Personal assistant jobs in Rhode Island - 19 jobs

SUMMARY: Under general supervision, but according to established policies and procedures, performs variety of non-medical duties in support of Surgical Services. Such activities include, but are not limited to, transporting patients to and from Operating Room; picking up and/or delivering supplies, materials, specimens, cultures and the like. Assists in preoperative scrubs; assists in lifting, positioning and supporting patients. Cleans and prepares equipment utilized in surgical procedures; prepares material for sterilization. Assists in cleaning and maintaining the operating rooms. Assembles charge form packets. Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another. In addition to our values, all employees are expected to demonstrate the core Success Factors which tell us how we work together and how we get things done. The core Success Factors include: Instill Trust and Value Differences Patient and Community Focus and Collaborate RESPONSIBILITIES: Transports patients to and from the surgical suite. Reviews preoperative patient charts in order to ensure that all forms are signed and that all tests are completed; informs appropriate nursing personnel of discrepancy. Assists in surgical room preparation by ensuring basic supplies are available such as blankets, solutions, and syringes. Cleans furniture and equipment between cases. Obtains necessary supplies and equipment required for specific procedure.Assists in prepping patients for surgery; assists with preoperative scrubs; lifts and moves and positions patients, supports and holds patients for spinal anesthesia injection and the like.Routinely inventories, requisitions, receives and stocks supplies in established areas, including sterile linen, instruments, scrub clothes and the like in order to ensure availability to meet anticipated needs.Picks up supplies and materials for Surgical Services from various areas of the Hospital such as pharmaceuticals, blood and plasma, as well as routine supplies required by the department. Delivers cultures and surgery specimens to designated areas of the Hospital for analysis as appropriate.Assists in general cleaning and maintenance of the Operating Room such as washing equipment, sorting and stocking supplies, cleaning room, washing stretchers and changing light bulbs and the like.Cleans, dries, packages and seals a variety of supplies and material to be sterilized, such as washing, assembling and wrapping basin sets for sterilization. Occasionally operates steam/water pressure sterilizers in order to clean and sterilize items.Assembles patient record packs of charge slips, appropriate for specific surgical procedure, to be completed by others. MINIMUM QUALIFICATIONS: BASIC KNOWLEDGE:High School Diploma or GED required.Ability to recognized changes in patient's condition and report such to nursing personnel.Ability to perform simple numerical calculations in order to calculate and requisition supplies.Knowledge of aseptic techniques in order to ensure proper cleaning of rooms, equipment and materials.Demonstrated knowledge and skills necessary to provide care to patients with consideration of aging processes, human development stages and cultural patterns in each step of the care process.Ability to read, write and understand English, with ability to perform simple numerical calculations.EXPERIENCE:One to three months' on-the-job training and experience. WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS:Physical abilities to transport patients throughout the Hospital, to assist in lifting and positioning patients and to clean and set up equipment.Works in the Operating Room area and is exposed to odors, bodily fluids, etc. when assisting with patients. Required to work for extended periods in standing position when assisting with preoperative procedures.Some exposure to chemical fumes and infectious disease when cleaning equipment and rooms.Frequent standing, walking, lifting and carrying in order to clean equipment and replenish supplies, transport patients and materials and stock areas.Hazards of injury are minimized by adherence to established safety precautions.SUPERVISORY RESPONSIBILITY: None. Pay Range: * Brown University Health is committed to providing equal employment opportunities and maintaining a work environment free from all forms of unlawful discrimination and harassment. Location: Rhode Island Hospital - 593 Eddy Street Providence, Rhode Island 02903 Work Type: M-F 11pm-7:30am, alternating weekends and holidays Work Shift: Night Driving Required: No Union: International Brotherhood Teamsters

Job Description Certified Medication Technician (CMT) for Assisted Living Full Time Nights + Every Other Weekend ** Pay rates between $18 - 21.66/hr** Our Mission of Caring extends not only to the individuals we serve but also, to our employees. We are committed to Superior Staffing Ratios and require no mandated shifts. - Trusted Care Since 1882! - Responsibilities of a Med Tech/CNA: Maintaining quality and consistent nursing care for assigned units. Qualifications for a Med Tech/CNA: Current and valid license in Rhode Island as a Medication Aide and Nursing Assistant What does SEC offer employees? Our holistic benefit options encompass your Health and Wellbeing, your individual and family needs, your professional growth, and more by including: Competitive pay, including shift & weekend differentials Flexible Scheduling Options Blue Cross Blue Shield Health Insurance & Delta Dental Insurance offered for employees working 20+ hours/week 403B Employer Contribution Plan Tuition and Loan Reimbursement Career advancement & training opportunities to support individual employee goals Free CNA Training program Childcare Reimbursement Program Employee Referral Bonus Why choose SEC? We are a non-profit community, providing quality care to older adults and people with physical disabilities. Trusted Care Since 1882, we have been committed to supporting our community with compassionate and innovative care! Saint Elizabeth Community includes 7 beautifully maintained Rhode Island locations offering apartments for Independent Seniors, Home Care Services, Adult Day Centers, Assisted Living, Skilled Nursing, Rehabilitation, and more! Apply today to contribute to, and personally experience the Saint Elizabeth Community Mission of Caring. EEOC - We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status

Hours: 6:00am - 2:30pm Who we are: Spire Orthopedic Partners is a growing national partnership of orthopedic practices that provides the support, capital and operational resources physicians need to grow thriving practices for the future. As a Management Services Organization (MSO), Spire provides the infrastructure for administrative operations that allows practices to operate at their highest level, so doctors can focus their efforts on what matters most - patient care. Headquartered in Stamford, Connecticut, the Spire network spans the Northeast with more than 165 physicians, 1,800 employees, 285 other clinical providers and 40 locations in New York, Connecticut, Rhode Island and Massachusetts. Ortho Rhode Island is a world-class group of talented providers and professionals, all working together to offer value and quality in everything we do. Each Ortho Rhode Island team member is dedicated to thinking like a patient, and to offering the best experience in our industry, driven by our core values: delivering on our word, respecting each other, innovating in orthopedics, valuing every individual, and engaging our community. What you'll do: Responsibilities/Duties: * Prepares the operating room at the beginning of the day by sanitizing all flat surfaces and equipment using special cleaners known as germicides. * Assists the surgical team in positioning patients. * Sweep and mop floors between surgical procedures; more often if necessary. * Assists in transferring patients from the operating room bed to the recovery stretchers and cleans the operating room for the next procedure. * Changing bed sheets between surgical procedures. * Responsible for the management of linen and scrub attire. * Assists the Materials Manager with inventory receiving and controls. * May be asked to assist clinical staff in picking cases for future surgical procedures. * Complies with the facility's time and attendance policy. * Promotes teamwork between people, departments and services. * Uses effective communication skills to create a culture of collaboration and respect. * Accepts suggestions and feedback from others. * Adheres to the professional standards set forth in the Employee Handbook. * Performs other duties as assigned.

As an Early Years Assistant, the learning never stops. That's why we give you the opportunities to learn and develop the skills you need to build your career in our Little Pioneers nurseries. You don't need to be qualified to help us deliver our vision of being the leading Early Years provider. Whether you're looking for full time, part time or flexible hours we have positions to suit your work life balance. What will the role involve? As an Early Years Assistant, you will work in unity to achieve all-round outstanding results in the room, and for children. You will support the education and development of your key children, providing opportunities for learning through exciting play that sparks curiosity. As a key part of the team, you will be committed to delivering high-quality care and early education, bringing buckets of passion and enthusiasm Who are we looking for? • An Enhanced DBS check (we'll cover the costs!) • Someone who is open, honest and compassionate • Inspiring and passionate about Early Years and working with children • An understanding of safeguarding and EYFS Download our full Job Description for more information about the role What can we offer you? • Employee Discounts - Save up to 60% off Childcare, 20% off your Food Shop and 15% off your next Holiday • 30 Days Annual Leave - Rising with service up to a maximum of 37 days • Health and Wellbeing Programmes - Benefit from our Stream App and our partnership with Grocery Aid for financial and mental health support • Full Training and Accredited Development Plans • Enhanced Maternity, Paternity and Family leave and more! If you are interested in this role or would like more information, email our team at [email protected]

Women & Infants Hospital, one of the nation s leading specialty hospitals for women and newborns, is seeking a full time medical oncology Nurse Practitioner or Physician Assistant to join our renowned Women s Oncology program in Providence, RI. 100% outpatient practice with dedicated charting hours and no call Co-manage breast cancer patients alongside Surgeons and Medical Oncologist Brand new office located next to WIH Women s Choice Award Winner and multiple Centers of Excellence Medical Education available with students, residents, and fellows Fully integrated EMR across the healthcare system Collaborative care with Women & Infants and Brown University s sub-specialty physicians Women & Infants Hospital, part of the Care New England health system, is the region s premier hospital for women and newborns and a Designated Baby-Friendly USA hospital. It is the nation s ninth largest stand-alone obstetrical service and operates one of the nation s largest single-family room neonatal intensive care units, with close to 9,000 births a year and 7,000 surgeries. It is also the leading hospital in the region for women seeking treatment for infertility, incontinence, gynecologic and breast cancers, high-risk and normal obstetrics, postpartum depression, gastrointestinal disorders and other medical conditions. Based in Providence, Rhode Island which combines the accessibility and friendliness of a small town with the culture and sophistication of a big city. In addition to Brown University, Providence is home to a other well-renowned higher education institutions including Johnson & Wales, Providence College and Rhode Island School of Design. The newly renovated airport was named the third best in the country by Conde Nast Traveler in 2015 and the railway service is juxtaposed between Boston and New York City. There are numerous destinations within a short drive, including the mansions of Newport the ferry connecting to Block Island as well as an easy drive to the amenities of bordering Massachusetts and Connecticut. Seafood, culture, the arts and sporting events abound. For more information, please contact Nicole Murray at ****************** Care New England Health System is an equal opportunity employer. We seek candidates who embrace and reflect diversity in the broadest sense.

SUMMARY: Under general supervision, but according to established policies and procedures, performs variety of non-medical duties in support of Surgical Services. Such activities include, but are not limited to, transporting patients to and from Operating Room; picking up and/or delivering supplies, materials, specimens, cultures and the like. Assists in preoperative scrubs; assists in lifting, positioning and supporting patients. Cleans and prepares equipment utilized in surgical procedures; prepares material for sterilization. Assists in cleaning and maintaining the operating rooms. Assembles charge form packets. Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another. In addition to our values, all employees are expected to demonstrate the core Success Factors which tell us how we work together and how we get things done. The core Success Factors include: Instill Trust and Value Differences Patient and Community Focus and Collaborate RESPONSIBILITIES: Transports patients to and from the surgical suite. Reviews preoperative patient charts in order to ensure that all forms are signed and that all tests are completed; informs appropriate nursing personnel of discrepancy. Assists in surgical room preparation by ensuring basic supplies are available such as blankets, solutions, and syringes. Cleans furniture and equipment between cases. Obtains necessary supplies and equipment required for specific procedure. Assists in prepping patients for surgery; assists with preoperative scrubs; lifts and moves and positions patients, supports and holds patients for spinal anesthesia injection and the like. Routinely inventories, requisitions, receives and stocks supplies in established areas, including sterile linen, instruments, scrub clothes and the like in order to ensure availability to meet anticipated needs. Picks up supplies and materials for Surgical Services from various areas of the Hospital such as pharmaceuticals, blood and plasma, as well as routine supplies required by the department. Delivers cultures and surgery specimens to designated areas of the Hospital for analysis as appropriate. Assists in general cleaning and maintenance of the Operating Room such as washing equipment, sorting and stocking supplies, cleaning room, washing stretchers and changing light bulbs and the like. Cleans, dries, packages and seals a variety of supplies and material to be sterilized, such as washing, assembling and wrapping basin sets for sterilization. Occasionally operates steam/water pressure sterilizers in order to clean and sterilize items. Assembles patient record packs of charge slips, appropriate for specific surgical procedure, to be completed by others. MINIMUM QUALIFICATIONS: BASIC KNOWLEDGE: High School Diploma or GED required. Ability to recognized changes in patient's condition and report such to nursing personnel. Ability to perform simple numerical calculations in order to calculate and requisition supplies. Knowledge of aseptic techniques in order to ensure proper cleaning of rooms, equipment and materials. Demonstrated knowledge and skills necessary to provide care to patients with consideration of aging processes, human development stages and cultural patterns in each step of the care process. Ability to read, write and understand English, with ability to perform simple numerical calculations. EXPERIENCE: One to three months' on-the-job training and experience. br /WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS: Physical abilities to transport patients throughout the Hospital, to assist in lifting and positioning patients and to clean and set up equipment. Works in the Operating Room area and is exposed to odors, bodily fluids, etc. when assisting with patients. Required to work for extended periods in standing position when assisting with preoperative procedures. Some exposure to chemical fumes and infectious disease when cleaning equipment and rooms. Frequent standing, walking, lifting and carrying in order to clean equipment and replenish supplies, transport patients and materials and stock areas. Hazards of injury are minimized by adherence to established safety precautions. SUPERVISORY RESPONSIBILITY: None. Pay Range: $21.13-$21.65 Brown University Health is committed to providing equal employment opportunities and maintaining a work environment free from all forms of unlawful discrimination and harassment. Location: Rhode Island Hospital - 593 Eddy Street Providence, Rhode Island 02903 Work Type: M-F 7:00 am - 3:30 pm, alternating weekends and holidays Work Shift: Day Driving Required: No Union: International Brotherhood Teamsters

Women & Infants Hospital, one of the nations leading specialty hospitals for women and newborns, is seeking a full time medical oncology Nurse Practitioner or Physician Assistant to join our renowned Womens Oncology program in Providence, RI. * 100% outpatient practice with dedicated charting hours and no call * Co-manage breast cancer patients alongside Surgeons and Medical Oncologist * Brand new office located next to WIH * Womens Choice Award Winner and multiple Centers of Excellence * Medical Education available with students, residents, and fellows * Fully integrated EMR across the healthcare system * Collaborative care with Women & Infants and Brown Universitys sub-specialty physicians Women & Infants Hospital, part of the Care New England health system, is the regions premier hospital for women and newborns and a Designated Baby-Friendly USA hospital. It is the nations ninth largest stand-alone obstetrical service and operates one of the nations largest single-family room neonatal intensive care units, with close to 9,000 births a year and 7,000 surgeries. It is also the leading hospital in the region for women seeking treatment for infertility, incontinence, gynecologic and breast cancers, high-risk and normal obstetrics, postpartum depression, gastrointestinal disorders and other medical conditions. Based in Providence, Rhode Island which combines the accessibility and friendliness of a small town with the culture and sophistication of a big city. In addition to Brown University, Providence is home to a other well-renowned higher education institutions including Johnson & Wales, Providence College and Rhode Island School of Design. The newly renovated airport was named the third best in the country by Conde Nast Traveler in 2015 and the railway service is juxtaposed between Boston and New York City. There are numerous destinations within a short drive, including the mansions of Newport the ferry connecting to Block Island as well as an easy drive to the amenities of bordering Massachusetts and Connecticut. Seafood, culture, the arts and sporting events abound. For more information, please contact Nicole Murray at

Under the direction of the Day Center Director (DCD), plans and creatively implements daily activity programs such as exercise groups, weekly devotions, spelling bees, special event planning, educational programs, manicures, arts and crafts and trips. Contacts and visits nursing homes regarding Participants that have been placed. Assesses activity involvement and works with SNF to impact Participants in these settings. Responsible for Initial, Annual, and Semi-annual Life Enrichment assessments in accordance with the Outcome Based activity model. Responsible for attending all assigned team and care plan meetings. Assists in tracking participant's activity attendance. Attends any appropriate in-service education programs offered in or out of the facility as requested by the DCD. Assists CNAs with set up and break down of mealtimes. Knowledge of special diets for participants and maintains appropriate food and snack selections. Required to travel throughout the state when necessary and requested by DCD. Identifies problems, establishes realistic and measurable goals, and sets up treatment plans for participants in the ADHC environment and in the home, setting. Provides documentation into progress notes for significant events related to activities both in the ADHC and in the home setting and reports to the day center nurse any visible changes to the participants. Demonstrates and appreciates programming for regular educational and cultural programs, including exercise, arts and crafts, music appreciation and spirituality, etc. Carries out Individual and group activities tailored to the needs and limitations of participants both in the ADHC and in the home setting. Protects privacy and maintains confidentiality of employees, participants, and agency information. Assists in the orientation of new participants to the program and ensures inclusion into the day center if applicable. Stays current in terms of cultural competencies that impact the care provided to participants. Demonstrates an understanding of the importance of clear, thorough documentation as crucial to good participant care; completes and enters accurate, thorough participant documentation in the electronic health record; enters documentation for assessments, orders, and notes within required time frames. All other duties as assigned by DCD. Required Skills & Abilities: Ability to maintain confidentiality Dependable and punctual with ability to maintain consistent attendance Ability to read, write and comprehend English Ability to maintain sound judgement under stress and communicate effectively Ability to proficiently perform clinical/skilled tasks associated within scope of position Proficiency with MS Office Suite or similar software Education Requirement: High School Diploma or Equivalent, Required Physical Requirements: Physical ability to regularly stoop, bend, kneel, lift, stand, walk, stretch and reach for extended periods of time. Must be able to lift up to 10 pounds and at times up to 20 pounds. Must have hearing and vision abilities within normal range (corrected) to drive safely and/or to observe and communicate with participants. Must be able to navigate various departments of the organization's physical premises as well as related community care settings. Must be able to tolerate conditions typically associated within a medical office and/or home care setting including potential exposure to bloodborne pathogens and infectious diseases. Experience: 1 Year of Relevant Work Experience, Required 1 Year of Experience working with a frail or elderly population, Preferred License & Certification Requirements: None Position Requirements: Driver's License & access to reliable transportation Monday - Friday 10:00am-2:00pm

If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate. In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis. You are responsible for the new account opening process, while maintaining the highest level of accuracy. You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Travel within assigned geographic location may be required. Primary responsibilities include + Serve as liaison between clients, financial advisor(s), and internal departments + Complete new client onboarding and service requests for existing clients + Schedule/confirm client appointments + Submit cases into workflow and follow through to funding + Manage CRM and pipeline entry + Sustain expertise on operational processes and systems Qualifications, Education, Certifications and/or Other Professional Credentials + College degree in a business-related field preferred or a High School Degree/GED with a minimum 3 or more years industry experience + A combination of Life and Health, Series 6, and/or Life and Health, SIE licenses required + Must be able to obtain Series 7 and 66 within specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and written communications skills + Proficiency in Microsoft Office; experience with Salesforce a plus + Self-motivated, organized, detail-oriented, confident and ability to multitask and prioritize + Continuously exhibits personal integrity, professional initiative, highly adaptable to change and open to new ideas + A track record of working effectively in a team environment and building strong relationships with teammates, business partners and specialists + Demonstrated job stability Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. 02/05/2026

Job Title: Assistant Coach - Football Class Title: Part time Salary Range: $ 2,964.26 to $ 3,495.69 stipend Hours per week: 25 Job Summary: The Assistant Coach will carry out the objectives of the sport program as outlined by the Head Coach and Athletic Director. They will instruct student athletes in individual and team fundamentals, strategy and physical training necessary to realize a degree of individual and team success. Responsibilities: Support the Head Coach in conducting practices, motivating students, and instructing student athletes in game strategies and techniques. Assumes the responsibility of the Head Coach in his/her absence. Monitoring academic progress and encouraging student athletes to challenge themselves academically. Follow state, regional, and district regulations governing the athletic program. Work with the head coach and athletic director in scheduling facilities for practices and competitions. Model sports-like behavior and maintain appropriate conduct towards players, officials, and spectators. Establish and maintain standards of pupil behavior and provide proper supervision of athletes at all times. Follow established emergency procedures in the event of an athlete's injury. Ensure proper care, maintenance, and requisitioning of equipment, supplies, and uniforms. Participate in special activities to include parent's night, banquets, award nights, and pep assemblies. Model nondiscriminatory practices in all activities by being a model of behavior on the practice field, locker room, bus rides and game days. Provide input and execute well planned practice schedules. Attend staff development meetings, clinics, and other professional activities to improve coaching performance. Ensure safety of student-athletes and promote fair play. Communicate instructions and commands using clear, simple language. Encourage participants to gain and develop skills, knowledge and techniques; especially by demonstrating an activity by breaking the task down into a sequence.. Promote out of season competition on other WHS Athletic teams. Maintain good standing within the RI Football Coaches Association. Actively stay involved in all Thanksgiving game functions, including pre-game and post-game Qualifications: Experience: At least 2 years of relevant experience is preferred. Education: Must have a high school diploma, or equivalent. Bachelor's degree preferred. Certifications: Must have First Aid and CPR certifications at time of hire. Successfully complete the NFHS Fundamentals of Coaching Course within 30 days of hire. Annually complete the NFHS Concussion management course. Must meet the current RI Department of Education requirements and or certifications. Must meet current RIIL requirements Physical Requirements: Walk, run, climb stairs, bend and lift up to 45lbs. Must be legally authorized to work in the United States Must provide a current national background check without disqualifying results at time of hire.

If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate. In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant IIworks closely with the assigned Financial Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis. You are responsible for the new account opening process, while maintaining the highest level of accuracy. You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Travel within assigned geographic location may be required. Primary responsibilities include * Serve as liaison between clients, financial advisor(s), and internal departments * Complete new client onboarding and service requests for existing clients * Schedule/confirm client appointments * Submit cases into workflow and follow through to funding * Manage CRM and pipeline entry * Sustain expertise on operational processes and systems Qualifications, Education, Certifications and/or Other Professional Credentials * College degree in a business-related field preferred or a High School Degree/GED with a minimum 3 or more years industry experience * A combination of Life and Health, Series 6, and/or Life and Health, SIE licenses required * Must be able to obtain Series 7 and 66 within specific timeframe required * Understanding of general banking and wealth management services * Excellent verbal and written communications skills * Proficiency in Microsoft Office; experience with Salesforce a plus * Self-motivated, organized, detail-oriented, confident and ability to multitask and prioritize * Continuously exhibits personal integrity, professional initiative, highly adaptable to change and open to new ideas * A track record of working effectively in a team environment and building strong relationships with teammates, business partners and specialists * Demonstrated job stability Hours & Work Schedule * Hours per Week: 40 * Work Schedule: M-F Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award

SUMMARY: Under general supervision, but according to established policies and procedures, performs variety of non-medical duties in support of Surgical Services. Such activities include, but are not limited to, transporting patients to and from Operating Room; picking up and/or delivering supplies, materials, specimens, cultures and the like. Assists in preoperative scrubs; assists in lifting, positioning and supporting patients. Cleans and prepares equipment utilized in surgical procedures; prepares material for sterilization. Assists in cleaning and maintaining the operating rooms. Assembles charge form packets. Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another. In addition to our values, all employees are expected to demonstrate the core Success Factors which tell us how we work together and how we get things done. The core Success Factors include: Instill Trust and Value Differences Patient and Community Focus and Collaborate RESPONSIBILITIES: Transports patients to and from the surgical suite. Reviews preoperative patient charts in order to ensure that all forms are signed and that all tests are completed; informs appropriate nursing personnel of discrepancy. Assists in surgical room preparation by ensuring basic supplies are available such as blankets, solutions, and syringes. Cleans furniture and equipment between cases. Obtains necessary supplies and equipment required for specific procedure. Assists in prepping patients for surgery; assists with preoperative scrubs; lifts and moves and positions patients, supports and holds patients for spinal anesthesia injection and the like. Routinely inventories, requisitions, receives and stocks supplies in established areas, including sterile linen, instruments, scrub clothes and the like in order to ensure availability to meet anticipated needs. Picks up supplies and materials for Surgical Services from various areas of the Hospital such as pharmaceuticals, blood and plasma, as well as routine supplies required by the department. Delivers cultures and surgery specimens to designated areas of the Hospital for analysis as appropriate. Assists in general cleaning and maintenance of the Operating Room such as washing equipment, sorting and stocking supplies, cleaning room, washing stretchers and changing light bulbs and the like. Cleans, dries, packages and seals a variety of supplies and material to be sterilized, such as washing, assembling and wrapping basin sets for sterilization. Occasionally operates steam/water pressure sterilizers in order to clean and sterilize items. Assembles patient record packs of charge slips, appropriate for specific surgical procedure, to be completed by others. MINIMUM QUALIFICATIONS: BASIC KNOWLEDGE: High School Diploma or GED required. Ability to recognized changes in patient's condition and report such to nursing personnel. Ability to perform simple numerical calculations in order to calculate and requisition supplies. Knowledge of aseptic techniques in order to ensure proper cleaning of rooms, equipment and materials. Demonstrated knowledge and skills necessary to provide care to patients with consideration of aging processes, human development stages and cultural patterns in each step of the care process. Ability to read, write and understand English, with ability to perform simple numerical calculations. EXPERIENCE: One to three months' on-the-job training and experience. br /WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS: Physical abilities to transport patients throughout the Hospital, to assist in lifting and positioning patients and to clean and set up equipment. Works in the Operating Room area and is exposed to odors, bodily fluids, etc. when assisting with patients. Required to work for extended periods in standing position when assisting with preoperative procedures. Some exposure to chemical fumes and infectious disease when cleaning equipment and rooms. Frequent standing, walking, lifting and carrying in order to clean equipment and replenish supplies, transport patients and materials and stock areas. Hazards of injury are minimized by adherence to established safety precautions. SUPERVISORY RESPONSIBILITY: None. Pay Range: $21.13-$21.65 Brown University Health is committed to providing equal employment opportunities and maintaining a work environment free from all forms of unlawful discrimination and harassment. Location: Rhode Island Hospital - 593 Eddy Street Providence, Rhode Island 02903 Work Type: M-F 3 pm to 11:30 pm, alternating weekends and holidays Work Shift: Evening Driving Required: No Union: International Brotherhood Teamsters

SUMMARY: Under the general supervision of the Clinical Manager, assists the professional nurse in caring for patients through the performance of activities related to hospitality, transport, procurement of equipment and supplies and the maintenance of a clean, safe environment. All essential functions performed in this position reflect the age specific needs of the patients. Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another. In addition to our values, all employees are expected to demonstrate the core Success Factors which tell us how we work together and how we get things done. The core Success Factors include: Instill Trust and Value Differences Patient and Community Focus and Collaborate RESPONSIBILITIES: Responsible for daily cleaning of equipment used in caring for patients: including commodes, utility and storage area, kitchen room, and supplement storage cabinets and drawers. When directed by charge nurse or management, wet and clean bedside stand, other furniture, sinks, showers, IV poles/pumps. Maintains general neatness of unit to ensure hallways and general travel ways are free from obstruction. Stocks patient rooms, bedside carts with medical and/or other supplies.Disposes of linen bags. Ensures proper set up of medical equipment/supplies in each patient's room (e.g.: oxygen regulators, suction set up, etc). Delivers dirty equipment to CSD for proper cleaning (e.g.: scissors, Kelly clamps, etc.). Maintains order in utility room/s, storage area/s and kitchen/s by arranging items in their proper place, restocking shelves and checking dated items to ensure they are usable. Picks up and delivers supplies such as intravenous (IV) solutions, routine supplies, medications, laboratory specimens, medical records and equipment being repaired by Facilities Management. Checks equipment on unit (e.g.: MAK, lifts, scales, Dynamaps, BP cuffs, Telemons). Ensures all electrical equipment has up to date inspection stickers and report's findings to Clinical Manager. Notifies Clinical Manager when equipment/environment requires repair. Responds to patient call lights and immediately delivers the patients' request to person caring for the patient. Adjusts beds and responds to other similar requests and assists in lifting, positioning or getting patients out of bed as directed by the Registered Nurse. MINIMUM QUALIFICATIONS: BASIC KNOWLEDGE: High school graduate or General Equivalency Diploma. Reads, writes, and speaks English. Displays interpersonal skills to effectively interact with patients, visitors, physicians and hospital staff of all levels. Ability to identify cardiopulmonary arrest and initiate CPR. BLS Certification required. Mathematical abilities to read, interpret and document intake, and refrigerator temperature logs and order supplies. Ability to perform responsibilities in emergency/code situations. Demonstrated knowledge and skills necessary to provide care to patients throughout the patients' life span, with consideration of aging processes, human development stages and cultural patterns in each step of the care process. EXPERIENCE: Preferred but not required. Emergency Room experience preferred. Knowledge ofspecialized Emergency Medicalinstruments, equipment, procedures and practices preferred. WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS: Exposure to patient environment with associated hazards minimized by adherence to established precautions for safety, infection control and department policies and procedures. Physical ability to lift, carry, push and deliver moderately heavy supplies. Ability to stand and walk for prolonged periods while performing job duties. INDEPENDENT ACTION: Incumbent functions within a broad scope of department policies and practices; generally refers specific problems to Clinical Manager only where clarification of departmental policies and procedures may be required. SUPERVISORY RESPONSIBILITIES: None. Pay Range: $19.17-$19.52 Brown University Health is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, ethnicity, sexual orientation, ancestry, genetics, gender identity or expression, disability, protected veteran or marital status. Brown University Health is a VEVRAA Federal Contractor. Location: Rhode Island Hospital - 593 Eddy Street Providence, Rhode Island 02903 Work Type: 11:00AM-11:00PM, Every Other weekend & holiday 24 hours Work Shift: Evening Driving Required: No Union: International Brotherhood Teamsters

Job Description Under the direction of the Day Center Director (DCD), plans and creatively implements daily activity programs such as exercise groups, weekly devotions, spelling bees, special event planning, educational programs, manicures, arts and crafts and trips. Contacts and visits nursing homes regarding Participants that have been placed. Assesses activity involvement and works with SNF to impact Participants in these settings. Responsible for Initial, Annual, and Semi-annual Life Enrichment assessments in accordance with the Outcome Based activity model. Responsible for attending all assigned team and care plan meetings. Assists in tracking participant's activity attendance. Attends any appropriate in-service education programs offered in or out of the facility as requested by the DCD. Assists CNAs with set up and break down of mealtimes. Knowledge of special diets for participants and maintains appropriate food and snack selections. Required to travel throughout the state when necessary and requested by DCD. Identifies problems, establishes realistic and measurable goals, and sets up treatment plans for participants in the ADHC environment and in the home, setting. Provides documentation into progress notes for significant events related to activities both in the ADHC and in the home setting and reports to the day center nurse any visible changes to the participants. Demonstrates and appreciates programming for regular educational and cultural programs, including exercise, arts and crafts, music appreciation and spirituality, etc. Carries out Individual and group activities tailored to the needs and limitations of participants both in the ADHC and in the home setting. Protects privacy and maintains confidentiality of employees, participants, and agency information. Assists in the orientation of new participants to the program and ensures inclusion into the day center if applicable. Stays current in terms of cultural competencies that impact the care provided to participants. Demonstrates an understanding of the importance of clear, thorough documentation as crucial to good participant care; completes and enters accurate, thorough participant documentation in the electronic health record; enters documentation for assessments, orders, and notes within required time frames. All other duties as assigned by DCD. Required Skills & Abilities: Ability to maintain confidentiality Dependable and punctual with ability to maintain consistent attendance Ability to read, write and comprehend English Ability to maintain sound judgement under stress and communicate effectively Ability to proficiently perform clinical/skilled tasks associated within scope of position Proficiency with MS Office Suite or similar software Education Requirement: High School Diploma or Equivalent, Required Physical Requirements: Physical ability to regularly stoop, bend, kneel, lift, stand, walk, stretch and reach for extended periods of time. Must be able to lift up to 10 pounds and at times up to 20 pounds. Must have hearing and vision abilities within normal range (corrected) to drive safely and/or to observe and communicate with participants. Must be able to navigate various departments of the organization's physical premises as well as related community care settings. Must be able to tolerate conditions typically associated within a medical office and/or home care setting including potential exposure to bloodborne pathogens and infectious diseases. Experience: 1 Year of Relevant Work Experience, Required 1 Year of Experience working with a frail or elderly population, Preferred License & Certification Requirements: None Position Requirements: Driver's License & access to reliable transportation Monday - Friday 10:00am-2:00pm

SUMMARY: Under general supervision, but according to established policies and procedures, performs variety of non-medical duties in support of Surgical Services. Such activities include, but are not limited to, transporting patients to and from Operating Room; picking up and/or delivering supplies, materials, specimens, cultures and the like. Assists in preoperative scrubs; assists in lifting, positioning and supporting patients. Cleans and prepares equipment utilized in surgical procedures; prepares material for sterilization. Assists in cleaning and maintaining the operating rooms. Assembles charge form packets. Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another. In addition to our values, all employees are expected to demonstrate the core Success Factors which tell us how we work together and how we get things done. The core Success Factors include: Instill Trust and Value Differences Patient and Community Focus and Collaborate RESPONSIBILITIES: Transports patients to and from the surgical suite. Reviews preoperative patient charts in order to ensure that all forms are signed and that all tests are completed; informs appropriate nursing personnel of discrepancy. Assists in surgical room preparation by ensuring basic supplies are available such as blankets, solutions, and syringes. Cleans furniture and equipment between cases. Obtains necessary supplies and equipment required for specific procedure. Assists in prepping patients for surgery; assists with preoperative scrubs; lifts and moves and positions patients, supports and holds patients for spinal anesthesia injection and the like. Routinely inventories, requisitions, receives and stocks supplies in established areas, including sterile linen, instruments, scrub clothes and the like in order to ensure availability to meet anticipated needs. Picks up supplies and materials for Surgical Services from various areas of the Hospital such as pharmaceuticals, blood and plasma, as well as routine supplies required by the department. Delivers cultures and surgery specimens to designated areas of the Hospital for analysis as appropriate. Assists in general cleaning and maintenance of the Operating Room such as washing equipment, sorting and stocking supplies, cleaning room, washing stretchers and changing light bulbs and the like. Cleans, dries, packages and seals a variety of supplies and material to be sterilized, such as washing, assembling and wrapping basin sets for sterilization. Occasionally operates steam/water pressure sterilizers in order to clean and sterilize items. Assembles patient record packs of charge slips, appropriate for specific surgical procedure, to be completed by others. MINIMUM QUALIFICATIONS: BASIC KNOWLEDGE: High School Diploma or GED required. Ability to recognized changes in patient's condition and report such to nursing personnel. Ability to perform simple numerical calculations in order to calculate and requisition supplies. Knowledge of aseptic techniques in order to ensure proper cleaning of rooms, equipment and materials. Demonstrated knowledge and skills necessary to provide care to patients with consideration of aging processes, human development stages and cultural patterns in each step of the care process. Ability to read, write and understand English, with ability to perform simple numerical calculations. EXPERIENCE: One to three months' on-the-job training and experience. br /WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS: Physical abilities to transport patients throughout the Hospital, to assist in lifting and positioning patients and to clean and set up equipment. Works in the Operating Room area and is exposed to odors, bodily fluids, etc. when assisting with patients. Required to work for extended periods in standing position when assisting with preoperative procedures. Some exposure to chemical fumes and infectious disease when cleaning equipment and rooms. Frequent standing, walking, lifting and carrying in order to clean equipment and replenish supplies, transport patients and materials and stock areas. Hazards of injury are minimized by adherence to established safety precautions. SUPERVISORY RESPONSIBILITY: None. Pay Range: $21.13-$21.65 Brown University Health is committed to providing equal employment opportunities and maintaining a work environment free from all forms of unlawful discrimination and harassment. Location: Rhode Island Hospital - 593 Eddy Street Providence, Rhode Island 02903 Work Type: M-F 7:00 am - 3:30 pm, alternating weekends and holidays Work Shift: Day Driving Required: No Union: International Brotherhood Teamsters

Reporting to the VP of Operations, the DME (Durable Medical Equipment) Supply Assistant supports the ordering, logistics, assembly, and distribution of durable medical equipment for the organization. This position assists with processing orders, tracking inventory, and preparing DME for participant use, including assembling items and performing basic cleaning and maintenance. The DME Supply Assistant also provides general administrative support related to DME workflows. The role requires an aptitude for hands-on equipment assembly, strong attention to detail, and the ability to manage multiple requests in a responsive and adaptable manner. The individual must maintain confidentiality when handling sensitive information and foster positive working relationships with internal teams, external partners, and participants. Ability to learn, utilize, and train others on the DME asset management software system. Responsible for data entry and registering participants and DME items into asset management software. Responsible for labelling all DME with an asset tag prior to it being issued. Responsible for entering asset tag information into the EMR (PL). Schedules delivery, maintenance, and removal of medical equipment in participant homes and healthcare facilities as needed. Develops spreadsheets, enters data, and possesses knowledge of database software. Addresses customer service issues promptly in a professional and courteous manner. Provides outstanding customer service and communication with internal staff and external stakeholders including participants, caregivers, and contracted vendors. Demonstrates strong communications skills. Develops DME reports as needed. Monitors Vendor inventory. Assists with the delivery and retrieval of DME as necessary. Cleans DME between participant use as necessary. Maintains equipment in the rehab gyms at the day centers. Assembles DME according to manufacturer's guidelines. Organizes the rehabilitation storage closets at the day centers as needed . Performs minor repairs of DME. Ensures that designated equipment is inspected according to industry standards and information is entered into the asset management software program. Performs other related duties as required and assigned. May assist with overflow work from the Administrative Assistance, when needed. Required Skills & Abilities: Ability to maintain confidentiality. Ability to prioritize tasks. Ability to learn software programs, Excel, and to produce graphs and data driven reports. Dependable and punctual with ability to maintain consistent attendance. Ability to read, write and comprehend English. Ability to maintain sound judgement under stress and communicate effectively Education Requirement: High School Diploma or Equivalent, required Associates Degree, preferred Physical Requirements: Must be able to tolerate prolonged periods sitting at a desk and working on a computer. Must be able to lift 20 pounds and at times up to 55 pounds. Physical ability to regularly stoop, bend, kneel, lift, stand, walk, stretch and reach for extended periods of time. Must be able to navigate various departments of the organization's physical premises as well as related community care settings. Must be able to tolerate conditions typically associated within a medical office and/or home care setting including potential exposure to bloodborne pathogens and infectious diseases. Must be able to complete assignments in variable weather conditions and ever changing and sometime allergenic environments in participant homes, including extreme heat, humidity, dust, smoke, pet contamination, and pests. Experience: 1 to 3 years of office support experience, preferred 1 year of experience working with a frail or elderly population, preferred Licensure & Certification Requirements: None Position Requirements: Driver's License & access to reliable transportation: community-based travel required .

SUMMARY: Under the general supervision of the Clinical Manager, assists the professional nurse in caring for patients through the performance of activities related to hospitality, transport, procurement of equipment and supplies and the maintenance of a clean, safe environment. All essential functions performed in this position reflect the age specific needs of the patients. Brown University Health employees are expected to successfully role model the organization's values of Compassion, Accountability, Respect, and Excellence as these values guide our everyday actions with patients, customers and one another. In addition to our values, all employees are expected to demonstrate the core Success Factors which tell us how we work together and how we get things done. The core Success Factors include: Instill Trust and Value Differences Patient and Community Focus and Collaborate RESPONSIBILITIES: Responsible for daily cleaning of equipment used in caring for patients: including commodes, utility and storage area, kitchen room, and supplement storage cabinets and drawers. When directed by charge nurse or management, wet and clean bedside stand, other furniture, sinks, showers, IV poles/pumps. Maintains general neatness of unit to ensure hallways and general travel ways are free from obstruction. Stocks patient rooms, bedside carts with medical and/or other supplies.Disposes of linen bags. Ensures proper set up of medical equipment/supplies in each patient's room (e.g.: oxygen regulators, suction set up, etc). Delivers dirty equipment to CSD for proper cleaning (e.g.: scissors, Kelly clamps, etc.). Maintains order in utility room/s, storage area/s and kitchen/s by arranging items in their proper place, restocking shelves and checking dated items to ensure they are usable. Picks up and delivers supplies such as intravenous (IV) solutions, routine supplies, medications, laboratory specimens, medical records and equipment being repaired by Facilities Management. Checks equipment on unit (e.g.: MAK, lifts, scales, Dynamaps, BP cuffs, Telemons). Ensures all electrical equipment has up to date inspection stickers and report's findings to Clinical Manager. Notifies Clinical Manager when equipment/environment requires repair. Responds to patient call lights and immediately delivers the patients' request to person caring for the patient. Adjusts beds and responds to other similar requests and assists in lifting, positioning or getting patients out of bed as directed by the Registered Nurse. MINIMUM QUALIFICATIONS: BASIC KNOWLEDGE: High school graduate or General Equivalency Diploma. Reads, writes, and speaks English. Displays interpersonal skills to effectively interact with patients, visitors, physicians and hospital staff of all levels. Ability to identify cardiopulmonary arrest and initiate CPR. BLS Certification required. Mathematical abilities to read, interpret and document intake, and refrigerator temperature logs and order supplies. Ability to perform responsibilities in emergency/code situations. Demonstrated knowledge and skills necessary to provide care to patients throughout the patients' life span, with consideration of aging processes, human development stages and cultural patterns in each step of the care process. EXPERIENCE: Preferred but not required. Emergency Room experience preferred. Knowledge ofspecialized Emergency Medicalinstruments, equipment, procedures and practices preferred. WORK ENVIRONMENT AND PHYSICAL REQUIREMENTS: Exposure to patient environment with associated hazards minimized by adherence to established precautions for safety, infection control and department policies and procedures. Physical ability to lift, carry, push and deliver moderately heavy supplies. Ability to stand and walk for prolonged periods while performing job duties. INDEPENDENT ACTION: Incumbent functions within a broad scope of department policies and practices; generally refers specific problems to Clinical Manager only where clarification of departmental policies and procedures may be required. SUPERVISORY RESPONSIBILITIES: None. Pay Range: $19.17-$19.52 Brown University Health is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, ethnicity, sexual orientation, ancestry, genetics, gender identity or expression, disability, protected veteran or marital status. Brown University Health is a VEVRAA Federal Contractor. Location: Rhode Island Hospital - 593 Eddy Street Providence, Rhode Island 02903 Work Type: 11:00AM-11:00PM, Every Other weekend & holiday 24 hours Work Shift: Evening Driving Required: No Union: International Brotherhood Teamsters

If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment services provider, focused on helping clients reach their short- and long-term financial goals, while growing market shares in the states in which we currently operate. In this position you will receive training materials, coaching, and dedicated time and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize revenue production by serving as the primary liaison between operations and internal departments, promptly responding to all client service requests, client appointment scheduling and preparation, and audit preparation while adhering to all FINRA, CCOIS, CFG and state securities regulations on a daily basis. You are responsible for the new account opening process, while maintaining the highest level of accuracy. You will occasionally be responsible for selected marketing activities including contacting the assigned Financial Advisor's book of business to solidify relationships, coordinating all prospecting and follow-up efforts (telemarketing), serving as the client liaison for affiliated companies, assisting in coordinating client seminars, following up on referrals received from business partners, and providing sales activity reporting. Travel within assigned geographic location may be required. Primary responsibilities include Serve as liaison between clients, financial advisor(s), and internal departments Complete new client onboarding and service requests for existing clients Schedule/confirm client appointments Submit cases into workflow and follow through to funding Manage CRM and pipeline entry Sustain expertise on operational processes and systems Qualifications, Education, Certifications and/or Other Professional Credentials College degree in a business-related field preferred or a High School Degree/GED with a minimum 3 or more years industry experience A combination of Life and Health, Series 6, and/or Life and Health, SIE licenses required Must be able to obtain Series 7 and 66 within specific timeframe required Understanding of general banking and wealth management services Excellent verbal and written communications skills Proficiency in Microsoft Office; experience with Salesforce a plus Self-motivated, organized, detail-oriented, confident and ability to multitask and prioritize Continuously exhibits personal integrity, professional initiative, highly adaptable to change and open to new ideas A track record of working effectively in a team environment and building strong relationships with teammates, business partners and specialists Demonstrated job stability Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F