Financial Services Coordinator
4 days ago
We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Orrstown Financial. This role will provide critical support to our investment representatives, ensuring seamless operations and exceptional client experiences.
Key Responsibilities- Sales Support: Assist investment representatives with processing new accounts, scheduling appointments, and responding to client inquiries.
- Client Relationship Management: Foster strong working relationships with clients, vendors, and internal teams to ensure efficient completion of tasks and timely follow-up.
- Administrative Tasks: Prepare client reporting, scan and maintain files, update sales literature, and coordinate work tasks with personnel from applicable departments.
- Education: High school diploma or equivalent.
- Experience: Minimum one (1) year experience in a related field, with customer service experience preferred.
- Licenses: Series 7/63 license and Life/Health license preferred.
- Communication: Excellent verbal, written, and interpersonal skills.
- Organizational: Strong attention to detail, ability to prioritize tasks, and maintain accurate records.
- Technical: Proficient working knowledge of Microsoft Office, including Excel.
Orrstown Financial is committed to maintaining a safe and respectful work environment. We strive to promote open communication, diversity, and inclusion among all employees.
-
Financial Advisor
4 weeks ago
Carlisle, Pennsylvania, United States First Command Financial Services Full timeFinancial Advisor var a 2 aconfig = a 2 aconfig || {}; a 2 aconfig.onclick = 1; Category. Financial Advisor --> Non-Corporate. Job Location. Carlisle, Pennsylvania. Tracking Code. CAR 2025 Position Type. Full-Time/ Regular. Financial Advisor Careers Financial Advisor, Advisor, Financial, Banking, Coach, Training
-
Resident Service Coordinator
7 days ago
Carlisle, Pennsylvania, United States Genesis Healthcare Services Full timeAs a Resident Service Coordinator at Genesis HealthCare, you will be responsible for ensuring the highest quality of service for our residents and their families.You will assist with daily activities, take vital signs, and coordinate schedules for residents. You will also be responsible for handling and serving in a manner conducive to the residents' safety...
-
Financial Services Representative
5 days ago
Carlisle, Pennsylvania, United States F&M Trust Full timeCompany OverviewF&M Trust is a trusted and respected financial institution dedicated to providing exceptional service to our customers. We strive to build long-lasting relationships with our community, offering personalized banking solutions that meet their unique needs.
-
Banking and Financial Service Representative
13 hours ago
Carlisle, Pennsylvania, United States Farmers & Merchants Trust Full timeAbout Farmers & Merchants Trust">We are a leading banking institution dedicated to providing personalized service to our customers. Our team is passionate about building strong relationships and helping individuals achieve their financial goals.">Job Requirements">As a Bank Teller, you will be responsible for handling customer transactions, answering...
-
Financial Transaction Coordinator
5 hours ago
Carlisle, Pennsylvania, United States Farmers & Merchants Trust Full timeAbout Our Culture">We are a team of dedicated professionals who are passionate about helping individuals and communities thrive. Our culture is built on the principles of teamwork, collaboration, and exceptional customer service.">Job Description">As a Bank Teller, you will be the face of our bank, responsible for handling customer transactions, answering...
-
Customer Financial Services Intern
3 weeks ago
Carlisle, Pennsylvania, United States Carlisle Companies Full timePosition Overview: Join our Customer Financial Services team as an intern, where you'll support the administration of collections, cash application, and deduction management processes. This role offers valuable experience in credit approval and managing customer accounts, contributing to the financial goals of Carlisle Construction Materials (CCM). Key...
-
Investment Services Specialist I
4 days ago
Carlisle, Pennsylvania, United States Orrstown Financial Full timePosition Summary Provide sales support to investment representatives including processing and opening new Broker-Dealer accounts; schedule client appointments and respond to client inquiries; prepare client reporting and provide administrative support for seminars and meetings. Qualifications High school diploma or equivalent. Minimum one (1) year...
-
Therapy Services Specialist
6 days ago
Carlisle, Pennsylvania, United States BrightSpring Health Services Full timeWe value our employees' well-being and offer a range of benefits to support their physical, emotional, and financial health. As an Occupational Therapist with Grane Home Health & Hospice, you will enjoy a comfortable work-life balance, opportunities for career advancement, and the satisfaction of knowing you're making a meaningful difference in people's...
-
Director of Nursing Services
7 days ago
Carlisle, Pennsylvania, United States Genesis Administrative Services LLC Full timeAbout the RoleAs a Unit Manager/Director - RN, you will lead, guide, and direct the overall operations, coordination, and direction of nursing and patient/resident care for an assigned nursing unit. You will collaborate with staff, physicians, rehabilitation therapy, and other professionals to ensure the best possible outcomes for patients on the assigned...
-
Healthcare Coordinator
6 days ago
Carlisle, Pennsylvania, United States Carlisle Area School District Full timeJob DescriptionJob Title: Healthcare CoordinatorWe are seeking a highly skilled and dedicated Healthcare Coordinator to join our team at the Carlisle Area School District. As a key member of our school health services team, you will be responsible for coordinating and providing direct services to students, including health assessments, screenings, and...
-
Care Coordinator
6 days ago
Carlisle, Pennsylvania, United States BrightSpring Health Services Full timeAbout UsBrightSpring Health Services is a leading provider of home healthcare services, dedicated to delivering exceptional patient care and support. Our comprehensive approach includes therapy, nursing, and social work services tailored to meet the unique needs of each individual.As a part of our team, you will have the opportunity to make a meaningful...
-
MDS Coordinator
6 days ago
Carlisle, Pennsylvania, United States Letort Spring Nursing and Rehab Full timeMDS Coordinator (LPN/RN) (this position is NOT REMOTE)Letort Spring Nursing and Rehab – Carlisle, PALetort Spring Nursing and Rehab is seeking a dedicated MDS Coordinator (LPN/RN) to join our skilled nursing facility in Carlisle, PA. This role is essential in ensuring accurate and timely resident assessments while maintaining compliance with state...
-
MDS Coordinator
5 days ago
Carlisle, Pennsylvania, United States Letort Spring Nursing and Rehab Full timeMDS Coordinator (LPN/RN) (this position is NOT REMOTE)If your skills, experience, and qualifications match those in this job overview, do not delay your application.Letort Spring Nursing and Rehab - Carlisle, PALetort Spring Nursing and Rehab is seeking a dedicated MDS Coordinator (LPN/RN) to join our skilled nursing facility in Carlisle, PA. This role is...
-
MDS Coordinator
2 hours ago
Carlisle, Pennsylvania, United States Letort Spring Nursing and Rehab Full timeMDS Coordinator (LPN/RN) (This position is NOT REMOTE)If your skills, experience, and qualifications match those in this job overview, do not delay your application.Letort Spring Nursing and Rehab – Carlisle, PALetort Spring Nursing and Rehab is seeking a dedicated MDS Coordinator (LPN/RN) to join our skilled nursing facility in Carlisle, PA. This role is...
-
Logistics Coordinator Supervisor
6 days ago
Carlisle, Pennsylvania, United States Geodis Full timeThe Logistics Coordinator Supervisor role at GEODIS offers a unique opportunity to work with a talented team and contribute to the growth and success of our organization.Job DescriptionIn this role, you'll be responsible for supervising a team of logistics coordinators, ensuring timely and accurate execution of transportation and logistics services.Main...
-
Patient Services Representative
1 week ago
Carlisle, Pennsylvania, United States UPMC Full timeJob Summary:A Patient Services Representative is responsible for welcoming patients upon arrival, promoting the usage of new and emerging consumer-friendly technologies, educating patients on their copayments and financial obligations and collecting payments when applicable, scheduling subsequent appointments within the continuum of care, connecting patients...
-
Neighborhood Services Coordinator
6 days ago
Carlisle, Pennsylvania, United States The Arc of Cumberland and Perry Counties Part timeIn this role, you will be responsible for supporting adults with intellectual and developmental disabilities to participate in their communities.You will assist participants in utilizing neighborhood services, such as grocery shopping, banking, and healthcare appointments.This part-time position offers a flexible schedule and the opportunity to make a...
-
Customer Service Representative
3 days ago
Carlisle, Pennsylvania, United States F&M Trust Full timeAt F&M Trust, we are seeking a customer-focused individual to join our team. As a key member of our organization, you will play a vital role in providing exceptional service to our clients.About UsWe are a community bank dedicated to helping our customers achieve their financial goals. Our commitment to excellence and customer satisfaction is reflected in...
-
Youth Services Coordinator
7 minutes ago
Carlisle, Pennsylvania, United States Achieving True Self Full timeRequired Skills and QualificationsTo join our ATS team, you must possess a PA License as a psychologist, professional counselor, marriage and family therapist, clinical social worker, social worker, or behavior specialist. Additionally, you should have one of the following: BCaBA/BCBA Certification, minimum of 1 year full-time experience providing ABA...
-
Patient Services Representative
3 weeks ago
Carlisle, Pennsylvania, United States UPMC Full timeDo you find yourself wanting to help others, but not sure how to make your passion a career? Apply today for a Patient Services Representative with UPMC Hillman Cancer Center We are seeking candidates with a strong customer service background and a desire to be empowered to ensure a positive experience during a patient's visit to the Cancer Center.A Patient...