- Serve as the first point of contact for RWM, presenting a warm and professional welcome to prospects and clients.
- Facilitate communications among staff, advisors, and clients, providing necessary information as required.
- Support the management of CRM and planning software, including updating accounts, merging, sending invites, and managing mail requests.
- Ensure office procedures are organized and efficiently executed.
- Manage data entry, client appointment scheduling and confirmation, and the generation of birthday lists.
- Take charge of document filing and maintaining office supplies.
- Handle all incoming and outgoing mail and FedEx deliveries.
- Experience in an administrative role within the financial services sector.
- Strong organizational, time management, and communication abilities.
- Proficient in multitasking, with excellent telephone handling skills.
- Experience with scheduling and a collaborative team spirit.
- Attention to detail.
- Competent in using computers and various technical software.
- Proficiency in customer service, both verbal and written.
- Familiarity with software applications like Microsoft Office Suite, Right Capital, and Salesforce, etc.
- 401(k) Opt In
- Health Insurance Stipend
- Paid time off
- Professional Development Reimbursement
- 8 hour shift
- Monday to Friday
- Jacksonville, FL 32256: Relocate before starting work (Required)
-
Administrative Assistant
2 weeks ago
FirstService Residential Jacksonville, United States Part time - RegularJob Overview: · As an Administrative Assistant, you'll be responsible for providing a wide variety of administrative and staff support services. Performs office work directly related to property management and the general business operations of the association; May assist with em ...
-
Administrative Assistant
1 week ago
Jobs for Humanity Jacksonville, United States Full timeJob Description · Position Type : · Full time Type Of Hire : · Experienced (relevant combo of work and education) Education Desired : · General Equivalency Diploma Travel Percentage : · 0%Job Description · Are you curious, motivated, and forward-thinking? At FIS you'll have t ...
-
Administrative Assistant
1 week ago
Florida Blue Jacksonville, United States Full timeThe Key Responsibilities: · Provide general administrative support to the Value Based Team and its Executive Staff. · Coordinate conferences and meetings, maintain calendars and prepare materials such as presentations, spreadsheets, and agendas. · Receive, screen and handle tele ...
-
Administrative Assistant
2 weeks ago
FFCFC Jacksonville, United StatesJob Description · Job DescriptionFull-Time Administrative Assistant / Commercial Loan Specialist · Industry: Non-profit organization specializing in SBA 504 loans · Compensation: Competitive annual salary + full benefit package that includes a generous IRA contribution (see below ...
-
Graduate Administrative Assistant
3 weeks ago
Jacksonville State University Jacksonville, United StatesDepartment: · Marketing Services · Position Summary: · The Graduate Administrative Assistant Graphic Designer assists with creating well designed publications such as brochures, recruitment, promotional materials, and advertising while positively reflecting the University's pro ...
-
administrative assistant
1 week ago
Duval Ford, LLC Jacksonville, United StatesJob Description · Job DescriptionThe Administrative Assistant position is is a full-time position handling general office tasks to support the Fleet President. · Responsibilities include but are not limited to: · provide general administrative and clerical support including maili ...
-
Administrative Assistant
1 week ago
Cornerstone of Jacksonville Jacksonville, United StatesJob Description · Job DescriptionSalary: $19.00 to $20.50, per hour · POSITION: Administrative Assistant / Principal Secretary · POSITION OPENING: Monday, June 10, 2024 · SCHEDULE: 8:00am - 4:30pm / with a 30 minute lunch break (FULL-TIME / Hourly) · PRIMARY PURPOSE: To provide ...
-
Administrative Assistant
2 weeks ago
Icon Consultants Jacksonville, United StatesJob Description · Job DescriptionTemporary Administrative Assistant - Jacksonville, FL · Job Details: · Location: Jacksonville, FL 32221 · Hours: Monday to Friday, 8:00 AM to 5:00 PM · Pay: $25.00 per hour · Assignment Length: 6 months (Contract W2) · Job Summary: · We are seekin ...
-
Administrative Assistant
3 days ago
Child Guidance Center, Inc Jacksonville, United StatesJob Description · Job DescriptionDescription:Why work for CGC? · Our tag line says it all; Unlimited Potential. Endless Possibilities. · For over 70 years our professionally trained staff have positioned clients for success by operating on a whole-health, whole-family mentality ...
-
Administrative Assistant
2 weeks ago
Icon V Jacksonville, United StatesJob Description · Job DescriptionJob Title: Administrative Assistant · Company: Icon V · Location: Jacksonville, FL · About Icon V: · Icon V – Florida is more than a digital marketing agency; we're a team of storytellers, strategists, and technologists dedicated to taking your br ...
-
Graduate Administrative Assistant
1 week ago
Jacksonville State University Jacksonville, United StatesDepartment: · English · Position Summary: · Writing consultants have the opportunity to hold interactive writing appointments with student writers from all disciplines on various writing projects such as essays, speeches, proposals, multimodal projects, etc. Consultants must un ...
-
Administrative Assistant
3 weeks ago
Evergreen Communities LLC Jacksonville, United StatesJob Description · Job DescriptionWe are looking for a responsible Administrative Assistant with growth opportunity for our manufactured home community office. This position if full-time. The duties of the administrative assistant include providing support to the community manager ...
-
Administrative Assistant
3 weeks ago
Underwater Mechanix UMX Jacksonville, United StatesJob Description · Job DescriptionSalary: Starting at $25/hr · Location: Jacksonville, FL · About Us: UMX is a leading provider of marine construction services specializing in commercial diving. With over 10 years of experience, we have built a reputation for excellence in delive ...
-
Administrative Assistant
3 days ago
LHH Recruitment Solutions Jacksonville, United StatesJob Description · Job DescriptionAdmin Assistant · LHH Recruitment Solutions is searching for a Admin Assistant in the Jacksonville, FL area. Our client is looking to bring on an Admin Assistant to support the main office. This role will be in a fast-paced environment with team ...
-
Administrative Assistant
3 weeks ago
United Real Estate Gallery Jacksonville, United States Full timeJob Description · Job DescriptionAdministrative Assistant, full-time position for a Real Estate Operations office (non-remote) in Jacksonville, Florida. · The Agent Support/Administrative Assistant is an essential cog in our company's operational system and instrumental in the su ...
-
Administrative Assistant
2 weeks ago
PAM Health Jacksonville, United StatesJob Description · Job DescriptionAdministrative Assistant - Nursing · Work with us at PAM Health Specialty Hospital of Jacksonville · Administrative and Secretarial Support · • Orders supplies and makes necessary recommendations for equipment repairs, replacements or additions fo ...
-
Graduate Administrative Assistant
1 week ago
Jacksonville State University Jacksonville, United StatesDepartment: · Information Technology · Position Summary: · Information Technology is seeking a highly motivated and tech-savvy Graduate Assistant to join our Information Technology team. As a Graduate Assistant, you will have the opportunity to work closely with our IT professi ...
-
Executive Administrative Assistant
1 week ago
BAE Systems Jacksonville, United States Full timeJOB DESCRIPTION · Job Description · BAE Systems Jacksonville Ship Repair is looking for a highly skilled and motivated Functional Support Specialist II to join our team and provide executive-level support to the Vice President/General Manager (VP/GM) and staff. In this role yo ...
-
Executive Administrative Assistant
2 weeks ago
Revision Wealth Management Jacksonville, United States**Important: Please make sure to review and follow the submission instructions provided at the conclusion of this job description. · About Revision Wealth Management: · With offices throughout North Central Florida (, our mission transcends mere asset management; we shape destini ...
-
Administrative Assistant
2 weeks ago
Americas Staffing Partner Inc Jacksonville, United StatesJob Description · Job DescriptionExecutive Assistant needed to support FRCSE Naval Air Station in Jacksonville FL. · Job Duties: · Provide executive office management support. · Answer all incoming telephone calls. · Prepare presentation material including charts and graphs. · Sc ...
Administrative Assistant - Jacksonville, United States - Revision Wealth Management
Description
Job Description
Job DescriptionSalary: SalaryAt Revision Wealth Management, we are proud to serve the entire state with our comprehensive expertise in various sectors of the industry. With a team that brings together more than 40 years of combined knowledge and resources, we are currently seeking talented individuals who are eager to contribute to and grow within our dynamic field.
We are currently seeking an Administrative Assistant to join our team at our location in Jacksonville, Florida. This role is vital for ensuring the smooth execution of our office operations, involving clerical tasks, managing communications within the office as well as with advisors and clients, and supporting our daily marketing, scheduling, and client file management efforts.
Key Responsibilities:
Preferred Qualifications:
We are committed to creating a supportive and dynamic environment. We value the contributions of our employees and strive to foster growth and efficiency. If you are organized, detail-oriented, and passionate about providing exceptional administrative support, we encourage you to apply.
Revision Wealth Management is an equal-opportunity employer. Our ethos embraces diversity and inclusion, fostering an atmosphere where every employee's unique insights are valued and respected.
Job Type: Full-time
Pay: $45, $50,000.00/Salary
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person