the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and
preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. This position is subject to SAFE Act registration requirements. Pursuant
to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you--- Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! --- Build connections to grow your network and business.
Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. --- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. --- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority--- solutions, through Bank of America and Merrill to meet their financial needs.
As a Merrill FSA, you can look forward to--- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. --- Marketing strategies to reach wider audiences with greater appeal. --- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. --- Potential Opportunities for professional growth. --- Leadership opportunities, including leading client and conference seminars We're a culture that--- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. --- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. --- Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
--- Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. --- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required skills: --- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. --- Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)--- Is a self-starter who efficiently manages time and capacity.
--- Sets and accomplishes goals, achieving whatever you put your mind to. --- Builds and nurtures strong relationships. --- Collaborates effectively with others to get things done. --- Communicates effectively and confidently and is comfortable engaging all clients. --- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. --- Likes to learn, adapts to new information and seeks the right solutions for clients.
--- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: --- Proven ability to partner and promote lead generation. --- Experience balancing investment management, sales activities and new client development. --- Strong computer skills and the ability to multitask in a demanding environment. --- A bachelor's degree, preferably in business-related field. --- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
--- Obtained insurance licenses. Shift:1st shift (United States of America)Hours Per Week: 40
assistance program, product discounts and free copy of Turbo Tax Live. As part of this position, you have the opportunity to work 100% remotely, collaborating with an exceptional team from the comfort of your home or office. What you'll bring Who You Are: As a Tax Expert, you have a minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns, using commercial tax preparation software.
You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws You are passionate about helping clients navigate the complexities of taxation, and you're committed to enhancing
our brand by delighting our customers and empowering them to prepare their taxes. You possess excellent customer service skills, and you are excited to interact with customers through video and audio tools in a professional, friendly, and confident manner.
For internal use: tst How you will lead What You Will Do: In this role, you will help our customers complete their taxes using Intuit Turbo Tax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of Powering Prosperity Around the World. You will utilize government websites, professional resources, and team expertise
to seek out and deliver the right answer to the customer using everyday language.
This is a virtual, customer-facing role, so you will use our state of the art video communication software to interact with customers, and you will document interactions to maintain accurate records. If you reside in the United States, and are ready to earn supplemental income by helping people with their taxes, APPLY NOW!
crafted banking solution that is tailored to their individual needs. It's with this customer-first mentality that FFB has become one of the leading community banks in the nation. Despite being headquartered in Fresno, CA, members of the FFB team come from all over the country!
Since we believe that people are our greatest asset, we are always seeking ambitious, passionate candidates who share FFB's goals and values regardless of where they live. If you feel that you could be a great addition to our team, then we encourage you to reach out and apply! Recent Awards and Recognitions: Voted Best Bank by Best of Central California People's Choice 2022Rated the #10 Community Bank in the Nation
Ranked #6 on American Banker's Top Publicly Traded Community Banks List 2022What You Should Expect While Working at FFB: Company ownership through our Employee Stock Ownership Program (ESOP)A friendly, close-Knit work culture that encourages growth Opportunities to Participate in Community Networking Events Benefits Package Medical/Dental/Vision Life Insurance Paid Vacation Employee Stock Ownership Program401(k) Retirement Plan Training & Development Tuition Reimbursement Employee Assistance Program Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC).
We expect that our team members
will reflect these values in the workplace in various ways: Teamwork - We collaborate, hold each other accountable, and win together.
Relationship - We are trustworthy, transparent, and respectful. Authentic - We are humble, vulnerable, and we speak up. Commitment - We are owners.Be hungry, responsive, and have a sense of urgency. Employment with FFB will allow you to earn competitively, grow professionally and enjoy a collaborative and compassionate culture that rewards good ideas, good work, and initiative. Summary: The Government Guaranteed Lending Department (SBA) Business Development Officer is responsible for soliciting, and developing loan transaction within the SBA 7(A), 504, and USDA B&I loan programs in the Texas Market.
These transactions are to be in compliance with the Bank's and the specific Agencies' lending policies and procedures; promotes business for the Bank by maintaining good customer relations; and refer customers to the appropriate staff for other services offered by the Bank. The position of SBA Business Development Officer is responsible for assisting in attaining his or her established production goals, as well as, department and Bank goals through active participation officer calling programs, and provides guidance and support to less experienced loan officers and other staff members.
Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations. Essential Duties: Engages in business development activities and solicitation of new business in Dallas or Houston targeting the Government Guaranteed Lending sector and is actively involved in the sales environment. Must be able to self-source eligible loans. Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information.
Performs pre-qualification backssment and analysis of financial condition and risk of financing requests within framework of the specific program requirements, Bank credit culture, and current economic and industry trends. Meets with existing or potential customers; visiting sites of loans; negotiates loan terms and conditions. Drafts proposal letters and facilitates the exchange of information and documentation where request by underwriter or management which are necessary to complete the loan analysis for presentation to Senior Management or Directors' Loan Committee.
Maintains a working knowledge of the SBA S. O. P. and other regulation manuals and the like, to maintain a functioning knowledge of the Government Guaranteed Loan Programs. Coordinates with loan processor / closer and loan underwriter to assist with any customer needs throughout the loan transaction. Contributes to the overall profitability of the department and bank; implements costs controls, income generation, and department marketing efforts; monitors expenses to ensure compliance with the department budget. Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees.
Develops and maintains knowledge of financial industry, economy, market conditions, rates, vendors and competition. Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. Cross sells the Bank's other products and services, referring customers to appropriate staff as indicated. Provides leadership and training to less experienced loan officers and other staff members.
Responds to inquiries or refers inquiries to the appropriate department or person, and exhibiting the necessary follow through with customers and/or staff involved. Consistently applies superior decision-making techniques pertaining to inquiries, and requests as they apply to existing policies and procedures, keeping within assigned approval limits and using these instances as learning tools for employee development. Assumes responsibility for special projects; gathers data and prepares reports for Senior Management, audits and other personnel, if the need arises.
Plays a positive role in the development and growth of assigned branch staff through excellent communication skills, both verbal and written, along with strong delegation skills assuring a highly cross trained staff. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the bank through outside activities. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct.
Assures compliance with all Bank policies, procedures and processes, and all applicable state and federal banking laws, rules, and regulations, and adheres to Bank Secrecy Act (BSA) responsibilities that are specific to the position. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Requirements: Must reside in Dallas or Houston. Well established in the Dallas or Houston market with proven relationships.
Bachelor's degree (BA) or equivalent from an accredited college or university; 3 years related experience and/or training; or the equivalent combination of education and experience. Proven lending pipeline of at least $12MM annually. Advanced experience, knowledge and training in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas. SBA credit or underwriting highly preferred. Advanced experience, knowledge and / or training in Government Guaranteed Lending. Advanced knowledge and training in all lending activities and terminology.
Advanced knowledge of related state and federal lending and compliance regulations, and other Bank lending policies. Proven ability to develop marketing and business development skills with customers. Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Intermediate typing skills to meet production needs of the position. Advanced math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees.
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Ability to work with no supervision while performing duties. Current California driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. Must reside in Dallas or Houston. Well established in the Dallas or Houston market with proven relationships. Bachelor's degree (BA) or equivalent from an accredited college or university; 3 years related experience and/or training; or the equivalent combination of education and experience.
Proven lending pipeline of at least $12MM annually. Advanced experience, knowledge and training in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas. SBA credit or underwriting highly preferred. Advanced experience, knowledge and / or training in Government Guaranteed Lending. Advanced knowledge and training in all lending activities and terminology. Advanced knowledge of related state and federal lending and compliance regulations, and other Bank lending policies.
Proven ability to develop marketing and business development skills with customers. Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Intermediate typing skills to meet production needs of the position. Advanced math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Ability to work with no supervision while performing duties.
Current California driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. PIbdc99b3689a
and exists to provide skilled operation of extracorporeal membrane oxygenation equipment at the bedside in an ICU environment.
This position demonstrates compassion and clinical competence when providing care, using technology, administering medications, performing procedures, managing emergencies, and acting as a patient and family advocate in order to monitor and maintain patient rights.
The ECMO Specialist position assists in coaching and mentoring department staff in areas of clinical and professional practice. PRIMARY JOB RESPONSIBILITIESJob responsibilities labeled EF capture those duties that are essential functions of the job. PEOPLE - 20% Identifies staff development
opportunities for professional growth of colleagues, provides coaching to meet identified goals. Role models and coaches team members in effective communication skills, assisting in their development of such skills.
Participates in new employee preceptorships. (EF) Collaborates to foster healthy relationships in the work environment such as mitigation of conflict. Anticipates the needs of the staff members and proactively offers assistance. Communicates effectively with physicians and nurses regarding the status of the ECMO circuit and the response of the patient. (EF) Contributes to improving nurse satisfaction by serving as a role model and mentor, facilitating teamwork with RNs, non-licensed
and interprofessional staff, as evidenced by the annual RN-RN teamwork score and interprofessional relationship score.
Initiates contributions towards improvement of department scores for employee engagement, i. e. peer-to-peer accountability. (EF) SERVICE - 30% Leads the patient and family-centered care standards, as outlined in the Houston Methodist Professional Nursing Practice document. Practices in a manner that is congruent with cultural diversity and inclusion principles. Mentors others regarding specialty populations. (EF) Operates ECMO equipment at the bedside in an ICU environment. Monitors the equipment and the patient to detect any problems.
(EF) Develops and implements effective patient teaching strategies based on learning needs; uses appropriate resources, incorporating planning for care after discharge. Consistently evaluates the patient's comprehension and adapts teaching methods accordingly. Serves as a leader (including education, mentoring, and resource) for patient, families and interprofessional health care team. Strives to exceed patients and coworkers' expectations. (EF) Drives department activities to improve department score for patient satisfaction on unit-based scorecard, through peer-to-peer accountability. (EF) QUALITY/SAFETY - 30% Models the standards of care related to the nursing process, as outlined in the Houston Methodist Professional Nursing Practice document.
Provides care as the staff leader to patients on ECMO therapy and leads the interprofessional health care team in implementing plan of care. Collaborates with interprofessional health care team to achieve patient goals, including mobility, patient weaning, etc. Anticipates/prevents and recognize/resolves early declines in patient condition and emergent situations. Manages assignment of complex patients and other unit demands. Proactively recognizes, determines a plan of action, and responds to situations, such as emergency codes.
(EF) Models the standards related to regulatory requirements and professional practice as outlined in the Houston Methodist Professional Nursing Practice document. Role models highly developed backssment, clinical documentation, leadership, and analytical skills; integrates and contributes to professional practice standards, policies, procedures, protocols and leads improvements in patient safety-related processes at unit or service line level. Serves as a patient advocate by identifying and reporting unsafe or malfunctioning equipment and unsafe operational practices to department leadership.
Contributes to development of service line and hospital standards and guidelines. (EF) Ensures proper Extracorporeal Life Support Organization (ELSO) patient level data for submission to ELSO database. Analyzes backssment data and audits plan of care in determining patient needs and outcomes. Completes all documentation as required to meet clinical standards and any research protocols or registry requirements. Supports ECMO CMPI team with various PI initiatives. (EF) Ensures safe blood flow, blended gases and overall technical safety of the patient receiving ECMO therapy.
Supports technical components of ECMO patient circuitry, including intra-circuit management- infusions, CRRT, plasmapheresis, blood sampling and related therapy. Monitors and reports anticoagulation levels as ordered. Relays data to ordering provider and ensures care is delivered as ordered. (EF) FINANCE - 10% Implements department strategies to achieve financial target and mentors others to do the same through timely documentation of care, decreasing length of stay, optimizing efficiency, minimizing incidental overtime, and other areas according to departmental specifications.
(EF) Utilizes resources with cost effectiveness and value creation in mind. Actively participates in the stewardship and efficient utilization of resources and needs including unit capital and operational budgets. Self-motivated to independently manage time effectively and prioritize daily tasks, assisting coworkers as needed. (EF) GROWTH/INNOVATION - 10% Leads and identifies opportunities for practice changes, innovative solutions to improve patient care and performance improvement. Investigates and incorporates evidence-based practices which are presented to shared governance and leadership.
Supports change initiatives and adapts to unexpected changes. (EF) Serves as the clinical resource. Develops and disseminates, as appropriate, informational/educational resources and programs designed to improve quality and professional practice. Seeks opportunities to identify self-development needs and takes appropriate action. Ensures own career discussions occur with appropriate management. Completes and updates the My Development Plan on an on-going basis. (EF) This job description is not intended to be all inclusive; the employee will also perform other reasonably related business/job duties as assigned.
Houston Methodist reserves the right to revise job duties and responsibilities as the need arises. EDUCATION REQUIREMENTSo Must have one of the following: Registered Nurse (RN) -Bachelor's Degree in Nursing from an accredited education program or Respiratory Therapist (RT) - Graduate of education program approved by the credentialing body for the required credential(s) indicated below in the Certifications, Licenses and Registrations section or Perfusionist - Bachelor's Degree and Graduate of education program approved by the credentialing body for the required credential(s) indicated below in the Certification, Licenses and Registrations section EXPERIENCE REQUIREMENTSo Three years' experience with direct ECMO patient care CERTIFICATIONS, LICENSES AND REGISTRATIONS REQUIREDo Must have one of the following: - If Registered Nurse - Texas RN license or temporary TX RN license, should obtain permanent license within 90 days.
Compact license acceptable according to current Board of Nursing requirements. - If Respiratory Therapist - Registered as Respiratory Therapist by National Board for Respiratory Care (NBRC-RRT)- If Perfusionist - Licensed Perfusionist with current Texas license from the Texas Medical Board and Certified Perfusionist from the American Board of Cardiovascular Perfusion within one year hire/transfero American Heart Association Basic Life Support (BLS)o American Heart Association Advance Cardiac Life Support (ACLS) KNOWLEDGE, SKILLS AND ABILITIES REQUIREDo Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency backssments, and performance evaluationso Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or securityo Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principleso Demonstrates proficient time management skillso Must be able to perform skills and competencies as defined in orientation checklist and annual departmental competency checklisto Completion of Extracorporeal Life Support Organization (ELSO) training or equivalent -SUPPLEMENTAL REQUIREMENTSWork Attire Yes/No Uniform No Scrubs Yes Business professional No Other (dept approved) No On-Call Yes, on a regular basisNote that employees may be required to be on-call during emergencies (i.
e. Disaster, Severe Weather Event, etc. ) regardless of selection above TravelMay require travel within Yes Houston Metropolitan area May require travel outside Noof Houston Metropolitan areaTravel specifications may vary by department. Please note any other special considerations to this job: _________________________Company Profile: Since its founding in 1919, Houston Methodist Hospital has earned worldwide recognition.
Houston Methodist Hospital is affiliated with the Weill Medical College of Cornell University and New York-Presbyterian Hospital, one of the nation's leading centers for medical education and research. In 2022, U. S. News & World Report named Houston Methodist Hospital to its prestigious Honor Roll for the sixth time. Also, in this year's rankings, Houston Methodist Hospital was named the No. 1 hospital in Texas for the 11th year in a row. Houston Methodist Hospital directs millions of research dollars into patient care and offers the latest innovations in medical, surgical and diagnostic techniques.
With 946 operating beds, 85 operating rooms and nearly 8,500 employees, Houston Methodist Hospital offers complete care for patients from around the world.
and even making it possible to breathe on Mars. Working at Honeywell isn't just about developing cool things. That's why all of our employees enjoy access to dynamic career opportunities across different fields and industries. Are you ready to help us make the future?
The--Finance Director, Supply Chain Transformation--is an integral part of the Industrial Automation (IA) business group's ISC team. The Integrated Supply Chain team is responsible for all line items from Standard costs to gross margins. This includes managing all the plant costs, logistics, warehousing, inventory adjustments, understanding/ managing standards costs and variances across the P&L (i. e. PPV etc). The team
also serving as liaison with business unit FP&A, Biz ISC teams in supporting the AOP (Annual Operating Plan) / STRAP / forecast processes. You will also partner across the Industrial Automation (IA) businesses to help design and implement horizontal processes especially around Obsolescence, Variance reporting, standard setting and analytics, Scrap reviews etc.
What you--ll do: Develop and drive the transformation roadmap for ISC Finance across IA. Provide financial leadership to accomplish horizontal financial processes for the organization. Partner with the Digital team to drive Automation & Process Design. Facilitate adoption of Digital finance and EDW via championing this within ISC
Finance Partner with ISC transformation team and Ops inventory team to drive visibility to and KPI's around process efficiency.
Solve for zero waste mindset. Standardize MOS on variance for plant PPV, over/under absorption etc. Including month end reporting, weekly dashboards and forecasting processes. Partner with FP&A and Business ISC Finance teams to optimize STRAP and AOP planning Collaboration across functions to solve for wing-to-wing process. Partner on CAPEX projects, especially on establishing a post close tracking on ROI. Identify critical KPIs for monthly reporting and to backss progress against critical strategic initiatives; support the business in focusing on the 'reds' and driving a continuous improvement mindset You Must Have: --- 8+ years of Financial Experience, and supply chain finance experience-- --- 2+ year management experience We Value: --- Bachelor's Degree in Accounting, Finance, or Business Administration --- Exceptional analytical skills (linking results to drivers) --- Direct communication with clarity at all levels --- Demonstrated leadership and influencing skills --- Self-motivated, results-oriented and assertive individual --- The ability to make consistent and timely decisions --- The ability to quickly identify subtle patterns in results --- Proficiency in Hyperion, SAPAdditional Information JOB ID: HRD217640Category: Finance Location: 2101 City West Blvd, Houston, Texas,77042, United Stateinteractionempt Global (ALL)Honeywell is an equal opportunity employer.
Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or interactionual orientation, gender identity or expression, disability, nationality, interaction, religion, or veteran status.
---Provide management oversight of TPA's responsible for AL and WC ---Provide management oversight of toxic tort claims ---Supervise claim file reviews with TPA's, insurers and internal partners ---Maintain and/or obtain state adjuster licenses ---Review new notices, ensure claims are assigned to TPA's and counsel ---Review contracts Responsibilities ---Minimum experience of 10 years managing AL, GL, and toxic tort claims ---Coverage, liability and damages analysis with a thorough understanding of the litigation process, case and statutory law ---Strong litigation management skills ---Supervisory experience a plus ---Strong organizational skills ---Ability to multi-task
direct supervision of a Physician and/or Registered Nurse for assigned patient populations, for providing high quality support of patient care and services. This position oversees appropriate scope of practice (i. e. Hand Hygiene Validator, EMR super-user).
Sr. MA position assists with patient examinations, procedures, diagnostic studies, treatment, and dressing changes. This position also performs general administrative duties in accordance with CLIA, HIPAA, NCQA and government standards, as well as company plicies and procedures. The Sr. MA position participates in patient care which is under the direction of a physician and within the scope of a medical assistant. This position may
also be required to schedule patient appointments, ensure medical necessity compliance, and verify eligibility for care. Other duties for the Sr. MA position include independently and expertly performing the duties and responsibilities of preceptor and clinical resourse to Medical Assistants, training and orienting others as appropriate PRIMARY JOB RESPONSIBILITIESJob responsibilities labeled EF capture those duties that are essential functions of the job.
PEOPLE - 25% Role models and promotes a positive work environment that actively assists interprofessional care team to achieve optimal department results. Makes contributions to the work effort as a whole, by leading and initiating
problem resolution within the work unit. Facilitates teamwork by anticipating the need for assistance and responding positively to requests for assistance.
(EF) Collaborates with all members of the interprofessional health care team by actively communicating and reporting pertinent patient care information and data in a comprehensive manner. Teaches peers to critically think by verbally expressing rationale for decisions and follows up consistently. Facilitates open, professional, communication to achieve mutual understanding, role modeling by example. (EF) Independently executes the duties and responsibilities of preceptor, serves as a clinical resource in the department, using advanced skills and competencies, guiding and mentoring colleagues' though processes in order to provide optimal patient care.
Provides structured feedback with examples. (EF) SERVICE - 30% Provides care to patients visiting the clinic under the direct supervision of a Physician, Registered Nurse, or clinic leadership procedures, using cultural diversity and inclusion principles. Complete pre-visit planning workflow prior to visit whenever possible, including completing and/or requesting appropriate documentation. In collaboration with the provider team, anticipates the needs of the specific patient population.
(EF) Communicates with patient, obtains and documents vital signs (i. e. pulse rate, temperature, blood pressure, weight, and height), chief complaint(s), preforms medication(s) review, discusses/reviews medical and social history (as appropriate). Documents, in patient's electronic medical record (EMR). care administered, all diagnostic measurements, treatments and procedures in accordance with established policies and. (EF) Follow-up with patient as appropriate to ensure compliance with recommendations, medications, lab/x-ray results, special visits, PCP visits, dieticians, diabetes educators, etc.
Ensures patient utilization and activation of My Chart. (EF) Provides care coordination with hospital, ED, consulting physicians and/or community resources whenever appropriate to including handling patient inquiries. (EF) Role models behaviors and skills, through peer-to-peer accountability, towards improving department score for patient satisfaction. (EF) QUALITY/SAFETY - 25% Reports observations, conditions and problems of patients to the physician and/or nurse. Recognizes abnormal clinical findings and reports them appropriately. Provides for the privacy of patients and families, keeping the safety of the patient in mind.
(EF) Accurately performs routine tests on patients such as EKG, rapid strep, urinalysis, and urine pregnancy tests. (EF) Sterilizing instruments and equipment; prepare, clean and maintain exam and treatment rooms, as well as supplies and equipment. (EF) FINANCE - 10% Responsible for stocking exam rooms, taking inventory, and ordering supplies. (EF) Uses resources efficiently; does not waste supplies. Self-motivated to independently manage time effectively and prioritize daily tasks, minimizing incidental overtime. Role models effective time management and coordinates colleagues to meet the overall demands of the department.
(EF) GROWTH/INNOVATION - 10% Develops skills of team members and continually assists with improving skills, performance and outcomes. Actively participates in professional development and the development of ongoing educational activities at a department-based level. (EF) Offers innovative solutions through participation in performance improvement activities. Completes and updates the individual development plan (IDP) on an on-going basis. (EF) This job description is not intended to be all inclusive; the employee will also perform other reasonably related business/job duties as assigned.
Houston Methodist reserves the right to revise job duties and responsibilities as the need arises. EDUCATION REQUIREMENTSo High School diploma or equivalent education (examples include: GED, verification of homeschool equivalency, partial or full completion of post-secondary education, etc. ) EXPERIENCE REQUIREMENTSo Five years medical assistant experience with highly complex, chronic disease management or in a specialty discipline CERTIFICATIONS, LICENSES AND REGISTRATIONS REQUIREDo Medical Assistant Certification through an approved credentialing certification agency, i.
e. American Association of Medical Assistant, American Medical Technologists, or Emergency Medical Technician. o American Heart Association Basic Life Support (BLS)o Phlebotomy certification preferred KNOWLEDGE, SKILLS AND ABILITIES REQUIREDo Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency backssments, and performance evaluationso Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or securityo Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principleso Knowledge of medical practice and care of patients and ability to assist with examinations, diagnostic and treatment procedures, knowledge of medical equipment and instrumentso Skill in developing and maintaining clinical quality assurance to maintain accurate medical recordso Demonstrate a learning attitude toward solving problems, using good reasoning and judgmento Provide safe patient-centered, compassionate and competent careo Proficient in computer skills for documentation and work-related purposeso Completes required continuous training and education, including department-specific requirements.
Maintain current certificationso Ability to establish and maintain effective working relationships with patients, medical staff, coworkers and the publico Ability to work with peers in a team situationo Possess an understanding of the patient population as it relates to the clinical disease processo Proficient in computer skills for documentation and work-related purposeo Demonstrates advanced backssment competences appropriate for level of practice SUPPLEMENTAL REQUIREMENTSWork Attire Yes/No Uniform Yes Scrubs Yes Business professional No Other (dept approved) Yes On-Call NoNote that employees may be required to be on-call during emergencies (ie.
Disaster, Severe Weather Event, etc) regardless of selection above. TravelMay require travel within Yes Houston Metropolitan area May require travel outside Noof Houston Metropolitan areaTravel specifications may vary by department.
Please note any other special considerations to this job: __________________________Company Profile: As one of the nation's leading hospitals and academic medical centers, Houston Methodist has brought together some of the nation's leading experts in multiple specialties to serve our patients. Houston Methodist Specialty Physician Group employs over 800 physicians at more than 150 locations across Houston. Our specialists are on the forefront of research, developing leading-edge technologies and treatments, and teaching the medical pioneers of tomorrow. The combination of clinical service, research and academics ensure patients have access to the latest treatments and technologies while providing the best comprehensive patient care.
the next generation of financial advisors-those with a passion for people and drive to make clients' financial lives better. You'll advise and guide clients on how to achieve their financial goals. Additionally, you'll be equipped with the expertise to support them with personal investing tools and resources.
During this stage of your journey, the Merrill Financial Solutions Advisor (Merrill FSA) will help provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and
preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP).
From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch. This position is subject to SAFE Act registration requirements. Pursuant
to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing.
Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. We'll help you--- Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours! --- Build connections to grow your network and business.
Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. --- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals. --- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority--- solutions, through Bank of America and Merrill to meet their financial needs.
As a Merrill FSA, you can look forward to--- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field. --- Marketing strategies to reach wider audiences with greater appeal. --- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves. --- Potential Opportunities for professional growth. --- Leadership opportunities, including leading client and conference seminars We're a culture that--- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers.
Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals. --- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world. --- Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
--- Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. --- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital. Required skills: --- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. --- Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)--- Is a self-starter who efficiently manages time and capacity.
--- Sets and accomplishes goals, achieving whatever you put your mind to. --- Builds and nurtures strong relationships. --- Collaborates effectively with others to get things done. --- Communicates effectively and confidently and is comfortable engaging all clients. --- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. --- Likes to learn, adapts to new information and seeks the right solutions for clients.
--- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients. Desired skills: --- Proven ability to partner and promote lead generation. --- Experience balancing investment management, sales activities and new client development. --- Strong computer skills and the ability to multitask in a demanding environment. --- A bachelor's degree, preferably in business-related field. --- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
--- Obtained insurance licenses. Shift:1st shift (United States of America)Hours Per Week: 40
challenging traditional boundaries, seizing opportunities, and being the renowned provider of innovative products and services. Our Mission: Through teamwork, we will increase the profitability and efficiency of our clients to prime while maintaining an environment that fosters unequaled team member growth and success.
Prime - The most flourishing stage or state, reaching perfection Our Values: Absolute honesty and integrity Uphold the highest level of confidentiality and trust Empowered, passionate, heartfelt, caring, and supportive of our clients and teams Teamwork is the source of our strength Change is essential, and we will always embrace it We encourage our family to grow, contribute,
and accomplish Leading the industries we serve through innovation and creativity Consistent, actionable knowledge transfer to those we serve Owning our results and being accountable to ourselves, our team, and our clients We are currently looking for a Bookkeeping Coach to assist our clients with accurate financial reporting within the skilled trades industry.
This role will enable you to contribute to the well-being of a small business, allowing the owner and their team to achieve their professional and personal goals. We offer a generous base salary in addition to bonuses and spiffs, yielding a targeted compensation of $95,000+ per year! The Job Join a team of 30+ coaches! Full training
offered. Proven processes and procedures are built out for you to follow.
Dedicated support staff to assist with scheduling, documentation, and reporting. Teamwork is the source of our strength. The entire team is here to support you. Talk with several team members before you join our team - we are an extended family! A component of this position is traveling to your client's small business for hands-on process improvements within the accounting department. Travel is limited to once per month, 3 - 4 per day on average. You also have the option to extend your stay after an onsite and enjoy the local culture. Travel reward points earned are yours to use personally.
Primary Job Function Delivery of quality coaching using BDR core principles and ideologies to empower our clients to drive profit and growth in their businesses. Examine, analyze, and interpret accounting information to organize that information to enable performance analysis of business segments. Train each client's accounting team to understand what they need to do daily & why it is important; this could include actual assistance with daily data entry or corrections of data already recorded. Recommend process improvements to clients and /or additional training where needed for staff to help reduce the time needed to perform services, increasing internal efficiencies.
Review financial statements for accuracy and completeness. Write clear and concise business processes & procedures & assist clients with proper implementation. Attend client events as directed. Reports to: Sr. Financial Coach Work Hours: 7:00 am to 4:00 pm, Monday through Friday, some weeknights, and some weekends. Overnight travel 1-2 times per month is also required. Location: Remote! Work from your home office, taking 4 client calls per day, offering some flexibility to your daily schedule. Compensation: Base $55,000 - $65,000 DOE + Bonuses and Spiffs (Top Performers earn $100K+) Perks & Benefits Full benefits package: 401k with employer 3% matching; Medical insurance provided with minimal employee contribution (with HRA), Supplemental insurances, EAP, employer-provided life insurance/AD&D, 3.08 hours of accrual of PTO biweekly, 6 paid holidays off, and much more!
Work from your home office, taking 4 client calls per day, offering some flexibility to your daily schedule. Fully cloud-based operations allow easy access to documents. BDR will provide basic office equipment and supplies to set you up for success as a Financial Coach.
We reimburse you for your internet up to $75 per month. Extend your stay after an onsite meeting and enjoy the local culture. Travel reward points earned are yours to use personally. The Qualifications Previous Bookkeeper experience A minimum of 2 years of customer service experience or equivalent education A minimum of 4 years of financial accounting experience or equivalent education A minimum of 2 years of accounting software experience and a complete understanding of the internal workings of accounting software Proficient in various accounting software programs, including Quick Books, Microsoft Outlook, Word, Excel, and Power Point.
Strong communication skills, verbally and in writing Quality phone presence Why work for Us? Named in Seattle Business Magazine for Washington's Best Companies to Work For list for 2022! Our average employee tenure is over 5 years, and we are a great place to work! Our team is truly passionate about helping our clients be successful Caring ownership and management Clear expectations and communication Great place for career advancement with training and support from the team Lots of long-term clients Fun!
Yet professional What are you waiting for? Responsive employer. Apply today! WE ARE A 100% DRUG-FREE EMPLOYER billing, accounting, invoicing, accounts payable, ap, quickbooks, accounts receivable, ar, office assistant, admin
and other related financial activities. Supervisory Responsibilities: · None. Duties/Responsibilities: · Performs general cost accounting and other related duties for the organization. · Prepares monthly balance sheets, income statements, and profit and loss statements.
· Maintains the general ledger. · Codes invoices, sets up new accounts, reconciles accounts, and closes the monthly books in a timely manner (within 10 days EOM). · Reconciles bank accounts at least monthly, verifies deposits, and addresses inquiries from banks. · Reconciles cash disbursement accounts, and other financial accounts. · Verifies and/or completes payment of invoices associated with accounts payable and ensures
payments are charged to the appropriate accounts. · Provides outside auditors with assistance; gathers necessary account information and documents to perform annual taxes.
· Files sales tax with the appropriate tax agencies each month. · Performs other related duties as assigned. Required Skills/Abilities: · Excellent verbal and written communication skills. · Excellent organizational skills and attention to detail. · Knowledge of general financial accounting and cost accounting. · Understanding of and the ability to adhere to generally accepted accounting principles. · Proficient with Microsoft Office Suite or similar software, and Netsuite or other Oracle based accounting software.
Education and Experience: · Bachelor’s degree in accounting, or related field, required.
· At least three years of related experience required. Physical Requirements: · Prolonged periods sitting at a desk and working on a computer. · Must be able to lift up to 15 pounds at times. What Samco Enterprises, Inc. Offers You: · Competitive compensation · Health and Dental Benefits · Personal Time Off · Profit Sharing Plan · Safety Focused Culture · Collaborative in office work environment, supportive team members. Job Type: Full-time Salary: Starting at $60,000.00 per year based on experience Benefits: Dental insurance Health insurance Paid time off Vision insurance Physical setting: Office Schedule: Monday to Friday 8a-5p Education: Bachelor's (Required) Experience: Accounting: 3 years (Required) Work Location: In person
