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

Venable LLP's West Coast Private Wealth Planning Group seeks a midlevel to senior associate with at least 4 years of experience in high net worth wealth planning to join the practice in the San Francisco or Los Angeles office. The successful candidate has excellent oral and written communication skills, outstanding academic credentials, and experience managing projects an

With supervision, assists Fixed Income Portfolio Managers in handling investment activities for the fixed income strategies of institutional and Trust Department clients. Aids in the execution of fixed income strategies according to the applicable investment policy statement, operating within established investment policy guidelines. Assists Fixed Income Portfolio Manager

The Portfolio Manager is responsible for providing strategic direction and oversight to a portfolio of programs within the Enterprise Data & Insights (ED&I) organization. This role is critical in ensuring that the programs are aligned with the organization's overall strategy and goals, and that they are delivered successfully. The Portfolio Manager will collaborate with p

Under the direction of the Patient Access Manager, Financial Counselors a re responsible for securing payment solutions for uninsured and underinsured patients to enable them to meet their financial obligations. Ensures the integrity of all data collected prior to or at time of service to ensure accurate benefits information and personally collects and facilitates the acc

Position Title Financial Counselor University of Oklahoma Medical Center Patient Access Services, Weekdays 8p 4 30p Department Admitting Job Description General Description Review Patient Access Tool and visits in house patients; collects estimated patient portion amounts; works closely with outside agencies to ensure patient coverage. Essential Responsibilities Responsib

Financial Planning & Analysis Manager (Wholesale) At Frontier, seeing what's beyond the horizon is in our fiber. And we've been doing just that for over 80 years connecting communities with emerging communications technology across the country. At Frontier, we're transforming our business to break new ground and taking the digital revolution across the nation. We've inves

Under immediate supervision, Client Services Associate, Registered, assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communic

Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and adver

This position is responsible for completing periodic, risk based testing of consumer compliance regulations based on the annual compliance risk assessment, fair lending risk assessment, and compliance/fair lending testing schedule. Assist the VP Director of Fair Lending and Community Reinvestment Act ("CRA") in researching laws and regulations and make recommendations as

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationsh

Perkins Coie is seeking a qualified, dynamic individual to take on the role of Benefits Analyst Retirement Plans and will have the opportunity to contribute to a wide variety of complex activities involving the management of the firm's two defined contribution, and one cash balance retirement benefit programs. Using exceptional analytical, organization, and communication

Insurance Verifier/Financial Counselor Admitting Facility Desert Valley Hospital Location US CA Victorville ID 2024 161953 Category Admin Position Type Full Time Shift Variable Job Type Non Exempt Overview Join an award winning team of dedicated professionals committed to our core values of quality, compassion and community ! Desert Valley Hospital, a member of the Prime

Private Wealth Advisor II Job Locations US WI Madison Category/Function Trust/Wealth Management Position Type Regular Full Time Requisition ID 2024 14742 Overview Old National Bank has been serving clients and communities since 1834. With $48 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on