IRA Services Representative, Sr. jobs in Florida

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Director of Resident Services
  • Sr Companies Llc
  • Fort Walton Beach, FL FULL_TIME
  • Summary: Responsible for enhancing and improving the SRIM experience specifically in
    Heartful Care for our residents and their families by performing the following duties.

    Duties and Responsibilities include the following. Other duties may be assigned.
    1. Demonstrates and promotes SRIM's core value of the Golden Rule of treating others, including residents, families, visitors, and associates, in the same way we would like to be treated.*
    2. Accepts responsibility and accountability for management of the community in the executive director's absence.*
    3. Responsible for managing the health care of all residents including dissemination of information to families and associates.*
    4. Demonstrates excellent decision-making skills and can understand the impact of those decisions.*
    5. Sets and manages priorities.*
    6. Accepts calls from staff during nights and weekends.*
    7. Conducts meetings/trainings as required/requested.*
    8. Communications are clear, accurate, and timely.*
    9. Reviews associate applications, checks references, and interviews applicants for the best possible hire.*
    10. Monitors the work the associates do and how they perform.*
    11. Coaches/counsels associates in a respectful manner and completes the associate performance evaluations in accordance with established policy.*
    12. Monitors expenditures weekly to ensure compliance with department budgeted monthly amounts.*
    13. Schedules associates based upon budgeted FTE's and prepares assignments to ensure efficiency.*
    14. Provides hand on care on an as needed basis to meet the needs of the residents.*
    15. Performs evaluations on residents to determine level of care and services.*
    16. Participates in monthly ECC and LNS meeting with corporate director of nursing.*
    17. Ensures medication orders are accurate on the MORS.*
    18. Reviews and investigates all incidents reports and recommends appropriate action/follow up to the executive director.*
    19. Understands and adheres to the ALF regulations pertaining to assisted living health care laws.*
    20. Maintains a safe and secure working environment free of objects/situations that could cause harm and/or falls to residents, families, visitors, and associates.*
    21. Practices good body mechanics and safe working habits always.*
    22. Knows, understands, and follows established policies and procedures in emergency situations.*
    23. Acts as essential personnel especially during emergencies.*
    24. Wears clean and appropriate dress per established policy always.*
    25. Understands and complies with HIPAA regulations.*
    26. Takes the initiative in work, seeks out additional information, and offers solutions/suggestions.
    27. Performs all other reasonable duties as assigned or as requested.
    28. Takes on special projects or assignments outside of regular duties willingly.

    Supervisory Responsibilities:
    Directly supervises in the Resident Services/Nursing Department. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

    Physical Demands:
    The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand, walk, use hands, reach with hands and arms, and talk or hear. The employee is frequently required to stoop, kneel, crouch or crawl. The employee is occasionally required to sit, climb or balance, and taste or smell. The employee must occasionally lift and/or move up to 50 pounds.

    Work Environment:
    The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally exposed to blood borne pathogens.

    Qualifications:
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Language Ability:
    Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

    Math Ability:
    Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

    Reasoning Ability:
    Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

    Computer Skills:
    To perform this job successfully, an individual should have knowledge of word processing software, payroll systems, and electronic medical records.

    Education/Experience:
    High school diploma or general education degree (GED); and two to four years related experience and/or training; or equivalent combination of education and experience.

    Certificates and Licenses:
    Valid Florida Nursing License and complete core training within six months of employment

  • 1 Month Ago

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Sr. Network Engineer - Tampa, FL
  • Signode -Sr. Network Engineer
  • Tampa, FL FULL_TIME
  • Sr. Network Engineer - Tampa, FL Apply Now Description/Job Summary SummarySignode, the Transit Packaging division of Crown Holdings, Inc. (NYSE: CCK), has its global headquarters in Tampa, Florida. Si...
  • 21 Days Ago

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Sr. Data Analyst - Tampa, FL
  • Signode -Sr. Data Analyst
  • Tampa, FL FULL_TIME
  • Sr. Data Analyst - Tampa, FL Apply Now Description/Job Summary About Signode:With over $2B in revenue, 80 manufacturing facilities across 6 continents and over 9,000 employees worldwide, Signode is a ...
  • 28 Days Ago

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Recruitment Consultant - Taylor Root - Sydney
  • The SR Group
  • Sydney, FL FULL_TIME
  • Company DescriptionWe are a global legal, risk and compliance search and recruitment consultancy. Forming lasting partnerships with our clients and candidates, we are constantly evolving and continue ...
  • 1 Day Ago

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Financial Services Representative
  • Lupo Financial Services
  • Jacksonville, FL FULL_TIME
  • Overview: We are seeking a highly motivated and detail-oriented individual to join our team as a Financial Representative. As a Financial Representative, you will play a crucial role in providing exce...
  • 19 Days Ago

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Member Services Representative
  • Self-Help Services Corp
  • Springs, FL FULL_TIME
  • WHO We Are: Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers in building wealth. At the core of what Self-Help does is a drive ...
  • 9 Days Ago

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Customer Service Representative
  • Manpower
  • Chatsworth, CA
  • Our client, Aerospace Company, is seeking an Customer Service Rep to join their team. As a Customer Service Rep, you wil...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • Pop-A-Shot
  • Peoria, IL
  • Customer Service Rep Description **2022 Customer Service Representative Job Description & Goals** **Job Description:** T...
  • 4/26/2024 12:00:00 AM

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Customer Service Rep
  • Community Choice Financial Family of Brands
  • Kansas City, MO
  • Overview: As a Customer Service Representative (“CSR”), you will use your love for business, people, and the community c...
  • 4/24/2024 12:00:00 AM

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Customer Service Rep>
  • Raven Ridge
  • Salem, NH
  • Raven Ridge - JobID: 100-136089500 [Customer Service Representative] As a Customer Service Representative at Raven Ridge...
  • 4/24/2024 12:00:00 AM

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Sales and Service Rep (Hourly)
  • Clean Harbors
  • San Diego, CA
  • Safety-Kleen in San Diego, CA is looking for a Class B Route Driver (known internally as a Sales and Service Representat...
  • 3/22/2024 12:00:00 AM

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Customer Service Rep 2
  • Clean Harbors
  • Norwell, MA
  • Clean Harbors is looking for a Customer Service Representative to join their safety conscious team! The Customer Service...
  • 3/20/2024 12:00:00 AM

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Customer Service Rep 2
  • Clean Harbors
  • Norwell, MA
  • Clean Harbors is looking for a Customer Service Representative to join their safety conscious team! The Customer Service...
  • 3/15/2024 12:00:00 AM

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Customer Service Rep 2
  • Clean Harbors
  • Norwell, MA
  • Clean Harbors is looking for a Customer Service Representative to join their safety conscious team! The Customer Service...
  • 3/15/2024 12:00:00 AM

Florida (/ˈflɒrɪdə/ (listen); Spanish for "land of flowers") is the southernmost contiguous state in the United States. The state is bordered to the west by the Gulf of Mexico, to the northwest by Alabama, to the north by Georgia, to the east by the Atlantic Ocean, and to the south by the Straits of Florida. Florida is the 22nd-most extensive (65,755 sq mi or 170,300 km2), the 3rd-most populous (21,312,211 inhabitants), and the 8th-most densely populated (384.3/sq mi or 148.4/km2) of the U.S. states. Jacksonville is the most populous municipality in the state and the largest city by area in th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$44,833 to $52,328

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020