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As a virtual administrative assistant, you will provide administrative support to our team remotely, helping to ensure efficient operation and organization. You will perform a variety of administrative tasks, such as managing schedules, handling correspondence, and coordinating meetings, all while working from a remote location. Responsibilities: Manage executives' calendars and schedule appointments, meetings, and conferences. Coordinate travel arrangements, including flight bookings, hotel reservations, and transportation logistics. Prepare and distribute correspondence, memos, letters, and reports as needed. Respond to emails and phone calls in a professional and timely manner. Assist with document preparation, formatting, editing, and proofreading. Organize and maintain digital files and databases, ensuring accuracy and accessibility. Conduct research on various topics as requested and compile information into concise reports. Assist with virtual event planning and coordination, including webinars, conferences, and team meetings. Manage expenses, process invoices, and maintain records of financial transactions. Provide general administrative support, such as ordering office supplies, coordinating deliveries, and handling mail. Collaborate with team members and external stakeholders to facilitate communication and workflow. Uphold confidentiality and discretion in handling sensitive information. Requirements: Proven experience as an administrative assistant or similar role. Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and other relevant software. Excellent communication skills, both written and verbal. Strong organizational and time-management abilities, with keen attention to detail. Ability to prioritize tasks and manage multiple deadlines effectively. Experience with virtual communication tools such as Zoom, Microsoft Teams, or Slack. Reliable internet connection and home office setup conducive to remote work. Self-motivated and able to work independently with minimal supervision. Adaptability and willingness to learn new skills and tools as needed. Previous experience working in a remote or virtual environment is a plus. Additional Information: This is a remote position, and candidates must have the ability to work from their home office. Flexible working hours may be required to accommodate different time zones or business needs. Training and support will be provided to familiarize you with company procedures and tools. Opportunities for professional development and advancement may be available based on performance and company growth.
This is a part-time role for a Financial Representative. The Financial Representative will be responsible for providing financial planning advice, offering insurance solutions, assisting with retirement planning, and facilitating investments. Start a new career and get paid to train! Build a business and learn as you go! Qualifications Financial Planning and Finance skills Insurance knowledge and experience Retirement Planning expertise Investment understanding Strong communication and interpersonal skills Ability to work independently and remotely Good organizational and time management skills Previous experience in the financial services industry is a plus Company Description Our Firm is leading financial services company operating for over 46 years. We have more than 2,000 corporate employees who support over 135,000 licensed independent representatives. Our focus is on serving the needs of middle-income families by offering financial education and a range of financial products and services.
Full job description High commission base, no salary. About us Power Funding Solutions Inc is a small business in Brooklyn, NY. We are professional, agile, customer-centric and our goal is to as a loan sales representative at pfs, you will play a crucial role in our mission to provide small businesses with the funding they need to thrive and expand. Our work environment includes: modern office setting food provided modern office setting growth opportunities full-service merchant cash advance brokerage located in marine park, Brooklyn. We are looking for highly driven & motivated individuals for a broker position. No licenses or experience needed to start working immediately!! Must be hungry and want to make money! No remote positions!!! Do you feel like you’re stuck at a dead-end job with no room to grow? If yes, this is the job for you. If you want an opportunity to control your income and get compensated for what you bring to the table, this is the job for you. Do you wish to grow with no limits, value your workplace & be involved in a great work environment? If yes, this is the job for you! There is no experience needed because we have an impeccable training program. In our office there are breakpoints/goals that are set in place to make you excel to the next level quickly. We are constantly marketing and purchasing new leads to keep you busy and have more of an opportunity to make money. Our goal is to turn you into a fully operational team leader with 4-8 callers working for you, which is where you’re most valuable. We are raising leaders here at pfs and you could be the next one!! · no experience needed but it is a plus · aggressive commission structure; must be hungry · sales training program · motivational training program · automatic dialer and leads provided · in-house lending/broker · learn from pioneers in the industry · potentially earn $100k+ annually within first year •as a loan sales representative at pfs, you will play a crucial role in our mission to provide small businesses with the funding they need to thrive and expand •your responsibilities will include receiving inbound and outbound leads, introducing our services, building rapport with potential clients, qualifying them according to our established matrix, collecting necessary due diligence documents, and facilitating the submission of applications to our underwriting team •receive and manage both inbound and outbound leads effectively •introduce pfs' loan and funding solutions to potential clients •build strong rapport and trust with leads through effective communication •qualify leads based on our established matrix to ensure they meet our criteria •submit complete applications to our underwriting team for review job types: full-time, part-time pay: $30,314.00 - $120,000.00 per year expected hours: 8 per week experience level: no experience needed schedule: monday to friday experience: customer service: 1 year (preferred) ability to commute: brooklyn, ny (required) ability to relocate: brooklyn, ny: relocate before starting work (preferred) work location: in person
Full job description The Customer Success Manager (CSM) reports to the Sr. Manager of Customer Success. This role will leverage industry expertise and in-depth solutions knowledge/thought leadership to connect customer business objectives to the functional capabilities of our products and solutions. You will drive collaboration across teams to boost customer lifetime value, improve retention, increase satisfaction, and build trust. This role will be responsible for short-term customer success engagement to ensure customers who are experiencing challenges with value-realization are receiving the necessary assistance to successfully achieve their outcomes and improve their experience. PRIMARY RESPONSIBILITIES Orchestrate multiple activities simultaneously to accomplish a goal. Get the most out of limited resources. Apply knowledge of internal structures, processes, and culture to resourcing efforts. Understand our customer’s business and collaborates on and supports solutions which meet customer expectations Utilize CRM tools to track customer activities effectively and accurately Assist with the delivery of customer business review meetings Understand and communicate overall customer health, including the identification and escalation of at-risk accounts Provide timely and helpful information to others across the organization, while supporting the open expression of diverse ideas and opinions Support the establishment of clear responsibilities and processes for monitoring work and measuring results Build, own, and drive the customer engagement plan through execution and engagement for the customer Coordinate between the organizations to organize the meetings/invites and drive initiatives for the customer internally REQUIRED SKILLS/KNOWLEDGE/ABILITIES 2+ years of experience in the multi-family industry and/or 2+ years of Account Management/Relationship Management experience Ability to facilitate business relationships and effectively support assigned accounts Ability to work with a wide variety of customers and personalities Outstanding documentation and follow-up capabilities Ability to understand and manage customer expectations Ability to work closely with all levels of the organization and to elicit cooperation from a wide variety of sources, including senior management, customers and other departments Ability to take ownership of assigned opportunities and issues Ability to recognize and escalate issues and risks as deemed necessary through the appropriate channels Ability to address and resolve all issues utilizing the available resources in a timely and proficient manner Strong written and verbal communication skills Persuasive, encouraging, motivating, and professional personality Physically able to participate in training sessions, presentations, and meetings Ability to work extended hours as needed (may be required at times) Proficient in Microsoft Office Suite, specifically Word, Excel, PowerPoint Physically able to participate virtually or in-person training sessions, presentations, and meetings Ability to work extended hours as needed (may be required at times) Ability to travel as needed to customer and company locations PREFERRED SKILLS/KNOWLEDGE/ABILITIES Understanding of multi-family industry at both corporate and property level Understanding of SaaS industry and technology (2+ years’ experience with SaaS) Understanding of products and services is preferred (1-2 years’ experience with products) Knowledge of Customer Success practices Experience with Customer Relationship Management (CRM) software such as, Salesforce Aptitude to learn software programs #LI-EC1 #LI-Remote Skills Required Cross Collaboration Accountability Customer Service Preferred Organization Behaviors Required Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
No Experience? No Problem! Here at SCI - we believe in giving everyone a chance to excel. You don't need prior experience to thrive in our remote roles; we will provide you with the training and support you need to succeed. If you're eager to learn and grow, we encourage you to apply. Hiring a procurement Specialist/ Analyst to support our shared services enterprise procurement team. Our team is comprised of five procurement teams responsible for buying our I.T materials and services across a range of components and hardware from our verified supliers and vendors through complex technical and facilities services. The procurement team manages and facilitates procurement from purchases through payment to support the donation of the required IT equipments. The Non-Product procurement team is a high volume, fast paced team that relies heavily on metrics to drive value throughout the end-to-end procurement process. Our ideal candidate will be able to manage multiple priorities, facilitate inspection of packages received and delivery, and develop lasting relationships with the supply base. Primary Responsibilities: 1. Reshipping, sorting and repackaging of delivered goods. 2. Obtaining proposal/quotation activities 3. Documentation write-up 4. Selecting qualified suppliers and perform due diligence 5. Package management and delivery assurance 6. Review of statements of Work 7. Creating Non-Disclosure Agreements and/or Proprietary Information Experience in any of the following: 1. Purchase order management on online stores (Walmart, Target, Bestbuy, affirm) including documentation 2. Excellent time management skills, with the ability to manage multiple priorities simultaneously 3. Understand how to identify and escalate issues (how and when) 4. Experience with analysis and problem solving 5. Negotiation skills (internal, across the businesses; external with suppliers) 6. Leadership skills – influence, presence, ability to interface internally and with suppliers 7. Ability to effectively interface with senior management on major matters pertaining to its policies, plans, and objectives 8. Ability to develop peer relationships with senior executives, cross functional teams, customers, and program manager
No Experience? No Problem! Here at SCI - we believe in giving everyone a chance to excel. You don't need prior experience to thrive in our remote roles; we will provide you with the training and support you need to succeed. If you're eager to learn and grow, we encourage you to apply. We have a fun yet challenging employment opportunity for an entry level CSR and financial services representative. The Remote Customer Service Representative (CSR) provides exceptional customer service to internal and external customers of SCI. Through a thorough understanding of SCI practices, the CSR offers solutions that aid and facilitate a unique customer service experience. The primary function of this role is to provide inbound Phone support to SCI Members and donors through the lifespan of their membership with SCI. Responsibilities 1. Contacting our donors via phone and email 2. Scheduling appointments for our field agents and team with prospective donors. 3. Maintaining a detailed record of appointments and interactions 4. Providing excellent services and representing our company professionally 5. Meeting and exceeding daily and weekly appointment setting targets Skills 1. Welcoming and warm personality that demonstrates genuine care for customers 2. Is comfortable conversing with individuals from a variety of backgrounds and all organizational levels 3. Ability to multi-task effectively and prioritize a shifting workload 4. Strong organizational skills and attention to detail in managing administrative tasks 5. Strong problem-solving abilities and the capacity to handle challenging situations with a positive attitude 6. Must perform well independently as well as in a team environment 7. Proficient in Microsoft Office and Google Workspace 8. Basic financial literacy