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Acute Dialysis Services Program Manager
1 week ago
Fresenius Medical Care Reno, United States Full timePOSITION FEATURES: · Hospital based nursing leadership · PURPOSE AND SCOPE: · Ensure the provision of quality patient care to all hospitalized patients in the most efficient manner in accordance with company policy. Provides direct supervision and coordination of inpatient staff. ...
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Parts Advisor/ Wholesale Outside Sales
3 weeks ago
Mercedes Benz of Orange County Harriman, United States**Automotive Parts Counterperson/ Wholesale Representative / **Mercedes-Benz/Sprinter** · **Mercedes-Benz of Orange County, which opened in 2018 as a brand new facility, is seeking an enthusiastic and self-motivated Parts Advisor to join the ever-growing team.** · **We have an im ...
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Customer Advisor
3 weeks ago
Best Buy Co. , Inc. Reno, United StatesAs a Customer Advisor you bring our mission to life by making meaningful connections with our senior aged customers and their care takers. You will assist with a wide variety of call types including billing, account support, conversational troublesho Advisor, Customer Experience, ...
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Automotive Service Advisor
2 weeks ago
Kia of Carson Carson, United StatesAs a Service Advisor you will be responsible to meet and greet service customers promptly in a professional and courteous manner. · Inspect vehicle and refer to service history to accurately identify and verify customer's service needs. Promote the sales of appropriate services, ...
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Financial Center Assistant Manager
2 weeks ago
The Bank of America Corporation Reno, United StatesAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Assistant Manager, Financial, ...
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HVAC Truck Based Sr Controls Technician
1 week ago
Johnson Controls International Reno, United States· Be part of the future · We are one team, dedicated to working collaboratively to create the purposeful solutions that propel the world forward. We hope you will join our diverse team of top people – you bring your talent, and we'll give you the space and opportunities to grow ...
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Client Service Associate
1 week ago
THE APPLIED COMPANIES Reno, United StatesThe Applied Companies is recruiting for a Client Service Associate for a small insurance office providing full support to multiple Financial Advisors. The perfect candidate will ensure client satisfaction through direct-contact with clients, vendors, and other employees, while ad ...
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Client Service Associate
3 weeks ago
THE APPLIED COMPANIES Reno, United StatesThe Applied Companies is recruiting for a Client Service Associate for a small insurance office providing full support to multiple Financial Advisors. The perfect candidate will ensure client satisfaction through direct-contact with clients, vendors, and other employees, while ad ...
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Trust Advisor
3 weeks ago
ECG Resources, Inc. Reno, United StatesPrivate Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients. · Support the senior Trust team with fiduciary decisions and tru ...
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Administrative Assistant
3 weeks ago
TalentLink Solutions Reno, United StatesOur firm has been serving the Reno community for over 30 years. In today's sophisticated financial world, we offer a wide range of products and services to determine the best fit for our clients. In partnership with individuals and businesses, we support wealth management service ...
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Service Advisor
1 week ago
AutoNation, Inc. Reno, United StatesMercedes-Benz of Reno · At AutoNation, doing what's right by the customer comes standard at 300 locations coast to coast, so it's no wonder we have served over 10 million happy customers. As a Service Advisor, you'll be part of a nationwide team servicing 20,000 cars a day and bu ...
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Administrative Assistant
1 week ago
TalentLink Solutions Reno, United StatesOur firm has been serving the Reno community for over 30 years. In today's sophisticated financial world, we offer a wide range of products and services to determine the best fit for our clients. In partnership with individuals and businesses, we support wealth management service ...
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Client Service Associate
1 week ago
Stifel Reno, United StatesSummary · Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, ...
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Trust Advisor
2 weeks ago
ECG Resources, Inc. Reno, United StatesPrivate Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting the Trust team in delivering high-quality service and fiduciary solutions to its UHNW clients. · Support the senior Trust team with fiduciary decisions and tru ...
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acute dialysis services program manager
2 weeks ago
Fresenius Medical Care North America Reno, NV , USA, United States**POSITION FEATURES:** · Hospital based nursing leadership · **PURPOSE AND SCOPE:** · Ensure the provision of quality patient care to all hospitalized patients in the most efficient manner in accordance with company policy. Provides direct supervision and coordination of inpatien ...
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Customer Operator
3 weeks ago
CarMax, Inc. Reno, United States7280 - Reno - 35 Auto Center Drive, Reno, Nevada, 89511 · CarMax, the way your career should be · General Summary: · Under general supervision, deliver exceptional customer service by supporting the Service Department by assisting customers on the phone and in person before, duri ...
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Assistant Trust Officer
5 days ago
San Pasqual Fiduciary Trust Company Reno, United StatesNo phone calls or recruiters, please. We will contact you if you are a potential match for the position. · Assistant Trust Officer - Reno · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We d ...
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Senior Electrical Engineer
1 week ago
Tech USA Reno, United StatesJob Description · Job DescriptionSome key duties and responsibilities include: · Makes major design recommendations and design decisions with little input from senior staff. · Plans design work by discipline for all project sizes and assigns duties to staff working on projects. ...
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PWM Private Wealth Advisor
3 days ago
US Bank Reno, United StatesJob Description · At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition ...
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Assistant Trust Officer
3 days ago
San Pasqual Fiduciary Trust Company Reno, United StatesNo phone calls or recruiters, please. We will contact you if you are a potential match for the position. · Assistant Trust Officer - Reno · San Pasqual Fiduciary Trust Company is the only California and Nevada-based trust company dedicated to providing trustee-only services. We ...
Financial Advisor Assistant - Reno, United States - Sierra Executive Solutions Inc
Description
Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.
Description: The Licensed Advisor Assistant plays a vital role in guiding clients through initial stages of financial planning, facilitating access to planning tools, and supporting group retirement plans.
Responsibilities & Activities:
Conduct fact-finding interviews for new clients
Prepare and send introduction packages with necessary documents
Manage client information in Comprehensive Wealth Planning Software
Participate in client planning meetings and assist in 401k services
Monitor and handle client communications and service requests
Generate client illustrations and applications for financial products
Utilize SmartOffice CRM for client management
Promote and facilitate the sale of investment and insurance products
Demonstrate EMX to clients, manage websites, and organize meetings
Prioritize tasks daily and assist with event planning and file organization
Attend group retirement plan participant meetings and update performance sheets
Knowledge, Skills & Abilities / Qualifications:
- Nevada Life & Health Insurance License is required
- FINRA Series & 65), and 6 completion is required
Ability to work independently with minimal supervision
Strong oral and written communication skills
Exceptional client service orientation
Excellent organizational and time management abilities
Proficiency in Microsoft Office software