- Data Collection: Gather financial data from clients to help form comprehensive plans.
- Research: Investigate financial products and market trends, then summarize findings for advisors.
- Client Interaction: Handle routine client requests and set up meetings.
- Compliance: Maintain accurate client documentation, ensuring regulatory standards are met.
- Implementation: Aid advisors in enacting their financial recommendations for clients.
- High School Diploma or equivalent
- Education: Bachelor's degree in finance, economics, business, or related field (preferred)
- Experience: Prior experience in the financial services industry preferred.
- Technical Skills: Proficiency in financial planning software and tools; familiarity with Microsoft Excel.
- Soft Skills: Strong communication, organizational, and analytical abilities.
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Prior Authorizations Specialist
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Bryan Health Kearney, United StatesProvides clerical and administrative support to the unit. Works with multiple insurance companies and personalities to obtain prior authorizations. Assures responsibility for professional development and practice. Maintains a safe work environment. A Authorization, Specialist, He ...
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Cardiovascular Technologist
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BryanLGH Medical Center Kearney, United StatesProvides direct, safe, competent and quality patient care in the Interventional Cardiology and Radiology department (also known as Cath Lab).# Assists in the performance of various invasive cardiac, peripheral vascular or interventional radiology diagnostic and therapeutic proced ...
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Cardiovascular Technologist
3 weeks ago
Bryan Health Kearney, United StatesProvides direct, safe, competent and quality patient care in the Interventional Cardiology and Radiology department (also known as Cath Lab). Assists in the performance of various invasive cardiac, peripheral vascular or interventional radiology diagnostic and therapeutic procedu ...
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IT Field Support Technician_Kearney
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Red Knight Solutions, LLC Kearney, United StatesJob Description · Job DescriptionOur mission is simple: we want to partner with you to find the right position for your future. Our SWAT team approach is based on our ability to align your expertise with our clients' needs to forge long-lasting partnerships. · Red Knight Solution ...
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Prior Authorization Specialist
1 week ago
Kearney Regional Medical Center Kearney, United StatesLocation field must contain 'city, state' or a zip code to perform a radius search (e.g., · Denver, CO · or · City and state must be separated by a comma followed by a space (e.g., · Houston, TX ) · Prior Authorizations Specialist · Kearney Regional Medical Center · Kearney ...
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Compliance Specialist
16 hours ago
State of Nebraska Kearney, United StatesThe work we do matters · Hiring Agency: · Health & Human Services - Agency 25 · Location: · Kearney Job Posting · Hiring Rate: · $19.630 · Classification Salary Range: · $ $28.94 · Job Posting: · JR Compliance Specialist (Open) · Applications No Longer Accepted On (If ...
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Cath Lab Physician Assistant
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BryanLGH Medical Center Kearney, United StatesProvides direct, safe, competent and quality patient care in the Interventional Cardiology and Radiology department (also known as Cath Lab).# Assists in the performance of various invasive cardiac, peripheral vascular or interventional radiology diagnostic and therapeutic proced ...
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Cath Lab Physician Assistant
2 weeks ago
Bryan Health Kearney, United StatesProvides direct, safe, competent and quality patient care in the Interventional Cardiology and Radiology department (also known as Cath Lab). Assists in the performance of various invasive cardiac, peripheral vascular or interventional radiology diagnostic and therapeutic procedu ...
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Commodity Accounting Specialist
16 hours ago
The Andersons, Inc. Kearney, United StatesFor assistance on how to apply, please click here · Job Description: · Join Our Team as a Commodity Accounting Specialist in the Agriculture Industry at The Andersons in Kearney, NE · Position Overview · In the last 75 years, The Andersons, Inc. has grown from a single grain ...
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Engineering Purchasing Specialist
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Parker Hannifin Corporation Parker Aerospace Group Kearney, United StatesEngineering Purchasing Specialist · Location: KEARNEY, NE, United States · Job Family · : Mfg & Prod Engineering · Job Type · : Regular · Posted · : May 17, 2024 · Job ID: 49001 · Back to Search Results · Job Description · Apply Now > · Save Job · Job Saved · As an integral par ...
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Cath Lab RN
2 weeks ago
BryanLGH Medical Center Kearney, United StatesProvides direct, safe, competent and quality patient care in the Interventional Cardiology # Radiology department (also known as Cath Lab).# Supports the medical care of patients requiring various invasive cardiac, peripheral vascular or interventional radiology diagnostic and th ...
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Cath Lab RN
3 weeks ago
Bryan Health Kearney, United StatesProvides direct, safe, competent and quality patient care in the Interventional Cardiology & Radiology department (also known as Cath Lab). Supports the medical care of patients requiring various invasive cardiac, peripheral vascular or interventional radiology diagnostic and the ...
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Sr Facility EHS Specialist
1 week ago
Parker Hannifin Corporation KEARNEY, United StatesSr Facility EHS Specialist · Location : KEARNEY, NE, United States · Job Family : Manufacturing and Production · Job Type : Regular · Posted : Feb 5, 2024 · Job ID : 46420 · Back to Search Results · Job Description · Apply Now > · Save JobJob Saved · Lead, manage and coordinate a ...
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Cardiovascular Technologist
3 weeks ago
Kearney Regional Medical Center Kearney, United StatesCardiovascular Technologist · Kearney Regional Medical Center · Kearney, NE · Cardiac Cath Lab · Nursing Support · Day shift · Full-time · Onsite Only · Req #:30297 · Provides direct, safe, competent and quality patient care in the Interventional Cardiology and Radiology departme ...
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Prior Authorization Specialist
1 week ago
Kearney Regional Medical Center Kearney, United StatesPrior Authorizations Specialist · Kearney Regional Medical Center · Kearney, NE · Pvmc Clinical Staff · Professional Non-Clinical · Day shift · Full-time · Onsite Only · Req #:30614 · Provides clerical and administrative support to the unit. Works with multiple insurance companie ...
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IT Field Support Technician_Kearney
2 weeks ago
Red Knight Solutions, LLC Kearney, United StatesJob Description · Job DescriptionOur mission is simple: we want to partner with you to find the right position for your future. Our SWAT team approach is based on our ability to align your expertise with our clients' needs to forge long-lasting partnerships. · Red Knight Solution ...
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Sr Facility EHS Specialist
4 days ago
Parker Hannifin Corporation Parker Aerospace Group Kearney, United StatesSr Facility EHS Specialist · Location: KEARNEY, NE, United States · Job Family · : Manufacturing and Production · Job Type · : Regular · Posted · : Feb 5, 2024 · Job ID: 46420 · Back to Search Results · Job Description · Apply Now > · Save Job · Job Saved · Lead, manage and coo ...
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Compliance Specialist
1 day ago
State of Nebraska Kearney, United StatesThe work we do matters · Hiring Agency: · Health & Human Services - Agency 25 · Location: · Kearney Job Posting · Hiring Rate: · $19.630 · Classification Salary Range: · $ $28.94 · Job Posting: · JR Compliance Specialist (Open) · Applications No Longer Accepted On (If no date is ...
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Specialist, AP/AR Experienced
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CHS Holdrege, United StatesCHS Inc. is a leading global agribusiness owned by farmers, ranchers and cooperatives across the United States that provides grain, food and energy resources to businesses and consumers around the world. We serve agriculture customers and consumers across the United States and ar ...
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Travel Dialysis Technician
3 days ago
HealthCare Support Kearney, United StatesJob Description · Job DescriptionHealthCare Support is actively seeking a Travel Dialysis Technician to fill an opening in Kearney, NB for a 13-week assignment. · Benefits of this Travel Dialysis Technician with HealthCare Support: · Immediate enrollment in Health Insurance · Den ...
Administrative Specialist - Kearney, United States - Magellan Financial & Insurance Services, Inc.
Description
Join the Stonebridge Insurance & Wealth Management team in Kearney, Nebraska, and play a pivotal role in our success. With over 15 years of expertise in wealth management and crafting effective retirement strategies, we pride ourselves on our independence and esteemed position in the market. We are dedicated to providing our clients with the critical knowledge and resources they need to make well-informed and strategic financial decisions for their future.
Salary: $40, ,000
Role Summary:
The Administrative Specialist plays a pivotal role in aiding financial advisors through important duties such as collecting client details, undertaking in-depth research, and creating preliminary financial reports and evaluations. As a vital part of the support team, Administrative Specialists provide crucial information to advisors, aiding in the decision-making process. This position is instrumental in elevating the quality of advisory services and significantly boosting client contentment.
CORE RESPONSIBILITIES
PREREQUISITES:
Why Choose Stonebridge?
Join a progressive team that values innovation and career growth. Enjoy competitive pay, a supportive environment, and numerous advancement opportunities. Your efforts will directly benefit our clients, enriching your professional journey.
We ardently support diversity and inclusion, valuing the unique insights each employee brings.
