Wealth Management Specialist jobs in Norwich, CT

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Occupancy Specialist, Windham Heights Apartments
  • VESTA MANAGEMENT CORPORATION
  • Willimantic, CT FULL_TIME
  • Description

    Be a part of the best team in Property Management!


    Welcome to Windham Heights Apartments, a Vesta community in Willimantic, CT.  We are seeking an experienced, organized Occupancy Specialist to join our team! 


    The Occupancy Specialist is responsible for all activities related to achieving maximum occupancy at the property, to include interacting with current and prospective residents. The Occupancy Specialist is generally responsible for applications, move-ins, and lease renewals, including re-qualifying applicants annually and on an interim basis in accordance with the guidelines of the programs within the community. 

    Essential Functions:

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Fosters a positive, active and collaborative relationship with residents, communities, and associated agencies.
    • Responsible for keeping reception area clean with professional surroundings.
    • Assist management with administrative detail with all projects, phones, faxes, filing, typing, mailings, and rental payment processing. Maintain accurate record of all resident transactions issuing resident receipts as necessary. May review- preview report and confirm TRACS (Tenant Rental Assistance Certification System) transmission ready.
    • Answer and direct incoming calls to the appropriate team member. When the appropriate team member is unavailable, ensure proper follow up.
    • Listen and address resident concerns/requests timely, to ensure resident satisfaction or if their requests are unreasonable, ensure they receive a response regarding our action/inaction.
    • Greet, introduce, welcome and convey benefits of the property to prospective residents and visitors.
    • Coordinate leasing to include interviewing prospective residents and assessing their needs and qualifications. Secure a completed welcome card and/or application from the prospective resident. Enter prospective resident information into the property data system.
    • Schedule application intakes, interviews, processing and preparation of applications, and their distribution.
    • Accompany prospective residents to apartments, discuss size and layout, terms of lease, and available facilities, i.e., swimming pool, laundry, shopping centers, services available.
    • Qualify prospective residents, based on property program requirements and the tenant selection plan.
    • Coordinate and maintain a healthy applicant waiting list to ensure future maximization of occupancy.
    • May be expected to calculate rent, based on property program/procedures or rent schedule.
    • Complete appropriate lease forms/documents and collect reservation deposit (if applicable), security deposit, and initial or prorated rent.
    • Handle marketing outreach to include interacting with neighborhood groups, local employers, community organizations and any other sources of prospecting and lead generation with a focus on converting leads into rentals.
    • Conduct marketing surveys and regularly review traffic reports, share trends with Property Manager.
    • Assist with and attend resident retention initiatives (i.e., resident functions, promotions, monthly newsletters, etc.).
    • Assist with property-issued communications/notices (i.e., bad weather, emergency, etc.).
    • Gather, prepare, and execute lease renewals, and intake, prepare, and process interim recertification, annual recertification and other documentation as required by local, state and federal agencies. Secure all required applicant and resident signatures, for administrative processes.
    • Maintain accurate record of all resident transactions/ certifications and process timely (interim certifications, move-in/move-outs, etc.).
    • Notify management of necessary legal action of resident non-payment or non-compliance.
    • Process information in property management software regularly, i.e.., work orders, certifications, deposits and all pertinent resident documentation.
    • Maintain documentation and filing procedures and systems in accordance with Vesta’s SOP.
    • Prior to showing an apartment, a model, or any aspect or amenity of the community, ensure that it meets Vesta quality standards and expectations. Report any maintenance or physical property needs to the Property Manager and/or Maintenance personnel.
    • Input work order and service requests, in property data system, and communicate to maintenance.
    • Assist in the achievement of property financial goals.
    • Consistently maintain property rules and regulations in accordance with property-based programs, Vesta’s SOP as well as all state, federal and/or local laws.
    • Preserves and respects resident, applicant, employee and company confidentiality.
    • Other duties as assigned by management.

    Knowledge, Skills and Abilities:

    • Excellent interpersonal skills; strong verbal communication skills.
    • Able to work independently; self-motivated, takes initiative.
    • Able to multitask and prioritize efficiently.
    • Ability to determine varying nature of calls/issues and identify the priority level.
    • Accepts responsibility and accountability.
    • Honest and trustworthy; displays integrity.
    • Professional, in appearance and action.
    • Shows adaptability.
    • Organized and detailed.
    • Basic math proficiency required.

    What we Offer:

    At Vesta, we take pride in hiring the best talent in Property Management. We work hard and we have fun doing so. In addition to our generous benefits package, we offer service awards, performance bonuses, team member appreciation events and opportunities for growth. Our benefits include: 

    • Medical, dental & vision insurance 
    • Company matched 401(K) 
    • Paid time off- Vacation, sick, floating holidays 
    • 12 additional paid holidays 
    • Tuition Reimbursement 
    • PetPlan Pet Insurance 
    • Employee Assistance Program 
    • Long & Short-Term Disability Insurance 
    • AND MORE 

    Interested? APPLY NOW!!!

    Requirements

    Requirements Education and Experience:

    • HS diploma or equivalent.
    • 2 years of related experience in a property management or apartment leasing office.
    • Experience with site based affordable housing programs strongly preferred, specifically HUD and Section 8.
    • COS Certified Occupancy Specialist and/or CPO Certified Professional of Occupancy certification strongly preferred.
    • Experience with Yardi strongly preferred.
    • Background check and drug screen required.
  • 1 Month Ago

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Burger King Management/Leadership
  • JSC Management Group LLC
  • Dayville, CT FULL_TIME
  • DescriptionWe offer higher wages for candidates with past or present restaurant experience, and we offer world-class leadership training to assist our Leaders in achieving their personal and professio...
  • 19 Days Ago

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Burger King Management/Leadership
  • JSC Management Group LLC
  • Willimantic, CT FULL_TIME
  • DescriptionWe offer higher wages for candidates with past or present restaurant experience, and we offer world-class leadership training to assist our Leaders in achieving their personal and professio...
  • 26 Days Ago

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Assistant Superintendent – Lake of Isles
  • KemperSports Management
  • North Stonington, CT FULL_TIME
  • About Lake of Isles Lake of Isles, a 36-hole Rees Jones-designed golf club located in North Stonington, Connecticut, opened in May 2005. Owned by the Mashantucket Pequot Tribal Nation and located acro...
  • 1 Month Ago

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Property Management Person
  • Toyota of Colchester
  • Colchester, CT FULL_TIME
  • Maintenance/Handy Person for PropertyToyota of Colchester is hiring a full-time handy person. This position is responsible for building and lot general clean-up and maintenance. It includes, but not l...
  • 11 Days Ago

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service management analyst 1
  • Unisys Corporation
  • Norwich, CT FULL_TIME
  • We Believe in Better! We are a global information technology company that builds high-performance, security-centric solutions that can help change the world. Enhancing people's lives through secure, r...
  • 2 Days Ago

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0 Wealth Management Specialist jobs found in Norwich, CT area

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Independent Insurance Claims Adjuster in West Warwick, Rhode Island
  • MileHigh Adjusters Houston Inc
  • West Warwick, RI
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/19/2024 12:00:00 AM

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Independent Insurance Claims Adjuster in Providence, Rhode Island
  • MileHigh Adjusters Houston Inc
  • Providence, RI
  • Exciting Opportunity for Aspiring Claims Adjusters! INDEPENDENT INSURANCE CLAIMS ADJUSTERS NEEDED NOW! Are you ready to ...
  • 4/19/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Hartford, CT
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/19/2024 12:00:00 AM

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Customer Care Specialist
  • Crum & Forster
  • Glastonbury, CT
  • Crum & Forster Company Overview: Since 2000, Crum & Forsters Accident & Health division (A&H) has offered a diverse port...
  • 4/18/2024 12:00:00 AM

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Senior Marketing Specialist
  • Klr
  • Providence, RI
  • If youre looking for an opportunity to be a leader at an award-winning firm, regularly recognized as a Best Place to Wor...
  • 4/18/2024 12:00:00 AM

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Remote Insurance Agent
  • Dorr Agency
  • Barrington, RI
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 4/18/2024 12:00:00 AM

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Retail Store Tailor Part Time
  • The Men's Wearhouse, Inc.
  • Waterford, CT
  • **Retail Store Tailor Part Time** * Waterford, Connecticut * Tailor * 22001108 Men's Wearhouse ** Share Job** ** Job Des...
  • 4/17/2024 12:00:00 AM

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Senior Marketing Specialist
  • KLR
  • Providence, RI
  • If you’re looking for an opportunity to be a leader at an award-winning firm, regularly recognized as a “Best Place to W...
  • 4/17/2024 12:00:00 AM

Norwich, known as 'The Rose of New England,' is a city in New London County, Connecticut, United States. The population was 40,493 at the 2010 United States Census. Three rivers, the Yantic, the Shetucket, and the Quinebaug, flow into the city and form its harbor, from which the Thames River flows south to Long Island Sound. According to the United States Census Bureau, the city has a total area of 29.5 square miles (76.4 km2), of which 28.3 sq mi (73.4 km2) is land and 1.2 sq mi (3.0 km2) (3.87%) is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$79,618 to $127,170
Norwich, Connecticut area prices
were up 1.7% from a year ago

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