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Financial Services Analyst, Financial Services - Sales Assistant
Posted today
Job Viewed
Job Description
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.
Sales AssistantThis position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilizes functional expertise and knowledge of the business to support, develop, and lead new initiatives, and maximize growth and profitability of the business.
Key Responsibilities:- Provides support for customers by handling inquiries via calls/emails/chats, demonstrating knowledge, understanding, and experience to handle volume of internal and/or external customer inquiries, which may include escalations.
- Resolves complex questions/concerns and refers other inquiries to appropriate areas as needed.
- Project Management: Initiates, executes, communicates, and documents projects as needed.
- Acts as a liaison to other departments where follow-up is required to meet customers' needs.
- Assists in identifying process improvement opportunities.
- Engages, inspires, educates, and mentors new hires and incumbents.
- Collaborates with other areas to identify, analyze, and improve processes.
- Inputs and tracks data into the appropriate databases.
Supervisory Responsibilities: This job does not have supervisory duties.
Education and Experience:- High School Diploma or GED (Preferred)
- 0-2 years experience (Preferred)
- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
- Property & Casualty License (Preferred)
- SIE Exam and Series 6 and 63 Licenses (Preferred)
- Advanced product knowledge and insurance regulations knowledge
- Excellent working knowledge of Allstate's systems required to perform the role
- Ability to sell and service policies (based on department requirements)
- Ability to diffuse customers and agents
- Excellent working knowledge of billing concepts and Allstate's billing systems
- Effective oral and written communication skills
- Intermediate problem-solving skills
- Ability to adjust schedule according to business need
This is a hybrid role where candidates are required to come into the Boise Regional office twice a week.
Job Description SummaryDo you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people, and want to accelerate both your personal and professional growth, we want to know more about you!
As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers, and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record-keeping systems.
Job Description- Prepares all materials to propose, sell, and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications, and client administrative guides, census, and plan information.
- Interprets plan provisions, product rules, and guidelines to process requests in accordance with plan and legal requirements.
- Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members' experience through use of lean methodology.
- Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
- Researches, reviews, and analyzes errors and determines the best course of action for workable solutions. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
- Conducts follow-up calls to service issues and questions, de-escalating complex customer requests, and providing outstanding care during resolution. Includes understanding topics that require insurance or securities licenses and registration and when and how to route those inquiries to the properly-registered representative.
- Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs. Requests additional information when necessary.
- Compiles management information such as contract and sold case activity as needed by internal management.
- Communicates with customers, sales force, other departments, regional and/or field offices, and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records. Approves and processes business according to government regulations, contract provisions, and internal procedures and controls.
- Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases, and contract cash-outs.
- Helps with research for written responses to Nationwide formal complaints.
- Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices.
May perform other responsibilities as assigned.
Reporting Relationships:Reports to Operations Division Manager or Unit Manager.
Typical Skills and Experiences:Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.
Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze, and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate, and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, manage work independently, and establish priorities that conform to time, service, and quality standards. Strong team-building and collaboration skills.
Other criteria, including leadership skills, competencies, and experiences, may take precedence.
Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.
Values:Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
BenefitsWe have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long-term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected, and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
NOTE TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
#J-18808-LjbffrFinancial Services Analyst, Financial Services - Sales Assistant
Posted 3 days ago
Job Viewed
Job Description
2 days ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide, on your side goes beyond just words. Our customers are at the center of everything we do and were looking for associates who are passionate about delivering extraordinary care.
Sales Assistant
This position is responsible for handling basic to complex telephone/email/chat/fax inquiries from internal and external customers in an efficient, professional, and accurate manner. Provides customers with product knowledge and resolves customers concerns. Utilize functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the business.
Key Responsibilities
- Provides support for customers by handling inquiries via calls/emails/chats, and demonstrates knowledge, understanding and experience to handle volume of internal and or external customer inquiries may include escalations
- Resolves complex questions/concerns and refer other inquiries to appropriate areas as needed
- Project Management: To initiate, execute, communicate and document projects as needed
- May act as a liaison to other departments where follow-up will be required to meet customers needs
- Assists in identifying process improvement opportunities
- Engages, inspires, educates and mentors, new hires and incumbents
- Collaborates with other areas to identify, analyze, and improve processes
- Inputs and tracks into the appropriate databases
This job does not have supervisory duties.
Education And Experience
- High School Diploma or GED (Preferred)
- 0-2 years experience (Preferred)
- In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
- Property & Casualty License (Preferred)
- SIE Exam and Series 6 and 63 Licenses (Preferred)
- Advanced product knowledge and insurance regulations knowledge
- Excellent working knowledge of Allstate s systems required to perform the role
- Ability to sell and service policies (based on requirements of the department)
- Ability to diffuse customers and agents
- Excellent working knowledge of billing concepts and Allstate s billing systems
- Effective oral and written communication skills
- Intermediate problem-solving skills
- Ability to adjust schedule according to business need
Job Description Summary
Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you!
As an Analyst, you'll provide prompt, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal Nationwide departments. Well count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.
Job Description
Key Responsibilities:
- Prepares all materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
- Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
- Provides extraordinary care to our customers through workflow management and meeting all required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
- Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
- Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
- Conducts follow up calls to service issues and questions, de-escalating complex customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and when and how to route those inquiries to the properly-registered representative.
- Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information when necessary.
- Compiles management information such as contract and sold case activity as needed by internal management.
- Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with outside business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
- Conducts in good order reviews or other applicable requests for servicing Nationwide policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
- Helps with research for written responses to Nationwide formal complaints.
- Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices
Reporting Relationships: Reports to Operations Division Manager or Unit Manager.
Typical Skills And Experiences
Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable.
License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system.
Experience: Four or more years of related work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required.
Knowledge, Abilities and Skills: Knowledge of Nationwide's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively act on customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills.
Other criteria, including leadership skills, competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions
Overtime Eligibility: Non Exempt (Eligible)
Working Conditions: Normal office environment.
Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire the required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position.
ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
Benefits
We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here.
Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.
Note To Employment Agencies
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Finance and Sales
- Industries Insurance
Referrals increase your chances of interviewing at Nationwide by 2x
Investment Planning Manager/Senior Manager Senior Finance Analyst (FP&A / G&A) - REMOTECaldwell, ID $77,969 - $41,371 3 hours ago
Senior Financial Analyst FP&A Productivity & Metrics Senior Associate, Negotiations & Deal ModelingBoise Metropolitan Area 122,500 - 192,500 2 weeks ago
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrFinancial Services Representative
Posted 19 days ago
Job Viewed
Job Description
Financial Services Representative
Repost Job Date: 3/6/2025 6:02:52 PM
Location: PORTLAND, OR, 97223
Salary: $55000.0 - $000.0/year
Experience: 1 Year(s)
Benefits:
- Base Salary plus Commission
- SIMPLE IRA retirement match up to 3%
- PTO: 3 weeks every year with unlimited carryover
- 2k raise to base salary every 4-6 months for meeting a high level of production
- Valuable experience
- Health insurance
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Use a customer-focused, needs-based review process to educate customers about insurance options.
- Work with the agent to establish and meet marketing goals
- Work leads, conduct appointments, identify customer needs, and market appropriate products and services. Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses
- - if not, I can help you obtain these)
- Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
- Bachelor's degree in finance, economics, accounting, or a related field preferred.
- Must be able to obtain relevant licenses.
- Excellent analytical, organizational, and problem-solving skills.
- Effective communication & interpersonal skills.
- Successful track record of meeting sales goals/quotas preferred.
- FINRA Series 6, 63 and 65 licenses preferred.
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
PM24
PIcbe39e2d4361-34600-36893171
Financial Services Professional
Posted today
Job Viewed
Job Description
2 days ago Be among the first 25 applicants Direct message the job poster from Strength & Honor Financial, LLC Strength & Honor Financial, LLC a member of Invictus Financial Solutions ABOUT US: Our firm is a leading force in the financial services industry and we are rapidly expanding. We are a non-captive broker dealer, partnered with top companies like Prudential, Fidelity & Guarantee, Corebridge, John Hancock, and more. We market and represent these products and services. Financial professionals are ranked as the #1 growing career by the U.S. Department of Labor. During times of economic distress and retirement losses, our services are more essential than ever. Our firm stands out for its diverse services and educational approach, helping clients make better financial decisions for their families. WHO WE'RE LOOKING FOR: No experience is necessary. We seek hard-working, dedicated individuals willing to undergo training as financial professionals and develop into management and leadership roles (promoting from within). You will learn to discuss financial goals with clients and create plans using our products (retirement, college planning, investments, insurance). OUR COMPANY OFFERS: Remote work Full, in-depth training & mentorship Flexible schedule Part-time and full-time positions Exciting environment Unlimited growth potential Stability and security QUALIFICATIONS: Excellent communication skills Teamwork ability Detail-oriented with follow-up skills Ability to work under pressure with a positive attitude Multitasking and time management skills BENEFITS: Flexible schedule Work from home SALARY: Bonus opportunities WORK LOCATION: Remote Additional Information: Seniority level: Internship Employment type: Part-time Job function: Finance and Sales Referrals increase your chances of interviewing at Strength & Honor Financial, LLC by 2x. Related roles: Analyst II, Credit Risk - Portfolio Monitoring and Direct to Consumer Southwest Territory Manager - Veteran's Affairs Specialist Legal Administrative Assistant - Detail-Oriented Pro Location: Tijuana, Baja California, Mexico, 1 month ago #J-18808-Ljbffr
Financial Services Professional
Posted today
Job Viewed
Job Description
2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $40,000.00/yr - $5,000.00/yr Direct message the job poster from Bankers Life Connecting Top Talent with Opportunities | Recruitment & Talent Acquisition Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals in the greater Miami area. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skills A competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Highly competitive commission structure designed to grow with you. First year agents average between 40,000 and 65,000 in paid commissions Passive income opportunities and quarterly bonus programs Fully paid insurance pre-licensing course, SIE, Series 6, Series 63, CFP Award-winning training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year Flexible in-office schedules once you complete your agent training Retirement savings program and more Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance, Sales, and Customer Service Industries Insurance, Financial Services, and Insurance Agencies and Brokerages Referrals increase your chances of interviewing at Bankers Life by 2x Sign in to set job alerts for “Financial Services Professional” roles. Miami Beach, FL $125 000.00- 200,000.00 1 year ago Miami, FL 65,000.00- 75,000.00 5 days ago Miami, FL 80,000.00- 100,000.00 1 week ago Miami, FL 80,000.00- 100,000.00 1 week ago International Private Bank, Investment Professional , Analyst Miami-Dade County, FL 150,000.00- 250,000.00 3 weeks ago Miami, FL 70,000.00- 90,000.00 3 days ago Relationship Officer | Client Management Miami, FL 66,200.00- 121,800.00 2 weeks ago Miami, FL 100,000.00- 110,000.00 22 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Financial Services Professional
Posted today
Job Viewed
Job Description
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life is currently seeking a self-motivated, driven individual with integrity and a passion for making a positive impact on people’s lives. Through the comprehensive array of financial products and services we offer, you’ll help clients develop a sound, long-term strategy to achieve their financial goals. Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A+), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1-Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2- Source: Individual Third Party Ratings Reports as of 7/30/18. 3- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4- Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see Responsibilities: • Use a CRM to organize each client’s financial status, goals, cash flow, and monetary expectations for use in their individual financial plan • Create customized financial plans using the products and services we offer based on each client’s potential life and financial needs • Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice • Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services • Leverage marketing and social media tools to identify, pursue, and secure new clients who can benefit from having a trusted financial service professional Qualifications: • Must possess uncompromising integrity and the ability to communicate complex ideas • Must have effective relationship management skills • Must have the ability to successfully network and prospect for new clients Compensation: $75,000 - $25,000 yearly • Compensation: $7 ,000- 125,000 per year #J-18808-Ljbffr
Cashier - Financial Services
Posted today
Job Viewed
Job Description
Founded in 1921, Straub Benioff Medical Center includes a 159-bed hospital in Honolulu, a network of neighborhood clinics and a visiting specialist program that reaches throughout the state of Hawai'i. With over 200 physicians who are leaders in their fields, Straub provides its patients with diagnoses and treatments for more than 32 different medical specialties, including bone and joint, heart, cancer, endocrinology/diabetes, family medicine, gastroenterology, geriatric medicine, internal medicine, vascular and urology. Straub is home to the Pacific Region's only multidisciplinary burn treatment center. The hospital consistently brings new technologies and innovative medical practices to Hawai'i, such as minimally invasive cardiac surgery and total joint replacement. Our Financial Services department is dedicated to ensuring that patients can receive the highest quality health care available, given a diversity of abilities to pay. Financial assistance is available for those individuals who are uninsured or underinsured or who are experiencing financial hardship, because we believe that a person's inability to pay should not prevent them from receiving necessary health care. Our team of professionals helps to coordinate patient financial responsibilities from pre-admission through discharge, including the identification and organization of financial resources required to cover estimated charges not covered by health plan, insurance or other sources. If you have friendly people skills and accurate organizational ability, you could be a valuable part of our Central Cashiers team. The Cashier collects and processes monies for the Points of Service, patients' accounts and other miscellaneous payments; initiates revenue reports for the Points of Service, Pharmacy and Cashiers departments; and maintains exceptional fiscal organization and reporting. We are looking for someone diligent and helpful who pays strong attention to detail, can work effectively with minimal supervision and shares our commitment to delivering the highest quality health care to Hawai'i's people. Location: Straub Benioff Medical Center
Work Schedule: Day - 8 Hours
Work Type: Full Time Regular
FTE: 1.000
Bargaining Unit: Non-Bargaining
Exempt: No
Minimum Qualifications: High school or equivalent.
Preferred Qualifications: Previous cashiering experience.
Hawai'i Pacific Health offers a comprehensive and competitive total rewards package that includes pay and benefits. Rate of pay for selected candidates will be determined by various factors including knowledge, skills, abilities, relevant experience and training, as well as internal peer equity.
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Accountant-Financial Services
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Accountant-Financial Services page is loaded
Accountant-Financial Services Apply locations Monterey, CA time type Full time posted on Posted 30+ Days Ago job requisition id 2025-702Welcome to Montage Healths application process!
Job Description:
Under the leadership of the Controller, the Accountant performs all accounting duties including account reconciliations, journal entries, account analysis, banking functions, asset and/or activity accounting for Aspire Health Plan. This individual is responsible for the preparation of financial statements with associated detailed analysis. Assists in financial activities including creation of banking relationships, accounting design/structure and related activities with contracted entities. Works with operational leadership to develop the annual budget. Takes lead role in tax and audit functions for entity. Also responsible for designated regulatory reporting that is financial in nature. Works closely with the Aspire Senior Financial Analyst and Aspire Compliance Officer to ensure financial regulatory requirements are met. Additional duties within Financial Services may be assigned as time allows.
Experience
A minimum of two (2) years of relevant accounting experience (in terms of size & scope). Experience at reading, interpreting and implementing accounting guidance required. Strong computer skills and system management experience. Proven ability to manage multiple priorities, show an attention to detail and meet stringent deadlines.
Education
A Bachelors degree in Accounting is required.
Equal Opportunity Employer
Salary Range (based on years of applicable experience)
$79,227 to $05,995
#LI-RL1
Assigned Work Hours:
Full-time (exempt)
Position Type:
RegularPay Range (based on years of applicable experience):
38.09to
50.94 About UsMontage Health, a nonprofit company, is a collection a montage of entities designed to keep people healthy and connected. Preventive, restorative, palliative, and coordinated care. Many parts operating with a single, shared vision.
#J-18808-LjbffrAccountant - Financial Services
Posted today
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Job Description
Position Description Summary
Henry Ford College presents an opportunity for an Accountant.
The HFC Grant accountant role is responsible for accounting control over the College (Ellucian) and Foundation (Blackbaud) financial systems. The accountant role at the college is to ensure all financial records are accurate and are following GAAP (generally accepted accounting principles). Standards and practices include the full accounting cycle including preparing and examining financial records, identifying and mitigating potential areas of risk, preparation of accurate worksheets and journals that are required to ensure a successful audit. This posting is for one of four accountants reporting to the Director of Financial Accounting.
Hours : 40 hours / week, generally 8 : 00 to 4 : 30 M-F. Some evenings and weekends required. Some hybrid work may be available as determined by the division Vice President. Schedule changes will be determined and finalized with supervisor at time of hire and may change based on departmental needs and the Colleges operations.
Core Competencies and Qualifications
- Bachelor's degree from a regionally accredited institution in accounting or in business administration with a major in accounting. A combination of education and experience may be considered in lieu of a conferred degree.
- Seven (7) years experience in public or private sector accounting .
- In-depth knowledge and experience in finance / accounting processes; reporting systems; management information technology, including skilled use of the microcomputer and business application software.
- Must exhibit the highest professional integrity; must have a collaborative management style; must be innovative and can establish and maintain a positive working environment with College / Foundation personnel and representatives of various external agencies.
- The successful candidate must be personable, energetic, and possess the ability to establish effective relationships with external communities, as well as with college faculty and staff.
- The successful candidate should also have excellent writing and speaking skills, possess the ability to use e-mail, word processing, spreadsheets, database software, and be willing to be trained in new technology as the need arises.
- Possess the desire and ability to work cooperatively, effectively, and responsibly with community college students and staff in a multi-cultural setting.
Additional Unique Competencies
The most successful candidate might have a career that would include one or more of the following :
Additional Position-Specific competencies that will contribute to success in this role :
Essential Duties and Responsibilities including but not limited to
Primary essential duties and responsibilities for current posting include but are not limited to :
Manage Grant, Sponsor and Project financial activity. Includes :
Manage Third Party Purchasing Card program. Includes :
Manage Third Party ePayable program. Includes :
Manage Foundation financial activity. Includes :
Essential duties of all Accountant roles in general include (but not limited to) :
Manage Accounts Receivable (non-Cashiers). Includes :
Manages College and Foundation cash management. Includes :
Manage Foundation Financial Activity :
Additional Information
This job description is intended to summarize the type and level of work performed by the incumbent and is not an exhaustive list of duties, responsibilities, and requirements.
REWARDS THAT LAST A LIFETIME
Henry Ford College takes great pride in offering a variety of comprehensive and industry-leading programs and resources to support the health and well-being of our team members and their families.Being an industry leader means giving back to our most valuable asset our employees.
HFC Offers :
01 Do you possess a bachelor's degree from a regionally accredited institution in accounting or in business administration with a major in accounting or an equivalent combination of education and experience?
02 Do you have at lease seven (7) years experience in public or private sector accounting ?
03 Do you have in-depth knowledge and experience in finance / accounting processes; reporting systems; management information technology, including skilled use of the microcomputer and business application software?
Required Question
#J-18808-LjbffrAnalyst (Financial Services)
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Analyst - Regulatory Research & Analysis (Financial Services) Fixed Term Contract Location: (Hybrid) - Washington, DC or London About Vixio: Vixio is a Regulatory Technology (RegTech) company, and a trusted source of independent regulatory intelligence for professionals in highly-regulated industries undergoing rapid and radical change. We're trusted by leading brands to deliver comprehensive, time-sensitive, and actionable intelligence on Payments, Financial services and Gambling compliance, covering more than 180 jurisdictions globally, so they can stay ahead of regulatory change, mitigate risk and capitalise on new opportunities. The Role: We’re seeking an Analyst, Regulatory Research & Analysis ( Financial Services) to deliver timely, high quality regulatory insights and content across the Americas (United States, Latin America, and Canada). You will monitor and analyze regulatory changes, produce thought leadership and market entry reports, and collaborate with colleagues in the US and UK to keep clients ahead of the curve on relevant regulatory developments. This role is ideal for a detail-driven researcher eager to deepen expertise in financial services laws and regulations, particularly in retail banking, lending, payments, and investment banking. You will engage directly with industry stakeholders, assess market shifts, and translate complex developments into actionable insights. Success in this position means becoming a trusted resource whose analysis shapes client strategy, compliance, and market expansion. Key Responsibilities: Monitor and assess regulatory change in assigned jurisdictions, producing timely, accurate regulatory updates. Create market entry and regulatory landscape reports evaluating compliance requirements, risks, and opportunities. Conduct trend analysis to identify patterns, emerging risks, and strategic implications. Produce thought leadership content offering clear compliance, operational, and risk mitigation guidance. Engage with regulators, industry bodies, and market stakeholders to validate and enhance research. Collaborate with internal teams to address client inquiries, clarify regulatory changes, and inform content strategy. Represent the company at conferences and industry events to strengthen brand authority. Maintain high editorial standards to ensure outputs are accurate, clear, and actionable. Support cross jurisdiction coverage during high demand periods or multi-market projects. Skills & Experience: Required Qualifications Bachelor’s degree in Political Science, History, Pre-Law, Business, Economics, International Relations, or equivalent work experience in financial services. Foundational knowledge of financial services, with exposure to at least one area: retail banking, lending, payments, or investment banking. Strong research and analytical skills with the ability to interpret regulatory documents and distill complex information into actionable insights. Proven ability to engage with customers to present findings, share regulatory perspectives, and address questions. Excellent written and verbal communication skills for producing clear, concise, and accurate professional content. High attention to detail with a commitment to accuracy in data collection, analysis, and reporting. Proficiency in Google Workspace (Docs, Sheets, Slides) and online research tools/databases. Strong organizational skills, able to manage multiple priorities under tight deadlines. Collaborative mindset with experience working across teams and jurisdictions. Preferred Qualifications Law degree or advanced degree in financial services, law, or public policy. Spanish or Portuguese proficiency, or ability to use translation tools effectively to engage LATAM markets. Experience with a regulator, financial institution, consulting firm, or law firm specializing in financial service and/or consumer compliance. Curiosity and willingness to learn new regulatory frameworks, industry trends, and jurisdictional differences. #J-18808-Ljbffr