relationship manager assistant

Lesha Bank

<div>
 <p>
  Lesha Bank is searching for the greatest talent and brightest minds to contribute to the current growth phase at our bank. We are looking for top-tier individuals who are passionate and hungry to add value from day one. Every day at Lesha is different, presenting a new challenge with the opportunity to contribute and grow. We are looking for an Associate &ndash; Private Wealth.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Reporting to:
  </strong>
  Chief Private Wealth Officer
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Purpose of the Role
  </strong>
 </p>
 <p>
  Support Relationship Directors in managing and growing client relationships, executing investment opportunities, onboarding new clients, and ensuring a high standard of client service across the Private Wealth business.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Support Relationship Directors in managing High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client portfolios.
  </li>
  <li>
   Participate in client meetings and assist in preparing investment proposals, presentations, and portfolio reviews , Managing emails, documentation, and meeting notes for Relationship Directors
  </li>
  <li>
   Running cash flow models and portfolio analysis in Excel
  </li>
  <li>
   Drive client onboarding and coordinate KYC and account-opening processes.
  </li>
  <li>
   Follow up with clients on investment opportunities, subscriptions, redemptions, and required documentation, Tracking client pipelines, investments, and follow-ups
  </li>
  <li>
   Coordinate with Investments, Operations, Compliance, Treasury, and Legal teams to ensure timely execution of client requests and transactions.
  </li>
  <li>
   Monitor client portfolios and assist in preparing periodic investment and performance reviews.
  </li>
  <li>
   Maintain strong client relationships and deliver exceptional client service standards.
  </li>
  <li>
   Support marketing and capital formation activities for private market and investment products.
  </li>
  <li>
   Mentor junior team members and provide support to the Client Services team when required.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Experience &amp; Qualifications
  </strong>
 </p>
 <ul>
  <li>
   4-7 years of experience in Private Banking, Wealth Management, Asset Management, or Corporate Banking.
  </li>
  <li>
   Strong understanding of investment products, capital markets, and alternative investments.
  </li>
  <li>
   Experience dealing with HNW and UHNW clients.
  </li>
  <li>
   Strong communication, relationship management, and presentation skills.
  </li>
  <li>
   Fluency in English; Arabic is preferred.
  </li>
  <li>
   Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or a related field.
  </li>
  <li>
   Preferred to hold Professional qualifications such as CFA, CISI, or equivalent are considered an advantage.
  </li>
  <li>
   Advanced Excel (cash flow modelling, portfolio tracking, scenario analysis)
  </li>
  <li>
   Strong PowerPoint skills (client-ready presentations)
  </li>
  <li>
   Familiarity with CRM systems and portfolio management tools
  </li>
  <li>
   Understanding of private markets / alternatives (preferred)
  </li>
  <li>
   Fluent in both Arabic and English, with strong verbal and written communication skills.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Success Factors
  </strong>
 </p>
 <ul>
  <li>
   Strong ownership mindset with the ability to independently manage, track, and follow up on multiple client requests and deliverables.
  </li>
  <li>
   Exceptional attention to detail with a focus on accuracy across client materials, transactions, and reporting.
  </li>
  <li>
   Proven execution capability with the ability to deliver high-quality outputs under tight timelines.
  </li>
  <li>
   Effective coordination skills, ensuring seamless collaboration across internal teams and timely completion of client-related activities.
  </li>
  <li>
   Proactive attitude with strong follow-through, anticipating the needs of Relationship Directors and clients.
  </li>
  <li>
   Strong organizational and prioritization skills, with the ability to manage multiple tasks and maintain structured tracking of client pipelines, requests, and deliverables.
  </li>
 </ul>
 <p>
 </p>
</div>


Associate - Investment Banking -Private Wealth

EGBank

<div><div><p><b>1. KEY ACCOUNTABILITIES</b></p><br>
<p>
</p><div><ul><li>Handle customer calls and inquiries regarding balances, transactions, and requests promptly and efficiently.</li></ul>
<ul><li>Cultivate positive relationships with all clients to enhance the bank's service reputation.</li></ul>
<ul><li>Support the supervising officer in the daily management of corporate accounts.</li></ul>
<ul><li>Compile various regular reports for the Corporate Banking Group, including but not limited to Documentation, Portfolio Pricing, Pipeline Report, Expected Bookings &amp; Pay-offs, Cross-Border Report, Share Coverage Report, and CBE-related reports, among others.</li></ul>
<ul><li>Prepare responses to any reports requested by other departments.</li></ul>
<ul><li>Aid customers in completing and processing their instructions to various bank departments, such as filling out applications, requests, and transaction documents.</li></ul>
<ul><li>Assist Credit Analysts, Relationship Managers (RMs), and Senior RMs in completing specific sections of the Credit Approval memorandum.</li></ul></div><br>
<p></p>
<p><b>
2. QUALIFICATIONS, EXPERIENCE AND SKILLS</b></p>
<p><b>
Qualifications and Experience:</b></p>
<div>
<ul><li>Bachelor&rsquo;s degree in in Finance / Accounting / Economics/ Banking or equivalent.</li></ul>
<ul><li>0-2 years of relevant work experience within Corporate Banking.</li></ul>
</div>
<p><b>Skills:</b></p>
<div>
<ul><li>Excellent command of English and Arabic languages (written and spoken)</li></ul>
</div><div><ul><li>Excellent communication skills
</li></ul><ul><li>Excellent planning and organizing skills</li></ul></div></div></div>

Assistant Analyst (3998)

Severn Management Company

<p><b>Property Manager / Assistant Property Manager:</b></p><p>We are looking for a prudent assistant/property manager to be responsible for the direct management oversight of assigned commercial/residential properties. The goal is to maximize asset value, customer satisfaction and revenue.</p><p><b>Responsibilities:</b></p><p>Manage all aspects of assigned properties. Design business plans for assigned properties that suit customers&rsquo; needs Inspect and arrange maintenance to meet standards. Maintain a positive, productive relationship with tenants. Negotiate lease/contracts with contractors in a timely and reliable manner. Advertise and market vacant spaces to attract tenants Collect receivable accounts and handle operating expenses. Oversee properties&rsquo; personnel and assess its performance. Accomplish financial goals and report periodically on financial performance. Source and build relationships with prospective clients to expand business opportunities. Update job and market knowledge.</p><p><b>Skills:</b></p><p>Proven work experience as property manager. Fully understanding property management and its financial aspects. In depth knowledge of all rules and regulations surrounding property management. Competency in MS Office and relevant databases and software. Customer focus and bottom line orientation. Interpersonal savvy with strong communication and presentation skills. Well organized with excellent time management skills.</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Life insurance</li><li>Paid time off</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Assistant Property Manager

BayCoast Bank

<div><div><div><div>Job Posting Title</div><div><b>
Assistant Branch Manager I</b></div></div></div><p><b>
Job Description</b></p><div><div><div><div><div><div><h2 class="jobSectionHeader"><b>
Assistant Branch Manager I</b></h2><p><b>
Location:</b> Cranston Branch, Cranston RI</p><p>
Bilingual: Portuguese &amp; Spanish a plus, but not required</p><h3 class="jobSectionHeader"><b>
Join Our Team and Lead Exceptional Customer Experiences</b></h3><p>
Are you a driven leader who thrives on developing teams, building relationships, and delivering exceptional service? At BayCoast Bank, we&rsquo;re looking for an <b>Assistant Branch Manager I</b> who brings leadership, energy, and a strong customer focus to our branch team.</p><p>
In this role, you&rsquo;ll play a key part in the daily success of the branch&mdash;supporting operations, coaching staff, and helping customers achieve their financial goals. If you enjoy mentoring others, strengthening community connections, and advancing your banking career, we want to hear from you!</p><h2 class="jobSectionHeader"><b>
What You&rsquo;ll Do</b></h2><h3 class="jobSectionHeader"><b>
Lead &amp; Inspire</b></h3><ul><li>
Supervise and coach branch staff, providing ongoing training and development</li><li>
Assist with performance management, goal setting, and staff motivation</li><li>
Support staffing schedules, timekeeping, and daily team operations</li></ul><h3 class="jobSectionHeader"><b>
Deliver Outstanding Customer Service</b></h3><ul><li>
Serve as a primary point of contact for customer inquiries and issue resolution</li><li>
Build and maintain strong customer relationships</li><li>
Provide financial solutions tailored to customer needs</li></ul><h3 class="jobSectionHeader"><b>
Drive Results &amp; Growth</b></h3><ul><li>
Support branch goals through referrals, relationship development, and retention</li><li>
Assist with business development efforts, including outreach and community involvement</li><li>
Identify opportunities to expand customer relationships across bank services</li></ul><h3 class="jobSectionHeader"><b>
Ensure Operational Excellence</b></h3><ul><li>
Oversee daily branch operations in the absence of the Branch Manager</li><li>
Ensure compliance with bank policies, procedures, and regulatory requirements</li><li>
Maintain security, cash controls, and operational accuracy</li></ul><h3 class="jobSectionHeader"><b>
Be a Team Player</b></h3><ul><li>
Collaborate with other departments to enhance customer experience</li><li>
Participate in community events and initiatives to grow the Bank&rsquo;s presence</li><li>
Promote a strong, positive, and customer-focused team culture</li></ul><h2 class="jobSectionHeader"><b>
What You Bring</b></h2><ul><li>
Previous banking experience with demonstrated leadership or supervisory skills</li><li>
Strong customer service and relationship-building abilities</li><li>
Knowledge of banking products, services, and operations</li><li>
Loan origination experience and NMLS registration preferred</li><li>
Excellent communication, problem-solving, and decision-making skills</li><li>
Ability to motivate, coach, and develop team members</li><li>
Positive attitude, professionalism, and reliability</li><li><div>
Bilingual skills in Portuguese and/or Spanish are a plus, but not required</div></li></ul><h2 class="jobSectionHeader"><b>
Why Join BayCoast Bank</b></h2><p>
We believe in making a difference for our customers, our community, and our employees. Our core values:</p><ul><li>
Take pride in what you do</li><li>
Believe your work matters</li><li>
Care about people</li><li>
Maintain a positive attitude</li></ul><h2 class="jobSectionHeader"><b>
Employee Benefits</b></h2><ul><li>
Health, dental, &amp; vision insurance</li><li>
Defined Benefit Plan</li><li>
401(k) with company safe harbor</li><li>
Paid time off &amp; holidays</li><li>
Professional development &amp; career advancement opportunities</li><li>
Employee banking perks</li><li>
Tuition and loan support</li></ul><h2 class="jobSectionHeader"><b>
Work Environment &amp; Requirements</b></h2><ul><li>
Ability to lift up to 50 lbs</li><li>
May require evenings or weekends</li><li>
Travel between locations required; reliable transportation necessary</li></ul></div></div></div></div></div></div></div>

Assistant Branch Manager I

VNACJ Community Health Center

<div><p><b>VNACJ Community Health Center is hiring a Medical Assistant Supervisor!</b></p><p><b>
Lead Care. Strengthen Community Health. Shape the Future.</b></p><p></p><p>
VNACJ Community Health Center is a Federally Qualified Health Center (FQHC) dedicated to building healthier communities and improving the well‑being of individuals and families across New Jersey. We provide high‑quality, comprehensive, and culturally responsive primary care, preventive services, and wellness support to underserved and underinsured populations. Our team is united by compassion, integrity, and deep respect for the diverse communities we serve. We are seeking an engaged, collaborative, and mission‑driven <b>Medical Assistant Supervisor </b>to support our<b> Freehold, Asbury Park, Keyport and Red Bank </b>Community Health Centers. This is an opportunity to lead with purpose&mdash;supporting clinical excellence, nurturing a strong team culture, and ensuring that every patient receives safe, reliable, patient‑centered care.</p><p></p><p><b>
Why This Role Matters</b></p><p><b>
Medical Assistant Supervisor </b>will be<b> </b>responsible for assisting in providing care to patients as well as supervising the Certified Medical Assistants across the organization, in conjunction with the Nurse Manager.</p><p></p><p><b>
Responsibilities:</b></p><ul><li><p>
Supports organization&rsquo;s mission by striving for excellence in all aspects of their job with a focus on positive interpersonal relationship with colleagues up, down, and across the organization</p></li><li><p>
Assists in professional development of all Certified Medical Assistant staff; designs and executes training programs as needed</p></li><li><p>
Supervises assigned CMA&rsquo;s in conjunction with the organization&rsquo;s managerial and leadership practices</p></li><li><p>
Provides clinical oversight of the services provided by the Certified Medical Assistants across the organization through direct observation and formal competency assessment, in conjunction with the Nurse Manager</p></li><li><p>
Monitors task boxes, inboxes, scanning needs, prior authorizations, and other administrative tasks, in conjunction with Senior Certified Medical Assistants; deploys support and resources where needed to stay current with these tasks</p></li><li><p>
Assists with oversight of the environment of care, ensuring adherence to CHC infection control and safety policies and procedures; monitors employee performance in the same</p></li><li><p>
Adheres to the organization&rsquo;s policy in regards to absenteeism and appearance</p></li><li><p>
Omission of specific duties does not exclude them from this position if the work is similar, related or a logical assignment for this position</p></li></ul><p></p><p><b><br>
Job Competencies &amp; Minimum Qualifications</b>:</p><ul><li><p>
High School diploma or GED</p></li><li><p>
Medical Assistant Certificate from an approved school with current national certification from an approved certifying body</p></li><li><p>
2+ years of medical assistant experience preferred</p></li><li><p>
1+ Supervisory experience required</p></li><li><p>
Experience in EKG and phlebotomy</p></li><li><p>
BLS certification</p></li><li><p>
Excellent verbal and written communication skills and interpersonal skills</p></li><li><p>
Valid New Jersey driver&rsquo;s license</p></li><li><p>
Bilingual (English/Spanish/Haitian Creole) preferred</p><p></p><p><b>
Working Conditions/Physical Demand</b>: Working indoors with telephone, copier, fax machine, computer, printer, centrifuge, electric exam table, glucometer, nebulizer, needles/syringes, oxygen equipment, scales, sphygmomanometer, stethoscope, thermometer, venipuncture equipment, wheelchair.<br>
#LI-AD1 -</p></li></ul><p></p><p>
In compliance with New Jersey's Pay Transparency Act, the total compensation range for this position is USD $26.00 to USD $34.00. When determining an offer, VNACJ CHC considers factors such as the scope and responsibilities of the role, the candidate's work experience, education/training, relevant skills, internal pay equity, and market and organizational conditions. For more details about our benefits, please visit our Careers page.</p><p></p><p><b><br>
EEOC</b></p><p>
VNACJ CHC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.</p></div><p></p>

Medical Assistant Supervisor

Lloyds Technology Centre

<p></p><div><p><b>End Date</b></p>
Monday 29 June 2026<p></p><p><b>
We Support Flexible Working &ndash; Click here for more information on flexible working options</b>
</p><p></p><p><b>Flexible Working Options</b><b>
</b></p>Hybrid Working<p></p><p><b>
Job Description Summary</b><b>
</b></p>Role Purpose
<br>
<br>
The Grade D Assistant Manager leads the day‑to‑day operation of AP, AR and Expenses within their workstream, ensuring service delivery, operational control, and colleague development. They act as the escalation point for process, vendor, and stakeholder issues; ensure work is allocated effectively (via Grade C SMEs); and own performance, reporting, and governance outcomes for their area.
<br>
<br>
This role bridges operational delivery and team leadership, supporting the Grade E Manager by driving performance, workflow stability, and continuous improvement.
<br>
<br>
Shape
<br>
<br>
Key Responsibilities
<br>
<br>
1. Team Leadership &amp; Oversight
<br>
<br>
Lead a team of Grade C Senior Analysts and Grade B Analysts.
<br>
<br>
Provide coaching, feedback, quality reviews, and performance management.
<br>
<br>
Ensure the team meets SLAs, KPIs, control requirements, and reporting timelines.
<br>
<br>
Conduct regular huddles, workload check‑ins, and skills development sessions.
<br>
<br>
2. Operational Control &amp; Issue Resolution
<br>
<br>
Act as the primary escalation point for vendor disputes, invoice discrepancies, and process exceptions.
<br>
<br>
Maintain strong controls, quality assurance, and month‑end compliance.
<br>
<br>
Review and approve complex journal entries, reconciliations, and prepayment schedules.
<br>
<br>
3. Workflow Management &amp; Capacity Planning
<br>
<br>
Oversee capacity, demand forecasting, and resource allocation.
<br>
<br>
Set daily/weekly priorities and ensure optimal distribution of tasks through C‑grade SMEs.
<br>
<br>
Monitor volume spikes, ageing positions, and process bottlenecks, taking corrective action.
<br>
<br>
4. Stakeholder &amp; Vendor Engagement
<br>
<br>
Serve as the senior offshore contact for Procurement, Finance Business Partners, and onshore stakeholders.
<br>
<br>
Drive discussions on performance, recurring issues, and root‑cause elimination.
<br>
<br>
Support vendor relationship management and oversee governance routines.
<br>
<br>
5. Process, Risk &amp; Continuous Improvement
<br>
<br>
Drive standardisation, simplification, and automation within processes.
<br>
<br>
Identify control gaps and implement mitigating actions.
<br>
<br>
Implement operational improvement projects and support transformation initiatives.
<br>
<br>
Skills &amp; Experience
<br>
<br>
Technical
<br>
<br>
6&ndash;12 years&rsquo; experience in AP/P2P/O2C operations
<br>
<br>
Strong understanding of accounting, controls, and month‑end processes
<br>
<br>
Advanced ERP capability (preferably Oracle Fusion)
<br>
<br>
Strong Excel &amp; reporting skills
<br>
<br>
Leadership &amp; Behavioural
<br>
<br>
Proven team leadership and coaching capability
<br>
<br>
Excellent judgement and stakeholder influencing skills
<br>
<br>
Strong communication and escalation handling
<br>
<br>
Ability to operate in ambiguity and maintain team stability during change<p></p><p><b>
Job Description</b><b>
</b></p><p><b>Role Level:</b> D<br>
<b>Position Type:</b> Assistant Manager<br>
<b>Function:</b> Finance - LTC Finance (AP/AR/Expenses)<br>
<b>Location:</b> Hyderabad Technology Centre</p><p></p><div><p><b>
Skills &amp; Experience</b></p></div><div><p><b>
Technical</b></p></div><div><ul><li><p>
6&ndash;12 years&rsquo; experience in AP/P2P/O2C operations</p></li></ul></div><div><ul><li><p>
Strong understanding of accounting, controls, and month‑end processes</p></li></ul></div><div><ul><li><p>
Advanced ERP capability (preferably Oracle Fusion)</p></li></ul></div><div><ul><li><p>
Strong Excel &amp; reporting skills</p></li></ul></div><div><p><b>
Leadership &amp; Behavioural</b></p></div><div><ul><li><p>
Proven team leadership and coaching capability</p></li></ul></div><div><ul><li><p>
Excellent judgement and stakeholder influencing skills</p></li></ul></div><div><ul><li><p>
Strong communication and escalation handling</p></li></ul></div><div><ul><li><p>
Ability to operate in ambiguity and maintain team stability during change</p></li></ul></div></div>

Assistant Finance Manager

Steel Force Building Materials Trading

<p><b>Position: Assistant Sales Manager (Hardware &amp; Buidling Materials)</b></p><p><b>Company: </b>A leading company specializing in hardware, building materials, and construction materials trading and industrial goods manufacturing.</p><p><b>Responsibilities:</b></p><ul><li>Develop and implement effective marketing and sales strategies to promote our products to potential customers.</li><li>Identify customer needs, present appropriate product solutions and build beneficial relationships to foster long-term customer loyalty.</li><li>Collaborate with the marketing team to produce material that helps to increase our customer base.</li><li>Meet and exceed sales targets and contribute to the company's profitability and growth.</li><li>Keep abreast of market trends, competitors' offerings and potential client needs to ensure our products and marketing efforts maintain a strong competitive advantage.</li><li>Report regularly on sales results and provide insights to improve marketing and sales efforts.</li></ul><p><b>Experience/Skills:</b></p><ul><li>Proven experience as a Sales Executive or in a similar role within the hardware, building materials, or construction industry.</li><li>Strong communication, negotiation, and interpersonal skills.</li><li>Detailed understanding of sales and marketing principles.</li><li>Proficient in using customer relationship management (CRM) systems.</li><li>Ability to create and present reports.</li></ul><p><b>Educational Qualification:</b></p><p>Minimum: Bachelor's Degree in Marketing, Business Administration, or related field.</p><p>We offer a competitive salary package, sales commission and a vibrant working environment. Candidates who are results-driven, customer-focused, target oriented and possess a deep understanding of sales and marketing principles are encouraged to apply.</p><p>Job Type: Full-time</p><p>Pay: From ﷼4,000.00 per month</p><p>Work Location: In person</p>

Assistant Manager Sales

Search 7603+ Relationship manager assistant jobs near you this June. New roles added regularly across leading industries. Apply today.