Manages all types of Special Needs accounts in accordance with the terms of the various governing documents, government agencies, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen. Reviews, analyzes and interprets documents for direction; has face to face interaction with the beneficiaries & their family; reviews the b

Assists in the preparation, analysis, and distribution of the financial statement package for facilities and division. Responsibilities include the follow up to inquiries made regarding issued financial statements, as well as special projects assigned by management by performing the following duties. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other dutie

We are seeking a Brokerage Specialist to support a market leading team of Brokers at a top global real estate services firm. The role consists of execution of work related to commercial real estate transactions and client deliverables. This individual must be a collaborative team player with a can do mindset and will participate in regular business and team meetings, as r

Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating a superior customer experience. We're actively seeking a talented Advanced Planning Consultant to join our Advanced Designs team in Newport Beach, CA. This role can be on site, hybrid or fully remote (depending on location). The Advanced Plann

Proactively develops a client base to which appropriate wealth management products can be sold. Analyzes customers' financial needs and advises them on investment choices and insurance products that best meet their needs to optimize the financial performance and achieve the highest level of customer satisfaction. Ensures that all business originations are in compliance wi

As a Financial Counselor, you will be responsible for Verifying accurate demographic and financial information Reviewing and interpreting insurance benefits Providing financial counseling and screening Handling charity applications and credit assessments Establishing all financial arrangements and refer appropriate cases to other agencies to assist patients with discharge

Within the Capital Group, Private Client Services is the organization that services the complex needs of the wealthiest investors. Started almost five decades ago as a family office managing the assets of Capital Group's founders, senior executives and loved ones, today PCS manages over $30B for over 1,500 ultra high net worth (UHNW) families, endowments and foundations. P

As a Financial Counselor, you will be responsible for Verifying accurate demographic and financial information Reviewing and interpreting insurance benefits Providing financial counseling and screening Handling charity applications and credit assessments Establishing all financial arrangements and refer appropriate cases to other agencies to assist patients with discharge

The Client Ambassador is responsible for monitoring the shelter facility, clients, and guests to provide a safe, orderly, respectful, and peaceful environment. Pay Rate $18.00 $21.00 per hour DOE Essential Functions The Client Ambassador is a customer service oriented position at The Salvation Army Bell Shelter, a residential housing and services facility for single adult

The David Geffen School of Medicine at UCLA (DGSOM) seeks to hire a Principal Financial Analyst in the Financial Affairs Office. The Financial Affairs Office supports the DGSOM organization at large. The Financial Affairs team's financial expertise informs the school's key strategic decisions and help overcome complex financial challenges. The David Geffen School of Medic

The Client Ambassador is responsible for monitoring the shelter facility, clients, and guests to provide a safe, orderly, respectful, and peaceful environment. Essential Functions The Client Ambassador is a customer service oriented position at The Salvation Army Bell Shelter, a residential housing and services facility for single adults experiencing homelessness. The dut

Applies organization policies and procedures to resolve a variety of moderately complicated issues. Works on financial services problems of moderate scope where analysis of situations or data requires a review of a variety of factors. Total Compensation In addition to the salary range listed below, we offer a wealth of benefits to make working at UCI even more rewarding.

Under direction of the Site Supervisor, the Ambassador is responsible for helping transform the lives of our homeless residents by ensuring the well being and safety of our residents, performing light maintenance and housekeeping, assist with intake process and front desk responsibilities. There are three shifts including some with weekend time. Exact duties vary by shift

The Senior Collections Rep (Transplant Financial Counselor) performs all admission functions including in house financial management as well as provides leadership within his/her functional area. Responsible for verifying accurate demographic and financial information and knowledgeable in the review and interpretation of insurance benefits, performs financial counseling,

Under direction of the Site Supervisor, the Ambassador is responsible for helping transform the lives of our homeless residents by ensuring the well being and safety of our residents, performing light maintenance and housekeeping, assist with intake process and front desk responsibilities. There are three shifts including some with weekend time. Exact duties vary by shift