Mid America Apartments jobs in Orlando, FL - 23 jobs
Property Manager
Ram Partners 4.4
Orlando, FL job
About Us
RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States. We specialize in multi-family community management for a variety of third-party owners. We are a service-oriented, hands-on company. Our brick and mortar are our people.
Compensation: $75,000 to $80,000 annually
Overview
Altis Grand Lake Willis is looking for a Property Manager with lease-up experience who can guide their team to ensure the community runs smoothly.
Making a career change or taking on a new role is a big decision. Here are some of the perks RAM has to offer:
Competitive compensation which includes bonuses outlined by the property commission structure.
15 days of paid time off per year (prorated based on your start date
9 paid holidays and 1 floating holiday per year
Medical, dental and vision insurance
401k with employer match
Company paid life insurance
Company paid short term and long-term disability after 1 year of service
Responsibilities
Oversee hiring, training, supervising, and motivating the property staff
Manage the community's revenue and expenses to ensure the budget and financial guidelines are met
Maintain accurate resident records, post all rent, deposits and fees and all A/P functions
Follows all policies and procedures for compliance with staff and residents
Complete building inspections and take appropriate action to ensure that the physical aspects of the property meet standards
Follow up on service requests with the maintenance team and ensure residents requests have been completed
Promote resident satisfaction by serving as a resource for residents to express their concerns and assist with resolution
Perform required reporting and administrative tasks with a high attention to detail
Qualifications
High School Diploma or equivalent, college degree is a plus
2 or more years of multi-family property management experience
Lease-up experience required
Bilingual Required
Valid Driver's license is required
Excellent verbal and written communication skills
Proficiency in Microsoft Office (Word, Excel)
Industry software experience (YARDI, E Site, etc.)
Able to multitask and meet deadlines in a timely manner
Willing to work flexible schedule including weekends
Legal authorization to work in the United States
RAM Partners, LLC is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. We are committed to equal consideration for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, genetic information, or any other characteristic protected by applicable law. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please email Talent Acquisition at [email protected]. RAM Partners, LLC is a drug-free workplace.
$75k-80k yearly Auto-Apply 36d ago
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Groundskeeper
Ram Partners 4.4
Orlando, FL job
About Us
RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States. We specialize in multi-family community management for a variety of third-party owners. We are a service-oriented, hands-on company. Our brick and mortar are our people.
Compensation: $18 to $20 per hour
Overview
Altis Grand Lake Willis is looking for a Groundskeeper to maintain the grounds, amenities, and overall curb appeal to attract new residents.
Making a career change or taking on a new role is a big decision. Here are some of the perks RAM has to offer:
Competitive compensation, which includes bonuses outlined by the property commission structure.
15 days of paid time off per year (prorated based on your start date
9 paid holidays and 1 floating holiday per year
Medical, dental and vision insurance
401k with employer match
Company paid life insurance
Company paid short term and long-term disability after 1 year of service
Responsibilities
Inspects grounds daily and removes trash, debris, and pet waste to meet company standards
Runs the trash compactor
Remove trash and remaining items from vacant apartments
Pressure wash breezeways and common areas
In inclement weather, perform tasks to keep sidewalks and building access free of hazards
Complete assigned minor and routine service tickets as requested
Demonstrate customer service skills by treating residents, staff and vendors in a professional manner
Adheres to all safety policies and procedures
Other duties and tasks as assigned by manager
Qualifications
High School Diploma or equivalent, college degree is a plus
Valid Driver's license is required
Janitorial experience is preferred
Excellent verbal and written communication skills
Basic computer knowledge in Microsoft Office (Word, Excel)
Able to multitask and meet deadlines in a timely manner
Willing to work flexible schedule including weekends
Legal authorization to work in the United States
RAM Partners, LLC is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. We are committed to equal consideration for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, genetic information, or any other characteristic protected by applicable law. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please email the Talent Acquisition Partner at [email protected]. RAM Partners, LLC is a drug-free workplace.
$18-20 hourly Auto-Apply 46d ago
Registered Client Service Associate
Morgan Stanley 4.6
Orlando, FL job
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts
OTHER
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
High School Diploma/Equivalency
College degree preferred
Knowledge/Skills
Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports To
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$50k-69k yearly est. Auto-Apply 59d ago
Operations Internship
Bell Partners 4.2
Sanford, FL job
Join Bell Partners and be a difference maker.
At Bell Partners, our mission is to be the apartment company of choice by creating value and honoring commitments to our residents, partners, and associates. We proudly serve our community of 85,000+ homes across 13 states and the District of Columbia. As stewards entrusted to contribute with care and appreciation, our 2,000 associates succeed in a dynamic space where everyone impacts. We take pride in producing outstanding results and fostering a work environment that allows everyone to contribute to their fullest potential. We rise above industry standards when every associate embraces their unique role and seizes the opportunity to make an impact.
Bell Partners has big goals, just like you do. The only way we realize those aspirations and grow is to step out of our collective comfort zone, take risks, try new approached and learn from each other along the way. We hope you will do just that during your internship.
It's pretty simple. We are highly focused specialist in a world with many competitors vying for our customers. We rise above when every Bell Associate embraces their unique role and seizes the opportunity to make an impact and rally around our purpose of creating communities our residents are proud to call home.
Have fun, be part of a caring team all while you get hands-on learning experiences in a real business environment. Our 10-week corporate internships will rotate you through your assigned department(s) which could include Investor Relations, Asset Management, Marketing, Business Intelligence, Financial Services and Management Services. We work with you to learn which track you are most excited about and put you right in the middle of all the action of our corporate world. The other exciting news about our corporate internships is that they may be offered in different regional offices (San Francisco, Raleigh, Alexandria, VA and others). This may give you the chance to stay home with your family while gaining all this great experience!
Your intern experience starts and ends at our Greensboro, NC home office along with other interns. Your very first week you will have an opportunity to complete some fantastic personal development training, meet and network with departments and gain knowledge which will help you get the most out of your internship. On your last week you will have an opportunity to create a presentation about your experience and share your thoughts and ideas to some of our Bell leaders.
Experience Overview:
We won't let you get bored! You will be rotating throughout the program experiencing various roles within your assigned department(s). During your exciting 10 weeks you will experience the following and more:
Assisting in preparing presentations
Special projects related to that business unit
Hands on experience with business processes
Working along with a project team and exposure to project meetings
Analyzing processes, reports and information and how it relates and impacts the business
Getting hands on experience with Bell's internal platform systems and tools
An opportunity to work both independently and as part of a team
We want you to finish your internship feeling a sense of purpose, leave with a sense of accomplishment and hope you think of Bell as a future employer.
About Bell Partners
Our purpose at Bell Partners is to create communities our residents are proud to call home. We currently own or manage over 85,000 homes in North America and continue to grow. Our people are the most important part of our company. We believe in building a culture that encourages our associates to invest in and serve one another, while pushing each other to take risks, allowing us to grow together and make a difference.
Join Bell to be a difference maker. Apply today!
Bell Partners reserves the right to amend this job description at any time. We are an Equal Opportunity Employer.
$26k-34k yearly est. Auto-Apply 60d+ ago
Maintenance Technician
Ram Partners 4.4
Orlando, FL job
About Us
RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States. We specialize in multi-family community management for a variety of third-party owners. We are a service-oriented, hands-on company. Our brick and mortar are our people.
Compensation: $22 to $23 per hour
Overview
Nine 12 Gateway is looking for a Maintenance Technician who will use their maintenance experience and attention to detail skills to maintain the physical integrity of our properties.
Making a career change or taking on a new role is a big decision. Here are some of the perks RAM has to offer:
Competitive compensation which includes bonuses outlined by the property commission structure.
15 days of paid time off per year (prorated based on your start date
9 paid holidays and 1 floating holiday per year
Medical, dental and vision insurance
401k with employer match
Company paid life insurance
Company paid short term and long-term disability after 1 year of service
Responsibilities
Completes work orders in a timely manner based on priority
Completes make readies
Maintaining Property Grounds and common areas
Preventative Maintenance
Maintain a clean and well-organized shop and other work areas
Provide a parts and material list needed on a weekly basis
Assist in coverage of emergency calls with other team members
Demonstrate customer service skills by treating residents, staff and vendors in a professional manner
Adheres to all safety policies and procedures
Other duties and tasks as assigned by manager
Qualifications
High School Diploma or equivalent, college degree is a plus
Valid Driver's license is required
EPA HVAC and CPT certified preferred
Excellent verbal and written communication skills
Basic computer knowledge in Microsoft Office (Word, Excel)
Able to multitask and meet deadlines in a timely manner
Willing to work flexible schedule including weekends
Legal authorization to work in the United States
RAM Partners, LLC is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. We are committed to equal consideration for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, genetic information, or any other characteristic protected by applicable law. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please email Talent Acquisition at [email protected]. RAM Partners, LLC is a drug-free workplace.
$22-23 hourly Auto-Apply 5d ago
Community Manager - The Hudson
Bell Partners 4.2
Orlando, FL job
Join Bell Partners and be a difference maker.
At Bell Partners, our mission is to be the apartment company of choice by creating value and honoring commitments to our residents, partners, and associates. We proudly serve our community of 85,000+ homes across 13 states and the District of Columbia. As stewards entrusted to contribute with care and appreciation, our 2,000 associates succeed in a dynamic space where everyone impacts. We take pride in producing outstanding results and fostering a work environment that allows everyone to contribute to their fullest potential. We rise above industry standards when every associate embraces their unique role and seizes the opportunity to make an impact.
As a Community Manager with Bell, you will lead and direct all community operations to ensure quality services and a high degree of customer satisfaction. You will lead and motivate community staff members to provide services to residents and maintain a high level of resident satisfaction. You will also be responsible for recruiting, hiring, onboarding, managing, and providing feedback to associates.
What we can offer you:
Opportunities for career growth
Total rewards benefits package
Cell phone allowance
Family health insurance, 401(k) match, Vacation, Personal Days, and Sick time
Customized training programs
Associate referral bonus plan
Diverse, equitable, and inclusive work environment
A culture that empowers you to make a difference
What you'll do to make a difference:
Motivate associates through recognition programs, training, and team building
Ensure team meets BAL strategic drivers
Train staff members on proper leasing techniques and resident service
Ensure property performance is maximized, including walking the grounds and inspecting apartments
Tour visitors and guests to show amenities, apartments, models, community, etc. (this may involve walking on hills and up and down 3 flights of stairs)
Conduct regular performance appraisals and address any employee relations or associate concerns
Maintain complete and accurate associate files and a high level of associate satisfaction, measured by periodic surveys
Conduct weekly meetings with leasing and maintenance staff
Develop and administer community budget, and evaluate unit prices in accordance with the market and budget goals
Develop an annual marketing plan and conduct marketing reviews monthly
Obtain bids for all contract services and oversee routine capital projects, coordinate with Construction Services, as necessary
Hold responsibility for 35% of leasing activities
Regular attendance and punctuality
What you bring to our team:
BA/BS in business, sales, or related field, relevant experience, or a combination
Successful supervisory experience
3+ years' experience in a property management role preferred
The ability to build, lead, and serve on teams
Strong marketing skills required
Advanced mathematical skills and ability to analyze and explain financial reports
Strong working knowledge of MS Office Suite including MS Excel
Superior interpersonal skills and the ability to provide exceptional customer service
Strong time management skills and the ability to multi-task required
Knowledge of Yardi Voyager, or other similar programs preferred
Demonstration of Bell Core Values
Physical requirements of the job:
Walking, bending, reaching, climbing, and lifting to 30 lbs.
Ability to work with mechanical and electrical equipment, as well as hazardous materials
Must be comfortable with heights and moving heavy objects
#INDSE
#LI-JR1
About Bell Partners
Our purpose at Bell Partners is to create communities our residents are proud to call home. We currently own or manage over 85,000 homes in North America and continue to grow. Our people are the most important part of our company. We believe in building a culture that encourages our associates to invest in and serve one another, while pushing each other to take risks, allowing us to grow together and make a difference.
Join Bell to be a difference maker. Apply today!
Bell Partners reserves the right to amend this job description at any time. We are an Equal Opportunity Employer.
$43k-68k yearly est. Auto-Apply 56d ago
Financial Advisor Trainee- Winter Park, FL
Raymond James Financial, Inc. 4.7
Winter Park, FL job
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
**Essential Duties and Responsibilities**
+ Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
+ If hired as a team candidate, the team will provide the specific goals and expectations.
+ Meets production targets that impact overall company revenue goals.
+ Develops a book of business consistent with AMP program goals for assets under management and required production.
+ Provides a high level of client service.
+ Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
+ Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
+ Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
+ Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
+ Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
+ Opens, transfers, and closes customer accounts.
+ Maintains appropriate account records while monitoring the customer's portfolio.
+ Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
+ Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
+ Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
+ Stays abreast of investment products, industry rules and regulations, and financial planning.
+ Performs other duties and responsibilities as assigned.
**Knowledge of**
+ Economic and accounting principles and practices.
+ Financial markets, banking, and financial data analysis and reporting.
+ Basic principles and methods for showing, promoting, and selling products or services.
+ Firm's working structure, policies, mission, strategies, and compliance guidelines.
**Skill in**
+ Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
+ Identifying the needs of customers through effective questioning and listening techniques.
**Ability to**
+ Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
+ Continuously learn investment products, industry rules and regulations, and financial planning.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
+ Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
+ Establish and maintain effective working relationships with clients and colleagues.
+ Persevere, handle rejection and show resilience during the prospecting and networking process.
+ Network in the community and effectively market him or herself and Raymond James.
+ Demonstrate persistence in the face of obstacles.
+ Accept criticism and deal calmly and effectively in high stress situations.
**Education/Previous Experience**
+ Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
+ Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
+ Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
$65k-90k yearly est. 60d+ ago
Leasing Consultant - The Hudson
Bell Partners 4.2
Orlando, FL job
Join Bell Partners and be a difference maker.
At Bell Partners, our mission is to be the apartment company of choice by creating value and honoring commitments to our residents, partners, and associates. We proudly serve our community of 85,000+ homes across 13 states and the District of Columbia. As stewards entrusted to contribute with care and appreciation, our 2,000 associates succeed in a dynamic space where everyone impacts. We take pride in producing outstanding results and fostering a work environment that allows everyone to contribute to their fullest potential. We rise above industry standards when every associate embraces their unique role and seizes the opportunity to make an impact.
The Leasing Consultant is responsible for welcoming prospective residents to the community, coordinating tours, and responding to incoming inquiries about leasing. The position will also interact with current residents regarding day-to-day issues as well as coordinating the renewals of existing leases. The Leasing Consultant will serve as a central point of communication between the Community residents, Community management, as well as community maintenance teams.
What we can offer you:
Opportunities for career growth
Total rewards benefits package
Family health insurance, 401(k) match, Vacation, Personal Days, and Sick time
Customized training programs
Associate referral bonus plan
Diverse, equitable, and inclusive work environment
A culture that empowers you to make a difference
What you'll do to make a difference:
Serve as the welcoming first point of contact for all residents, prospects, and visitors to the community
Effectively lease apartments and sell property's products and services in accordance with budget
Ensure Fair Housing Standards in all matters when working with prospects and residents
Follow up on leasing traffic entries and monitor traffic trends
Maintain thorough product knowledge of property and that of major competition
Assist with marketing activities to position Bell communities as communities of choice
Coordinate the resident application review in accordance with Bell guidelines
Complete lease packets and files for each resident to include the lease, all addendums and other forms
Regular attendance and punctuality
Proper documentation
Follow up with residents throughout the lease
Receive any resident inquiries, complaints, or issues and provide timely follow up
What you bring to our team:
Understanding of and alignment with Bell Core Values
High School diploma or GED
1+ years' customer service experience; hospitality or apartment leasing role
Must demonstrate support of BAL strategic drivers,
Must demonstrate ability to provide exceptional customer service,
Must be able to work on a team or in a team environment,
Must present a professional image
Must be resourceful and well-organized.
Ability to successfully work on a team
Excellent oral and written communication skills
Strong working knowledge of MS Office Suite
Exceptional customer service skills and a professional image
Good decision-making skills and knowledge on how businesses work
Physical requirements of the job:
Walking, bending, reaching, climbing, and lifting to 30 lbs.
Ability to work with mechanical and electrical equipment, as well as hazardous materials
Must be comfortable with heights and moving heavy objects
#LI-JR1
About Bell Partners
Our purpose at Bell Partners is to create communities our residents are proud to call home. We currently own or manage over 85,000 homes in North America and continue to grow. Our people are the most important part of our company. We believe in building a culture that encourages our associates to invest in and serve one another, while pushing each other to take risks, allowing us to grow together and make a difference.
Join Bell to be a difference maker. Apply today!
Bell Partners reserves the right to amend this job description at any time. We are an Equal Opportunity Employer.
$24k-31k yearly est. Auto-Apply 29d ago
Branch Operations Specialist- Orlando, FL
Raymond James Financial, Inc. 4.7
Orlando, FL job
**Responsibilities:** + Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. + Ensure a positive experience for clients by having courteous interactions with them. + Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
+ Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.
+ Carry out standard customer service activities and handle simple customer inquiries.
+ Organize own work schedule each day in line with changing priorities.
+ Carry out simple sales support tasks and provide help to others.
+ Help manage internal client relationships by carrying out simple procedural tasks.
+ Support others by carrying out simple financial monitoring tasks.
+ Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.
+ Create, organize, and maintain files containing the correspondence and records of a senior colleague.
+ Provide an efficient counter service by carrying out standard branch operations tasks and informing customers about simple products.
**Skills:**
+ Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.
+ Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
+ Works at an intermediate level to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works with guidance.
+ Works with guidance (but not constant supervision) to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
+ Works with guidance (but not constant supervision) to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
+ Works at an intermediate level to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works with guidance.
+ Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations and requirements.
+ Works under supervision at an elementary level to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
+ Works at a basic level to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
+ Applies understanding of the business environment and objectives to develop solutions with guidance but not constant supervision.
+ Works with guidance (but not constant supervision) to orient the seller's organization around delivering to the key needs of their customers.
+ Works under guidance (but not constant supervision) to analyze data trends for use in reports to help guide decision making.
+ Uses an understanding of numerical concepts to perform mathematical operations such as report analysis with guidance (but not constant supervision).
+ Works under supervision at an elementary level to quickly and effectively establish trust within the buying centers in the client's organization.
+ Works under supervision at an elementary level to meet high customer service standards.
+ Works under supervision at an elementary level to understand and effectively operate all customer management systems.
+ Works under supervision at an elementary level to grow the value of the account through cross-sell and up-sell opportunities.
+ Works at an elementary level under supervision to select, deploy and get the best results from the most appropriate office system.
+ Works under supervision at an elementary level to uncover clients' explicit needs and/or unforeseen opportunities and challenges.
+ Works at a basic level to recognize sales opportunities during service interactions to enhance overall customer service. Typically works under close supervision.
$53k-71k yearly est. 60d+ ago
Branch Manager, Producing
Morgan Stanley 4.6
Melbourne, FL job
The Producing Branch Manager's primary focus is to drive revenue, and manage risk within their branch and to continue to build a book of business. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for their Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors. Producing Branch Managers must be responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. The Producing Branch manager reports directly to the Complex Manager or Non-Producing Branch Manager.DUTIES and RESPONSIBILITIES:Production-Related· Build a client base of high net worth households by prospecting and developing new client relationships, and maintain and manage long term client relationships· Help manage client investment needs consistent with Firm policies and industry requirements· Keep current with information regarding regulatory requirements, financial markets and current and new products.Product/Business Knowledge· Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to help drive sales· Has a good understanding of the Firm's resources; able to direct the sales force to the appropriate resources in an efficient manner· Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients' needs Sales/Marketing· Seeks opportunities to grow business and drive sales by capitalizing on Firm initiatives· Focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.· Drives corporate marketing initiatives to help increase market share in High Net Worth households.Team Building· Builds an effective team in the branch by constantly communicating relevant information on a timely basis and conducting regular meetings· Participates in Region and Complex initiatives including sales, hiring, recruitment, diversity, and community outreach.· Responsible for growing their branch through hiring lateral recruiting and training. Leadership· Leads by example by ensuring that their branch is consistently achieving the objectives of the U.S. Wealth Management Group, maintains a positive morale, has a track record for growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.· Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the branch within the geographic market.· Leads their Branch's efforts of Sales, results, and client-centered approach experience.· Identifies key talent in the branch and positions and develops that talent.· Leverages the resources of the Firm to achieve the highest level of success.· Acts as a coach and mentor for Financial Advisors in order to help drive results. Accountability· Responsible for the Branch's sales performance and financial performance· Responsible for regulatory, legal and compliance issues including: Risk Management for their Branch in regards to monitoring sales, human resources, and legal and regulatory practices· Responsible for following supervisory procedures as outlined in the Branch Manager's Supervisory Manual.· Responsible for executing the Annual Supervisory Plan.· Responsible for effectively communicating the status of performance and issues to the Complex Manager or Non-Producing Branch ManagerQualifications - ExternalEducation and/or Experience· Bachelor's degree required or equivalent education or experience· At least 5 or more years of experience as a Financial Advisor (with satisfactory production and compliance record) or comparable branch management or product area experience
Licenses and Registrations· Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only)· Other licenses as required for role or by management Skills· Effective written and verbal communication skills· Ability to think critically· Ability to manage a team· Strong attention to detail· Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed· Ability to own projects at a Branch level· Ability to organize and prioritize work, meet deadlines, and complete projects Reports to:· Direct reporting to: Complex Manager or Non-Producing Branch ManagerDirect reports:· Resident Managers. Financial Advisors and Branch Support Staff· This list is meant to be directional and should not be considered complete, as it may be supplemented on an as needed basis*All candidates should verify that they meet the minimum eligibility requirements prior to applying
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$47k-67k yearly est. Auto-Apply 60d+ ago
Client Service Associate
Morgan Stanley 4.6
Winter Park, FL job
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Supporting the FAs/PWAs/teams' marketing strategy (e.g., website maintenance)
Assist FAs/PWAs/teams in delivering against their business plan and client service model
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with FAs/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Industry experience is a plus
Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
Reports to:
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$50k-70k yearly est. Auto-Apply 56d ago
Maintenance Technician (77979)
Peak Campus 3.2
Altamonte Springs, FL job
The Maintenance Technician will be responsible for performing a variety of maintenance tasks necessary to maintain and enhance the value of an assigned apartment community. This pinnacle role is foundational to the community's success; the ideal candidate is a resident-focused team player with a strong technical aptitude who take pride in the work they perform.
What You'll Do:
* Ensure all service requests and repairs are completed thoroughly and in a timely manner
* Assist Maintenance Supervisor with monitoring inventory of equipment, tools, parts and supplies at appropriate levels
* Maintain excellent customer service standards
* Comply with all personnel management policies and procedures and maintain an organized, clean and safe work area.
* Maintain preventative maintenance schedule
* Communicate effectively with residents, fellow employees, vendors and supervisors
* Work with Maintenance Supervisor to adhere to budget guidelines and maintain an effective preventative maintenance program
* Assist the Maintenance Supervisor with maintaining a hazard communications program
* Inspect grounds, buildings, and other community features as required to minimize liability concerns
* Ensure adherence to the company's safety and hazard communications programs, policies and procedures
* Work with Maintenance Supervisor to ensure that physical condition of the community is maintained according to company operating and safety standards
* Work with maintenance team to ensure excellent curb appeal at all times
* Assist residents with the move-in/move-out process as needed
* Assist with the scheduling and performance of all maintenance/repair-related turn events
* Perform scheduled maintenance on all equipment based on the manufacturer's recommendations and operating manuals
* Address complaints and resolve issues in a timely and professional fashion
* Maintain accurate records and contribute to the general upkeep and cleaning of office, common areas and model
* Assist in the daily cleanup of the exterior of the property including grounds, breezeways, and all common areas
* Perform swimming pool maintenance and cleaning and maintain accurate, timely chemical logs
* Participate in on-call rotation for emergency service
* Perform additional tasks and responsibilities as required
What You'll Need:
* High school diploma or equivalent required
* At least one year maintenance experience, preferably in the multi-family apartment industry
* EPA certification Type I and II preferred
* HVAC License/Certification preferred
* Must live within 30 miles of the assigned property
* Must have reliable transportation and be able to accommodate a rotating on-call schedule as required
* Ability to work a varied schedule including weekends and holidays as required
* Ability to troubleshoot and repair HVAC, plumbing, electrical, appliances and all other systems at community.
* Other licenses and certifications as required by local, state or federal law
Additional Qualifications:
* Position requires individuals to be able to use general maintenance equipment including, but not limited to, hand tools, ladders, refrigerant recovery units, landscaping equipment, and required safety equipment
* All equipment must be used without jeopardizing the safety of themselves, fellow associates, and residents
What You'll Get (Peak Perks):
* Paid Parental Leave + one year of diapers, on us
* 15 Days of PTO + 2 additional "Wellbeing Days"
* 401(k) Match
* Wellness initiatives, healthy team competitions and reward programs through Peak's LiveWell program
* Facilities related leadership program
* Additional technical training
* Technical certifications available (HVAC / CPO)
* Employee Resource Groups
* Monthly renewal bonuses
* Additional rewards and recognition
* 10 Year Peakiversary Trip
Physical Activities:
* Position requires ability to transport or move up to 50 pounds variable distances
* Use of ladders to access heights in excess of eight to nine feet
* The ability to work outdoors in temperatures exceeding 90 degrees or below 32 degrees Fahrenheit
* Ability to personally perform general maintenance repair tasks without endangering themselves, residents or fellow employees
* Frequent bending and/or stooping to access equipment and machinery necessary when assisting with or performing tasks
Who We Are
PeakMade Real Estate is an Atlanta-based company that specializes in the management and development of off-campus student housing, multi-family and build to rent communities across the US. Our working environment is fun, collaborative, forward-thinking and purposeful.
PeakMade Real Estate is an Equal Employment Opportunity employer.
PeakMade's Commitment to Diversity, Equity & Inclusion:
People Matter Most - and we mean all people.
At PeakMade Real Estate, the goal of collaborating to promote diversity and inclusion is at our core. We believe our differences should be celebrated and our experiences should be shared. We believe in creating a culture powered by the acceptance of others and promoting the involvement of everyone. We also believe in owning our responsibility to learn more about the differences that make us stronger, engaging and advocating for marginalized groups of people, and developing mutual respect for each other.
$25k-35k yearly est. 32d ago
Assistant Community Manager - The Courtney at Universal Boulevard
Bell Partners 4.2
Orlando, FL job
Join Bell Partners and be a difference maker.
At Bell Partners, our mission is to be the apartment company of choice by creating value and honoring commitments to our residents, partners, and associates. We proudly serve our community of 85,000+ homes across 13 states and the District of Columbia. As stewards entrusted to contribute with care and appreciation, our 2,000 associates succeed in a dynamic space where everyone impacts. We take pride in producing outstanding results and fostering a work environment that allows everyone to contribute to their fullest potential. We rise above industry standards when every associate embraces their unique role and seizes the opportunity to make an impact.
As an Assistant Community Manager with Bell, you will assist the Community Manager in the financial administration of the community. You will be responsible for posting rental collections, making bank deposits, and overseeing the administration of accounting functions for the community.
The Assistant Community Manager assists the Community Manager in the financial administration of the community and in some cases, oversight of the leasing staff daily. The Assistant Community Manager may also assume responsibility for leadership of the community in the absence of the Community Manager.
What we can offer you:
Opportunities for career growth
Total rewards benefits package
Family health insurance, 401(k) match, Vacation, Personal Days, and Sick time
Customized training programs
Associate referral bonus plan
Diverse, equitable, and inclusive work environment
A culture that empowers you to make a difference
What you'll do to make a difference:
Support Leasing Consultants in the leasing of apartments and lease apartments if necessary
Post rental collections, make bank deposits, and oversee the administration of accounting functions for the community
Meet regularly with the Community Manager and Regional Manager to discuss and enhance community performance
Conduct monthly market surveys and recommend pricing changes
Maintain and update resident lease files and computer records for the community, including generation of reports
Process notices to vacate & manage delinquency/file evictions and all associated collections activities as necessary
Field resident concerns and coordinate resolution with Community Manager or other members of the leadership team
Perform administrative duties as assigned by the Community Manager
Regular attendance and punctuality
What you bring to our team:
BA/BS in business, sales, or related field, relevant experience, or a combination
Strong collections experience and Accounting/Bookkeeping skills required
Onesite/Rent Roll experience preferred
1+ years of experience in property management industry preferred
Previous supervisory experience and leasing experience preferred
Exceptional customer service and ability to work on a team
Strong knowledge of MS Office Suite to include Excel required
Demonstration of Bell Core Values and the ability to successfully work on a team
Clear oral and written communication and superior interpersonal skills
Organization and a professional image
Physical requirements of the job:
Walking, bending, reaching, climbing, and lifting to 30 lbs.
Ability to work with mechanical and electrical equipment, as well as hazardous materials
Must be comfortable with heights and moving heavy objects
#LI-JR1
About Bell Partners
Our purpose at Bell Partners is to create communities our residents are proud to call home. We currently own or manage over 85,000 homes in North America and continue to grow. Our people are the most important part of our company. We believe in building a culture that encourages our associates to invest in and serve one another, while pushing each other to take risks, allowing us to grow together and make a difference.
Join Bell to be a difference maker. Apply today!
Bell Partners reserves the right to amend this job description at any time. We are an Equal Opportunity Employer.
$20k-38k yearly est. Auto-Apply 23d ago
Financial Advisor Trainee- Winter Park, FL
Raymond James 4.7
Winter Park, FL job
Fulfills varying tasks and assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills and capabilities that equips the incumbent to move into a specific role in the organization.
Job Description
Job Summary
Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
Essential Duties and Responsibilities
Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
If hired as a team candidate, the team will provide the specific goals and expectations.
Meets production targets that impact overall company revenue goals.
Develops a book of business consistent with AMP program goals for assets under management and required production.
Provides a high level of client service.
Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
Opens, transfers, and closes customer accounts.
Maintains appropriate account records while monitoring the customer's portfolio.
Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
Stays abreast of investment products, industry rules and regulations, and financial planning.
Performs other duties and responsibilities as assigned.
Knowledge of
Economic and accounting principles and practices.
Financial markets, banking, and financial data analysis and reporting.
Basic principles and methods for showing, promoting, and selling products or services.
Firm's working structure, policies, mission, strategies, and compliance guidelines.
Skill in
Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
Identifying the needs of customers through effective questioning and listening techniques.
Ability to
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
Continuously learn investment products, industry rules and regulations, and financial planning.
Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
Establish and maintain effective working relationships with clients and colleagues.
Persevere, handle rejection and show resilience during the prospecting and networking process.
Network in the community and effectively market him or herself and Raymond James.
Demonstrate persistence in the face of obstacles.
Accept criticism and deal calmly and effectively in high stress situations.
Education/Previous Experience
Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
Education
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 7 to 12 months
Certifications
s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
#LI-AS1
The Branch Manager ANP (Apprentice, Non-Producing) is responsible for the day-to-day management of a small branch, typically up to 36 months to develop leadership and managerial skills with the goal of placement in a larger branch.
The primary focus of the role is to drive revenue, increase profit before taxes, and manage risk within their branch. Job functions also include maintaining a superior and consistent level of client service, developing cohesive teams, providing consistent leadership, and assuming accountability for the Branch's results. In addition, a large emphasis will be placed on the recruitment and retention of Financial Advisors.
Branch Manager Apprentices are responsible for fiscal management, personnel management and morale, business ethics and practices, and compliance with all Federal, State, and Local laws and regulations. As part of the Branch Manager Apprentice Program, apprentices will actively support and participate in initiatives. This role reports into the Market Executive.
DUTIES and RESPONSIBILITIES:
Product/Business Knowledge:
Has a thorough understanding of the Firm's products and those of its strategic partners; uses this knowledge to provide resources and direction in order to drive sales.
Knows where the resources are; able to direct the sales force to the right resources in an efficient manner as to make the sales process more efficient.
Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products and understand and explain how a recruit will be able to continue to help meet their clients' needs.
Sales/Marketing:
Seeks opportunities to grow business and drive sales by capitalizing on firm initiatives; focuses on building strong relationships with corporate departments and strategic partners to achieve the marketing efforts of the Branch.
Drives corporate marketing initiatives to help increase market share in High Net Worth households.
Team Building:
Builds effective teams by constantly communicating relevant information on a timely basis and conducting regular meetings.
Participates in Region and Market initiatives, including sales, hiring, recruitment, diversity, and community outreach.
Responsible for growing their branch through hiring, lateral recruiting and training.
Leadership:
Leads by example by ensuring that the Branch Manager's office is consistently achieving the objectives of the US Wealth Management Group, maintains a positive morale, has a strong track record of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others.
Leads proactively by identifying trends, potential areas of growth and weakness and addressing these areas in order to positively position the Region within the geographic market.
Leads Branch efforts of Sales and results.
Identifies key talent in the Branch, positions and develops that talent, and encourages those individuals to participate in the leadership of the Branch and Region.
Leverages the resources of the Firm to achieve the highest level of success.
Acts as a coach and mentor for Financial Advisors in order to drive results.
Accountability:
Accountable for the Branch's sales performance and financial performance.
Responsible for regulatory, legal and compliance issues including Risk management for the Branch in regard to monitoring sales, human resources, and legal and regulatory practices.
Responsible for establishing a core compliance model in offices under supervision.
Responsible for following supervisory procedures as outlined in the Branch Manager's Supervisory Manual
Responsible for executing the Annual Supervisory Plan.
Responsible for effectively communicating the status of performance and issues to the Market
QUALIFICATIONS
Education and Experience
5 or more years of related experience and/or training including demonstrated success in a branch or industry leadership role
Registrations
Active Series 7, 8 (or 9 and 10), 66 (or 63 and 65) and 3 registrations (Series 31 acceptable if branch conducts managed futures business only)
Other licenses as required for role or by management
Skills
Effective written and verbal communication skills
Ability to think critically
Ability to manage a team
Strong attention to detail
Ability to interact with senior management team, Financial Advisors, support staff, clients and corporate and field personnel as needed
Ability to own projects at a Branch level
Ability to organize and prioritize work, meet deadlines, and complete projects
Reports to:
Direct: Market Executive
Direct Reports:
Financial Advisors, Branch Support Staff
This list is meant to be directional and should not be considered complete, as it may be supplemented
*All candidates should verify that they meet the minimum eligibility requirements prior to applying
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$47k-67k yearly est. Auto-Apply 60d+ ago
Registered Client Service Associate
Morgan Stanley 4.6
Winter Park, FL job
Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.
DUTIES and RESPONSIBILITIES
CLIENT SUPPORT
Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance and making sure key information and documentation remains current
Identify and assist with Firm services and solutions that support clients' needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile
Confirm authorization and authenticate client when processing requests
Onboard and maintain client accounts, including collecting client information and required documentation, capturing and assessing risk, processing money movement transactions and handling estate needs as examples
Input orders at the direction of clients and/or Financial Advisor(s), discuss reinvestment options and corporate actions with clients at the direction of Financial Advisors
Prepare financial plans, client reports, and other materials for client meetings
Review and take appropriate action on client account alerts
OTHER
Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model
Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls
Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance
Proactively participate in firm initiatives directed by local management
Regularly seek opportunities to use firm resources for peer sharing and collaborating with Financial Advisors
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS
Education and/or Experience
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
High School Diploma/Equivalency
College degree preferred
Knowledge/Skills
Strong industry, product, and branch procedures knowledge
Exceptional writing, interpersonal and client service skills
Detail oriented with superior organizational skills and ability to prioritize tasks
Strong computer skills and knowledge of Microsoft Office products
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Goal oriented, self-motivated and results driven
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Reports To
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$50k-70k yearly est. Auto-Apply 10d ago
Maintenance Technician
Ram Partners 4.4
Sanford, FL job
About Us
RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States. We specialize in multi-family community management for a variety of third-party owners. We are a service-oriented, hands-on company. Our brick and mortar are our people.
Compensation: $20 per hour
Overview
We are looking for a maintenance tech who will use their experience and attention to detail skills to maintain the physical integrity of our property.
Making a career change or taking on a new role is a big decision. Here are some of the perks RAM has to offer:
15 days of paid time off per year (prorated based on your start date
9 paid holidays and 1 floating holiday per year
Medical, dental and vision insurance
401k with employer match
Company paid life insurance
Company paid short term and long-term disability after 1 year of service
Responsibilities
Completes work orders in a timely manner based on priority
Completes make readies
Maintaining Property Grounds and common areas
Preventative Maintenance
Maintain a clean and well-organized shop and other work areas
Provide a parts and material list needed on a weekly basis
Assist in coverage of emergency calls with other team members
Demonstrate customer service skills by treating residents, staff and vendors in a professional manner
Adheres to all safety policies and procedures
Other duties and tasks as assigned by manager
Qualifications
High School Diploma or equivalent, college degree is a plus
Valid Driver's license is required
EPA HVAC certified preferred
Excellent verbal and written communication skills
Basic computer knowledge of Microsoft Office (Word, Excel)
Able to multitask and meet deadlines in a timely manner
Willing to work flexible schedule including weekends
Legal authorization to work in the United States
RAM Partners, LLC is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. We are committed to equal consideration for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, genetic information, or any other characteristic protected by applicable law. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please email Talent Acquisition at [email protected]. RAM Partners, LLC is a drug-free workplace.
$20 hourly Auto-Apply 60d+ ago
Leasing Consultant
Ram Partners 4.4
Kissimmee, FL job
About Us
RAM Partners, LLC, is a full-service real estate management company that manages more than 80,000 apartments throughout the United States. We specialize in multi-family community management for a variety of third-party owners. We are a service-oriented, hands-on company. Our brick and mortar are our people.
Compensation: $20 to $21 per hour
Overview
Altis Grand Twin Lakes is looking for a leasing consultant with lease-up experience tto use their customer service skills to connect with future residents and identify their wants and needs to secure lease agreements. This is a new construction developed by Altman. Visit the property website for more information: ************************************
Taking on a new role is a big decision. Here are some of the perks RAM has to offer:
Competitive compensation which includes bonuses outlined by the property's commission structure.
15 days of paid time off per year (prorated based on your start date)
9 paid holidays and 1 floating holiday per year
Medical, dental and vision insurance
401k with employer match
Company paid life insurance
Company paid short term and long-term disability after 1 year of service
Responsibilities
Generate interest - brag about your community's unique features and benefits - and highlight what sets it apart from the competition
Communicate effectively to potential residents on all steps to call your community their home
Serve as a resource for residents to express their problems and assist with finding a resolution
Build lasting relationships to retain and gain residents
Use attention to detail skills to perform required office administrative tasks
Coordinate fun activities for residents
Qualifications
High School Diploma or equivalent, college degree is a plus
Valid Driver's License is required
Excellent verbal and written communication skills
Proficiency in Microsoft Office (Word, Excel)
Lease-up experience is required
Property Management experience is a must
Able to multitask and meet deadlines in a timely manner
Fluent in English and Spanish is required
Willing to work flexible schedule including weekends
Legal authorization to work in the United States
RAM Partners, LLC is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. We are committed to equal consideration for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, genetic information, or any other characteristic protected by applicable law. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please email the Talent Acquisition Partner at [email protected]. RAM Partners, LLC is a drug-free workplace.
$20-21 hourly Auto-Apply 32d ago
Assistant Community Manager - Fountain Villas
Bell Partners 4.2
Melbourne, FL job
Join Bell Partners and be a difference maker.
At Bell Partners, our mission is to be the apartment company of choice by creating value and honoring commitments to our residents, partners, and associates. We proudly serve our community of 85,000+ homes across 13 states and the District of Columbia. As stewards entrusted to contribute with care and appreciation, our 2,000 associates succeed in a dynamic space where everyone impacts. We take pride in producing outstanding results and fostering a work environment that allows everyone to contribute to their fullest potential. We rise above industry standards when every associate embraces their unique role and seizes the opportunity to make an impact.
As an Assistant Community Manager with Bell, you will assist the Community Manager in the financial administration of the community. You will be responsible for posting rental collections, making bank deposits, and overseeing the administration of accounting functions for the community.
The Assistant Community Manager assists the Community Manager in the financial administration of the community and in some cases, oversight of the leasing staff daily. The Assistant Community Manager may also assume responsibility for leadership of the community in the absence of the Community Manager.
What we can offer you:
Opportunities for career growth
Total rewards benefits package
Family health insurance, 401(k) match, Vacation, Personal Days, and Sick time
Customized training programs
Associate referral bonus plan
Diverse, equitable, and inclusive work environment
A culture that empowers you to make a difference
What you'll do to make a difference:
Support Leasing Consultants in the leasing of apartments and lease apartments if necessary
Post rental collections, make bank deposits, and oversee the administration of accounting functions for the community
Meet regularly with the Community Manager and Regional Manager to discuss and enhance community performance
Conduct monthly market surveys and recommend pricing changes
Maintain and update resident lease files and computer records for the community, including generation of reports
Process notices to vacate & manage delinquency/file evictions and all associated collections activities as necessary
Field resident concerns and coordinate resolution with Community Manager or other members of the leadership team
Perform administrative duties as assigned by the Community Manager
Regular attendance and punctuality
What you bring to our team:
BA/BS in business, sales, or related field, relevant experience, or a combination
Strong collections experience and Accounting/Bookkeeping skills required
Onesite/Rent Roll experience preferred
1+ years of experience in property management industry preferred
Previous supervisory experience and leasing experience preferred
Exceptional customer service and ability to work on a team
Strong knowledge of MS Office Suite to include Excel required
Demonstration of Bell Core Values and the ability to successfully work on a team
Clear oral and written communication and superior interpersonal skills
Organization and a professional image
Physical requirements of the job:
Walking, bending, reaching, climbing, and lifting to 30 lbs.
Ability to work with mechanical and electrical equipment, as well as hazardous materials
Must be comfortable with heights and moving heavy objects
#LI-JR1
About Bell Partners
Our purpose at Bell Partners is to create communities our residents are proud to call home. We currently own or manage over 85,000 homes in North America and continue to grow. Our people are the most important part of our company. We believe in building a culture that encourages our associates to invest in and serve one another, while pushing each other to take risks, allowing us to grow together and make a difference.
Join Bell to be a difference maker. Apply today!
Bell Partners reserves the right to amend this job description at any time. We are an Equal Opportunity Employer.
$20k-38k yearly est. Auto-Apply 3d ago
Senior Registered Client Service Associate- Winter Haven, FL
Raymond James Financial, Inc. 4.7
Winter Haven, FL job
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
**Responsibilities:**
+ Serves as first point of contact to service a high volume of daily interactions, including basic inquiries, providing quotes and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
+ Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.
+ Trading of both discretionary and non-discretionary products, model maintenance and performance tracking.
+ Servicing of alternative investments and foreign accounts, including setup and maintenance.
+ May participate in live meetings with the Financial Advisor and their respective client(s).
+ Manages budgeting and tracking of Financial Advisor expenses.
+ Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to further enhance the team's performance.
+ Onboards new clients, opens new client accounts and researches client and security information using internal databases and other technologies.
+ Ensures key client information and documentation is current with firm and industry requirements, rules and regulations.
+ Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
+ May solicit order from clients at the direction of the Financial Advisor.
+ Receives unsolicited orders from the clients; may enter unsolicited trades at the direction of the Financial Advisor.
+ Assists Financial Advisors with marketing efforts including seminars, mail and other client-facing events.
+ Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
+ Acts as mentor and resource to junior team members; manages team workflow and works towards creating greater team operational efficiencies.
+ Performs other duties and responsibilities as assigned.
**Knowledge of:**
+ Company's working structure, policies, mission, and strategies.
+ Managed account platforms.
+ General office practices, procedures, and methods.
+ Advanced investment concepts, practices and procedures used in the securities industry.
+ Financial markets, products and industry regulations.
+ Trading terminology.
**Skill in:**
+ Client Relationship Management (CRM) software, or similar contact management software.
+ Goal planning software.
+ Excel, including developing spreadsheets as needed and for ongoing reporting.
+ Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
**Ability to:**
+ Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
+ Analyze and research account information. Analyze and research account information.
+ Organize, manage, and track multiple, detailed tasks and assignments with. frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
+ Identify time sensitive items and assess competing priorities.
+ Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns. Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
+ Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Analyze problems and establish solutions in a fast paced environment. Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Use mathematics sufficient to process account and transaction information.
+ Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
+ Work both independently and as part of a cohesive team.
+ Provide a high level of customer service. Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
**Education/Previous Experience**
+ High School Diploma or equivalent and five (5) years of financial services industry service experience, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
+ SIE required provided that an exemption or grandfathering cannot be applied.
+ Series 7 required.
+ Series 63, 65 and/or 66 as required by state.
+ Ability to obtain additional securities and advisory state registrations if required by state.