1mo
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Client Support & Benefits Representative
Toledo, Ohio, United States
RemoteFull Time, Part Time
Requires or willingness to obtain an insurance license; strong communication, interpersonal and time-management skills; self-motivated with basic CRM/computer skills; remote sales experience preferred.
CRM
2w
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Wealth Management Client Associate
Toledo, Ohio, United States
OnsiteFull Time
Provide client service support to Financial Advisors, ensure accuracy of client materials, promote banking solutions; high school diploma required; familiarity with investment products and FINRA credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Administrative Assistant
Van Wert, Ohio, United States
OnsiteFull Time
2+ YOE2+ years administrative experience supporting accounting operations, client management, payroll assistance, tax return processing, scheduling, and office operations.
1mo
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Strategist Coordinator
Maumee, Ohio, United States
OnsiteFull Time
TFO Wealth Partners: Multi-family office providing wealth management and investment advisory services.
Provides administrative and operational support to advisers: calendar and meeting management, client communication, CRM administration (Salesforce), travel arrangements, and document coordination. Bachelor’s degree preferred; strong communication and organizational skills required.
Salesforce CRM
3w
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Legal Administrative Assistant
Findlay, Ohio, United States
OnsiteFull Time
Demonstrated administrative and secretarial experience, proficiency with Microsoft Office and case management systems, strong communication and organizational skills, ability to maintain confidentiality and relate to low-income clients.
Microsoft Office
3w
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Non-Reg On-Caller - Bellefontaine, OH
Bellefontaine, Ohio, United States
OnsitePart Time
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing and branch operations; familiarity with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
3w
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Part Time (30 Hours) Associate Banker, Cable Rd Branch, Lima, OH
Lima, Ohio, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, manage lobby traffic using a tablet, support digital banking adoption, and perform branch operations; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com
3w
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Branch Office Administrator - Maumee, OH
Maumee, Ohio, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, use firm software, strong attention to detail and communication skills.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Care Coordinator
Findlay, Ohio, United States
$17-$19/hr OnsiteFull Time
Case management in behavioral health; supports clients with housing, mental health, and substance use needs; travel to service locations; team-based; proficient with office software and medical records systems.
Microsoft Office, HRIS, EHR, Multiple logins
1mo
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Litigation Assistant
Sylvania, Ohio, United States
OnsiteFull Time
Preparing documents and supporting litigation paralegals/attorneys; case management, scheduling, docketing, client communication, and legal documentation. Proficient in Microsoft Outlook, Word, and Excel with strong English and research skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
1mo
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Residential Technician
Bellefontaine, Ohio, United States
$16-$17/hr OnsiteFull Time
Provide client monitoring, clinical support, daily living assistance, group facilitation, documentation, crisis management; CDCA (or above), CPR, First Aid, AEGIS de-escalation, valid Ohio driver’s license required.