-
System Architect
6 days ago
Omega Ventures South Willard, United StatesWe have an exciting position as a System Architect (m/f/d) - with a focus on databases - to fill in full-time or part-time at South Willard. You will be in demand in our Commercial & Central Solution department. · As part of our competent database team, you can really take off. W ...
-
Reception Secretary
2 weeks ago
Emerald Enterprises Godfrey, GA, United States FreelanceReceptionist (m/f/d) for our central administration in Leipzig, Godfrey, GA · Unlimited education - for a lifetime · Rahn Education is currently seeking a receptionist to support our central administration in Leipzig. · As a non-profit school company since 1990, Rahn Education st ...
-
Animal Services Field Officer Supervisor
3 days ago
Baltimore County, MD Baldwin, United States**Salary** · - $ $42.27 Hourly**Location** · Manor Road Baldwin MD 21013, MD**Job Type** · - NON MERIT**Job Number** · - NM **Department** · - HHS/ANIMAL SERVICES, COMMUNICABLE DISEASE AND ENVIRONMENTAL HEALTH**Opening Date** · - 05/13/2024**Closing Date** · - Continuous**DESCRIP ...
-
Assistant Store Manager(Hardwick)
1 week ago
Tops Hardwick, United StatesDo you love working with people, thrive in a fast-paced environment, and the idea of being responsible for the profitability of your own piece of our business? As a member of one of our management teams, you'll be responsible for the day-to-day operations of one of our stores, in ...
-
Licensed Practical Nurse Supervisor
1 week ago
CHSGa Eatonton, United StatesJoin us at · Eatonton Health & Rehab · - a place where you'll be valued, recognized and rewarded for the vital work you do each day. We'll surround you with a strong team and leadership that supports every aspect of your life - both inside and outside of our centers. And you'll ...
-
Certified Nursing Assistant
1 week ago
Aveanna Eatonton, United StatesCertified Nursing Assistant - CNA (Evening Shift) · ApplyRefer a FriendBack · Job Details · Requisition #: · 194420 · Location: · Eatonton, GA 31024 · Category: · CNA · Salary: · Up to $14.00 per hour · Position Details · Position Overview · The Certified Nursing Assistant is res ...
-
Dining services Manager
2 days ago
Corporate Temps Eatonton, United StatesJob Description · Job DescriptionJob Summary · Oversees daily operations, ensures quality food production and presentation to meet the standards as established by and under the guidance of department leadership in the assigned location(s). Supervises assigned staff and/or student ...
-
Formation de coordinateur de projet
2 weeks ago
Apex Ventures Ivey, GA, United States FreelanceHANDELSBLATT MEDIA GROUP Job Portal · Düsseldorf · Experience Level (Junior Level) · Experience · Business Administration (Other) · Published: 04/28/2023 · **About Us**: · - We, the HANDELSBLATT MEDIA GROUP, have an important mission as a leading media house for economic and fina ...
-
Senior International Auditor
6 days ago
Velocity Solutions Juliette, United StatesThe Internal Audit department of Schwarz Dienstleistung provides independent and objective auditing and consulting services aimed at creating added value and improving business processes. To achieve this, the Internal Audit department systematically and purposefully examines the ...
-
Technical System Planner Electrical
1 week ago
NebulaTech Bairdstown, United StatesBairdstown's GA-tec Building and Plant Technology GmbH, a subsidiary of the Sodexo Group, is one of the leading providers of technical building equipment and services for technical facility management. With over 1200 employees and numerous branches throughout Germany, we continuo ...
-
Service employee with sauna responsibility
2 weeks ago
Redwood Ventures Monticello, GA, United States FreelanceWe are looking for friendly and motivated **service employees (m/f/d) with sauna responsibility** for sauna facilities in the following baths: Bondenwald, Kaifu-Bad, and Alsterschwimmhalle, in full-time or part-time. · **Your responsibilities include**: · - Ensuring sauna quality ...
-
Post seller"
1 week ago
Aurora Technologies Baldwin, United StatesLocation: 92245 Kümmersbruck | Employment Type: Part-time, permanent | Job ID: 781243 · What you will do with us: · Do you love it when your guests feel right at home? And do you always give them your full attention? With ease, you convey to our customers in sales and at the cash ...
-
Production Engineer
6 days ago
Omega Ventures Milledgeville, United StatesManufacturing Engineer (m/f/d) · Planet Pharma is currently working with one of the leading international companies in the production of biopharmaceutical drugs with a global presence. This company has expanded from its initial focus on drugs for the treatment of various types of ...
-
Construction Manager
2 weeks ago
Apex Ventures Social Circle, GA, United States FreelanceLeipzig, Germany · Your Responsibilities · - You will be responsible for managing complex projects with a focus on meeting deadlines, costs, and quality standards · - You will coordinate and lead all trades until successful completion of the project · - You will handle billing fo ...
-
Warehouse Manager
3 days ago
Cosmo Cabinets Eatonton, United StatesJob Description · Job DescriptionWarehouse Manager · Summary: · Cosmo Cabinets, a growing manufacturer of frameless kitchen and bath cabinets in Eatonton, Georgia, is seeking to find a strong leader for our shipping department who takes pride in delivering quality products and pe ...
-
Registered Nurse Home Health Case Manager
3 days ago
Gallagher Home Health Services Baldwin, United States*Gallagher Home Health is seeking Compassionate Home Health Nurses with Critical Thinking Skills* · *\*\*\*$5,000 Sign On Bonus\*\*\** · Are you a caring and dedicated individual with a passion for making a difference in people's lives? Do you thrive in an environment where you c ...
-
Occupational Therapist
2 days ago
Northeast Georgia Home Health Careers Baldwin, United States Permanent, Full timeWe are hiring for an Occupational Therapist. · At Northeast GA Home Health, a part of LHC Group, we embrace a culture of caring, belonging, and trust and enjoy the meaningful connections that come from it: for the whole patient, their families, each other, and the communities we ...
-
Account Executive
3 days ago
Georgia Hospice Care Milledgeville, United StatesOverview: Become a Hospice Account Executive with Georgia Hospice Care · Do you have a knack for coordinating, organizing, and making connections? Are you ready to make a difference in the lives of others and in the community? · We are looking for Hospice Account Executives who a ...
-
Banquets Houseperson
3 days ago
Marriott International, Inc Reynolds Plantation, United StatesJob Number · Job Category Food and Beverage & Culinary · Location The Ritz-Carlton Reynolds Lake Oconee, One Lake Oconee Trail, Greensboro, Georgia, United States VIEW ON MAP · Schedule Part-Time · Located Remotely? N · Relocation? N · Position Type Non-Management · POSITION SUM ...
-
Bartender Italian Restaurant
3 days ago
Marriott International Greensboro, United StatesAdditional Information Italian Restaurant · Job Number · Job Category Food and Beverage & Culinary · Location The Ritz-Carlton Reynolds Lake Oconee, One Lake Oconee Trail, Greensboro, Georgia, United States VIEW ON MAP · Schedule Full-Time · Located Remotely? N · Relocation? N · ...
Client Service Coordinator - Eatonton, United States - Peachtree Planning
3 days ago
Description
Job Description
Job DescriptionDescription
Peachtree Planning(PPC) is a financial planning and investment advisory firm headquartered in Atlanta, GA with multiple offices in GA, TN and AL. PPC was established in 1987 and has been named to the Atlanta Journal Constitution's Best Place to Work list for over 10 consecutive years. PPCs employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. At PPC we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.
PPC, will be seeking a Client Service Coordinator to become an in-office member of our team at our Lake Oconee(Eatonton) location for early Q2, 2024. This position serves as critical support liaison between PPC and custodians, investment managers, insurance companies, clients, and the rest of our internal Operations team. Responsibilities will include, but not be limited to:
· Proactively resolve client inquiries, including significant direct client contact
· Assist advisors with client meeting preparation and meeting follow-up
· Prepare and Process investment account applications, account transfers, money movement authorizations, alternative investment subscriptions, etc.
· Prepare customized client reports
· Input and maintain client information within CRM, custodians, and alternative asset databases
· Track outstanding client transfers and purchases/redemptions of alternative assets.
· Organize and track activities / action items
· Scheduling client and advisor meetings
· Other duties as assigned
Requirements
· Bachelor's degree preferred; business related field preferred
· Proficiency in Excel and Word required
· Excellent written and verbal communication skill
· Excellent attention to detail and multi-tasking skills
· 3-5 years of operations experience in the financial services industry preferred but not required
· Must be able to work independently as well as collaboratively within a team
· Must be comfortable with constantly changing technology as we utilize multiple cloud based computer software systems
Compensation
40-65k salary based on experience
Benefits
· 10 days annual PTO + 7 annual holidays observed
· 401k + match
· Strong benefits offering; medical, dental, vision, and disability
· Monday-Friday work week. No weekend or night time work.
Company DescriptionPeachtree Planning(PPC) is a financial planning and investment advisory firm headquartered in Atlanta, GA with multiple offices in GA, TN and AL. PPC was established in 1987 and has been named to the Atlanta Journal Constitution's Best Place to Work list for over 10 consecutive years. PPCs employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. At PPC we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.PPC, will be seeking a Client Service Coordinator to become an in-office member of our team at our Lake Oconee(Eatonton) location for early Q2, 2024. This position serves as critical support liaison between PPC and custodians, investment managers, insurance companies, clients, and the rest of our internal Operations team. Responsibilities will include, but not be limited to:
·\tProactively resolve client inquiries, including significant direct client contact
·\tAssist advisors with client meeting preparation and meeting follow-up
·\tPrepare and Process investment account applications, account transfers, money movement authorizations, alternative investment subscriptions, etc.
·\tPrepare customized client reports
·\tInput and maintain client information within CRM, custodians, and alternative asset databases
·\tTrack outstanding client transfers and purchases/redemptions of alternative assets.
·\tOrganize and track activities / action items
·\tScheduling client and advisor meetings
·\tOther duties as assigned
Company Description
Peachtree Planning(PPC) is a financial planning and investment advisory firm headquartered in Atlanta, GA with multiple offices in GA, TN and AL. PPC was established in 1987 and has been named to the Atlanta Journal Constitution's Best Place to Work list for over 10 consecutive years. PPCs employees work together collaboratively from all locations to provide comprehensive financial planning and investment management services primarily to high-net-worth individuals. At PPC we pride ourselves on creating a healthy work environment where everyone is respected and valued, and we are continually looking for talented individuals with a passion to learn, grow, collaborate, and bring new ideas to our firm.\rPPC, will be seeking a Client Service Coordinator to become an in-office member of our team at our Lake Oconee(Eatonton) location for early Q2, 2024. This position serves as critical support liaison between PPC and custodians, investment managers, insurance companies, clients, and the rest of our internal Operations team. Responsibilities will include, but not be limited to:\r
·\tProactively resolve client inquiries, including significant direct client contact\r
·\tAssist advisors with client meeting preparation and meeting follow-up\r
·\tPrepare and Process investment account applications, account transfers, money movement authorizations, alternative investment subscriptions, etc.\r
·\tPrepare customized client reports\r
·\tInput and maintain client information within CRM, custodians, and alternative asset databases\r
·\tTrack outstanding client transfers and purchases/redemptions of alternative assets.\r
·\tOrganize and track activities / action items\r
·\tScheduling client and advisor meetings\r
·\tOther duties as assigned