Join Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Series 6,7 or 11 completed - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.
Job Summary: We are seeking a reliable, highly trainable, and flexible Laundry Attendant with excellent customer service skills and experience operating a Point-of-Sale (POS) system. The ideal candidate will be responsible for handling laundry services including washing, drying, folding, and pressing, while providing outstanding customer assistance and efficiently processing transactions. Key Responsibilities: - Greet customers in a friendly, professional manner and address their inquiries and concerns. - Operate POS system accurately for customer transactions, payments, and service orders. - Receive, tag, and inspect laundry items from customers ensuring proper documentation. - Sort, wash, dry, fold, and press laundry items according to fabric type and care labels. - Maintain cleanliness and organization of the laundry area and customer service counter. - Follow all safety and sanitation guidelines. - Notify management of equipment malfunctions or supply shortages. - Assist in inventory control, restocking supplies, and monitoring detergent and cleaning materials. - Provide recommendations on services and upsell when appropriate. - Adapt to various work schedules and tasks based on business needs. - Perform other related duties as assigned. Qualifications: - High school diploma or equivalent preferred. - Previous laundry, housekeeping, or customer service experience is an advantage. - Familiarity with POS systems is a must. - Strong interpersonal and communication skills. - Highly trainable, dependable, and flexible with work hours. - Ability to multitask and work effectively in a fast-paced environment. - Strong attention to detail and organizational skills. - Physically fit and able to stand for long periods, lift, and carry laundry loads. Work Schedule: - Shifts may include weekdays, weekends, and holidays. - Must be flexible to adjust work hours based on operational demands.
Job Overview: We are looking for a detail-oriented Body Shop Estimator/Assistant Shop Manager to manage daily operations at our body shop. This role requires strong leadership, accurate repair estimates, and oversight of the entire repair process, including collaboration with adjusters and insurance companies. The ideal candidate has extensive collision repair knowledge, is organized, customer-focused, and experienced in working with repair teams. Join our supportive team for a rewarding opportunity. Requirements: - Minimum 5 years as a Body Shop Estimator and Shop Assistant Manager. - Proficient in CCC ONE estimating software. - Skilled in inspecting vehicles, writing estimates, negotiating with insurers, and communicating with customers. - Support auto body shop operations for workflow efficiency and profitability. - Knowledgeable in automotive repair processes and insurance claims. - Strong organizational and customer service skills, with effective communication and accurate estimating abilities. - Highly motivated, detail-oriented, and able to thrive in a fast-paced environment. - Strong sales orientation. - Organization and multi-tasking skills, good time management and the ability to adapt easily to fast-paced environment. Responsibilities: - Oversee daily body shop operations for productivity and efficiency. - Responsible for assessing vehicle damage, preparing repair estimates, and ensuring that all estimates align with industry standards and customer expectations. - Your expertise will play a crucial role in maintaining customer satisfaction and supporting the overall efficiency of our operations. - Conduct thorough inspections of vehicles to assess damage and determine necessary repairs. - Prepare accurate and detailed repair estimates using CCC ONE software. - Communicate with insurance adjusters for estimates and negotiate repairs. - Assist customers with insurance claims and rental arrangements. - Schedule appointments and coordinate with the shop operations manager for parts and supplies. - Provide excellent customer service by addressing regarding their vehicle's condition, repair options, costs, and concerns throughout the repair process. - Coordinate repairs with the shop operations manager and technicians to ensure efficiency. - Collaborate with mechanics and technicians to ensure all repairs are properly documented and estimated - Monitor repair timelines and resolve any delays. - Conduct quality control inspections before vehicle delivery. - Collect payments and manage insurance adjuster communications for estimates and supplements. - Generate invoices and responsible for billing. - Stay updated on collision repair techniques and industry trends.
We are looking for a reliable and organized Administrative Assistant to join our team. The ideal candidate will be responsible for managing daily office tasks, ensuring smooth communication, and supporting operations. Key Responsibilities: Answer and manage incoming phone calls professionally Take and process customer orders accurately Perform data entry tasks using Excel Track and record income and expenses for reporting Maintain organized digital and paper records Qualifications: Strong attention to detail and organizational skills Proficiency in Microsoft Excel Good communication and customer service skills Ability to multitask and prioritize efficiently