HIM Clerk ATL Eastside PRN - Parallon
Details: Job: Admitting Registration Clerical & Scheduling Duties while paper medical records remain at the facility: Filing of loose documentation into the paper medical record Retrieval of paper charts Filing of paper charts Assisting physicians with paper chart completion Ongoing duties: Retrieves discharged medical records from various nursing units and ancillary departments as defined by department practice Enters applicable unbilled reason codes (URCs) into HPF and MEDITECH on a daily basis Assists in reconciling retrieved medical records through use of MEDITECH compiled reports and/or automated reconciliation working closely with patient care units to ensure receipt of all records prior to courier pick up Places reconciled records in the designated courier bins for the HSC courier to retrieve Batches, labels and routes loose reports, late charts and/or late documentation to HSC Document Imaging area for scanning according to policy Scans and indexes loose reports/documents that are identified as critical to coding and prioritizes according to policy Maintains or exceeds established productivity and quality standards Requests and returns paper records from off-site storage as applicable Retrieves and prints medical records from microfilm (as applicable Processes facility specific HIM mail as applicable Responsible for linking patients with physicians in Meditech in order to promote continuity of care Supporting the physician suspension process by compiling reports, sending letters, making reminder calls, or maintaining suspension data in Meditech Educates and provides support to physicians as it relates to record completion in HPF Assists in setting up external review queues when necessary Support the completion of physician queries by calling, monitoring and assisting physicians with the HPF application Post HPF migration may assist with ongoing urgent release of information and walk-in requests
Records Coordinator
Details: Excellent full time opportunity!Seeking a Medical Records Coordinator with previous experience in a healthcare setting preffered. Data entry and medical terminology exp. a plus.1. Enter Physician orders into applicable systems and track for return.2. Prepare paperwork as requested to facilitate patient visits.3. File, copy and distribute documents accordingly.4. Answer telephones.5. Assist with processing Payroll as directed; collect and process time slips.6. Perform data entry as directed.7.Other duties as assigned by management.
Receptionist/Secretary
Details: Receptionist Position Aventura Area:Ford & Dean, P.A. is looking for a full time Receptionist/Secretary. Great work environment, excellent pay and benefits. Must be bilingual in English/Spanish. Hours are 8:30 a.m. to 5:00 p.m. Please send resume via fax to (305) 670-1353 or email to . Source - Miami Herald
Special Events Coordinator
Details: The National Multiple Sclerosis Society is the oldest and largest nonprofit MS organization in the U.S. With offices and staff in all 50 states, the Society supports more MS research than any other organization in the world. The Society offers you the chance to achieve your professional goals at the same time you are making a major difference in the lives of people with MS.This position is responsible for providing general planning and coordination of logistics for the chapter’s special events, including the chapter’s MS Annual Conventions. This individual also coordinates the Run to Stop MS program and DIY initiative. The coordinator will provide participant customer service as well.Essential Function/Responsibilities:1. Coordinate special events projects and logistics (40%)Assist with truck lists and ensure supplies are prepared and packed for each event. Assist with truck loading and unloading.Coordinate event signage for all events.Manage special events internAssist with TCR projects, newsletter, website updates, etc.Assist with creating and ordering VIP badges for Walk and BikeCoordinate first aid bin supplies and supervise volunteers for organizationWork within department to coordinate Bike & CW registration process,pre-check-ins and pre-check in materials, web content, event newsletters & emails.Update registration forms, waivers, and participant forms for each event yearSupervise volunteers at events and help address their needs.Write event thank you letters for all eventsOther projects as needed2. Lead the national Do-It-Yourself (DIY) initiative for the chapter (20%)Represent the chapter on national and regional DIY teamsInform and train chapter staff regarding DIY implementation plans and toolsDevelop and manage process for administering the chapter’s DIY programAssure that each DIY fundraiser is assigned a key relationship manager responsible for support and cultivationEngage DIY participants as assigned in portfolio3. Coordinate Run to Stop MS – MS (10%)Represent the National MS Society while building a strong partnership with the Twin Cities Marathon and the Run to Stop MS participantsSupervise and work with the volunteer marathon team coordinatorRecruit and engage runners – training them in fundraising and creating a positive race experience that leads to retentionSecure race numbers to ensure maximum revenue opportunitiesCoordinate logistics such as securing expo and tent space, displaying at the expo, planning a cheer zone, and working with staff to recruit and train volunteersAct as project manager for all print materials and emailsCoordinate incentivesWrite proposals, thank you letters, and other correspondence and documents Assist with the activation of sponsorship benefits as neededProvide guidance to Run Coordinators within other chapter offices4. MS Annual Conference Planning Team (10%)Sit on all four MSAC planning teams.Assit with list pulls and award winner notification.Take registration for all four MSAC events.Coordinate the seating chart for Sylvies.Coordinate names tags and ribbons for all four MSAC.Assit production with names for show pulls and scripts.Coordinat roster lists and check-in supplies for all four MSAC events.Attend MSAC events as needed.5. Event Customer Service (15%)Maintain relationships with and provide customer service to special event participants.Keep current on all event details.Notify other event staff of common questions and problems that arises when dealing with the participants.Greet people in the office and assist with in-office registrations and pledge fulfillment. Train & Supervise regional customer service individual.6. Volunteer Engagement (5%)Increase the number of Society volunteers, recognizing and recruiting talent Engage volunteers, effectively communicating and facilitating meaningful opportunities across all functions. Partner with volunteers to accomplish our work. Cultivate volunteers, seeking and providing feedback and sharing opportunities for reciprocal growth and learning. We recognize the contributions of all volunteers.
Benefit Administration Analyst
Details: If you believe every job can impact the customer, let’s talk. When you choose a career at Dean Health Plan, the relationships you build with our members, agents, employer groups, health care providers and even your fellow employees will establish the foundation for your professional growth and Dean Health Plan’s continued success. Embracing values, such as teamwork honesty, trust, excellence and results will help you fulfill the promise made by all Dean Health Plan employees: Make the customer your number-one priority. It’s this commitment that has allowed Dean Health Plan to set the standard for the health care industry and its employees for more than 25 years. If this sounds like the kind of company you want to work for, read on!POSITION SUMMARYThe Benefit Administration Analyst performs new and renewing plan builds in the company claim administration system. Responsibilities include configuration, build, testing and quality assurance of benefit plans in the company claims administration system. This position assists Dean Health Plan in a key end-to-end process that bring products to market.ESSENTIAL JOB DUTIESTo successfully perform this job, the individual must be able to perform each essential job responsibility satisfactorily. Reasonable accommodations may be made to enable an individual with disabilities to perform the essential job responsibilities.Define, code, configure and maintain detailed benefit plan designsAssist in the plan build for new and renewing benefit plansParticipate in providing technical/research support and analysis for benefit design in support of company initiativesProvide expert knowledge and recommendations related to benefit design and assist in configuring benefitsEnsures coding and configuration meets current business policies and practicesCreates and analyzes reports to determine plan for benefit configuration, develops and executes test plans for configuration testingParticipates in cross-functional teams for routine and entry-level scope activities that support processes and programsReviews and provides input on policies/procedures to implement coding best practices and in support of benefit configuration in all applications that require benefit dataADDITIONAL JOB DUTIESCompletes configuration, testing, quality assurance and defect remediation activitiesDevelops materials related to configuration responsibilitiesMaintains and updates technical and process documentationAssists with system maintenance and ongoing supportIdentify and detail function-specific configuration needsWork directly with external parties and consultants to complete required dutiesCommunicate functional configuration needs to leader; assist in prioritizationProvide support for unit testingAct as the super user of the Benefit Information Data System (BIDS)Troubleshoot potential data and system problemsExecute data edits based on issue logValidate sold plan does not already exist in BIDSParticipate in outlining functional requirements and specifications for BIDS enhancements and projectsParticipate in all application testing tied to enhancements and projects
Branch Office Administrator - Santa Rose, CA - Branch 16135
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch office Administrator-Clinton,TN-Branch 05953
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch office Administrator-Bristol, TN-Branch 62035
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator-Des Moines, IA-Branch 09795
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator - Seattle, WA - Branch 27474
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator-Wailuku, HI-Br 22695
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator - Burien, WA - Branch 38132
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator - Mission, TX - Branch 07938
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator - Milwaukie, OR - Branch 67738
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator - Joshua, TX - Branch 43933
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator-Silverdale, WA-Br 07065
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator - Tumwater, WA - Branch 47856
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator - Lebanon, OR - Branch 08824
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator - Jackson, MN - Branch 65244
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
Branch Office Administrator - Houston, TX - Branch 06861
Details: If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach that starts with a face-to-face meeting between a financial advisor and client.We believe that building long-term relationships with our nearly 7 million clients is key to serving their needs. Whether it's in the United States or Canada, we're located in the communities where our clients live and work because that's the best way to get to know them and help reach their financial goals.Do you enjoy working on your own while interacting with a variety of clients? Would you like the stability and support of a large organization in a small office setting? Is it important to feel like you are making a difference? Then the Edward Jones Branch Office Administrator (BOA) may be the perfect position for you.This position requires that you possess the following skills: Client ServiceCommunicationInitiativeOrganizationContinuous LearningEach global Edward Jones branch office is run by a Financial Advisor with the support of the Branch Office Administrator and our headquarters locations in St. Louis and Tempe.Here's a more detailed look at your day:Client Service: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will: Prepare for appointmentsProvide market information or quotes to clientsRespond to client inquiries on administrative questionsOffice Administration: Assisting the Financial Advisor in managing the branch office to exceed firm, client and regulatory expectations includes: Effective communications with the Financial AdvisorManagement of phone calls and walk-in clientsOrdering supplies and processing expensesAccount Processing: Ensuring client accounts are processed accurately and efficiently is crucial to satisfying clients. Activities include: Opening, closing and transferring accountsProcessing trade and other transactionsProcessing retirement or estate accountsBusiness Development: BOAs must support the Financial Advisor in developing the branch through: Mailings for marketingFollow up with prospective clients and clientsImplementing client seminars and promoting credit card services.Self Development: BOAs have the opportunity and are expected to take advantage of developmental opportunities. Examples include: Learning your role through online state of the art e-learningKeeping up with system and regulatory changesAttending regional and firm activities.You will play an important role to the success of your branch office. Your payoff is competitive salary and benefits with opportunities for bonuses and ownership in the firm. You will also work regular hours that balance well with your life outside of work. Search our current openings now.
