Foreign Studies Advisor jobs in Iowa

Foreign Studies Advisor assists and advises students looking to travel abroad for studies, employment, and volunteering. Plans and leads information sessions regarding overseas opportunities, registration, credit transfer, and financial aid. Being a Foreign Studies Advisor requires a bachelor's degree. Typically reports to a manager. The Foreign Studies Advisor gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Foreign Studies Advisor typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Client Service Administrator - Financial Firm - Des Moines, IA
  • Advisor Employee Services
  • Des Moines, IA FULL_TIME
  • Client Service Administrator
     
    Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you!
     
     Our growing financial service firm in Des Moines, IA is seeking to add a Client Service Administrator to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
     
    Job Description:
    The purpose of this position is to ensure smooth day-to-day operations of the practice while providing superior customer service to the firm’s prospects, clients, and team members. Position requires the employee to perform general administrative services such as taking incoming calls, calendar management, file system organization, outgoing mailings, and welcoming clients to the office.
     
    Key Skills:
    • Strong organizational skills
    • Excellent communication; written and verbal
    • Attention to detail and accuracy
    • Proactive management style and consistent follow-through
    • Self-starter
    • Desire to support a team
    Minimum Requirements:
    • Associates Degree preferred
    • Financial Industry experience required
    • 2 years working alongside a Financial Advisor in a fast-paced office environment preferred
    • Experience with MS Office Suite and the ability to learn new software quickly
    • CRM experience
     
    Responsibilities:
    This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:
    • #1 back up to receptionist - Answering the phones, creating clients and setting up conference rooms and managing advisors calendars. 
    • Manage client onboarding process
    • Organizing online and physical client folders for reviews
    • Client advisory agreement preparation
    • Manage client email database
    • Record notes from every client conversation in the Retail CRM
    • Adding/Updating client accounts in Redtail CRM
    • Organize and file statements and client folders
    • Maintain an organized, compliant, and efficient filing system
    • Assist with copying or scanning as requested by the team
    • Pull appropriate client files when requested by the team
    • Mail all outgoing correspondence
    • Manage advisor’s calendar regarding appointment scheduling and rescheduling, primarily existing appointments.
    • Manage task in Bamboo HR system
    • Call in allocation changes as needed
     
    Salary:
    • $48K - $58K (dependent upon experience)
     
    Benefits:
    • 401(k) Match - 3% and profit sharing
    • 75% coverage of Health/Dental/Vision
    • $100k life insurance (company paid)
    • Monthly bonus after 90 days
    • Incentive Trip or Bonus (after 1 year)
     
    Hours:
    • Monday-Thursday: 8am-5pm
    • Friday: 8am-1pm
     
    Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 10 Days Ago

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CMA- Certified Medication Aide
  • Senior Living Advisor
  • Clive, IA FULL_TIME
  • We’re a passionate group of friends and colleagues who are out to change the healthcare world, having a lot of fun while we’re at it! From community gatherings to just plain laughing a lot- we work ha...
  • 2 Days Ago

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Dining Room Server
  • Senior Living Advisor
  • Iowa, IA FULL_TIME
  • Dial is the place to love the way you work. Our team members get the opportunity to serve and learn from some of the most knowledgeable seniors. Our residents will become your family as we seek to inf...
  • 22 Days Ago

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Caregiver/Nursing Assistant
  • Senior Living Advisor
  • Clive, IA FULL_TIME
  • We’re a passionate group of friends and colleagues who are out to change the healthcare world, having a lot of fun while we’re at it! From community gatherings to just plain laughing a lot- we work ha...
  • 23 Days Ago

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CNA- Certified Nursing Assistant
  • Senior Living Advisor
  • Iowa, IA FULL_TIME
  • Dial is the place to love the way you work. Our team members get the opportunity to serve and learn from some of the most knowledgeable seniors. Our residents will become your family as we seek to inf...
  • 1 Month Ago

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Part Time Cleaner
  • Myriad Advisor Solutions
  • Waukee, IA PART_TIME
  • Myriad Advisor Solutions is looking for a part-time cleaner to help keep our home office tidy and presentable! This is a great opportunity for a high school student or someone who just wants to add a ...
  • 2 Months Ago

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Recruitment Consultant Role
  • Harnham
  • New York (Manhattan Financial District) $52,018 salary plus commission and bonus structure March Start Date If you enjoy...
  • 4/18/2024 12:00:00 AM

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Financial Advisor & Consultant
  • Equitable Advisors
  • Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We ...
  • 4/18/2024 12:00:00 AM

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Financial Advisor & Consultant
  • Equitable Advisors
  • Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We ...
  • 4/18/2024 12:00:00 AM

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Experienced Service Advisor/Consultant
  • Feldman Chrysler Dodge Jeep Ram Woodhaven
  • Trenton, MI
  • At Feldman Automotive & Mark Wahlberg Automotive, we are looking for talented, dedicated individuals with drive. Our rap...
  • 4/17/2024 12:00:00 AM

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Organizational Development Advisor Consultant
  • IREX
  • Washington, DC
  • At IREX we strive for a more just, prosperous, and inclusive worldwhere individuals research their full potential, gover...
  • 4/17/2024 12:00:00 AM

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Financial Advisor & Consultant
  • Equitable Advisors
  • Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We ...
  • 4/16/2024 12:00:00 AM

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Financial Advisor & Consultant
  • Equitable
  • Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We ...
  • 4/16/2024 12:00:00 AM

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Financial Advisor & Consultant
  • Equitable Advisors
  • Job Description Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We ...
  • 4/16/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Foreign Studies Advisor jobs
$45,044 to $58,472