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Office administrator • cleveland oh

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Administrator

Administrator

Talent ShoreCleveland, OH, US
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Invest in Your Future, Join Our Team.Our client is an award-winning FT Top 100 Advice Firm who deliver outstanding customer care in pension advice, retirement planning and investment services.Our g...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Team Administrator

Team Administrator

Morgan StanleyCleveland, OH, US
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The Team Administrator is responsible for providing executive assistant support for Financial Advisor(s) and Private Wealth Advisor(s) / teams, including responsibilities such as phone coverage, cale...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Office Clerk

Office Clerk

Hustle Notice BizCleveland, OH, US
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We are seeking a detail-oriented and organized Office Clerk to join our dynamic team.This role is essential in ensuring the smooth operation of our office environment by providing administrative su...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Payroll Administrator

Payroll Administrator

Robert HalfCleveland, OH, United States
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Description We are looking for a detail-oriented Payroll Administrator to oversee payroll operations for a workforce of approximately 500 employees in Cleveland, Ohio. This role requires a meticul...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Assistant Administrator

Assistant Administrator

City of Cleveland, FLCleveland, OH, United States
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Parks and Recreation - Recreation.Recreation - Commissioners Office.Under general direction, performs major daily and project / program based administrative duties. Recommends and administers division...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Sharepoint Administrator

Sharepoint Administrator

Jobs via DiceCleveland, OH, United States
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Be among the first 25 applicants.Dice is the leading career destination for tech experts at every stage of their careers. Our client, Robert Half, is seeking the following.We are looking for a skill...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Bookkeeper Administrator

Bookkeeper Administrator

Expert VACleveland, OH, US
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We are a US-based company that provides accounting and financial services to a fast-growing real estate company in the US. Successful applicants will be assigned to one of our client's offices to ov...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
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Network Administrator

Network Administrator

UB Greensfelder LLPCleveland, OH, US
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UB Greensfelder currently has an opening for a Network Administrator.A Network Administrator is a skilled and detail-oriented individual who is a confident communicator with strong analytical and p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Project Administrator

Project Administrator

Phoenix StaffingBrookpark, OH, US
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As a Project Administrator here at Honeywell, you will support our Project Manager in the day-to-day activities of project execution. The ideal candidate will have proficiency in SAP, Salesforce (Ne...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
Office Administrator

Office Administrator

Area TempsCleveland, OH, US
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Join Our Team as an Office Administrator!.Are you a dynamic, detail-oriented professional who thrives in a fast-paced environment? Do you enjoy wearing many hats and making a real impact every day?...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Office Manager

Office Manager

Ohio StaffingCleveland, OH, US
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We are looking for a skilled Office Manager to oversee administrative and financial operations in a dynamic and fast-paced environment. This long-term contract position is based in Cleveland, Ohio, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
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Office Administrator - Cleveland, OH

Office Administrator - Cleveland, OH

VensureCleveland, OH, US
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Our mission is to provide personalized, high-quality services tailored to the clients unique situations.Our team of experienced professionals is committed to helping clients navigate the complexiti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Facilities Administrator

Facilities Administrator

FlexjetCleveland, OH, US
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Flexjet is seeking an experienced and proactive Facilities Administrator to join our team at our state-of-the-art headquarters at Cuyahoga County Airport in Richmond Heights, Ohio.In this role, you...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Office of Professional Standards Administrator

Office of Professional Standards Administrator

Government JobsCleveland, OH, US
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Office Of Professional Standards Administrator.Under administrative direction, manages the day-to-day operations of the office which oversees integrity control, compliance, and employee accountabil...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Office Administrator - Cleveland, OH

Office Administrator - Cleveland, OH

Vensure Employer ServicesCleveland, OH
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Our mission is to provide personalized, high-quality services tailored to the clients unique situations.Our team of experienced professionals is committed to helping clients navigate the complexiti...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Network Administrator

Network Administrator

Arrow InternationalCleveland, Ohio, United States
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We are seeking an Expert Network Engineer specialized in SD-WAN solutions to design and implement high-performance enterprise networking architectures. The role focuses on ensuring security, reliabi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Office Clerk

Office Clerk

Marketing Consultancy LabCleveland, OH, US
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We are seeking a highly organized and motivated Office Clerk to join our dynamic team.This position plays a crucial role in maintaining the efficient operation of our office by providing a variety ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Administrator

Administrator

KeyCorpCleveland, OH, US
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Location : 4900 Tiedeman Road - Brooklyn, Ohio 44144-2302.The Administrator facilitates the execution of the trust administration life cycle process. Handles the daily administration and account main...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Administrator

Administrator

Talent ShoreCleveland, OH, US
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Administrator

Invest in Your Future, Join Our Team.

About our client :

Our client is an award-winning FT Top 100 Advice Firm who deliver outstanding customer care in pension advice, retirement planning and investment services. Our growth is based on our straightforward approach to financial advice and our focus on the service we provide to everyone we work with.

We are continuously expanding and are looking to recruit and retain the best talent. If you are ambitious and proactive, our organization will provide you with an environment to thrive in. We offer competitive salaries, personalized training programs, study support and endless development opportunities to our people.

This role is ideal for an organized and motivated individual looking to build a career in financial services administration.

The key responsibilities will look like :

  • Processing Letters of Authority and inputting accurate data into our CRM system.
  • Communicating with pension providers daily and requesting scheme information.
  • Interpreting, gathering and analysis of key data.
  • Analysis of data to ensure all information is correct.
  • Submitting business to platforms and providers for our existing clients.
  • Ensuring submitted business is progressed through to completion.
  • Carefully and accurately completing and recording forms for our existing clients.
  • Communicating effectively with clients and 3rd parties.

What we're looking for :

  • An organized, detail focused and proactive individual.
  • A good working knowledge of Microsoft Office applications.
  • Previous experience using a CRM system.
  • Experience of working in a client relationship focused, targeted fast paced environment.
  • Excellent attention to detail and able to work quickly and accurately.
  • Excellent organizational and communication skills.

    • Job purpose :

  • Complete submissions for complex business
  • Complete packs for complex business
  • Complete pipeline for complex business
  • General administration as required

    • Reporting to : RFS & Retirement Servicing Manager

    Key responsibilities :

  • Submissions
  • Ensuring careful and accurate completion and recording of forms
  • Understanding the importance of detailed and accurate commission profiles
  • Communicating with the client to update them on the status of their submission
  • Ensure accurate completion and updating of KPI records
  • Ensuring submitted files are compliant
  • Pipeline
  • Chasing submitted business to completion
  • Problem solving any issues that occur
  • Keeping the client updated on the status of their business
  • General Administration
  • Answering inbound calls in a polite and friendly manner
  • Complete scanning, filing and printing as and when needed

    • General responsibilities :

  • Communicating effectively and respectfully with all co-workers, clients and 3rd parties
  • Ensuring general tidiness of the office at all times
  • Compliance with all company policies and procedures
  • Compliance with the regulator, the FCA
  • Undertake any reasonable duties to contribute towards customer care
  • Undertake any reasonable duties to help the company reach the goals
  • To behave in a fit and proper manner in accordance with a professional organization
  • Maintain an open minded, positive outlook whilst maintaining high levels of diligence

    • Critical tasks :

  • Work is accurate and compliance guideline understood and followed.
  • All required documents are received, completed and signed where required.
  • Raise risk alerts appropriately and consistently in line with policy.
  • GDPR and data protection is followed at all times.
  • All information is accurately recorded / logged.