinating certain team activities – lunches, team building events, etc.
4. AP/AR Bookkeeping – More of a plus than a requirement
a) Following up on outstanding invoices
b) Collecting and organizing invoices for the firm to pay
c) Booking template entries into Firm general ledger
Company DescriptionGryphon is a rapidly expanding boutique accounting firm located in Beachwood, Ohio. We provide services to private equity, venture capital, hedge funds, and public funds registered with the SEC. We work with over 200 investment funds employing a variety of investment strategies. This is a truly unique opportunity as Gryphon is the only adviser in Northeast, Ohio that provides a full suite of accounting and tax services specifically to the investment company industry.Company DescriptionGryphon is a rapidly expanding boutique accounting firm located in Beachwood, Ohio. We provide services to private equity, venture capital, hedge funds, and public funds registered with the SEC. We work with over 200 investment funds employing a variety of investment strategies. This is a truly unique opportunity as Gryphon is the only adviser in Northeast, Ohio that provides a full suite of accounting and tax services specifically to the investment company industry.
Office Coordinator | Clinical Practices of LECOM Institute for Successful Living
Branch Office Administrator Job 26 miles from Painesville
**Search for a Provider, Specialty, Service or Location** * Office Coordinator The Clinical Practices of LECOM Institute for Successful Living is seeking a full time Office Coordinator for our growing multi-specialty physician office. This position is responsible for greeting patients as they check-in and offer them friendly and prompt assistance while coordinating the patients' care. While patients check-out will review the provider's orders to determine the necessary treatment plan, by scheduling follow up appointments and / or diagnostic testing and collecting outstanding balances for coinsurances. This individual will assist in authorizations and office duties. This individual will also assist with incoming patients, phone calls, and other duties as needed.
Previous experience a plus but not required.
**BENEFITS:**
LECOM's full time employees enjoy the availability of an industry leading benefits package including:
* ASK ABOUT OUR NEWEST BENEFIT, Child Care subsidy of up to $200 / month
* Highmark BC/BS Medical Insurance with employee-only coverage costing only $55/ month!
* Full Family Medical Insurance is only $270/month!
* Employees with LECOM Medical Insurance can take advantage of waived co-pays and deductibles at LECOM physicians and Millcreek Community Hospital.
* Dental and Vision insurance
* 403(b) Retirement Plan with Employer Matching of 100% after completing one year of service!
* Generous paid time off accruals - vacation and sick time
* 6 paid holidays each year
* Life Insurance and AD&D Insurance is provided to all Full Time employees at no cost!
* Employee referral program
* Employee appreciation/recognition events
* Employee assistance program and discounted membership at the LECOM Fitness and Wellness Center
* **High School Education**
* High School NameHigh School AddressHigh School Course/MajorHigh School Year of Graduation
* **College Education**
* College NameCollege AddressCollege Major/SubjectCollege Year of Graduation
* **Graduate Education**
* Graduate School NameGraduate School AddressGraduate School Major/SubjectGraduate School Year of Graduation
* **Technical or Professional Education**
* Technical or Professional School NameTechnical or Professional School AddressTechnical or Professional School Major/SubjectTechnical or Professional School Year of Graduation
* School NameSchool AddressSchool Major/Subject
* **Professional Licenses or Certifications (Including Nursing and CPR).**
* To add more licenses or certifications, click the plus symbol on the right. You may add up to ten. TypeState IssuedRegistration #Effective DateExpiration Date
Dental Office Coordinator
Branch Office Administrator Job 31 miles from Painesville
Check out our facility! Click here to watch Dental Office Coordinator Working Hours: Full-time, Monday to Friday 9AM-5PM, On-Site (remote work not available) Job Summary ROE is a renowned full-service dental laboratory with a rich legacy dating back to the 1920s. For decades, we have forged lasting partnerships with dentists, prioritizing patient satisfaction and minimizing chair time. Our team of highly skilled technicians is committed to delivering top-quality services and exceptional customer experiences.
We are looking for someone to join our Guided Surgery team who will act as first point of contact to all customers. Organizes and facilitates clerical administrative duties for the department. Performs a variety of cross-functional clerical and office support duties to include telephone, scheduling, and data entry duties.
Responsibilities
Deliver unparalleled customer service, embodying the ROE commitment to customer satisfaction.
Manage department email inbox by monitoring and respond promptly to inbound Guided Surgery emails.
Document Distribution: Fulfill customer requests by sending necessary documents.
Data Management: Download and accurately store case records in the company's internal network folders
Schedule meetings with customers and Guided Surgery Planners
Monitor and engage with the Customer Service Department via Teams chat.
Data Entry: Accurately schedule cases through Phase 1, 2, and 3.
Aid customers in managing their online accounts.
Maintain doctor account notes in our lab management system
Regularly analyze various reports, including tracking cases on hold, cases past due dates, cases outsourced, and more.
Assist in managing department workflow to optimize case communication and processing.
Miscellaneous Tasks: Undertake various tasks as assigned by management to support company needs.
Qualifications and Skills
High School Diploma or GED required; an Associates degree or higher is preferred.
A minimum of 2 years of dental or medical experience is preferred.
Exceptional communication and problem-solving skills, with a focus on efficiency.
Proficiency in technology and advanced computer navigation skills.
Strong attention to detail, organizational skills, and decision-making abilities.
Ability to work both independently and collaboratively as part of a team.
Demonstrated ability to anticipate issues and handle them independently.
Benefits
Medical Insurance
Vision Insurance
Life Insurance
In-House Dental
401(K) Plan
PTO for most Holidays
Branch Administrator
Branch Office Administrator Job 28 miles from Painesville
About this Job The Branch Sales Administrator. Works closely with the onsite Branch Manager, the Branch Sales Administrator is responsible for many administrative/clerical functions. What you will do: Perform clerical/administrative support function in the office including answering the telephone, filing, copying, ordering supplies, etc.
Maintain supply room materials ensuring appropriate inventory and most current printed documents.
Receive visitors to the office in a professional manner and provide notification to appropriate individuals.
Arrange for meeting and/or catering needs as requested.
Coordinate resolution of issues pertaining to office operations (e.g. IT, office supplies and equipment, etc).
Enter transactions into the appropriate blotters.
Qualifications
What you need to have:
1+ year of proficiency with Microsoft Office tools (Word, Excel, Powerpoint)
Must have High School diploma or GED
Previous administrative experience helpful
Really catch our eye with:
Demonstrate a real passion for providing high level responses
Keen eye for detail
Highly responsive to coaching and training
Able to work well independently and within a team environment
Our top performers share the following traits:
Adaptable to change in a fast paced environment
Courteous and Responsive
Superior listening skills
Positive role model to colleagues
Team player attitude
Energetic and results-oriented
What we give you in return:
Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks,Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, and Summit Brokerage Services.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.
Office Administrator (Part-Time) - Cleveland
Branch Office Administrator Job 28 miles from Painesville
**Applicant Portal** : **Job Details: Office Administrator (Part-Time) - Cleveland** Office Administrator (Pert-Time) - Cleveland **About the business and the role** At SLR Consulting, we celebrate a ‘One Team Culture', where bringing together diversity of thought and expression is key to building the best team to deliver excellent results. We strive to create an inclusive workplace where we value different experiences and look to create a culture where everyone belongs. The SLR culture is underpinned by our 5Bs which, in short is to Be safe, Belong, Be trusted, Be yourself and Be successful.
SLR Consulting is an international environmental consultancy with a globally recognized reputation for providing high quality tailored services. With offices throughout the Asia Pacific (APAC), Europe, North America, and Africa regions, SLR Consulting is one of a very small number of leading international specialist environmental consultancies. We have committed to being a Climate Neutral Business by 2030 and have a long-term commitment to align with global net zero ambitions.
Using your previous experience, you will assist the growing Cleveland team to deliver comprehensive, professional, and seamless administration and project support. You will be working with a dynamic, diverse, and supportive team in a busy and productive environment.
**Job tasks and responsibilities**
Your main responsibilities will include (but are not limited to):
* Reception/Customer service duties.
* Proactively managing the daily running of the office, including mail, deliveries, picking up supplies, office orders.
* Assistance with deliverables, including MS Word formatting, referencing, finalising of reports, collation of information, scanning and binding.
* Assisting project managers in drafting proposals and tenders including compiling, reviewing, formatting and submission of documents.
* Assisting in coordinating events and activities for the office, including client meetings and SLR sponsored industry events.
* Coordinating vehicle and equipment maintenance/management.
* Financial management including POs, service invoice payments/management, master card payments and reconciliation, expense claims, client invoicing and project assistance.
* Assisting with office health and safety management, including visitor sign in, office safety checks, maintaining safety equipment (i.e. fire extinguishers) and reporting within the QSR system.
* Travel and accommodation arrangements for staff and assisting with staff expense claims.
* General support to the Office Manager.
**Skills and experience**
You will ideally have 1-3 years' experience in an administration role with proven experience in these areas. Ideally you would have worked within a consulting / professional services environment and a genuine interest in an environmental solutions firm will be highly regarded.
* Great organisational skills and multitasking abilities
* A positive attitude with an energetic approach to a variety of tasks
* Intermediate to advanced knowledge of Word, Outlook, PowerPoint, and Excel
* Exceptional communication skills (written and verbal)
* Proven experience in administration for medium-large organisations.
**Our benefits at SLR include**
Our culture is unique where we work together to collaborate on projects to get the best possible outcome for our clients. Whether you're working in the office, from home or a mix of the two, we recognise that every person is different, and our benefits aim to ensure that we cater for all, including:
* Extra paid purchased leave up to 10 days so you can re-energize, help others, support family, or focus on your own professional development.
* Inclusive parental leave policy that supports all parents throughout their parenting journey which includes 14 weeks primary carer and 6 weeks secondary carer leave (with the option to access an additional 8 weeks of leave if you become the primary care within 18months of the birth or adoption of the child)
* Learning and development which includes a mapped career progression path, study assistance and up to 3 professional memberships subsidised by SLR.
* Global and regional mobility and recruitment referral bonus for both region and global candidates.
* Access to The Hive - an SLR platform of employee benefits, discounts, discounts (from 100's of major retailers) reward, recognition and wellbeing
* Other benefits include regular office social events, service anniversary awards, salary sacrificing (novated car lease and superannuation) an online corporate uniform shop where you get $100 annually to spend, and an Employee Assistance Program to support your physical, mental and social well-being.
We know it can sometimes be difficult and frustrating applying for roles; wondering if the role is right for you and if your experience is right for SLR. Many people won't apply for roles unless they feel they tick every box on the checklist. At SLR we look for many different skills and technical competencies and we're always looking for how new team members can add value to the business and to our culture. If you think this role isn't quite for you, but you have a desire to work with us, we'd still love to hear from you!
We make hiring decisions based on your experience, skills and passion. Please note that interviews are conducted with gender diverse interview panels to the best of our ability. When you apply, please tell us the pronouns you use and any reasonable adjustments you may need during the interview process.
*Unsolicited resumes from recruitment consultants will not be accepted. You must be part of the preferred supplier agreement list which is coordinated through our Talent Acquisition team.*
Office Administrator
Branch Office Administrator Job 27 miles from Painesville
**Where Purpose and Opportunity Align** Office Administrator page is loaded **Office Administrator** **Office Administrator** locations Bedford Heights, OH time type Full time posted on Posted 30+ Days Ago job requisition id R0190731 **Service Center**
**Caliber Collision** has an immediate job opening for an **Office Administrator** to perform all-purpose duties, which may include, but not limited to assisting with providing the front office teammates with the necessary tools, training and information to effectively perform their job, providing accurate and timely payroll and HR-related administration and recordkeeping for all center associates, maintain Accounts Receivables, Accounts Payable accounts and Cash Handling procedures to company standards, and provide a world class customer experience to all customers by ensuring center's consistent application of all Caliber Standard Operating Procedure's through ongoing training and monitoring.
**BENEFITS OF JOINING THE CALIBER FAMILY**
* **Benefits from day one:** Immediately eligible for medical, dental and vision
* **Industry Comparable Pay** - Paid weekly and eligible for overtime
* **Paid Vacation & Holidays** - Can begin accruing day 1
* **Career growth opportunities** - we promote from within!
* **A career for life:** You'll gain hands-on experience within a production shop.
**REQUIREMENTS:**
* 2+ years of experience within a customer facing environment
* 1+ years of experience with Accounts Payable, Accounts Receivable and Payroll (Preferred)
* Must have a valid driver's license and be eligible for coverage under our company insurance policy
**ABILITES/SKILLS/KNOWLEDGE**
* Effective verbal and written communication skills
* Ability to navigate multiple software systems, i.e., Microsoft Office Suite
* Work through competing priorities and adapt easily to a fast-paced environment
* Ability to provide personable, friendly customer service to internal and external customers
**About Caliber**
Founded in 1997, the Caliber portfolio of brands has grown to more than 1,600 centers nationwide and features a full range of complementary automotive services, including , one of the nation's largest auto collision repair providers across more than 40 states and for glass repair and replacement.
Caliber was recognized as the only company of its kind to make the Forbes list of "America's Best Large Employers," an honor awarded to companies with high employee satisfaction. Caliber was also the only auto service provider to receive an Inc. 2021 Best in Business gold medal in the Extra-Large Company (500+ employees) category, recognizing Caliber for going above and beyond to make a positive impact. With the purpose of , Caliber's more than 25,000 teammates are committed to getting customers back on the road safely-and back to the rhythm of their lives-every day. Dedicated to providing an outstanding customer experience, Caliber continues to rank among the highest customer satisfaction scores in the industry. Caliber is an equal opportunity employer that is committed to inclusion and diversity. Learn more about Caliber at
At Caliber, our purpose is Restoring the Rhythm of Your Life . It drives us. It's the promise we make to our guests AND our teammates. These five core values help us deliver on that promise everyday.
Caliber provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including (but not limited to) recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training
Caliber provides reasonable accommodations to qualified individuals with disabilities and disabled veterans in the application process. If you need assistance or an accommodation due to a disability, you may contact ************************** .
Branch Administrator
Branch Office Administrator Job 28 miles from Painesville
Description About this JobThe Branch Sales Administrator. Works closely with the onsite Branch Manager, the Branch Sales Administrator is responsible for many administrative/clerical functions. What you will do:Perform clerical/administrative support function in the office including answering the telephone, filing, copying, ordering supplies, etc.Maintain supply room materials ensuring appropriate inventory and most current printed documents.Receive visitors to the office in a professional manner and provide notification to appropriate individuals.Arrange for meeting and/or catering needs as requested.Coordinate resolution of issues pertaining to office operations (e.g. IT, office supplies and equipment, etc).Enter transactions into the appropriate blotters. Qualifications What you need to have:1+ year of proficiency with Microsoft Office tools (Word, Excel, Powerpoint) Must have High School diploma or GEDPrevious administrative experience helpful Really catch our eye with:Demonstrate a real passion for providing high level responses Keen eye for detail Highly responsive to coaching and training Able to work well independently and within a team environment Our top performers share the following traits:Adaptable to change in a fast paced environment Courteous and ResponsiveSuperior listening skills Positive role model to colleagues Team player attitude Energetic and results-oriented What we give you in return:Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks,Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, and Summit Brokerage Services. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.
Office Administrator
Branch Office Administrator Job 28 miles from Painesville
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Office Administrator will provide assistance to borrowers in a call center environment. This position is responsible for providing outstanding customer service experience for loan customers, third party requestors, and internal CrossCountry Mortgage staff. The Office Administrator is the first point of contact for customer telephone calls and e-mails to ensure satisfaction and loyalty by assisting in and resolving a wide variety of loan servicing inquiries. This position performs all duties in accordance with company policies and procedures and all state and federal regulations.
Job Responsibilities:
Responsible for the new loan set up on the sub-servicing system.
Perform outbound calls and receive inbound calls from borrowers.
Pull all required documents for the new loans.
Follow up with appropriate departments to obtain missing documents.
Reconcile and monitor data accuracy on the MERS systems.
Work with insurance companies to reflect the proper mortgagee clause.
Monitor and collect first payments from mortgagors.
Respond to inquiries from mortgagors on their loan account.
Qualifications and Skills:
Associate's degree or higher in business related field or equivalent combination of education/experience.
Minimum of 2 years of experience in banking or financial related field.
Working knowledge of loan documentation, loan systems, operations, and accounting.
Excellent communication and customer service skills.
Advanced organization skills and attention to detail.
Proficient with Microsoft Office Excel and Word.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ***********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Business Office Associate
Branch Office Administrator Job 34 miles from Painesville
Job Description
Business Office Associate
Team up with BPI Information Systems to be part of the rapid growth in network engineering. We provide work/life balance, health benefits, vision, and dental benefits, 401K with match, and continuing education. We guarantee a collaborative, and motivating work environment. At BPI you will make an impact on the world by helping clients solve complex infrastructure and security problems every day!
BPI is seeking a professional Entry Level Procurement/Customer Service Associate to work in our Brecksville, Ohio office. We are looking for problem solvers representing our core values.
· Accountable
· Team
· Partnership
· Evolutionary
· Positive+
Duties/Responsibilities:
· Problem solving.
· Enter and place Sales orders.
· Track/update orders.
· Communicate effectively.
· Run a ticket board.
· Run Report.
· Post payments from customer and vendors
· Track Receivables and follow up on outstanding balances.
· Sort and distribute mail.
· Process SAS scans from Service tickets
· Work with Shipping Receiving Department.
· Answer calls.
· Enter Service tickets.
· Schedule Data Plan Reviews, Technical Business Reviews/Network Assessments and a technician/engineer to be onsite.
· Track and enter warranty re-imbursements.
· Quote parts requested to customers.
· BPI Customer Portal Access.
· Greet customers.
Skills
· QuickBooks.
· ConnectWise.
· Bookkeeping.
Company DescriptionBPI Information Systems was established in 1976 and has served as a cornerstone for the IT industry in Northeast Ohio for over 40 years. Our team of experts provides best-in-class Infrastructure Solutions, IT Optimization, and Cybersecurity Services to both SMB and enterprise organizations. Our customers view us as an extension of their team and we help them leverage technology to gain an edge over their competition.Company DescriptionBPI Information Systems was established in 1976 and has served as a cornerstone for the IT industry in Northeast Ohio for over 40 years. Our team of experts provides best-in-class Infrastructure Solutions, IT Optimization, and Cybersecurity Services to both SMB and enterprise organizations. Our customers view us as an extension of their team and we help them leverage technology to gain an edge over their competition.