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This job is responsible for managing a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. Key responsibilities include overseeing the administration and business development of complex investment management and trust accounts and working with team members to assure trust product awareness and education of clients, associates, and Centers of Influence.
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Reviews accounts for possible assignment to collection agency, makes recommendation to Clinical Dept. Practice Manager. Participates with other staff to follow up on accounts until zero balance, or turned over for collection.
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Our staff receive a competitive salary and a comprehensive benefits package which includes medical/Rx, dental and vision coverage; life, AD&D and disability insurance; Employee Assistance Program (EAP); flexible spending accounts; 100% paid maternity leave for up to 12 weeks, parental leave, family leave, other paid time off; voluntary benefits and discount programs to meet our employees' individual needs including pet insurance for our furry family members.
$136,400 - $204,600 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Benefits Summary: Regular full-time and part-time employees have access to medical, dental, and vision plans, a wellness program, health saving accounts, flexible spending accounts, 401(k) plan, employee stock purchase program, life and accidental death & dismemberment (AD&D) insurance, short-term/long-term disability plans, emergency travel benefits, tuition reimbursement, professional membership fee coverage and paid family leave.
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Assists with operations of the charge entry department, encompassing medical coding, charge entry, claims submissions, payment posting, accounts receivable follow-up, and reimbursement management.
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In this role, you will promote OTT HydroMet product lines in the field of solar energy to core customers and establish professional relationships with key personnel in customer accounts with meeting assigned targets for profitable sales volume.
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Completing audit testing on financial statement accounts such as cash, accounts payable, or fixed assets. Prior internships in a public accounting firm performing audit work.
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OTT HydroMet is proud to be a Water Quality company in Veralto (NYSE: VLTO). We are currently looking to find a Technical Sales Manager - Solar Energy for the NA East Region to join our diverse team in North America.
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If you are interested to confidentially explore new career opportunities as a finance manager, director of finance, vp of finance, manager of fp&a, director of financial planning & analysis, controller, assistant controller, accounting manager, senior financial analyst, staff accountant, senior accountant, cost accountant, accounts payable specialist, accounts receivable specialist, or general accountant, please apply now to be considered for one of our many accounting opportunities.
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Assist the Cash Manager with opening and closing of bank accounts. Prepare monthly bank reconciliations for multiple disbursement and depository accounts. Concentrate cash from depository accounts daily.
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Flexible Spending Accounts (FSA) - a special tax-free account you put money into to pay for certain out-of-pocket expenses. Education benefits through Workforce Edge with Strayer University and Capella University.
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Patient Access Staff are responsible for the pre-registration of patient accounts prior to patient visits. Conducts audits of accounts and assures that all forms are completed accurate, timely to meet audit standards and provides statistical data to Patient Access leadership.
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Heath Saving Account (HSA) and Flexible Spending Accounts (FSA) options available. Bahnson Mechanical Systems is seeking an experienced HVAC Service Technician / Filtration Technologies Apprentice that will perform maintenance and repair operations pertaining to complex heating and cooling systems and associated control systems.
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The Foreclosure Specialist II monitors and processes accounts that are in the foreclosure process. Shellpoint Mortgage Servicing (SMS) is one of America’s top-five non-bank mortgage-servicing companies.
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A variety of additional benefits are available to our professionals, including a company-matched 401k plan, adoption reimbursement, tuition reimbursement, vendor discounts, an employment referral program, AD&D insurance, pre-taxed accounts, voluntary legal plan and the B&V Credit Union.
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accounts payable receivable jobs Title: accounting clerk Company: Appleone in Taylors, SC
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