Financial Retail Sales Assistant - Registered provides sales and business development support for one or more licensed/registered investment product sales representatives. Performs customer service and administrative tasks to answer product questions, make changes to accounts, open new accounts, and receive orders. Being a Financial Retail Sales Assistant - Registered may execute orders from existing clients. Maintains a sales and referral database and uses telemarketing and customer profiling to generate leads and additional business opportunities with existing and prospective clients. Additionally, Financial Retail Sales Assistant - Registered coordinates referrals, sales appointments, and requests for information. Has a solid knowledge and understanding of the firm's product offerings. May require a bachelor's degree. Requires completion of the FINRA Series 63 Uniform Securities Agent State Law Examination and any state licensing. Depending on the product's sold, may also require completion of FINRA Series 7 General Securities Representative qualification. Typically reports to a supervisor or manager. The Financial Retail Sales Assistant - Registered work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Retail Sales Assistant - Registered typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
SCHEDULING COORDINATOR ASSISTANT
HOME HEALTHCARE INFUSION AGENCY
Port Jefferson, N.Y Location
Fast-paced and fast growing NYS Licensed Home Healthcare Infusion Agency, looking for a Scheduling Coordinator to work in our Port Jefferson, NY office location. This candidate should possess sharp skills, is
energetic, motivated, outgoing, and confident to get the job done.
We staff national pharmacies with infusion nurses that specialize in the administration of high risk intravenous medications to chronically ill patients in their homes in Suffolk & Nassau Counties, the 5
boroughs of NY, New York City, Staten Island, CT and NJ. We provide safe, high quality services that the patient and their family deserve.
Must Have:
Preferred scheduling coordinator experience a plus
Has knowledge of medical terminology a plus
Excellent phone skills/communication skills
Detail oriented; proficient computer skills (Microsoft Office, Excel , Outlook , ACT, Email & Google)
Must have the ability to multitask
Desire to continue to learn and grow with company
Must be very reliable and punctual; compliance with HIPAA
Adherence to Agency and Department of Health (DOH) policy & procedures
Professionalism
Responsibilities:
Answering phones
Accurate scheduling and coordination of patient services; staff RN’s and taking verbal orders from MD’s
Maintains scheduling documentation
Contacts care providers and clients regarding day-to-day changes
Enters scheduling data/creates schedules
Enters staff RN and client information into database
Performs general office duties including but not limited to photocopying, filing, shredding, faxing, mailing, emailing, texting and telephone services
Assists other employees where needed
Is responsible and cooperative with patients/families, supervisors, fellow employees/ staff RN’s and MD’s
Maintains friendly working atmosphere
Maintains appropriate attitude and appearance
Utilizes established channels of communication
Recognizes limitations and seeks assistance appropriately
Benefits: 401K
90/Day Probationary Period
Job Type: Full-time
Pay: $18.00 - $20.00 per hour
Benefits:
Schedule:
Work Location: In person