Total 14 Administrative / Clerical job vacancies in Richmond

• Develops and maintains databases and spreadsheets to collect and track information. Responsible for administering and monitoring electronic records systems in order to compile reports, produce charts and graphs.
• Tracks office suspense dates, maintains government credit cards, manages correspondence, travel, training metrics, property accountability.
• Provides administrative support to Office of Chief Counsel in the development, implementation and maintenance of plans, programs, and procedures relating to functions of the organization.
• Develops a variety of correspondence that requires a technical understanding of work performed by the attorneys. Ensures the technical and grammatical correctness of all correspondence generated.
• Performs other duties as assigned.

Starting at $62,579 Per Year (GS 9)

Major duties and responsibilities include but are not limited to:

Health Professions Training and Staff Development Programs Administrative Management and Implementation

• Provides for the overall administrative and program management for the service. This may include interpreting administrative policies, developing and/or implementing national or local policies, defining administrative requirements, and/or providing advice to top management on related issues.
• Responsible for SharePoint content, forms, and processes. Responsible for Medical Center Policies (MCPs), Standard Operating Procedures (SOPs), Service Handbooks and Manuals that have widespread impact and affect multiple Services and Sections within CVHCS and may delegate these policies to Education Service subject matter experts/program leads as advised by the ACOSE-DEO or DACOSE-DLO. This includes MCPs, policies and procedures regarding VHA's Office of Academic Affiliations (OAA), Medical Residency Programs, Associated Health Programs, Scholarship Programs, Nursing Education Programs and multiple other programs within the Education Service portfolios of staff and trainee development.
• Facility expert regarding these MCPs, handbooks and procedures; as such, has knowledge and expertise in the corresponding regulations of national VA, OIG, accrediting bodies and academic affiliates.
• Bargain at the national level regarding MCPs that require union bargaining.
• Provides education, training, consultation, and recommendations to CVHCS's executive team, academic affiliates, chiefs, site directors, HPTs, and medical center staff.

Program Budgeting, Procurement and Financial Management

• Primary responsibility for ensuring the smooth functioning of all administrative processes or instituting new processes or improvements to existing ones. This includes, but is not limited to, managing all education procurements, contracts, and fund control points for the Education Service, preparing procurement requests, evaluating proposals for work, is the Contracting Officer's Representative (COR) for procurements, and maintains procurement and contracting records.
• Initiates and prepares contracts to secure adequate resources to facilitate operations to include determining appropriate costs, performing costs analysis, soliciting bids, writing sole source justifications, and communicating both orally and in writing with contractors.
• Prepares and reviews purchase orders for supplies and non-expendable property such as equipment, to include specialized media, audiovisual, and simulation equipment, as well as other specialized equipment necessary to the effective functioning of the Education Service.
• Exercises authorizations for obligation and expenditures of funds. In keeping with regulatory separation of duties, when needed, the incumbent will be enabled to make authorized purchases as a purchase card holder.

Personnel Management

• Responsible for personnel management functions including recruitment, classification, staffing, pay/leave administration, training and performing necessary research related to human resources management issues.
• Provides ongoing training and assistance to new and incumbent personnel regarding office policies and procedures.
• Advises employees on work and administrative matters.
• Assures that new employees are provided with necessary workspaces, equipment, information technology access, and ensures that all human resource requirements are met to facilitate smooth onboarding.
• Ensures audits, compliance and effectiveness/efficiency reviews of system activities and goals. When these audits reveal performance improvement opportunities or deficiencies, the incumbent determines appropriate actions and recommends solutions to the ACOSE-DEO and DACOSE-DLO.
• Performs other related duties as assigned. The incumbent has immediate responsibility for all non-supervisory aspects of a comprehensive personnel management program for all the sections under the Education Service.

Work Schedule: Full-Time, Monday - Friday, 8:00 am - 4:30 pm (hours may vary depending on department need)
Compressed/Flexible: not available
Telework: More than 6 days per pay period are allowed.
Virtual: This is not a virtual position.
Position Description/PD#: Administrative Officer/PD014150 and PD014140
Relocation/Recruitment Incentives: not authorized

Starting at $62,579 Per Year (GS 9-11)

• Determine nature of calls and visitors to refer communications to appropriate supervisor or staff member.
• Respond to routine and non-technical requests for information.
• Manages electronic mail and messages received to assure commander obtains appropriate information.
• Prepares written material assuring that formatting, punctation, and spelling is correct.
• Prepares summaries of telephone calls to document important details of conversations.
• Utilize Microsoft Office Software to perform task such as updating the commander's calendar and preparing reports.
• Complete a variety of routine office tasks using word processing software and printing equipment.
• Maintains office files in accordance with established filing procedures.

Starting at $41,301 Per Year (GS 5)

• Represent the agency as a visible and key liaison between leadership and other stakeholders requiring a knowledge of administrative policies and directives while also ensuring for timely flow of information and good communication.
• Supports the Financial Resources Specialist by providing supportive documents, budget analysis, and feedback for auditing initiatives.
• Develops and maintains computer spreadsheets, databases, and other software to monitor NRCS operations.
• Serves as a subject matter expert for travel policy and the electronic travel system; Assists travelers as needed with the preparation of travel authorizations and vouchers.
• Serves as the State timekeeper and backup timekeeper as needed and is responsible for reviewing the time and attendance information that has been entered into the timekeeping system.
• Works in conjunction with the ASTC for Management and Strategy as the State level contact for Freedom of Information Act (FOIA) requests and maintains operating processes for responding to requests.
• Participate in work groups and team assignments and contribute positively towards the team dynamics in order to accomplish assigned tasks and functions.

Starting at $62,579 Per Year (GS 9-11)

At Epworth, it?s a community. It?s the sense of belonging and being part of an organisation that puts the patient in the centre of all that is done. In addition to this, you will have access to:

Epworth?s enhanced Not for Profit status (and not available in the public sector) provides the opportunity for employees to salary package up to $15,900 pre-tax annually, leading to greater take home pay
The largest educational scholarship program of its kind in Australia
Ability to purchase up to four additional weeks of leave
Reduced cost of health services for you and your family at Epworth
Relocation assistance is available for approved candidates

At Epworth, we care.
We care about our patients and we care about our people.  We care about keeping everyone safe.  We care about valuing and empowering our people, and growing careers.  And we care about giving our people support and flexibility ... Click here to view more detail / apply for Health Information Services (HIS) Clerk

The Health Information Services (HIS) department is seeking a highly motivated and excellent receptionist to join our Richmond campus on a permanent part-time basis. Please note, you will be required to work onsite in this position, there is no capability to support working from home in this role.

Responsibilities/Duties:

• Monitoring and answering email requests regarding patient information.
• Answering telephone enquiries.
• Responding to information requests in accordance with the department’s release of information guidelines.
• Assigning patient identification to documentation received by internal/external stakeholders.
• Performing general department administration duties as required.   

 

To be successful in this role…

You will have:

• Previous experience in a customer service role and excellent customer service skills with a focus on meeting the needs of internal and external stakeholders
• Excellent time management and organisational skills in order to effectively coordinate the various processes and steps involved in the process
• Excellent organisational skills with a proven ability to prioritise workload effectively and meet deadlines
• Effective written and verbal communication skills with a professional telephone manner, and an ability to clearly and coherently convey relevant information to all stakeholders, both internal and external to Epworth
• Intermediate working knowledge of the Microsoft Outlook Suite (primarily Microsoft Outlook, and Microsoft Office)
• A solid work ethic, and an ability to work autonomously within a team in order to ensure all work is completed in a timely manner
• Proven high attention to detail and diligence to ensure correct patient information is released at all times
• Flexibility in a changing work environment with an openness to changing processes and procedures

 

Desirable (non-essential):

• Previous experience as medical receptionist
• Previous experience with a Patient Administration System (iPM, WebPAS, TrakCare) and a Scanned Medical Record (BOSSnet or CPF)
• Working knowledge of Medical Terminology

 

Position Description        Inherent Requirements 

We will review applications as we receive them. 

About Epworth Richmond 

Epworth Richmond is a rapidly growing, fast-paced and dynamic teaching hospital where you will work alongside highly skilled practitioners in all areas. You will challenge your skills, broaden your experience, and grow your expertise through exposure to a wide range of clinical specialties, treatment options and the latest in technology. Epworth will support you to provide the best possible care to our patients by continually investing in your education, better facilities, and technologies.

 

At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to work in serving our millions of policyholders each day. 

We apply that same compassion and empathy as we work with each other and our local communities. Genworth values all perspectives, characteristics, and experiences so that employees can bring their full, authentic selves to work to help each other and our company succeed. We celebrate our diversity and understand that being intentional about inclusion is the only way to create a sense of belonging for all associates. We also invest in the vitality of our local communities through grants from the Genworth Foundation, event sponsorships, and employee volunteerism.

Our four values guide our strategy, our decisions, and our interactions:

• Make it human. We care about the people that make up our customers, colleagues, and communities.
• Make it about others. We do what’s best for our customers and collaborate to drive progress. 
• Make it happen. We work with intention toward a common purpose and forge ways forward together. 
• Make it better. We create fulfilling purpose-driven careers by learning from the world and each other.

POSITION TITLE

Executive Administrative Assistant

    

POSITION LOCATION

Richmond, VA (hybrid)

YOUR ROLE

In this role, you will provide administrative support the Chief Risk Officer for Genworth, as well as additional senior leaders in the organization. Ideal candidates will exhibit a high level of professionalism and integrity, with an emphasis on confidentiality, as well as superb communication skills, the ability to manage multiple priorities in a fast-paced environment and attention to detail.

What you will be doing

• Professionally manage incoming requests for senior leaders from internal and external customers
• Maintain calendars of 2-3 senior leaders
• Enhance productivity for senior leaders’ staff by organizing schedule and pre-reading materials for key meetings
• Coordinate meetings and events; schedule and manage logistics for meetings, offsite events, and other activities
• Manage expense reports for managers in compliance with organizational policies
• Set-up and manage Purchase Requisitions & POs, pay subscriptions/memberships (e.g., professional dues) and other administrative process-related items
• Arrange travel for senior leaders including airfare, hotel, expense reimbursement, etc
• Prepare PowerPoint presentations in compliance with business requirements
• Exhibit superior customer service by responding to emails and voicemails promptly and comprehensively
• Organize and maintain departmental records and documentation
• Provide administrative back-up for other departments as needed
• Collaborate with other administrative assistants to effectively manage calendars
• Assist with projects as needed
• Assist with onboarding new associates/contractors

What you bring

• 5+ years of experience as a senior administrative assistant
• Ability to effectively process a large amount of information daily with the capability to spot important topics and make connections between disparate items
• Must filter information with a keen judgment of relevancy and urgency and often provide high level summaries of critical information to executive
• Exceptional time management, organizational and prioritization skills with an emphasis on follow-through and attention to detail
• Strong skills in PowerPoint, Excel, Word, Outlook, Teams and other Microsoft Office programs
• Exceptional communication skills, confidence and professional presence
• Highest level of integrity and the ability to ensure security of confidential information
• Proactive, proven good judgment and creative problem-solving skills
• Strong written communication and proof-reading skills
• Ability to work independently and be a team player
• Strong interpersonal skills
• Strong interest in learning new tasks
• Flexibility within a changing environment

Employee Benefits & Well-Being

Genworth employees make a difference in people’s lives every day. We’re committed to making a difference in our employees’ lives.

• Competitive Compensation & Total Rewards Incentives
• Comprehensive Healthcare Coverage
• Multiple 401(k) Savings Plan Options
• Auto Enrollment in Employer-Directed Retirement Account Feature (100% employer-funded!)
• Generous Paid Time Off – Including 12 Paid Holidays, Volunteer Time Off and Paid Family Leave
• Disability, Life, and Long Term Care Insurance
• Tuition Reimbursement, Student Loan Repayment and Training & Certification Support
• Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management)
• Caregiver and Mental Health Support Services

ADDITIONAL

• At this time, Genworth will not sponsor a new applicant for employment authorization for this position.
• No agencies please.

To provide general secretarial support to the practice manager, doctors and health professionals, involving word processing and audio typing skills with general clerical work. Job responsibilities: To provide an efficient audio, copy typing and word processing service for GPs and health professionals as required. This includes the typing of letters, reports, patient referrals, minutes, memorandums, etc. in an accurate and quality manner. To assist the practice manager with all clerical and administrative duties. To make appointments, bookings and admissions as required. To liaise and arrange meetings as required and to attend meetings and take minutes. To establish and maintain filing and administrative systems so that written or computer information is easily accessible and secure. To retrieve medical records and assist the completion of medical/insurance records. File patient records and correspondence in patient medical records. To receive incoming and initiate outgoing telephone calls in order to facilitate timely and appropriate communications with others, taking messages and dealing with appropriate queries. To maintain the computer clinic system in an accurate and secure manner. To assist with the gathering of statistics and information when required. To provide cover for members of the secretarial team during periods of sickness and annual leave. To order and maintain adequate supplies of office stationery in order to perform secretarial duties. To receive and dispatch mail and maintain a pending system. Administration To have a thorough knowledge of all Practice procedures. To work in accordance with written protocols Photocopy as requested Qualifications/Essential skills: Excellent written and oral communication skills Desire to work as part of a team as well as independently IT/keyboard skills Previous experience in administration/medical secretarial work Ability to use initiative Other Tasks Ensure building security have thorough knowledge of doors/windows/alarm. Any other tasks allocated by practice manager or partners Confidentiality: In the course of seeking treatment, patients entrust us with, or allow us to gather, sensitive information in relation to their health and other matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately In the performance of the duties outlined in this Job Description, the post-holder may have access to confidential information relating to patients and their carers, Practice staff and other healthcare workers. They may also have access to information relating to the Practice as a business organisation. All such information from any source is to be regarded as strictly confidential Information relating to patients, carers, colleagues, other healthcare workers or the business of the Practice may only be divulged to authorised persons in accordance with the Practice policies and procedures relating to confidentiality and the protection of personal and sensitive data Health & Safety: The post-holder will assist in promoting and maintaining their own and others health, safety and security as defined in the practice Health & Safety Policy and the practice Infection Control policy and published procedures. This will include: Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks Making effective use of training to update knowledge and skills Using appropriate infection control procedures, maintaining work areas in a tidy and safe way and free from hazards Actively reporting of health and safety hazards and infection hazards immediately when recognised Keeping own work areas and general / patient areas generally clean, assisting in the maintenance of general standards of cleanliness consistent with the scope of the job holders role Undertaking periodic infection control training (minimum annually) Reporting potential risks identified Equality and Diversity: The post-holder will support the equality, diversity and rights of patients, carers and colleagues, to include: Acting in a way that recognizes the importance of peoples rights, interpreting them in a way that is consistent with Practice procedures and policies, and current legislation Respecting the privacy, dignity, needs and beliefs of patients, carers and colleagues Behaving in a manner which is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights. Personal/Professional Development: The post-holder will participate in any training programme implemented by the Practice as part of this employment, such training to include: Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work Quality: The post-holder will strive to maintain quality within the Practice, and will: Alert other team members to issues of quality and risk Assess own performance and take accountability for own actions, either directly or under supervision Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the teams performance Work effectively with individuals in other agencies to meet patients needs Effectively manage own time, workload and resources Communication: The post-holder should recognize the importance of effective communication within the team and will strive to: Communicate effectively with other team members Communicate effectively with patients and carers Recognize peoples needs for alternative methods of communication and respond accordingly Contribution to the Implementation of Services: The post-holder will: Apply Practice policies, standards and guidance Discuss with other members of the team how the policies, standards and guidelines will affect own work Participate in audit where appropriate This list is not exhaustive and is subject to change

03/23/2024

Address:

8180 No 2 Road, Unit 192

Retail Banking Sales & Service

Fluency in English (Must) and Chinese languages (asset)

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$37,500.00 - $69,500.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

PURPOSE AND SCOPE:

The Secretary/ Receptionist performs general clerical support and office duties for the department and its Management.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

• Performs basic administrative functions including preparation of business correspondence, memorandums, informational packages, training materials and reports.
• Assists with scheduling.
• Maintains calendar and daily schedules.
• Maintains departmental tracking logs.
• Greets visitors and directs them to the appropriate location or person as needed.
• Establishes and maintains filing systems and basic databases as applicable.
• Performs routine general office duties such as filing, copying, and scanning.
• Provides general clerical support to management staff including scheduling meetings, routing phone calls and taking messages.
• Records minutes of meetings and providing the resulting documents as necessary.
• Sorts and distributes mail.
• Maintains inventory of the necessary office forms and supplies.
• Escalates issues to supervisor for resolution, as deemed necessary.
• Assist with various projects as assigned by direct supervisor.
• Other duties as assigned.

 Additional responsibilities may include focus on one or more departments or locations.  See applicable addendum for department or location specific functions.

PHYSICAL DEMANDS AND WORKING CONDITIONS:

• The physical demands and 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.

EDUCATION:

High School Diploma required

EXPERIENCE AND REQUIRED SKILLS:

• 1 – 2 years’ related experience.
• Knowledge of office procedures required.
• Proficient in Microsoft office applications.
• Good interpersonal and communication skills required.
• Pleasant telephone manner.

EO/AA Employer: Minorities/Females/Veterans/Disability/Sexual Orientation/Gender Identity

Fresenius Medical Care North America maintains a drug-free workplace in accordance with applicable federal and state laws.

EO/AA Employer: Minorities/Females/Veterans/Disability/Sexual Orientation/Gender Identity

 

Fresenius Medical Care North America maintains a drug-free workplace in accordance with applicable federal and state laws.

04/29/2024

Address:

5300 No. 3 Road, Unit 322

Retail Banking Sales & Service

Boldly Grow the Good and Be a part of BMO's excellent Personal Banker team where you will be provided with an online and in-person training program that you can apply along with your own sales and customer service experiences to deliver exceptional service to BMO's existing and prospective customers. This is a chance to accelerate your career and live in the top 10 most desirable places in the world with world-class nature/city, a thriving economy, and a bounty of opportunities balanced with a comfortable, relaxed lifestyle.

Join a buzzing team who are serving the community with terrific service and providing outstanding banking solutions to achieve above standard service and branch recognition! This team also cares about you and your development which means you can pave the way to drive your skills, learning and career growth with BMO.

We are growing and hiring for multiple locations throughout the Lower Mainland.

Secondary language fluency in Mandarin, Cantonese, Farsi, Punjabi, Hindi, Tagalog, Korean, or French are strong assets, not mandatory.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.

• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).

• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.

• Supports customer transactions needs based on customer traffic.

• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.

• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.

• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.

• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.

• Acts as a key member of a collaborative and versatile branch and market team.

• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.

• Organizes work information to ensure accuracy and completeness.

• Takes the initiative to find creative approaches that make each customer’s experience feel personal.

• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.

• Contributes to business results and the overall experience delivered in the branch.

• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.

• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.

• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.

• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.

• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.

• Complies with legal and regulatory requirements for the jurisdiction.

• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.

• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.

• Analyzes issues and determines next steps.

• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.

• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.

• Appropriate lending qualifications and designations.

• Working knowledge of personal and small business customer needs and solutions.

• Working knowledge of retail investments and lending products.

• Experience in financial services is an asset.

• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.

• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.

• Passionate commitment to helping our customers.

• Drive to deliver a personal customer experience.

• A focus on results and the ability to thrive in a consultative sales and team-based environment.

• Resourceful self-starter with courage and confidence to approach customers.

• Readiness to collaborate and work in different capacities as part of a team.

• Strong interpersonal skills, including the ability to build rapport and connections with customers.

• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.

• Specialized knowledge.

• Verbal & written communication skills - Good.

• Organization skills - Good.

• Collaboration & team skills - Good.

• Analytical and problem solving skills - Good.

$37,500.00 - $69,500.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job Description:

This position provides administrative support to the Dean’s Office, its executive level staff, and other areas as designated to enable maximum productivity and effectiveness of the Dean’s Office and the mission of the Division of Biology and Medicine, including the Warren Alpert Medical School. The Administrative Coordinator is responsible for providing administrative and reception support for the Dean’s Office suite; scheduling and planning meetings for assigned senior administrative staff; providing administrative program support for the Medical Physics master’s program; and, providing assistance in managing 30+ Google calendars for medical school related academic classes and events with constantly shifting and growing complex needs. Overall support needs include assisting with the day-to-day logistical elements of the Dean’s Office, such as meetings, events, or other related activities; keeping up-to-date calendars; ordering and keeping an accounting of supplies, processing payments and other financial coordinator duties as assigned, and supporting the organization of larger scale events, including but not limited to Corporation and Commencement, admission days and workshops.

Qualifications

Education and Experience

• Required: Associates degree and 2 years of administrative experience (preferably in a fast‐paced academic setting) or equivalent combination of education and experience.

• Experience and demonstrated proficiency with Google Calendars, MS Office Suite (Excel, Word, PowerPoint) and Google Docs required.

• Preferred experience with Cognos and 25Live

Job Competencies

Recruiting Start Date:

2024-02-16

Job Posting Title:

Administrative Coordinator

Department:

Warren Alpert Medical School

Grade:

Grade 7

Worker Type:

Employee

Worker Sub-Type:

Regular

Time Type:

Full time

Scheduled Weekly Hours:

37.5

Position Work Location:

Hybrid Eligible

Submission Guidelines:

Please note that in order to be considered an applicant for any staff position at Brown University you must submit an application form for each position for which you believe you are qualified. Applications are not kept on file for future positions. Please include a cover letter and resume with each position application.

Still Have Questions?

If you have any questions you may contact employment@brown.edu.

EEO Statement:

Brown University is an E-Verify Employer.

As an EEO/AA employer, Brown University provides equal opportunity and prohibits discrimination, harassment and retaliation based upon a person’s race, color, religion, sex, age, national or ethnic origin, disability, veteran status, sexual orientation, gender identity, gender expression, or any other characteristic protected under applicable law, and caste, which is protected by our University policies.

03/23/2024

Address:

3880, No 3 Road, Unit 100

Retail Banking Sales & Service

Fluency in English, Mandarin and Cantonese are most preferred

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall business objectives.

• Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities.
• Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions).
• Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast.
• Supports customer transactions needs based on customer traffic.
• Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.
• Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes.
• Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines.
• Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank’s policies and procedures.
• Acts as a key member of a collaborative and versatile branch and market team.
• Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
• Organizes work information to ensure accuracy and completeness.
• Takes the initiative to find creative approaches that make each customer’s experience feel personal.
• Looks for ways to contribute to the ongoing improvement of the overall branch customer experience.
• Contributes to business results and the overall experience delivered in the branch.
• May work at multiple branches based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
• Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
• Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
• Complies with legal and regulatory requirements for the jurisdiction.
• Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.
• Appropriate lending qualifications and designations.
• Working knowledge of personal and small business customer needs and solutions.
• Working knowledge of retail investments and lending products.
• Experience in financial services is an asset.
• Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
• Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience.
• Passionate commitment to helping our customers.
• Drive to deliver a personal customer experience.
• A focus on results and the ability to thrive in a consultative sales and team-based environment.
• Resourceful self-starter with courage and confidence to approach customers.
• Readiness to collaborate and work in different capacities as part of a team.
• Strong interpersonal skills, including the ability to build rapport and connections with customers.
• An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

$37,500.00 - $69,500.00

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

• Provides personal financial counseling and management services directly to service members and their families.

• Assists service members in establishing a spending plan for extended absences.

• Develops and makes available informational financial materials to service members and families.

• Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

• Responds to requests for age-appropriate classes or seminars.

• Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

• Manages duty to warn situations according to Department of Defense (DoD) protocol.

• Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

• Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

• All other duties as assigned.

Other Job Requirements

Responsibilities

Bachelor's degree required.

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.

May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.

3+ years of financial counseling experience.

Must be a U.S. citizen and speak fluent English.

Be able to obtain a favorably adjudicated Tier 1 investigation.

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor - Army National Guard, Richmond, VA

Grade

23

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise

License and Certifications - Preferred

Salary Range

Salary Minimum:

$53,125

Salary Maximum:

$84,995

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.