Financial Services Coordinator
2 days ago
We are seeking a detail-oriented and organized New Business Processor to join our team at Heritage Wealth Management LLC. The successful candidate will be responsible for ensuring the smooth client acquisition process from application submission to policy delivery.
Key Responsibilities- Process new business paperwork in a financial office
- Utilize intermediate to advanced computer skills and experience with Excel
- Understand Tax Qualified and Non-Tax Qualified Accounts
- Work with Brokerage and Life Insurance accounts
- Previous experience in processing new business paperwork in a financial office
- Intermediate to advanced computer skills
- Experience with Excel
- Must have experience with Annuity applications and transfers
- Must understand Tax Qualified and Non-Tax Qualified Accounts
- Experience with Brokerage and Life Insurance accounts
- Competitive salary: $50,000 – $55,000
- Health Insurance after 30 days
- Generous PTO
We are a fast-paced financial firm that prides itself on providing the ultimate client experience. If you are a hard-working and positive individual who seeks a company that cares about team members and clients, we encourage you to apply today.
-
Operations Coordinator
3 weeks ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Capita Financial Network Full timeJob OverviewCapita Financial Network is seeking a highly organized and detail-oriented Operations Associate to join our team. As an Operations Associate, you will play a critical role in supporting the daily operations of our firm, including office management, project assistance, event coordination, client services, and general administrative tasks.Key...
-
Financial Services Representative
4 weeks ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Colonial Filings Inc Full timeStock Transfer Specialist Position DescriptionWe are a stock transfer agent and financial service provider for public and private companies. Our team is seeking a highly skilled and detail-oriented Stock Transfer Specialist to support our clients and their shareholders.Key Responsibilities:Provide exceptional customer service to companies and their...
-
Financial Services Representative
1 week ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Yessio LLC Full timeJob OpportunityWe are seeking a highly motivated and customer-focused Collections Account Representative to join our team at Yessio LLC. As a key member of our operations team, you will play a vital role in delivering exceptional customer service while tackling essential financial matters for our business.What We OfferWe provide a comprehensive benefits...
-
Family Service Advisor
1 week ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Security National Financial Full timeJob Title: Family Service AdvisorAt Security National Funeral Homes and Cemeteries, we are seeking a compassionate and skilled Family Service Advisor to join our team. As a key member of our staff, you will play a vital role in providing exceptional support to families during the funeral and cemetery planning process.Responsibilities:Client Relationships:...
-
Customer Service Coordinator
4 weeks ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Frontier Agriculture Full timeAbout the RoleWe are seeking a highly skilled and experienced Customer Service Coordinator to join our team at Frontier Agriculture. As a key member of our customer-facing team, you will be responsible for providing exceptional customer service and support to our customers.Key ResponsibilitiesProvide timely and effective customer service and support to...
-
Customer Service Coordinator
4 weeks ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Frontier Agriculture Full timeCustomer Service AdministratorWe are seeking a highly organized and communicative Customer Service Administrator to join our team at Frontier Agriculture. As a key member of our customer-facing team, you will be responsible for delivering exceptional customer service and support to our internal and external customers.Key Responsibilities:Coordinate and...
-
Financial Planning Specialist
2 weeks ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Hirewell Full timeFinancial Planning AssociateWe are a mission-driven organization that empowers individuals to achieve their goals and live their best lives. Our team is dedicated to delivering exceptional services and fostering a culture of growth, service, and support.The OpportunityThis role is a key member of our financial planning team, supporting financial advisors in...
-
Birthmom Social Services Coordinator
4 weeks ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States A ACT of Love Full timeBirthmom Social WorkerWe are seeking a dedicated and compassionate Birthmom Social Worker to provide vital support and guidance to expectant mothers considering adoption. In this role, you will help birthmothers navigate the emotional, legal, and logistical aspects of the adoption process.Key Responsibilities:Counseling and Emotional Support: Provide...
-
Patient Service Representative
4 weeks ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Intermountain Healthcare Full timeJob SummaryWe are seeking a skilled Patient Service Representative to join our team at Intermountain Healthcare. As a key member of our healthcare team, you will be responsible for providing exceptional customer service to patients and their families, ensuring a positive and seamless experience throughout their visit.Key ResponsibilitiesGreet and check-in...
-
Patient Service Representative
1 day ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Intermountain Health Full timeJob Summary:As a Patient Service Representative at Intermountain Health, you will play a vital role in delivering exceptional customer service to patients entering our facilities. We are seeking individuals who embody our values and can establish collaborative relationships with patients and fellow caregivers to provide the highest level of satisfaction.Key...
-
Customer Service Representative
3 days ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Bank of Utah Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Bank of Utah. As a key member of our branch team, you will be responsible for delivering exceptional customer service, building strong relationships with our customers, and promoting our bank's products and services.Key ResponsibilitiesProvide...
-
Patient Care Coordinator
2 days ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Mountain Land Physical Therapy Full timeJob Opportunity at Mountain Land Physical TherapyWe are seeking a Part-Time Patient Care Coordinator to join our team in Sandy, Utah. This role is perfect for individuals who are eager to learn and grow in the healthcare industry.Key Responsibilities:Maintain the clinic's schedule and ensure seamless patient flow.Explain the benefits of physical therapy to...
-
Loan Servicing Expert
4 weeks ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Mountain America Credit Union Full timeJob SummaryAs a Loan Servicing Trainer at Mountain America Credit Union, you will play a critical role in providing expert training and education to our lending team members. Your primary responsibility will be to ensure that all new and updated rules and regulations are communicated, understood, and implemented in a timely manner.Key ResponsibilitiesDevelop...
-
Customer Service Representative
1 week ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Bank of Utah Full timeJob SummaryWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Bank of Utah. As a key member of our branch team, you will be responsible for providing exceptional customer service, building strong relationships with customers, and promoting our bank's products and services.Key ResponsibilitiesProvide...
-
Customer Service Ambassador
1 week ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Solstice Senior Living Full timeSolstice Senior Living at Sandy, UT is seeking a highly professional and customer-oriented Concierge to provide exceptional service to our residents and guests. The ideal candidate will be responsible for creating a welcoming and friendly environment, ensuring a positive experience for all visitors. Key responsibilities include greeting and welcoming...
-
Front End Laboratory Coordinator
6 days ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Intermountain Healthcare Full timeJob SummaryThe Front End Laboratory Coordinator is a key leader in the laboratory, responsible for overseeing efficient specimen collection and processing. This role requires strong leadership skills, critical thinking, and the ability to work independently and as part of a team.Key ResponsibilitiesOversight of team training and assessmentsCheck-ins,...
-
Customer Service Ambassador
5 days ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Solstice Senior Living Full timeAbout the RoleWe are seeking a highly professional and customer-focused Concierge to provide exceptional service to our residents and guests at Solstice Senior Living. As a key member of our team, you will be responsible for creating a welcoming and friendly environment, ensuring a positive experience for all visitors.Key ResponsibilitiesGreet and welcome...
-
Front End Lab Coordinator
3 days ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Intermountain Healthcare Full timeJob Description:The Front End Lab Coordinator is a key leader in the laboratory, responsible for overseeing efficient specimen collection and processing. This role requires strong leadership and technical skills, with opportunities for career progression into supervisory roles.Key Responsibilities:Oversight of team training and assessmentsCheck-ins,...
-
Front End Laboratory Coordinator
3 days ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Intermountain Healthcare Full timeJob SummaryWe are seeking a highly skilled and experienced Front End Laboratory Coordinator to join our team at Intermountain Healthcare. This role is responsible for overseeing the efficient collection and processing of specimens throughout the laboratory system.Key ResponsibilitiesLead front end teams in phlebotomy, specimen processing, waived or moderate...
-
Financial Stock Transfer Specialist
4 weeks ago
Le Pontet, Provence-Alpes-Côte d'Azur, United States Colonial Filings Inc Full timeStock Transfer Specialist Job DescriptionWe are seeking a highly skilled Stock Transfer Specialist to join our team at Colonial Filings Inc. As a Stock Transfer Specialist, you will play a critical role in supporting our public and private company clients and their shareholders.Key Responsibilities:Customer Service: Provide exceptional customer service to...