- Schedule client appointments and prepare agendas/forms for appointments.
- Follow-up with home office on related issues.
- Conduct client appointment reminder calls and check-in calls on follow up items.
- Greet clients upon arrival and extend hospitality to clients.
- Set up and maintain client management system.
- Document client contacts/calls.
- Track client special events and make appropriate contact per established client contact
- model.
- Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts.
- Strong organizational and computer skills.
- Direct attention to detail and organization.
- Effective and efficient time management.
- Polite and clear phone manner.
- Ability to multitask.
- Positive attitude and sincere willingness to constantly learn and grow.
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Office Manager
3 weeks ago
Twin Cities School of Dance Bloomington, United StatesJob Overview: · Essential Job Duties: · - Establish customer billings in online system and follow up to ensure tuition collection. · - Oversee high level personnel duties such as administration of required payroll forms, execution of teacher contracts, and timecard approval and s ...
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Business Office Manager
1 week ago
The Loft of Normal Bloomington, United States**BUSINESS OFFICE MANAGER** · The Loft Rehabilitation and Nursing of Normal is a skilled nursing facility located in Normal, Illinois. At The Loft of Normal, we believe in providing our residents with the highest quality of care possible. We achieve this by maintaining a focus on ...
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Office Manager Dme
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Trinity Home Medical Equipment Bloomington, United States**Company Description** · TRINITY HOME MEDICAL EQUIPMENT is a medical equipment/ supply company based out of 1624 COMMERCE PKY, Bloomington, Illinois, United States. · **Role Description** · This is a Full-time Durable Medical Equipment (DME) Manager role, located on-site in Bloo ...
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Office Assistant/Project Manager
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Omega Enterprises Bloomington, United StatesOffice Assistant/Facility Manager (m/f/d) · Huber Building Cleaning · -gbr- · ...
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Office Manager
2 weeks ago
FirstService Residential Bloomington, United States Part time - RegularJob Overview: · The Office Manager, under the direction and supervision of the Association Manager and FirstService Residential is responsible for supervising the daily operation of the Association. This includes but is not limited to running the Association office, responding t ...
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Office Manager
2 weeks ago
Clarkson Eyecare Bloomington, United StatesJob Description · Job DescriptionTitle: Office Manager, Eyewear · Company: Clarkson Eyecare · Location: Bloomington, MN · Pay: $25/hour and up with commissions · Training Provided – No medical/eyecare experience required · We are looking for strong leadership skills / background ...
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Business Office Manager
2 weeks ago
Intelligent Office Bloomington Bloomington, United StatesJob Description · Job DescriptionOffice Manager / Client Manager Job Description · Our company is Intelligent Office. We provide reception and administrative support services to a variety of businesses in an entirely new way. It's different, it's exciting and it's never monotonou ...
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Integrated Support Services Coordinator
2 weeks ago
Chestnut Health Systems Bloomington, United StatesOverview: · The Integrated Support Services Coordinator plays a crucial role in ensuring the smooth functioning of office operations and reception activities within Chestnut's Central Illinois facilities. This position requires adept leadership and organizational skills to superv ...
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Administrative Assistant
3 weeks ago
COX PETROLEUM TRANSPORT Bloomington, United States**Job Summary** · This position reports directly to the Terminal Manager and is responsible for performing administrative duties on a professional level while working closely with the terminal management staff in supporting the terminal. The Terminal Admin Assistant may carry out ...
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Administrative Specialist Iii
3 weeks ago
Illinois Wesleyan University Bloomington, United StatesThis position provides administrative support to the Vice President and Division of Diversity, Equity and Inclusion (DEI). Responsible for day-to-day operations and administrative support activities, managing independent projects, establishing effective project reporting and trac ...
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Full Charge Bookkeeper
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Nightmotorsport Bloomington, United StatesPrimary Responsibilities: · - Assist with daily drawer balancing and entry of sales and inventory adjustments and inventory builds into QuickBooks 2024 Desktop · - A/P: Entry of all payables, reconciliation of vendor accounts, and payment of bills · - A/R: Preparation of statemen ...
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Executive Assistant
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Chestnut Health Systems Bloomington, United StatesOverview: · Join Chestnut Health Systems as a Full-Time Executive Assistant in Bloomington, IL · Are you ready to play a vital role in supporting the mission of a leading provider of behavioral and primary health care services? Look no further Chestnut Health Systems is seeking a ...
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Director of International Office
2 weeks ago
Illinois Wesleyan University Bloomington, United States**Responsibilities**: · - **Administer study abroad programs**: administer IWU's semester abroad programs; support May Term Travel and IWU Freeman Asia; liaise with affiliated partners and custom program providers including student support and academic content; coordinate informa ...
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Quality Safety Representative
2 weeks ago
25/8 Safety Bloomington, United States**Summary/Objective** · The Quality Safety Representative (QSR) is responsible for implementing safety procedures and regulations in the workplace to prevent potential hazards and delays in everyday work operations. · **Essential Functions** · - Reasonable accommodations may be m ...
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Custodian
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Zentech Manufacturing I Bloomington, United States**Full-Time Position Supervisor: Production Manager** · **Position Summary**:The** **custodian oversees and keeps the facility ( office and production floor) clean, organized, and disinfected. · ***Responsibilities and Duties**: · - Clean the interior of buildings including floor ...
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Administrative Assistant Ii
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DHL Bloomington, United StatesDHL Supply Chain is Hiring · At DHL, you will play a part in one of the world's most essential industries. As the world's leading contract logistics provider, we believe in doing the right thing, growing together, and delivering the difference. At DHL, you have a voice that matte ...
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Payroll and Benefits Coordinator
2 weeks ago
Westminster Village Inc Bloomington, United States: · **Benefits** · Medical, dental, vision and life insurance · 401k with company match · FSA · EAP program · Educational scholarships · Wellness program · Tuition reimbursement, and many more · **Duties** · Process bi-weekly payroll accurately using Paylocity to ensure accuracy ...
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Security Officer
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Ortho Tech/cma
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Carle Health Bloomington, United StatesDepartment: Orthopedics/Sports Med - CWP · - Entity: Bloomington-Normal Service Area · - Job Category: Patient Care · - Employment Type: Full - Time · - Job ID: 42207 · - Experience Required: None · - Education Required: HS Diploma/GED · - Shift: Day · - Location: Bloomington-Nor ...
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Bilingual Collections Specialist
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Wilber Group Bloomington, United States¿Buscas un nuevo comienso en un lugar estupendo para trabajar? Aplica y ven a trabajar con nosotros_ · **This position does NOT require insurance knowledge or experience · - we will train you in everything you need to know** · We are looking for self-driven, trainable, and profes ...
Administrative Assistant Office Manager - Bloomington, United States - Ameriprise Financial
Description
Full or Part time availability. Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. This position supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice.Position Functions:
Key Traits of a Successful Administrative Assistant:
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time