Branch Administrative Assistant | North Smithfield, RI

we currently operate. In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II -works closely with the assigned Financial Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while adhering to all -FINRA, CCOIS, CFG and state securities regulations on a daily basis.

You are responsible for the new account opening process, while maintaining the highest level of accuracy. You will occasionally

be responsible for selected marketing activities including contacting the assigned Financial Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting.

Travel within assigned geographic location may be required. Primary responsibilities include Serve as liaison between clients, financial advisor(s), and internal departments Complete new client onboarding and service requests for existing clients Schedule/confirm client appointments

Submit cases into workflow and follow through to funding Manage CRM and pipeline entry Sustain expertise on operational processes and systems Qualifications Understanding of general banking and wealth management services Excellent verbal and written communications skills Proficiency in Microsoft Office; experience with Salesforce a plus Self-motivated, organized, detail-oriented, confident and ability to multitask -and prioritize Continuously exhibits personal integrity, professional initiative, highly adaptable to change and open to new ideas A track record of working effectively in a team environment and building strong relationships with teammates, business partners and specialists Education, Certifications and/or Other Professional Credentials College degree in a business-related -field preferred or a High School Degree/GED with a minimum 3 or more years industry experience A combination of -Life and Health, -Series 6, and/or -Life and Health, -SIE -licenses -required Must be able to obtain -Series 7 -and 66 within specific timeframe required - Hours and Work Schedule Hours per Week: 40 Work Schedule: M-F Some job boards have started using jobseeker-reported data to estimate salary ranges for roles.

If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, interaction, interactionual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer Citizens is a brand name of Citizens Bank, N. A. and each of its respective affiliates. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

The Medical Secretary obtains prior authorizations for procedures and performs other various office duties as needed. Duties and Responsibilities: - Maintains provider schedule. Schedule patient appointments, procedures and confirm appointments. - Answer and triage Provider's telephone calls, retrieves and returns phone messages promptly, arranges appropriate follow up where needed.

- Ensures proper insurance referrals are in place as well as referring provider documentation and necessary patient records are received for visit. - Performs end of visit check out, orders laboratory and/or radiology testing, and any follow-up care. - Provide patients with necessary instructions to prepare

for procedures. - Coordinates with hospitals or other endoscopy centers for procedure scheduling as needed. - Reviews and routes incoming correspondence, referrals, prescription authorizations and other electronic tasks.

Responds, or accurately tasks to provider or administration. - Maintains and completes open orders. - Generates and types routine letters and correspondence in EHR and ensures proper signatures and approvals, when necessary. - In coordination with Medical Assistant, maintains GI provider's recall system, including mailing letters and follow up phone calls to remind patients of their GI procedures due (minimum two months ahead) as required. - Helps patients with concerns

and complaints, and escalates requests to Site or Practice Manager, as appropriate.

- Organizes provider's calendar, and schedules other appointments as requested. - Travels to satellite office as required. - Maintains clean and orderly work area. - Maintains a professional atmosphere in all aspects of the office, including interaction with physician, management, patients, and all outside contacts. - Maintains patient confidentiality - Performs other administrative, secretary and other medical support duties, as assigned. Environment/Working Conditions: Work is performed in an office environment. The noise level is usually moderate. Phones are very busy and the activity level is frequently high.

Involves frequent contact with staff and patients. Benefits Include: - Medical, dental, vision, 401K - Paid sick / vacation time - Paid holidays Covid 19 precautions: - We have modified our offices and follow recommended state and CDC guidelines. - Covid vaccination per RI Mandate Requirements: - Bi-lingual preferred (Spanish/Portuguese) High School Diploma / Certified Medical Secretary / Medical Terminology - Associate degree from a two-year college or technical school preferred - Minimum of two years experience in a medical office. - Medical Terminology / Electronic Medical records experience preferred.

- Ability to function well in a fast-paced environment. - Bi-lingual preferred (Spanish/Portuguese) High School Diploma / Certified Medical Secretary / Medical Terminology - Associate degree from a two-year college or technical school preferred - Minimum of two years experience in a medical office. - Medical Terminology / Electronic Medical records experience preferred. - Ability to function well in a fast-paced environment. PIecfccabca6b

The ideal candidate thrives on organization, and understands the value of supporting others. Seeking candidate with experience in an orthodontic/dental office environment. Scheduling Coordinator Job Responsibilities Greeting and welcoming patients in a friendly professional manner Managing a high volume schedule Answering multi-line phones and scheduling patients appointments Maintain referrals database Maintain and execute monthly recall system Treatment scheduling and appointment management Documenting and updating patient records with attention to detail Knowledge of submitting and processing orthodontic insurance claims a plus Knowledge of Orthotrac software a plus Scheduling Coordinator

Job Requirements Demonstrate top notch customer service with an outgoing personality Commitment to excellence Excellent communication skills Able to multi-task & take initiative Attention to detail a must Reliable and prompt Computer skills - checking and composing emails, creating word documents and letters Benefits Matching 401K Medical and Vision insurance Paid Vacation and Holidays Performance Bonuses If you are looking for an opportunity to be a part of a fun and energetic orthodontic office, please reply with your resume!

at a Great Clips salon, and we’d love for you to be part of that. Assistant Managers assist in day-to-day operations such as draw counts, daily deposits, overseeing the salon floor and by being a role model to the other stylists. Qualifications for this position are to have a RI state issued Cosmetology or Barber License, proficiency in all haircuts and styles, the flexibility to work in one of our other locations if needed, a positive attitude, and eagerness to be part of a team.

We are so excited to meet you! What are salon owners looking for in a great Assistant Salon Manager? Great communication skills A motivating attitude Top-notch technical skills Flexible and organized Driven

to achieve goals Licensed to cut hair Requirements: Cosmetology and/or barber license (licensing requirements vary by state/province) What benefits may be offered by each salon owner in return?

Manager training to grow your team and the salon Incentives and recognition for a job well done An immediate customer base Ongoing training for career growth Sounds good, right? Then the salon owner wants to hear from you! Do what you love doing with a great brand. Join a Great Clips salon team today. For more details: jobs-search. org/administration_north-kingstown-c446040/assistant-salon-manager-so-north-kingstown_i1982609321