Administrative Services Supervisor jobs in Fort Myers, FL
Administrative Services Supervisor supervises the daily operation of one or more support services for an organization, including clerical services, office space, equipment and supplies, vendor management and other support services. Establishes work procedures and standards to improve efficiency and effectiveness of assigned operations. Being an Administrative Services Supervisor ensures compliance with established corporate standards and may be responsible for reviewing and evaluating the work and performance of subordinates. May require an associate degree. Additionally, Administrative Services Supervisor typically reports to a manager. The Administrative Services Supervisor supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. Thorough knowledge of department processes. To be an Administrative Services Supervisor typically requires 3-5 years experience in the related area as an individual contributor. (Copyright 2024 Salary.com)
Recently Added Administrative Services Supervisor 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.
- 29 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...
- 5 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...
- 23 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...
- 1 Day Ago
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0 Administrative Services Supervisor jobs found in Fort Myers, FL area
- Florida Neurology Group
-
Fort Myers, FL
- Job Description Job Description The Infusion Nurse is responsible for directing and coordinating Vascular Access nursing...
- 4/19/2024 12:00:00 AM
- Lutheran Services Florida
-
Fort Myers, FL
- Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibr...
- 4/18/2024 12:00:00 AM
- 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
- Oracle Elevator
-
Naples, FL
- Summary Under limited supervision of the General Manager, performs various secretarial, office support, and customer ser...
- 4/18/2024 12:00:00 AM
- Lutheran Services Florida
-
Fort Myers, FL
- #nowhiring Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communiti...
- 4/18/2024 12:00:00 AM
- Lutheran Services Florida
-
Fort Myers, FL
- Lutheran Services Florida (LSF) envisions a world where children are safe, families are strong, and communities are vibr...
- 4/18/2024 12:00:00 AM
- TeleSpecialists LLC
-
Fort Myers, FL
- Job Description Job Description This position is 100% remote. About the Role: TeleSpecialists is looking for a Licensing...
- 4/17/2024 12:00:00 AM
- Healthcare Services Group, Inc.
-
Fort Myers, FL
- Overview: Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, ...
- 4/1/2024 12:00:00 AM
About Fort Myers, Florida
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