21 financial planner jobs found

Financial Planner Company Overview: Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional wayswith a singular focus. Position Summary: We are looking for a Financial Planning professional who will deliver comprehensive, tailored...

Medical Receptionist JOB SUMMARY Under the direct supervision of the Practice Manager and Practice Supervisor, will be responsible for all aspects of checking patient in and/or out, making follow-up appointments, referrals and processing financial transactions. Strives for superior performance by consistently providing a product or service to leadership and staff that is recognized as ultimately contributing to the patient and family experience. Recognizes and demonstrates understanding of patient and family centered care. PRIMARY JOB RESPONSIBILITIES Open office (unlock doors, turn on all equipment, etc.). Disconnect Answering Service, obtain and facilitate any messages from the service. Answer telephone in a timely manner. Take messages and give them to appropriate person within 30 minutes of receiving the message. Check the automated patient reminder system and call all patients the day before their appointment if they have not...

Medical Receptionist JOB SUMMARY Under the direct supervision of the Practice Manager and Practice Supervisor, will be responsible for all aspects of checking patient in and/or out, making follow-up appointments, referrals and processing financial transactions. Strives for superior performance by consistently providing a product or service to leadership and staff that is recognized as ultimately contributing to the patient and family experience. Recognizes and demonstrates understanding of patient and family centered care. PRIMARY JOB RESPONSIBILITIES Open office (unlock doors, turn on all equipment, etc.). Disconnect Answering Service, obtain and facilitate any messages from the service. Answer telephone in a timely manner. Take messages and give them to appropriate person within 30 minutes of receiving the message. Check the automated patient reminder system and call all patients the day before their appointment if they have not...

Insurance Clerk- Patient Financial Services Communicates with all third parties on outstanding insurance accounts, and assists in processing refunds for overpaid accounts. Performs secondary billing as appropriated. High school diploma or equivalent. Ability to communicate in a friendly and courteous manner and able to communicate effectively. Prior medical office experience desirable. Medical insurance experience and medical terminology preferred. Familiarity with CPT-4 and ICD-9 coding. Understanding of third party billing requirements preferred. PIff311f994fc1-37641-37955315

OnPoint Medical Group is searching for an outstanding Patient Care Coordinator to join our team at OnPoint Family Medicine at Dakota Ridge! Come join a great group of medical professionals as our network continues to grow! About OnPoint: OnPoint Medical Group is a physician-led network, with a unique, progressive model of Physician Leadership in each of our family, internal medicine, OB-GYN and pediatric practices.  OnPoint Medical Group is committed to expanding access to high-quality healthcare in our surrounding communities, in the most effective and affordable manner possible. About the Role: The Patient Care Coordinator plays a vital role in ensuring a seamless and positive experience for patients within a healthcare setting. This position is responsible for managing patient registration, scheduling appointments, and coordinating communication between patients and healthcare providers. The coordinator acts as the first point of contact, providing exceptional...

OFFICE MANAGER The Office Manager performs a variety of secretarial and clerical duties to support the goals and activities of the Education and Infection Control Departments. Under the supervision of the Director of Education, the Office Manager organizes and implements secretarial and clerical process to assure efficient department operations. The Office Manager oversees clerical staff in the Education, Diabetes Directions & Infection Control departments. The Office Manager will maintain statistical data; manage equipment & supplies, scheduling and payroll RESPONSIBILITIES Office Management Types and proof reads all materials and correspondence. Accurately enters data into department data base as directed. Establishes priorities to ensure the timely completion of tasks. Completes identified priorities within 2 hours of request. Demonstrates flexibility in managing multiple tasks. Establishes priorities for other clerical staff....

OFFICE ASSISTANT - CHMG Job Summary: Creates a welcoming and professional environment for our patients and visitors by demonstrating exceptional customer service. Uses technology systems to manage a wide range of patient requests including appointment scheduling, patient registration, answering general questions and meeting needs, while reducing financial loss and ensuring compliance. Provides a comprehensive and proactive patient experience while performing point of service activities and entering and maintaining confidential and accurate patient information. Education: Position requires a high school education. College or technical training a plus. Registration/Certification/Licensure: None. Experience: Position requires 1 -2 years experience in the medical field and/or 2 years of customer service experience. Other Requirements: Maintains unit-specific and hospital competencies, mandatory learning, and any clinical certifications required in...

Join the SEV Laser Team! At SEV Laser, we pride ourselves on being a leader in the laser hair removal industry, committed to delivering exceptional results and an outstanding experience for our clients. With a focus on advanced technology and personalized care, we provide a range of aesthetic services that empower individuals to feel confident in their skin. Our team is made up of skilled professionals who are passionate about what they do. We cultivate a supportive and collaborative work environment where creativity and innovation are encouraged. We believe that our employees are our greatest asset, and we invest in their growth through ongoing training and development opportunities. Join our Team! Sev Laser has 40+ locations all over the country and currently expanding ! With the partnership of our amazing team, we are able to expand all across the nation. With the fast growth of our company comes amazing career opportunities for our staff in leadership...

Registration Clerk The Registration Clerk is responsible for coordinating the insurance clearance process by completing financial clearance for patients being admitted into the hospital. Essential functions of this position include: Greet, register, instruct and provide general assistance to patients while providing superior customer service and respect to patients and families. Accurate data entry of demographic, regulatory questions and financial information into computer Effectively verify and communicate to patients and their family insurance eligibility, filling, collections and payment responsibilities. Collections: Correctly collect co-pays, co-insurance, deductibles and set up payment Maintain and balance cash drawer Answer phones, take messages and return...

Cash Office Clerk Summary To deliver more than is expected to my customers and associates by providing a positive first impression, determining actual needs, delivering real solutions, adding value by managing the front-end of the store so that all customers are taken care of in and efficient and timely manner and leaving the customer so satisfied that no competitor is an acceptable alternative. CASH OFFICE CLERK: What I Do, How I Do It, and Why I do it As a Cash Office Clerk , this is what I do: Front-end Accounting Procedures – I supervise front-end accounting procedures including opening procedures, daily transfer and locking, daily check-up procedures, bank deposits, till preparation, closing procedures, supplies and security procedures. Service Desk Procedures – I supervise Service Desk and financial services procedures including providing tills, opening and closing the service desk, selling financial services products, refunds, phones, cleaning and organizing....

Join the SEV Laser Team! At SEV Laser, we pride ourselves on being a leader in the laser hair removal industry, committed to delivering exceptional results and an outstanding experience for our clients. With a focus on advanced technology and personalized care, we provide a range of aesthetic services that empower individuals to feel confident in their skin. Our team is made up of skilled professionals who are passionate about what they do. We cultivate a supportive and collaborative work environment where creativity and innovation are encouraged. We believe that our employees are our greatest asset, and we invest in their growth through ongoing training and development opportunities. Join our Team! Sev Laser has 40+ locations all over the country and currently expanding ! With the partnership of our amazing team, we are able to expand all across the nation. With the fast growth of our company comes amazing career opportunities for our staff in leadership...

Join the SEV Laser Team! At SEV Laser, we pride ourselves on being a leader in the laser hair removal industry, committed to delivering exceptional results and an outstanding experience for our clients. With a focus on advanced technology and personalized care, we provide a range of aesthetic services that empower individuals to feel confident in their skin. Our team is made up of skilled professionals who are passionate about what they do. We cultivate a supportive and collaborative work environment where creativity and innovation are encouraged. We believe that our employees are our greatest asset, and we invest in their growth through ongoing training and development opportunities. Join our Team! Sev Laser has 40+ locations all over the country and currently expanding ! With the partnership of our amazing team, we are able to expand all across the nation. With the fast growth of our company comes amazing career opportunities for our staff in leadership...

Join the SEV Laser Team! At SEV Laser, we pride ourselves on being a leader in the laser hair removal industry, committed to delivering exceptional results and an outstanding experience for our clients. With a focus on advanced technology and personalized care, we provide a range of aesthetic services that empower individuals to feel confident in their skin. Our team is made up of skilled professionals who are passionate about what they do. We cultivate a supportive and collaborative work environment where creativity and innovation are encouraged. We believe that our employees are our greatest asset, and we invest in their growth through ongoing training and development opportunities. Join our Team! Sev Laser has 40+ locations all over the country and currently expanding ! With the partnership of our amazing team, we are able to expand all across the nation. With the fast growth of our company comes amazing career opportunities for our staff in leadership...

Administrative Assistant - Part-Time Keep Construction Running Smoothly Behind the Scenes Join Us as a Part-Time Administrative Assistant! Position Title: Administrative Assistant - Part-Time Company Name: Deon Design Custom Builders Pay Range: $18-20+ per hour Industry: General Construction (Residential, Commercial) Location: Little Ferry, NJ Job Overview Deon Design Custom Builders is seeking a dependable and detail-oriented Administrative Assistant to support daily operations in our office. This part-time role is ideal for someone who is organized, tech-savvy, and comfortable managing communications, assisting with payroll, assisting with permit and billing documentation, and performing light accounting duties. Knowledge of the construction industry is a strong plus. If you're looking for a consistent, structured schedule and a welcoming team environment, we encourage you to apply. Who We Are Deon Design Custom Builders is a family-owned...

Patient Access Clerk JOB SUMMARY The Patient Access Clerk is responsible for the pre-admission, admission and registration of all patients into the hospital in a courteous and professional manner. This position is responsible for interviewing and gathering of complete and accurate data to complete the admission/ registration process accurately, efficiently, and expeditiously. The Patient Access Clerk is responsible for assisting in assigning appropriate units for inpatients, census reporting, and registration of Same Day Surgical patients, outpatients, and emergency patients. Also registers routine outpatient procedures upon request from physician offices and patients. Collects appropriate monies, escorts patients to their appropriate destinations, when applicable. Obtains appropriate signatures, notifies patients/guests of hospital regulations, policies and services. Determines medical necessity on each physician order by assuring all essential elements are present...

Job Ref:47361 Location:10 Brookline Place West, Brookline, MA 02445 Category:Development/Fundraising Employment Type:Full time Work Location:Remote: occasional time on campus Overview The Senior Assistant provides administrative support for one Assistant Vice President (AVP) of Major Gifts (MG) and one to two additional development officers. The MG team partners with the Planned Giving (PG) team and units across the Division of Philanthropy to raise funds from individuals, families, and family foundations for priorities in research and care at Dana-Farber. This role includes managing revenue and activity reports, budgets, data entry for general fundraising activities, special projects, correspondence, scheduling meetings, and appointments, and making travel arrangements. Responsible for assisting the entire Division with reaching financial goals.  Reports to the Assistant Vice President, Major Gifts and one other staff member. Internal Title: Senior Assistant,...

Overview:   Doyon, Limited's mission is to continually enhance our position as a financially strong Native corporation to promote the economic and social well-being of our 20,000+ shareholders. We provide exceptional career opportunities for individuals who value professionalism, collaboration, and a commitment to excellence. We understand the importance of treating our employees well and the impact motivated employees have in helping us succeed in our vision to be the leader in all we do.   JOB SUMMARY: Under the supervision of the Executive Assistant, the Administrative Intern will assist with business operations, corporate events, document organization, and administrative projects. A primary focus includes planning and coordinating a large fundraising event.   Open to Doyon Shareholders ONLY.   This Internship will work May-August.   ESSENTIAL FUNCTIONS: Support corporate donations, event planning and fundraising events Assist in planning...

Overview: To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day. Provides a wide variety of assistance and coordination in Regulatory Planning responsibilities, to ensure that Planning Department functions effectively at the System and Delivery Network level reporting to the Vice President , Strategy and Regulatory Planning. EEO/AA/Disability/Veteran Responsibilities: 1. Shadow Planning Regulatory staff, and participates in planning team meetings and regulatory planning activities, as appropriate, to learn about the planning function. 2. Certificate of Need: gathers and analyzes data including internal financial data and volume -related data, and external data. Assists in coordination of CON preparation, including drafting documents...

Overview: Join a Team That Changes Lives   For more than 170 years, Elwyn has been leading the way in supporting children, teens, and adults with autism, intellectual and developmental disabilities, and behavioral health challenges. As a mission-driven nonprofit, we’re here to create real change – helping people lead meaningful, fulfilling lives.   Now, we’re looking for passionate team members to join us. Here, your work will change lives – including your own. You’ll make an impact every day, find purpose in what you do, and grow in a career that truly matters.   At Elwyn, we take care of you while you care for others. We offer: Generous Paid Time Off Comprehensive Medical/Dental/Vision Benefit Packages Earned Wage Access/On-Demand Pay Paid On-the-Job Training Tuition Reimbursement Career Advancement Opportunities and Growth Flexible Schedules Retirement Savings Plan   Join us and be a part of something bigger. Apply today....

Overview: The Receptionist at Riverside Senior Life serves as the first point of contact for patients, visitors, and staff. This role is essential in creating a welcoming and professional atmosphere within the facility. The Receptionist is responsible for managing front desk operations, including answering phones, greeting visitors, and handling basic administrative tasks. The ideal candidate will demonstrate excellent communication skills, attention to detail, and a commitment to providing outstanding customer service in a healthcare environment. Demonstrates flexibility with assignments within professional scope/duties/licensure. Essential Duties Greeting and Directing Visitors: Welcome patients, visitors, and staff, providing them with accurate information and directing them to the appropriate departments. Phone Management: Answer incoming calls, route calls to the appropriate personnel, and manage messages in a timely and professional manner. Communicate any housekeeping...