Help Us Execute Our Vision Drive our team to destinations beyond our imagination.
Our team seeks to fill the role of Practice Manager. This individual serves as the central point of cohesion and forward action for the practice. By driving our practice priorities, leading both people and the processes, and effectively communicating with clients and team members, the practice manager helps the team execute its vision of success.
How will you help grow our Practice?
You will…
· Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions, as well as tracking each through completion.
· Assist with the continuous development and implementation of our client service model.
· Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM.
· Respond to routine client service issues and requests.
· Champion, train and implement technology.
· Provide administrative support to the team as needed: schedule appointments, answer and screen calls, compose and proofread correspondence and other written materials.
· Coordinate with firm support staff/specialists as necessary.
Who do you need to be?
· You will be systems focused, pragmatic, patient, and able to create order in a way that is both structured and flexible.
· Organized, efficient and proactive are words people use to describe you.
· Attention to detail and a commitment to measuring results are key.
· This position requires the ability to be flexible, to prioritize tasks, as well as the ability to put the team’s needs first.
Experience Needed
· Experience establishing and maintaining systems for measuring activity
· Demonstrated organizational and time management skills under pressure
· Microsoft Office Skills – Word, Outlook, and Excel
· Highly accurate typing, data entry, spelling, and proofreading skills
#LI-MMP1
· FINRA licenses preferred
...tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career with... ...captive, full carrier access Free, structured training (no experience needed) Innovative lead program (mortgage protection, final...
...procedures in the linear accelerator, NOMOS, and simulator rooms of Radiation Oncology. Incumbent is responsible for the daily scheduling of... ...treatment. Responsible for the correct operation of radiation therapy equipment, automatic film processors and quality control...
...Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and...
...to manage multiple tasks and meet deadlines Proficiency in Microsoft Excel and accounting systems (experience with Yardi is a plus) Strong communication skills Additional Information: Contract-to-hire role with the potential to transition...
...in class clinical resources for training, education, and point of care support. How you make a difference The Psychiatric Nurse Practitioner provides a full range of psychiatric services to incarcerated patients in accordance with state scope of practice, collaborative...