Financial Planning Assistant
2 weeks ago
We are seeking a highly skilled and detail-oriented Paraplanner to join our team at Networth Advisors. As a Paraplanner, you will play a critical role in supporting our financial planning firm's daily operations and client relationships.
Key Responsibilities:- Prepare comprehensive financial plans, investment allocation models, and insurance proposals for client meetings.
- Utilize industry software and websites to gather client and product information, comparing existing solutions to those available in the marketplace.
- Establish and maintain detailed client files, ensuring accurate and up-to-date information.
- Prepare client correspondence, including letters and email correspondence, to communicate important information and updates.
- Fulfill routine client service requests, resolve inquiries, and escalate cases when necessary.
- Assist in client meetings, providing exceptional customer service and support.
- 2 years of administrative office experience in a fast-paced environment.
- Financial industry experience preferred.
- Security licenses required, including Series 65 and Life and Health.
- Intermediate to advanced skills with MS Office Suite, specifically Excel.
- Ability to prioritize projects and manage time effectively.
- Savvy customer service skills, including excellent communication and follow-through.
- Strong organizational skills, detail-oriented, proactive, and resourceful.
- Friendly, professional phone manner and ability to work with a variety of clients.
- Reliable with exceptional work ethic and ability to demonstrate maturity and poise under pressure.
- $85,000 salary.
- Bonus structure per quarter.
- Health Insurance.
- 401k after 90 days.
- PTO.
- Trip Incentives.
We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and detail-oriented individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.
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Financial Analyst
3 weeks ago
Hendersonville, Tennessee, United States Tarragon Property Services Full timeAbout the RoleTarragon Property Services is seeking a detail-oriented and organized Accountant to join our team in Sumner, WA. As a key member of our financial operations team, you will play a critical role in performing month-end closing tasks, preparing and analyzing financial statements, and maintaining cash flow.Key ResponsibilitiesPerform month-end...
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Financial Reporting Manager
2 weeks ago
Hendersonville, Tennessee, United States Camping World Holdings, Inc. Full timeJob Title: Financial Reporting ManagerCamping World Holdings, Inc. is seeking a highly skilled Financial Reporting Manager to join our team.Job Summary:We are looking for a detail-oriented and analytical individual to oversee financial reporting for multiple dealerships. The successful candidate will have strong leadership skills, excellent communication...
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Financial Concierge Representative
1 week ago
Hendersonville, Tennessee, United States Silver Corporate Holdings LLC Full timeJoin Our Team as a Financial ConciergeWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Concierge. As a key member of our sales team, you will be responsible for building relationships with seniors and their families, providing expert resources and solutions to help them navigate the transition to senior...
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Financial Analyst
4 weeks ago
Hendersonville, Tennessee, United States Matrix Innovations Full timeMatrix Innovations is seeking an experienced accountant to join our team. As a key member of our finance department, you will be responsible for preparing monthly, quarterly, and annual financial statements, as well as providing support for business-related questions. Your tasks will include the preparation and further development of existing reporting,...
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Medical Store Manager
2 weeks ago
Hendersonville, Tennessee, United States Community Choice Financial Family of Brands Full timeJob Title: Medical Store ManagerJob Summary:We are seeking a highly skilled Medical Store Manager to join our team at Community Choice Financial Family of Brands. As a Medical Store Manager, you will be responsible for overseeing the overall performance of our store, including account management and recovery processes, while providing exceptional customer...
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Senior Financial Controller
4 weeks ago
Hendersonville, Tennessee, United States Sapphire Ventures Full timeAbout UsWe are a leading manufacturer of sweet spreads, fillings, and dessert sauces with production sites in Berlin, Winsen (Luhe), and Roosendaal in the Netherlands. Our diverse product portfolio requires a high level of quality and efficient production processes.We are seeking a Senior Controller to join our team, who shares our values and philosophy,...
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Restaurant Assistant Manager
4 weeks ago
Hendersonville, Tennessee, United States Circle K Full timeRestaurant Assistant Manager Job SummaryThis role assists the Restaurant Manager in overseeing daily restaurant operations and supervises the team in their absence. The Restaurant Assistant Manager leads and coaches Restaurant Team Members, partnering with the management team to maintain Company and Brand operational standards, ensuring all guests leave...
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Medical Assistant
1 month ago
Hendersonville, Tennessee, United States QualDerm Partners Full timeJob SummaryA Medical Assistant will assist the provider(s) with patient care, creating an atmosphere that reflects the level of standards and care that patients can expect to receive from this practice.Key ResponsibilitiesFulfill patient care responsibilities as assigned, assist doctor with patient care.Escort patient to and from exam room, help patient...
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Executive Assistant
2 weeks ago
Hendersonville, Tennessee, United States R.J. Wherry Full timeJob OverviewThe Executive Construction Assistant will provide comprehensive administrative and operational support to the executive team, with a particular focus on millwork projects. This role requires a proactive individual with strong organizational skills, the ability to handle multiple tasks efficiently, and a keen eye for detail in the specialized...
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Medical Assistant
4 weeks ago
Hendersonville, Tennessee, United States QualDerm Partners Full timeJob SummaryA Medical Assistant will assist the provider(s) with patient care, creating an atmosphere that reflects the level of standards and care that patients can expect to receive from this practice.To be successful in this position, the certified medical assistant must be cheerful, friendly, polite, tactful, and professional in appearance and manner...
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Store Manager
3 days ago
Hendersonville, Tennessee, United States Community Choice Financial Family of Brands Full timeJob Title: Store ManagerAs a Store Manager at Community Choice Financial Family of Brands, you will play a key role in driving store performance and delivering exceptional customer experiences. Your primary responsibility will be to oversee the overall store operations, ensuring that all aspects of the business are running smoothly and efficiently.Key...
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Medical Assistant
3 weeks ago
Hendersonville, Tennessee, United States Tennessee Heart and Vascular Full timeJob SummaryTennessee Heart and Vascular is seeking a skilled Medical Assistant to join our team. As a Medical Assistant, you will play a vital role in providing high-quality patient care and supporting our healthcare team.Key ResponsibilitiesPrepare patients for examination and treatment by taking vital signs and obtaining medical historiesPrepare exam and...
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Medical Assistant
3 days ago
Hendersonville, Tennessee, United States Asheville Cardiology Hville Full timeJob Title: Medical AssistantAsheville Cardiology Hendersonville is seeking a skilled Medical Assistant to join our team. In this role, you will provide clinical support to our healthcare professionals, ensuring the highest level of patient care.Responsibilities:Prepare patients for examination and treatment by taking vital signs and obtaining medical...
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Medical Assistant
4 weeks ago
Hendersonville, Tennessee, United States Asheville Cardiology Hville Full timeJob SummaryWe are seeking a skilled Clinical Medical Assistant to join our team at Asheville Cardiology Hendersonville. As a key member of our healthcare team, you will provide high-quality patient care and support our physicians in delivering exceptional medical services.ResponsibilitiesPrepare patients for examination and treatment by taking vital signs...
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Medical Assistant
2 weeks ago
Hendersonville, Tennessee, United States Asheville Cardiology Hville Full timeJoin Our Team as a Medical AssistantWe are seeking a highly skilled and compassionate Medical Assistant to join our team at Asheville Cardiology Hendersonville. As a Medical Assistant, you will play a vital role in providing exceptional patient care and supporting our healthcare team.Key Responsibilities:Prepare patients for examination and treatment by...
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Medical Assistant
3 weeks ago
Hendersonville, Tennessee, United States Tennessee Heart and Vascular Full timeJob SummaryWe are seeking a skilled Clinical Medical Assistant to join our team at Tennessee Heart and Vascular. As a Clinical Medical Assistant, you will play a vital role in providing high-quality patient care and supporting our healthcare team.Key ResponsibilitiesPrepare patients for examination and treatment by taking vital signs and obtaining medical...
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Physical Therapist Assistant
4 weeks ago
Hendersonville, Tennessee, United States NHC Full timePhysical Therapist Assistant OpportunityWe are seeking a skilled Physical Therapist Assistant to join our team at NHC HomeCare Hendersonville.The Physical Therapist Assistant will work under the direction of the Physical Therapist to provide physical therapy services to patients. This includes assisting with evaluations, implementing treatment plans, and...
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Medical Assistant
4 weeks ago
Hendersonville, Tennessee, United States Asheville Cardiology Hville Full timeJob SummaryWe are seeking a skilled Clinical Medical Assistant to join our team at Asheville Cardiology Hendersonville. As a key member of our healthcare team, you will provide high-quality patient care and support our physicians in delivering exceptional medical services.ResponsibilitiesPrepare patients for examination and treatment by taking vital signs...
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Caregiver Assistant
3 days ago
Hendersonville, Tennessee, United States Sinceri Senior Living Full timeAbout the RoleWe are seeking a compassionate and dedicated Caregiver to join our team at Sinceri Senior Living. As a key member of our community, you will play a vital role in enhancing the lives of our residents by providing consistent and quality care.Key ResponsibilitiesAssist residents with activities of daily living, including bathing, dressing,...
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Physical Therapist Assistant
3 weeks ago
Hendersonville, Tennessee, United States Caris Healthcare Full timeJob SummaryAs a Physical Therapist Assistant at Caris Healthcare, you will play a vital role in providing high-quality physical therapy services to our patients. You will work closely with our physical therapists to evaluate patient progress, assist with treatment plans, and provide support to patients and families.Key ResponsibilitiesAssist physical...