Lechea Unique Ratchford Email & Phone Number

Greater Atlanta Area

Greater Atlanta Area

Greater Atlanta Area

Server

Greater Atlanta Area

Assists advisor by handling all client service requests, preparation for meetings and account maintenance. Gathers and analyzes client data, processes transactions and trades for clients. Schedules all wholesaler appointments and office meetings. Plans and coordinates all marketing and seminars for office, including creating compliant marketing materials and documentation.

Greater Atlanta Area

Provide operational support to P1 field office- supporting individual financial planning practices (client relationship management, administrative duties, project management, etc. Serve as PRIMARY back-up to Atlanta Complex FOTL. Provide Support to Atlanta Leadership Team- expense management, calendaring, recruiting efforts and coordinating internal/external meetings. Coordinate advisor/client events for the Atlanta Complex (i.e. Monthly Informational Seminars, Off-site Educational Workshops for advisors, Golf Tournaments, Wine Tastings, Receptions, and Advisor/CPA/HR Education Days). Establish/maintain relationships with external Wholesalers. Enter, update and manage client information in Contact Manager (Client Database Platform). Manage weekly office production reports. Responsible for office billing (submitting check requests for external vendor services)

Greater Atlanta Area

Provide operational support to P1 field office- supporting individual financial planning practices (client relationship management, administrative duties, project management, etc. Serve as PRIMARY back-up to Atlanta Complex FOTL. Provide Support to Atlanta Leadership Team- expense management, calendaring, recruiting efforts and coordinating internal/external meetings. Coordinate advisor/client events for the Atlanta Complex (i.e. Monthly Informational Seminars, Off-site Educational Workshops for advisors, Golf Tournaments, Wine Tastings, Receptions, and Advisor/CPA/HR Education Days). Establish/maintain relationships with external Wholesalers. Enter, update and manage client information in Contact Manager (Client Database Platform). Manage weekly office production reports. Responsible for office billing (submitting check requests for external vendor services)

Syracuse, New York Area

Provide operational support to a P2 field office - supporting individual financial planning practices (client relationship management, administrative duties, project management, facilities management etc.

Norfolk, Virginia Area

Perform data entry, research, review for completion and accuracy of pension, medical, and life insurance for incoming death cases. Establish, update and close cases in the Contact Management System. Contact third parties to resolve participant issues, perform project work. Recruiting and staffing logistics; employee orientation, development, and training logistics and recordkeeping.

Greater Atlanta Area

Handle all incoming calls, oversight of the front desk/reception area, access keys, security access, etc. Recruiting and staffing logistics; employee orientation, development, and training logistics and recordkeeping. Compensation and benefits administration. Create job description, post/search job descriptions on Monster, type up acceptance, No-thank you letters, processing terminations. New employee administrations including setting up office work stations and telephones. Create/coordinate new employee benefit packets; act as administrative mentor to new hires. Update HR spreadsheets including weekly management rosters, and diversity reports. Maintaining employee files and the HR filing system. Facilities Management etc

Greater Atlanta Area

Sales Administration - Calling companys to confirm orders. Keeping track of received data and source documents. Contacting prepares of source flyers to resolve questions, inconsistencies or missing data. Enters alphabetic, numeric data for source documents into a computer following the format displayed on the screen.Administrative/Office Support - Assistant to Owner. Assist staff with various projects including scanning, copying & editing, setting up presentations, making clips for PR binders, spiral binding, mass mailings, building spreadsheets, researching, make travel arrangements, etc. Management of staff, executive calendars, and conference rooms.

Greater Atlanta Area

Assist staff with various projects including scanning, copying & editing, setting up presentations, making clips for PR binders, spiral binding, mass mailings, building spreadsheets, researching, make travel arrangements, etc. Management of staff, executive calendars, and conference rooms. Update all staff spreadsheets including client/vendor list, employee birthday, anniversary, phone, and address list. Coordinate ordering of all office supplies, manage mailroom functions. Handle all incoming calls, oversight of the front desk/reception area, access keys, security access, etc.

Greater Atlanta Area

Assistant to Human Resources Manager. Assist staff with various projects including scanning, copying & editing, setting up presentations, making clips for PR binders, spiral binding, mass mailings, building spreadsheets, researching, make travel arrangements, etc. Update all staff spreadsheets including client/vendor list, employee birthday, anniversary, phone, and address list. Coordinate ordering of all office supplies, manage mailroom functions. Handle all incoming calls, oversight of the front desk/reception area, access keys, security access, facilities management etc.