Administrative Services Manager jobs in Fort Myers, 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)

E
Client Services Associate - Institutional
  • 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 COMPETENCIES

    In 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.

  • 2 Months Ago

E
Facilities Maintenance Technician - Midland
  • 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...
  • Just Posted

E
Accounts Receivable/Payable Specialist
  • 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...
  • 24 Days Ago

E
Associate - Trust Accounting
  • 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...
  • 2 Months Ago

D
Administrative Assistant
  • DBI SERVICES
  • Fort Myers, FL FULL_TIME
  • Provides overall secretarial administrative support for the regional or branch management team under the direction of the local Branch Manager. This role will assist in the managing of administrative ...
  • 23 Days Ago

D
Administrative Assistant
  • DeAngelo Contracting Services
  • Fort Myers, FL FULL_TIME
  • Company DescriptionA LITTLE BIT ABOUT US: Aquageix is a family owned and operated business with treating all employees like family at the core of our values. Our employees provide innovative, safe, an...
  • 18 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Administrative Services Manager jobs found in Fort Myers, FL area

C
2nd Shift Janitorial Supervisor / Night Manager
  • City Wide Facility Solutions
  • Fort Myers, FL
  • $20 per hour + car allowance + phone allowance + benefits City Wide Facility Solutions provides over 20 building mainten...
  • 5/8/2024 12:00:00 AM

A
Property Management Administrative Assistant-Sanibel Island
  • Alliant Property Management
  • Fort Myers, FL
  • Job Description Job Description We are seeking a Property Management Administrative Assistant to join our amazing Sanibe...
  • 5/8/2024 12:00:00 AM

C
Real Estate Acquisitions Specialist
  • Coastal Mountain Home Buyers
  • Cape Coral, FL
  • Description We are seeking a driven and talented Real Estate Acquisitions Specialist to join our team. In this role, you...
  • 5/8/2024 12:00:00 AM

L
Community Manager
  • Leeds Professional Resources
  • Bonita Springs, FL
  • This is a contract to hire position. Job Responsibilities Oversee all property operations including maintenance, capital...
  • 5/6/2024 12:00:00 AM

I
Property Manager
  • 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...
  • 5/5/2024 12:00:00 AM

A
Property Management Administrative Assistant
  • Alliant Property Management
  • Fort Myers, FL
  • Job Description Job Description We are seeking a Property Management Administrative Assistant to become a part of our Am...
  • 5/4/2024 12:00:00 AM

I
Community Manager
  • Insight Global
  • Port Charlotte, FL
  • Insight Global is looking for a Hospital Community Manager to join a well-established organ donor foundation and support...
  • 5/4/2024 12:00:00 AM

S
Business Office Manager
  • Senior Lifestyle
  • Naples, FL
  • Company Description Do you have HEART? We are looking for individuals who can embrace our mission to purposely brighten ...
  • 5/4/2024 12:00:00 AM

Fort Myers or Ft. Myers, is the county seat and commercial center of Lee County, Florida, United States. It has grown rapidly in recent years. As of the 2010 census, the city population was 62,298 and in 2017 was estimated at 79,943. Fort Myers is a gateway to the Southwest Florida region and a major tourist destination within Florida. The winter estates of Thomas Edison ("Seminole Lodge") and Henry Ford ("The Mangoes") are major attractions. The city is named after Colonel Abraham Myers....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Administrative Services Manager jobs
$79,876 to $111,461
Fort Myers, Florida area prices
were up 1.5% from a year ago

Administrative Services Manager in Muskegon, MI
Responsibilities also include confidential, complex, and technical support to the District Manager; responsibility for a variety of programs, projects, and special assignments; assistance to District management staff in areas of expertise; and performs other duties as assigned.
December 22, 2019
Administrative Services Manager in Petaluma, CA
Applicants will face keen competition for the limited number of higher-level administrative services jobs.
February 05, 2020
Administrative Services Manager in Bakersfield, CA
Reviews, interprets, and analyzes financial and operational service reports to develop best business practices for the Administrative Services unit and makes recommendations/consultation to other units, as necessary.The Administrative Services unit provides organizational development and administrative management throughout the organizations in an effort to streamline administrative services, find efficiency of scale for business processes, and enhance business relationships.
February 01, 2020