Financial Planning Coordinator
4 days ago
Hantz Group is a leading financial services company that provides comprehensive financial solutions to individuals and businesses. As a Financial Planning Assistant, you will play a vital role in helping our clients achieve their financial goals.
The Holistic Approach to Financial PlanningHantz Group takes a holistic approach to financial planning, recognizing that each area of a client's financial situation impacts the others. Our team of experts works together to provide a comprehensive financial plan that addresses all aspects of a client's financial life.
Key Responsibilities:- Assist in booking appointments for financial advisors
- Prepare declaration page quote sheets for meetings
- Market for property/casualty insurance service opportunities
- Assist advisors with client services
- Coordinate business and meetings with advisors, tax teams, and estate planners
- Market to companies for business opportunities
- Comply with all industry rules and regulations
- Perform other tasks as assigned
- High School Diploma or equivalent
- Strong oral and written communication skills
- Strong organizational skills
- Basic database skills
- Proficient in Microsoft Office
- Ability to obtain required licenses
- Health, dental, and vision insurance
- Paid time off
- 401(k) plan
- Voluntary life insurance
- Flexible spending account
Hantz Group is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, height, weight, disability, marital status, or any other characteristic protected by law.
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Senior Tax Planning Specialist
5 days ago
Marquette, Michigan, United States Hantz Group Full timeJob DescriptionHantz Group is a leading financial services company that provides personalized solutions to individuals and businesses. As a Senior Tax Planning Specialist, you will be part of a team that delivers expert tax planning and strategy to help clients achieve their financial goals.Tax Planning and StrategyOur tax specialists provide proactive tax...
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Structural Heart Program Coordinator
2 weeks ago
Marquette, Michigan, United States UP Health System - Marquette Full timeUP Health System - MarquettePosition: Structural Heart Program Coordinator, Professional Cardiology, FTE Shift (1.0) Weekdays OnlyAbout Us:UPHS – Marquette is a comprehensive healthcare facility with 222 beds, serving as the region's sole Level II Trauma Center and Neonatal Intensive Care Unit (NICU). We are dedicated to enhancing community health through...
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Clinical Operations Coordinator RN
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Client Services Coordinator
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Marquette, Michigan, United States Jill Leonard - State Farm Agent Full timeJoin Our Team as a Client Services CoordinatorWe are seeking a motivated and customer-oriented professional to become a vital part of our organization as a Client Services Coordinator. If you excel in a dynamic setting and are committed to delivering top-notch service to clients, this role could be an excellent fit for you.Key Responsibilities:Engage in...
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RN Care Coordinator
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Clinical Care Coordinator RN
7 days ago
Marquette, Michigan, United States UP Health System - Marquette Full timeJob SummaryClinical Care Coordinator RNWe are seeking a skilled Clinical Care Coordinator RN to join our team at UP Health System - Marquette. As a key member of our healthcare team, you will play a vital role in coordinating patient care and ensuring seamless delivery of services.Key ResponsibilitiesCoordinate staff scheduling, educational activities, and...
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Outpatient Program Coordinator
4 days ago
Marquette, Michigan, United States Lifepoint Behavioral Health Full timeJob SummaryLifepoint Behavioral Health is seeking a highly skilled and detail-oriented Outpatient Coordinator to join our team. As a key member of our outpatient department, you will be responsible for ensuring the smooth operation of our programs and providing exceptional customer service to our patients and families.Key ResponsibilitiesMonitor and complete...
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Family Medicine Clinic Care Coordinator
2 weeks ago
Marquette, Michigan, United States UP Health System Full timeUP Health System - MarquettePosition: Family Medicine Clinic Care Coordinator, FTE Shift (1.0DV) - Weekdays OnlyUPHS - Marquette operates as a 222-bed medical facility, featuring the region's sole Level II Trauma Center and Neonatal Intensive Care Unit (NICU). Our outreach initiatives include annual health and safety fairs, comprehensive health screenings...
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Cardiology Clinical Coordinator
7 days ago
Marquette, Michigan, United States UP Health System - Marquette Full timeJob SummaryWe are seeking a highly skilled and experienced Structural Heart Program Coordinator to join our team at UP Health System - Marquette. The successful candidate will be responsible for coordinating the daily operational activities required for the effective functioning of the Structural Heart Program.Key ResponsibilitiesCoordinates the daily...
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Clinical Case Manager
4 days ago
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Clinical Care Coordinator
2 weeks ago
Marquette, Michigan, United States UP Health System - Marquette Full timePosition OverviewUP Health System - MarquetteThe Clinic Care Coordinator is responsible for overseeing the daily operations within a specific clinical department. This role is crucial in ensuring the effective coordination of staff and resources to enhance patient care delivery.About Us:At UP Health System - Marquette, we prioritize our people. Our facility...
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Program Coordinator
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Clinical Case Manager
3 days ago
Marquette, Michigan, United States UP Health System - Marquette Full timeJob SummaryWe are seeking a highly skilled Clinical Case Manager to join our team at UP Health System - Marquette. As a Clinical Case Manager, you will play a critical role in promoting continuity of care, optimal patient outcomes, patient satisfaction, cost efficiency, and compliance.Key ResponsibilitiesConsult with nursing staff and multidisciplinary teams...
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Clinical Care Coordinator
2 weeks ago
Marquette, Michigan, United States UP Health System - Marquette Full timePosition OverviewUP Health System - MarquetteThe Clinical Care Coordinator will oversee the daily management of personnel and resources within a specific clinical department.About Us:At UP Health System - Marquette, we prioritize our people. Our facility is a 222-bed hospital featuring the region's only Level II Trauma Center and Neonatal Intensive Care Unit...
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Cardiovascular Program Coordinator
2 weeks ago
Marquette, Michigan, United States UP Health System - Marquette Full timeUP Health System - MarquettePosition Overview:The Cardiovascular Program Coordinator plays a pivotal role in the management and coordination of patient care within the Structural Heart Program. This position emphasizes a patient-centered approach, ensuring exceptional service and support throughout the patient journey.About Us:At UP Health System Marquette,...
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Care Coordinator
2 days ago
Marquette, Michigan, United States Homeward Full timeAbout HomewardHomeward is a healthcare delivery company that is redefining the way care is delivered in rural America. Our mission is to provide high-quality, patient-centered care to individuals in need, regardless of their location or financial situation.Job SummaryWe are seeking a highly motivated and compassionate Care Navigator to join our team. As a...
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Structural Heart Program Coordinator
7 hours ago
Marquette, Michigan, United States UP Health System - Marquette Full timeJob SummaryWe are seeking a highly skilled and experienced Clinical Coordinator to join our team at UP Health System - Marquette. The successful candidate will be responsible for coordinating the daily operational activities required for the effective functioning of the Structural Heart Program.Key ResponsibilitiesCoordinate the daily operational activities...
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Healthcare Case Coordinator
2 weeks ago
Marquette, Michigan, United States UP Health System - Marquette Full timePosition OverviewThe Clinical Case Manager plays a crucial role in evaluating the appropriateness of medical services provided to patients. This includes assessing various aspects such as admission criteria, length of stay, transfer processes, and discharge planning.QualificationsA Bachelor's degree in Nursing is preferred for this position, ensuring that...
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Resident Relations Coordinator
1 week ago
Marquette, Michigan, United States Elegance Inc Full timeKey Responsibilities:Evaluate resident preferences and activity requirements upon move-in and continuously by utilizing the Resident Interest Worksheet and engaging with all new residents within a week of their arrival to ascertain their desired level of participation in activities. Introduce all residents to the activity program and the process for...
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Structural Heart Program Coordinator
3 days ago
Marquette, Michigan, United States UP Health System - Marquette Full timeJob SummaryWe are seeking a highly skilled and experienced Clinical Coordinator to join our team at UP Health System - Marquette. The successful candidate will be responsible for coordinating the daily operational activities required for the effective functioning of our Structural Heart Program.Key ResponsibilitiesCoordinate the daily operational activities...