Administrative Services Manager jobs in Cape Coral, FL
Administrative Services Manager directs and coordinates the delivery of administrative services such as clerical support, mail distribution, document management, maintenance, and food service to ensure efficient operations of the business. Ensures that users understand how to access services with clear policies and procedures. Being an Administrative Services Manager suggests improvements to services and identifies additional efficiencies. Typically requires an associate degree or its equivalent. Additionally, Administrative Services Manager typically reports to a head of a unit/department. The Administrative Services Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be an Administrative Services Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
Recently Added Administrative Services Manager jobs
- Equity Administrative Services Inc And Affiliates
-
Fort Myers, FL
FULL_TIME
-
When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrace the flexibility to allow you to pave your own path. Come join our mission and learn what it truly means to self-direct your future!
JOB OVERVIEW
The Client Services Associate services and guides existing clients and investment sponsors through processes related to completing self-directed investments, including but not limited to private equity, hedge funds, and real estate syndications. Works closely with clients, vendors, and other team members to exchange information and documents related to client investments.
RESPONSIBILITIES & DUTIES
- Efficiently and proactively manages client and vendor correspondence (incoming calls, emails, chats, and client visits)
- Answers client and vendor questions regarding financial transactions, including asset purchases, sales, and other client transactions
- Effectively learns and communicates IRS rules and regulations related to IRAs
- Utilizes CRM system to keep all transaction and case statuses updated, as well as logging all communication
- Enters details of new investment submissions for onboarding
- Uses DocuSign to create e-signing templates
- Builds and maintains relationships with account holders, vendors, and referral sources
- Coordinates with third-parties such as investment managers, brokers, attorneys, transfer agents, and fund administrators to ensure timely processing of transactions
- Collaborates across departments to assist with special projects, as necessary
- Identifies opportunities to assist vendors with new account applications and/or upcoming capital calls and capital raises
- Creates and maintains processes to regularly follow up with top vendors and clients
- Performs other duties as assigned
QUALIFICATIONS
- 1-3 years of experience in a service-oriented or sales assistant role
- Experience in Accounting, Finance, or Administration is preferred
- Bachelor’s degree in Finance or related field preferred
PROFESSIONAL CERTIFICATIONS
- None
TECHNICAL SKILLS
To be successful in this role, you should have experience with and an understanding of the following:
- Proficient in Microsoft Office Suite
CULTURAL COMPETENCIESIn addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
- Customer Focus
- Communicates Effectively
- Resourcefulness
- Balances Stakeholders
PHYSICAL DEMANDS/WORK ENVIRONMENT
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
- 28 Days Ago
- Equity Administrative Services Inc And Affiliates
-
Fort Myers, FL
FULL_TIME
- When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by per...
- 1 Month Ago
- Equity Administrative Services Inc And Affiliates
-
Fort Myers, FL
FULL_TIME
- This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period. When you work at Equity Trust, there is never a dull moment! You get to be a part...
- 4 Days Ago
- Equity Administrative Services Inc And Affiliates
-
Fort Myers, FL
FULL_TIME
- When you work at Equity Trust, there is never a dull moment! You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by per...
- 1 Month Ago
- Equity Administrative Services Inc And Affiliates
-
Fort Myers, FL
FULL_TIME
- This position is located in our Fort Myers, FL office and is eligible for a hybrid schedule after probationary period. JOB OVERVIEW The Associate – Trust Accounting processes client requests accuratel...
- 22 Days Ago
- Florida State Courts, Twentieth Judicial Circuit, Administrative Office of the Courts
-
FL 33901, FL
FULL_TIME
- *This position is eligible for a Competitive Area Differential (CAD) as approved by the Florida State Court System up to $2,583.00 annually.KEY REQUIREMENTSExperience in the area of family lawExperien...
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0 Administrative Services Manager jobs found in Cape Coral, FL area
- City Wide Facility Solutions
-
Fort Myers, FL
- $20 per hour + car allowance + phone allowance + benefits City Wide Facility Solutions provides over 20 building mainten...
- 4/18/2024 12:00:00 AM
- Alliant Property Management
-
Fort Myers, FL
- Job Description Job Description Our amazing TEAM is looking of you to join us! If you are seeking a future in associatio...
- 4/18/2024 12:00:00 AM
- TheHomeMag | America's #1 Home Improvement Magazine ®
-
Cape Coral, FL
- The Receptionist and Administrative Assistant will serve as TheHomeMag’s receptionist and provide administrative support...
- 4/18/2024 12:00:00 AM
- Express Employment Professionals
-
Cape Coral, FL
- Job Description Job Description Express Employment Professionals specializes in connecting skilled professionals with lo...
- 4/18/2024 12:00:00 AM
- BGSF
-
Naples, FL
- Job Description Job Description Are you ready to jump into the dynamic world of Property Management? The Apartment Indus...
- 4/17/2024 12:00:00 AM
- Kw Property Management And Consulting
-
Naples, FL
- ** Real Estate Sales Associate - Salary + Commission** **Job Category****:** Employee **Requisition Number****:** RENTA0...
- 4/16/2024 12:00:00 AM
- Island Winds Condo Association
-
Fort Myers Beach, FL
- Job Description Job Description Property Manager will reside onsite in a condominium provided by the Association. As par...
- 4/15/2024 12:00:00 AM
- Leslie Brown PA
-
Englewood, FL
- Job Description Job Description Who are we looking for? The Real Estate Administrative Assistant is an individual who is...
- 4/14/2024 12:00:00 AM
About Cape Coral, Florida
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