Jobs in the United States

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Added 2 mins ago
INHS Certified Medical Assistant
Centerstone of Indiana, Inc.
North Vernon, IN
Completion of an accredited (MA) Medical Assist program. Graduate of accredited Nursing Assistant Program preferred.
Added 2 mins ago
Restaurant Store Assistant
Circle K
Davenport, FL
Valid state Driver’s License required
Added 3 mins ago
AA
Medical Assistant- Annapolis, MD.
Anne Arundel Dermatology
Annapolis, MD
- $18 to $23 USD / hour
Medical Assistant certification or completion of an accredited Medical Assistant program preferred, unless otherwise required by state law.
Added 5 mins ago
DH
Dental Assistant I - Outpatient Medical Center (OMC)
Denver Health
Denver, CO
- $21 to $30 USD / hour
We are recruiting for a mission-driven Dental Assistant I - Outpatient Medical Center (OMC) to join our team!
Added 5 mins ago
Store Assistant Manager
CK Circle K Stores Inc.
United States
We want you to join our team as an Assistant Manager. If you have the desire to be challenged, work in a fast-paced, fun environment and create a career in management – look no further.
Added 5 mins ago
Store Assistant Manager
CK Circle K Stores Inc.
United States
We want you to join our team as an Assistant Manager. If you have the desire to be challenged, work in a fast-paced, fun environment and create a career in management – look no further.
Added 5 mins ago
Restaurant Store Assistant
CK Circle K Stores Inc.
United States
Valid state Driver’s License required
Added 5 mins ago
UO
Neurosurgeon, Denver Veterans Administration Medical Center, Open Rank- Assistan
University of Colorado Denver
Aurora, CO
- $499,999 USD / year
Job Title: Neurosurgeon, Denver Veterans Administration Medical Center, Open Rank- Assistant, Associate, Professor - Clinical Practice Track
Added 5 mins ago
UO
Associate Director - Faculty
University of Colorado Denver
Aurora, CO
- $31,533 USD / year
…graduate arm of AHEC Scholars) CU SOM elective to include Oasis management of grades and assisting in providing vision and resources to its curriculum. Provide direction for the expansion…
Added 5 mins ago
UO
Advanced Practice Provider (APP) - Department of Neurosurgery - Instructor of Cl
University of Colorado Denver
Aurora, CO
- $111,010 to $124,942 USD / year
Graduate of an accredited school of nursing with a master's degree in advanced Practice Nursing (Acute Care NP) or a graduate of an accredited program in Physician Assistant Studies.
Added 5 mins ago
Occupational Therapy Asst OP
Westminster Brand 051816
St. Petersburg, FL
We are currently searching for an Occupational Therapy Assistant (COTA) This position reports to the Director of Out-Patient Therapy.
Added 6 mins ago
NP or PA HouseCalls - Chatham, Lee, Moore Counties, NC
UnitedHealth Group
Pittsboro, NC · Siler City, NC · Sanford, NC · Pinehurst, NC
HouseCalls is an innovative, performance-driven program that brings care directly to members' homes. As a HouseCalls Advanced Practice Clinician (Nurse Practitioner or Physician Assistant),…
Added 6 mins ago
NP or PA HouseCalls - Cleveland, Rutherford Counties, NC
UnitedHealth Group
Shelby, NC · Forest City, NC · Spindale, NC · Kings Mountain, NC
HouseCalls is an innovative, performance-driven program that brings care directly to members' homes. As a HouseCalls Advanced Practice Clinician (Nurse Practitioner or Physician Assistant),…
Added 6 mins ago
NP or PA HouseCalls - Montgomery, Stanly, Union Counties, NC
UnitedHealth Group
Indian Trail, NC · Albemarle, NC · Waxhaw, NC
HouseCalls is an innovative, performance-driven program that brings care directly to members' homes. As a HouseCalls Advanced Practice Clinician (Nurse Practitioner or Physician Assistant),…
Added 8 mins ago
Clinical Coordinator RN - Oncology Office Practice - Mount Sinai Hospital - Per Diem Days
Mount Sinai Health Systems
New York, NY
Assesses and evaluates patient care needs and applies critical thinking skills in patient care management.
Added 16 mins ago
C
Front Office Specialist Lead
Concentra
Elizabeth, NJ
- $22.36 to $29.06 USD / hour
Check in patients using appropriate patient management system
Added 17 mins ago
VC
Substitute School Bus Driver
Valparaiso Community School District
Valparaiso, IN
- $23.31 USD / hour
Reports to: Director of Transportation / Assistant Director of Transportation
Added 21 mins ago
Brand Manager
Scotts Miracle-Gro
Marysville, OH
…bench. You are responsible for coaching and leveling up the Assistant Brand Managers. To thrive in this role you must: * Understand modern brand building in a fast-paced CPG environment.…
Added 22 mins ago
LVN Assistant Director of Nursing (ADON)
Avir at Commerce
Commerce, TX
Must possess knowledge of long-term care operational standards as set forth in the Federal Register, Conditions of Participation and State regulations
Added 22 mins ago
7
Store Leader (Manager) Trainee
7-Eleven
Canton, OH
- $13.5 to $19 USD / hour
The Store Leader is the heart and soul of the store. A Store Leader with an Assistant or two make up the store’s leadership team executing merchandising and marketing initiates, driving…
Added 22 mins ago
Shift Manager
Arby's
Jacksonville, NC
Must have a reliable vehicle and valid driver’s license
Added 22 mins ago
Shift Manager
Arby's
Richlands, NC
Must have a reliable vehicle and valid driver’s license
Added 22 mins ago
Shift Manager
Arby's
Jacksonville, NC
Must have a reliable vehicle and valid driver’s license
Added 23 mins ago
7
Store Leader (Manager) Trainee
7-Eleven
Columbus, OH
- $12.5 to $18.25 USD / hour
The Store Leader is the heart and soul of the store. A Store Leader with an Assistant or two make up the store’s leadership team executing merchandising and marketing initiates, driving…
Added 23 mins ago
Clinical Documentation Specialist - Remote
Trinity Health
Columbus, OH
In the absence of a college degree, must have 3 or more years’ experience as an inpatient coder or clinical documentation specialist

Closed listing

Stoneham Bank

Wealth Management Advisor Assistant

Stoneham, MA, United States

This opening has closed.

The original listing is kept below for reference.

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Posting language: English

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Original job description

Archived listing. The details below describe a past opening.

At StonehamBank, we work as a team to achieve the fundamental principles of excellence, service, and trust. Our experience has led us to what we are today, a stable institution that has progressed into the future with its own identity. Banking Opportunities Wealth Management Advisor Assistant – Stoneham, MA Part-Time 20-25 per week (hours are flexible)

Position Summary:

Assists Financial Advisors with day-to-day administration of their Wealth Management Clients such as non-deposit investment products including mutual funds, stocks, bonds, and annuities to bank and non-bank customers.

Duties and Responsibilities:

Interacts daily on the phone and in person with prospective and existing clients to manage basic inquiries.
Processes and follows up on client documentation for proper maintenance of accounts.
Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.
Assists Financial Advisors with marketing efforts.
Receives and processes securities. Receives cross-training and assists with other operational functions as required.
Ensures that their own work follows StonehamBank policies and procedures, including but not limited to Fair Lending, Know Your Customer, Bank Secrecy Act, and other applicable anti-money laundering policies.
Participates in Community Events such as volunteering for local schools, neighborhood associations, government, and/or nonprofit organizations which is part of StonehamBank’s Values “SERVICE.”
Performs additional duties as requested.

Skills and Specifications:

Ability to analyze and research client account information.
Operation of standard office equipment and required software applications to produce correspondence,
Reports, electronic communication, spreadsheets, and databases.
Uses appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels.
Provides an elevated level of customer service.

Minimum Qualifications (Education, Experience, and Skills):

Bachelor’s degree or equivalent work experience required. Two to five years’ relevant experience required. Strong initiative that drives results and negotiation skills to initiate, develop and secure relationships with new and existing clients. FINRA Licensing preferred: Series 6 & 66

Job Specific Competencies:

Account Management, Accuracy/Mindfulness, Confidentiality, People Skills, Investment Banking Services and Sales Skills.

Physical Demands & Work Environment:

General Office Environment. Ability to access all areas of the Montvale Avenue Office, (main floor and second floor) and all branches. Ability to use equipment necessary to maintain the efficiency of the department, i.e., PC, Fax, photocopier, calculator, and telephone. Must have the ability to effectively communicate both verbally and in written form with management, staff, co-workers, and vendors. Regularly attend outside training and seminars. Constant use of computers requires good visual abilities.

We offer a competitive compensation package including the following:

Dental Insurance Vision Insurance 401K with matching contributions Performance Incentive Plan Free Parking Paid Vacation, Sick, Holiday Wellness Programs including flu clinic Voluntary programs including supplemental Short/Long Term Disability and Cancer benefits Employee Assistance Program (legal, financial, and personal counselling) On-site and online training classes Employee Referral Incentive StonehamBank is an equal opportunity employer and makes employment decisions without regard to race, color, religion, gender, sexual orientation, age, national origin, genetic information, gender identity, disability, marital status, status as a covered veteran, or any other protected status as defined by applicable state and federal laws. EOE / M/F/Disabled/Vet Member FDIC/Member DIF

•

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Skills

Documentation
Cold calling
Securities
Know your customer
Anti-money laundering
Research
Office equipment
Electronic communication
Customer service
Negotiation
Confidentiality
Sales

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Jobs in the United States