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Assistant jobs at UnitedHealth Group

- 355 jobs
  • Office Assistant - Remote

    Unitedhealth Group 4.6company rating

    Assistant job at UnitedHealth Group

    Explore opportunities with Deaconess HomeCare, a part of LHC Group, a leading post-acute care partner for hospitals, physicians and families nationwide. As members of the Optum family of businesses, we are dedicated to helping people feel their best, including our team members who create meaningful connections with patients, their families, each other and the communities we serve. Find a home for your career here. Join us and embrace a culture of **Caring. Connecting. Growing together.** As the Office Assistant you will assist leadership with routine clerical/office and computer related tasks to include but not limited to filing, scheduling, and data entry, including processing workflow tasks as assigned. You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. **Primary Responsibilities:** + Assists with routine clerical/office tasks, answers telephone calls, and delivers messages + Pulls, reviews, and follows up on reports of orders recert and unverified visits + Maintains an up-to-date medical record by scanning documents timely and completing EOE audits as appropriate + Completes discharge chart reviews, performs audits, processes orders to/from physicians, and tracks for timely receipt + Communicates professionally within the organization and with external sources (physicians, patients, family members, referral sources, etc.) You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. **Required Qualifications:** + Current driver's license, vehicle insurance, and access to a dependable vehicle or public transportation + Computer skills, clerical-business machine skills, telephone communication skills, and be able to type + General clerical skills and organizational skills **Preferred Qualifications:** + Able to work independently and as a team member Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $14.00 to $27.69 per hour based on full-time employment. We comply with all minimum wage laws as applicable \#LHCJobs **Application Deadline:** This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy _At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission._ _UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations._ _UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment._
    $14-27.7 hourly 3d ago
  • Reinsurance Assistant

    Marsh McLennan 4.9company rating

    Hartford, NY jobs

    Company:Guy CarpenterDescription: We are seeking a talented individual to join our team at Guy Carpenter. This role will be based in one of these locations: New York; Chicago, IL; Hartford, CT; or Atlanta, GA. This is a hybrid role that has a requirement of working at least three days a week in the office. This role is responsible for managing all post-placement support activities for the account and providing assistance to account team members as needed. The incumbent proactively monitors and prompts key activities and tasks during binding and post-binding phases to ensure full and timely compliance with quality standards and regulatory requirements, following established guidelines. The role requires the ability to coordinate activities independently and to liaise effectively with internal and external stakeholders, including brokers, clients, and markets, to facilitate efficient and seamless post-placement services. We will count on you to: Review all client and market correspondence for completeness to ensure compliance with regulatory and quality requirements. Obtain and verify client and market binding confirmations for accuracy against GC binding documentation; address and resolve any discrepancies with brokers. Process binding and final documentation to clients and markets, ensuring accuracy and fulfillment of client-specific accounting and platform requirements. Obtain and review client policies, identify discrepancies, collaborate with brokers and clients to rectify issues, obtain market approvals, and process necessary endorsements or certificates. Manage placement changes during the term by coordinating with brokers and markets to achieve satisfactory outcomes for all parties. Maintain accurate and up-to-date placement files, ensuring all control documentation and records/forms are properly completed and stored per policy. Participate actively in team meetings and initiatives to share knowledge, improve services, and ensure adherence to best practices, compliance policies, and training requirements. What you need to have: 3+ years of experience in the Property Insurance or Reinsurance industry with solid knowledge of insurance/reinsurance concepts, contract wordings, and basic accounting principles. Strong interpersonal, verbal, and written communication skills to effectively interact with clients, reinsurers, and colleagues at various levels. Excellent organizational and prioritization abilities, with strong attention to detail and capacity to manage multiple tasks efficiently. Proficient problem-solving skills with the ability to identify issues, develop initial solutions, and escalate appropriately; proficient in Microsoft Office applications. What makes you stand out: Associate's degree preferred, along with relevant or transferable experience. Associate in Reinsurance (ARe) designation is beneficial though not essential Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. At Guy Carpenter, you can be your best. We work on challenges that matter with colleagues who help bring out our best. Our uniquely collaborative environment will empower you to focus on your personal and professional success, learning from top specialists in the (re)insurance industry and leading you towards a rewarding and impactful career.Guy Carpenter, a business of Marsh McLennan (NYSE: MMC), is a leading global risk advisory and reinsurance specialist and broker. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit guycarp.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $64,400 to $106,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
    $64.4k-106.4k yearly Auto-Apply 32d ago
  • Reinsurance Assistant

    Marsh McLennan 4.9company rating

    Hartford, NY jobs

    Company:Guy CarpenterDescription: We are seeking a talented individual to join our team at Guy Carpenter. This role will be based in one of these locations: New York; Chicago, IL; Hartford, CT; or Atlanta, GA. This is a hybrid role that has a requirement of working at least three days a week in the office. This role is responsible for managing all post-placement support activities for the account and providing assistance to account team members as needed. The incumbent proactively monitors and prompts key activities and tasks during binding and post-binding phases to ensure full and timely compliance with quality standards and regulatory requirements, following established guidelines. The role requires the ability to coordinate activities independently and to liaise effectively with internal and external stakeholders, including brokers, clients, and markets, to facilitate efficient and seamless post-placement services. We will count on you to: Review all client and market correspondence for completeness to ensure compliance with regulatory and quality requirements. Obtain and verify client and market binding confirmations for accuracy against GC binding documentation; address and resolve any discrepancies with brokers. Process binding and final documentation to clients and markets, ensuring accuracy and fulfillment of client-specific accounting and platform requirements. Obtain and review client policies, identify discrepancies, collaborate with brokers and clients to rectify issues, obtain market approvals, and process necessary endorsements or certificates. Manage placement changes during the term by coordinating with brokers and markets to achieve satisfactory outcomes for all parties. Maintain accurate and up-to-date placement files, ensuring all control documentation and records/forms are properly completed and stored per policy. Participate actively in team meetings and initiatives to share knowledge, improve services, and ensure adherence to best practices, compliance policies, and training requirements. What you need to have: 3+ years of experience in the Casualty Insurance or Reinsurance industry with solid knowledge of insurance/reinsurance concepts, contract wordings, and basic accounting principles. Strong interpersonal, verbal, and written communication skills to effectively interact with clients, reinsurers, and colleagues at various levels. Excellent organizational and prioritization abilities, with strong attention to detail and capacity to manage multiple tasks efficiently. Proficient problem-solving skills with the ability to identify issues, develop initial solutions, and escalate appropriately; proficient in Microsoft Office applications. What makes you stand out: Associate's degree preferred, along with relevant or transferable experience. Associate in Reinsurance (ARe) designation is beneficial though not essential Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. At Guy Carpenter, you can be your best. We work on challenges that matter with colleagues who help bring out our best. Our uniquely collaborative environment will empower you to focus on your personal and professional success, learning from top specialists in the (re)insurance industry and leading you towards a rewarding and impactful career.Guy Carpenter, a business of Marsh McLennan (NYSE: MMC), is a leading global risk advisory and reinsurance specialist and broker. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit guycarp.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $64,400 to $106,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
    $64.4k-106.4k yearly Auto-Apply 4d ago
  • Senior Grants Assistant

    Health Research, Inc. 4.5company rating

    Menands, NY jobs

    Applications to be submitted by December 23, 2025 Compensation Grade: M14 Compensation Details: Minimum: $55,347. 00 - Maximum: $55,347. 00 Annually Positions with a designated work location in New York City, Nassau, Rockland, Suffolk, or Westchester Counties will receive a $4,000 annual downstate adjustment (pro-rated for part-time positions). Department (CORP) HRI Albany Job Description: Responsibilities The Senior Grants Assistant will play a key role in supporting Health Research, Inc. 's Office of Sponsored Programs by helping scientists, administrators, and external funding partners navigate the grants process. In this support role, you'll assist with budget projections and analysis, maintain and analyze databases to track and resolve issues, respond to general account inquiries, support report development and day-to-day operations, and keep internal policies and procedures up to date. This is a great opportunity to build skills in grants management! Minimum Qualifications Bachelor's degree in a related field; OR an Associate's degree in a related field and two years of relevant experience; OR four years of relevant experience. Preferred Qualifications Experience in sponsored research administration. Budget preparation experience. Knowledge of federal cost principles, Uniform Guidance. Experience using a financial management system. Proficient in Microsoft Word and Excel. Customer service experience. Excellent oral and written communication skills with demonstrated experience preparing and delivering presentations and developing reports. Conditions of Employment Management/Confidential position. Valid and unrestricted authorization to work in the U. S. is required. Visa sponsorship is not available for this position. The selected candidate must reside within a reasonable commuting distance of the official work location specified in the job posting and must also be located in or willing to relocate to one of the following states: New York, New Jersey, Connecticut, Vermont, or Massachusetts, prior to hire. Telecommuting will be available. HRI participates in the E-Verify Program. Affirmative Action/Equal Opportunity Employer/Qualified Individuals with Disabilities/Qualified Protected Veterans www. healthresearch. org About Health Research, Inc. Join us in our mission to make a difference in public health and advance scientific research! At Health Research, Inc. (HRI), your work will contribute to meaningful change and innovation in the communities we serve! At HRI, we are on a mission to transform the health and well-being of the people of New York State through innovative partnerships and cutting-edge public health initiatives. As a dynamic non-profit organization, HRI plays a crucial role in advancing the strategic goals of the New York State Department of Health (DOH), Roswell Park Comprehensive Cancer Center (RPCCC), and other health-related entities. HRI offers a robust, comprehensive benefits package to eligible employees, including: Health, dental and vision insurance - Several comprehensive health insurance plans to choose from; Flexible benefit accounts - Medical, dependent care, adoption assistance, parking and transit; Generous paid time off - Paid federal and state holidays, paid sick, vacation and personal leave; Tuition support - Assistance is available for individuals pursuing educational or training opportunities; Retirement Benefits - HRI is a participating employer in the New York State and Local Retirement System and offers optional enrollment in the New York State Deferred Compensation Plan. HRI provides a postretirement Health Benefits Plan for qualified retirees to use towards health insurance premiums and eligible medical expenses; Employee Assistance Program - Provides educational and wellness programs, training, and 24/7 confidential services to assist employees, both personally and professionally; And so much more! As the Executive Director of Health Research, Inc. (HRI), I would like to welcome you to HRI's career page. HRI's mission is to build a healthier future for New York State and beyond through the delivery of funding and program support to further public health and research programs in support of the New York State Department of Health, Roswell Park Comprehensive Cancer Center and other entities. This achievement is made possible through the recruitment of highly talented and qualified individuals. As an Equal Opportunity and Affirmative Action employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability, protected veteran status, or any other characteristic protected by law. HRI is committed to fostering an environment that encourages collaboration, innovation, and mutual respect and we strive to ensure every individual feels welcomed and appreciated. We invite you to explore and apply for any open positions that align with your interests. --- If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability. You can request reasonable accommodations by contacting HRI Human Resources at hrihr@healthresearch. org or **************.
    $55.3k yearly Auto-Apply 7d ago
  • Reinsurance Assistant

    Marsh McLennan Agency-Michigan 4.9company rating

    New York, NY jobs

    Company:Guy CarpenterDescription: We are seeking a talented individual to join our team at Guy Carpenter. This role will be based in one of these locations: New York; Chicago, IL; Hartford, CT; or Atlanta, GA. This is a hybrid role that has a requirement of working at least three days a week in the office. This role is responsible for managing all post-placement support activities for the account and providing assistance to account team members as needed. The incumbent proactively monitors and prompts key activities and tasks during binding and post-binding phases to ensure full and timely compliance with quality standards and regulatory requirements, following established guidelines. The role requires the ability to coordinate activities independently and to liaise effectively with internal and external stakeholders, including brokers, clients, and markets, to facilitate efficient and seamless post-placement services. We will count on you to: Review all client and market correspondence for completeness to ensure compliance with regulatory and quality requirements. Obtain and verify client and market binding confirmations for accuracy against GC binding documentation; address and resolve any discrepancies with brokers. Process binding and final documentation to clients and markets, ensuring accuracy and fulfillment of client-specific accounting and platform requirements. Obtain and review client policies, identify discrepancies, collaborate with brokers and clients to rectify issues, obtain market approvals, and process necessary endorsements or certificates. Manage placement changes during the term by coordinating with brokers and markets to achieve satisfactory outcomes for all parties. Maintain accurate and up-to-date placement files, ensuring all control documentation and records/forms are properly completed and stored per policy. Participate actively in team meetings and initiatives to share knowledge, improve services, and ensure adherence to best practices, compliance policies, and training requirements. What you need to have: 3+ years of experience in the Casualty Insurance or Reinsurance industry with solid knowledge of insurance/reinsurance concepts, contract wordings, and basic accounting principles. Strong interpersonal, verbal, and written communication skills to effectively interact with clients, reinsurers, and colleagues at various levels. Excellent organizational and prioritization abilities, with strong attention to detail and capacity to manage multiple tasks efficiently. Proficient problem-solving skills with the ability to identify issues, develop initial solutions, and escalate appropriately; proficient in Microsoft Office applications. What makes you stand out: Associate's degree preferred, along with relevant or transferable experience. Associate in Reinsurance (ARe) designation is beneficial though not essential Why join our team: We help you be your best through professional development opportunities, interesting work and supportive leaders. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being. At Guy Carpenter, you can be your best. We work on challenges that matter with colleagues who help bring out our best. Our uniquely collaborative environment will empower you to focus on your personal and professional success, learning from top specialists in the (re)insurance industry and leading you towards a rewarding and impactful career.Guy Carpenter, a business of Marsh McLennan (NYSE: MMC), is a leading global risk advisory and reinsurance specialist and broker. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit guycarp.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $64,400 to $106,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
    $64.4k-106.4k yearly Auto-Apply 5d ago
  • Closing Assistant

    Titlesmart 4.0company rating

    White Bear Lake, MN jobs

    Job Details Experienced TitleSmart, Inc. - White Bear Lake - White Bear Lake, MN Full Time High School $25.00 - $30.00 Hourly Negligible Day Admin - ClericalDescription Who is TitleSmart, Inc.? Our Mission Statement: TitleSmart is an organization of advocates, working together to create a world-class customized Title and Closing experience for our customers that reflects our values of positivity, caring, and responsiveness. ♦ TitleSmart's Core Values ♦ Authenticity ♦ Empathy ♦ Gratitude ♦ Growth ♦ Positivity We are a fast-growing, full-service title insurance company that is obsessed with the tiny details to make an exceptional customer experience. We were named one of Minneapolis/St. Paul Business Journal's Best Places to Work in 2018, 2019, & 2020 as well as Star Tribune's Top 150 Workplaces for 2020 & 2021. We offer permanent employees many benefits such as a generous PTO, company paid acupuncture and cupping, corporate Life Time Fitness membership, paid sabbatical program with a $5,000 bonus at 5 years of service, income protection, insurance (life, disability, medical, dental, and vision), and much more! *To be considered for this position, please upload your resume* TitleSmart is looking for an experienced Closing Assistant to join our growing team! The ideal candidate will have prior experience in the title industry, specifically the closing side. We are seeking candidates who possess a high level of accuracy, organization, and professionalism. Additionally, someone who can efficiently manage multiple files at once, thrives in a fast-paced environment, and is committed to providing exceptional service throughout the closing process. Candidates without direct experience may be considered if they demonstrate strong transferable skills, attention to detail, and a genuine eagerness to learn and grow with us. Compensation: Salary + incentive, commensurate with experience. Work Schedule - In Office: Monday through Friday, 8 AM - 5PM *overtime available during busy season Daily tasks include (but not limited to): Open files through Softpro Select Create preliminary E-CRV's for closing Schedule closings Send out closing appointment notifications Draft Closing Protection Letters (CPL's) Draft Preliminary Closing Disclosures Send out title commitments to lenders, borrowers, agents, and real estate closers Call on utility billing and fill out the water and utility billing worksheets Accurately and quickly cut checks and disburse files for closings Perform escrow accounting for returned checks Pre-type documents for closing on buyer and seller files Perform basic title clearance, order payoffs, ensure current dues, etc Package out closed files Double check assessment searches and verify taxes Complete 1099 reporting Disburse refinance closing files Handle returned checks through our escrow accounting application Prepare closing documents for buyers and sellers with exceptional attention to detail Understand how to read the title commitment Provide assistance to closing professionals in post-closing as necessary Participate in continuing education and progress in duties in order to be promoted into more advanced tasks and roles Physical Requirements: Constantly required to sit, use hands to handle or feel, talk and hear Occasionally required to stoop, kneel, and crouch Occasionally required to lift and/or move up to 50 pounds Specific vision abilities required by this job include close vision, distance vision, ability to adjust focus, and peripheral vision TitleSmart has a sharp focus on one goal - creating a "wow" customer experience. That focus and attention to all of the details that go into achieving it, have set TitleSmart on a fast track to growth. We believe there is always room to improve for the customer, and we are obsessed with all the little things that make up a great customer experience. If you're looking to join a supportive, client-focused company with opportunities for growth, we'd love to hear from you! “It's the little things that make the BIG difference.TM”
    $25-30 hourly 60d+ ago
  • Sales Desk Assistant (Retirement) (Denver)

    Aegon 4.4company rating

    Denver, CO jobs

    Job Family Internal Sales About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Who We Are We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life. Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them. We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms. What We Do Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs. Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com. Summary Provide support for all internal and external sales efforts on all Transamerica product lines. Responsibilities * As part of a team, works productively together with the Cedar Rapids home office departments, the Internal and External Wholesalers, Divisional Vice Presidents, Channel Heads and the Internal Relationship Managers to effectively service and support Transamerica financial partners. * Provides assistance in fulfillment of marketing materials, trinkets, sales supplies, mailing campaigns, etc. * Provides Pre/Post-Sale business resolution and follow-up with wholesaling team. * Provides Pre-sale licensing, agent appointment approvals, NAIC Suitability training. * Facilitates timely divisional/channel sales and activity reporting. * Assists Internal and External Wholesalers with updating and maintaining the information in Salesforce to preserve its accuracy and functionality. * Monitors and organizes sales supply inventory and proactively assesses timely replacement of materials. * Assists Internal Wholesaler to create, assemble presentation format and ship hypothetical/illustrations to reps in a timely manner * Provides Concierge Service, collecting information and completing sales applications/paperwork and/or assisting with order entry process for approved partner firm's advisers. Qualifications * High School education or GED equivalent required. * Willing to obtain Series 6/63 Securities Licenses within 6 months hire. * Willing to obtain resident state Life Insurance License within 6 months hire. * Resourceful and well organized. * Participate in proactive team efforts to achieve departmental and company goals. Preferred Qualifications * Computer application software knowledge preferred (e.g. Microsoft Office, Outlook, Word, Excel). Working Conditions * Hybrid office environment Compensation: Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations. The Salary for this position is $23.23 per hour. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion. This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents. This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request. What We Offer For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees. Compensation Benefits * Competitive Pay * Bonus for Eligible Employees Benefits Package * Pension Plan * 401k Match * Employee Stock Purchase Plan * Tuition Reimbursement * Disability Insurance * Medical Insurance * Dental Insurance * Vision Insurance * Employee Discounts * Career Training & Development Opportunities Health and Work/Life Balance Benefits * Paid Time Off starting at 160 hours annually for employees in their first year of service. * Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays). * Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars * Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child. * Adoption Assistance * Employee Assistance Program * College Coach Program * Back-Up Care Program * PTO for Volunteer Hours * Employee Matching Gifts Program * Employee Resource Groups * Inclusion and Diversity Programs * Employee Recognition Program * Referral Bonus Programs Inclusion & Diversity We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women. To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all. Giving Back We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work. Transamerica's Parent Company Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity. * As of December 31, 2023
    $23.2 hourly Auto-Apply 60d+ ago
  • Imaging Assistant

    AAA Life Insurance Company 4.5company rating

    Livonia, MI jobs

    Operating within the core values and operating principles of the organization, the Imaging Specialist is directly responsible for the daily operations of the Document Control Center which includes opening and sorting incoming mail, preparing documents for scanning, scanning, and indexing documents, processing internal document requests, and assisting with outgoing mail. Responsible for more complex research and processing of member information. Responsibilities Utilizes imaging equipment to scan, index, and maintain a variety of documents. Responsible for ensuring accurate and secure record-keeping to maintain the confidentiality of sensitive member information. Strong knowledge of data storage protocols. Creates and updates procedures for daily functions. Collaborates with underwriting and claims personnel to facilitate timely processing of documents. Prepares and scans incoming mail, including processing of checks. Determine appropriate index values of complex incoming documentation. Cross-train and mentor new and less experienced team members. Maintains and updates procedure documentation as appropriate. Performs various clerical activities such as maintaining logs, faxing, copying, and preparing reports and spreadsheets. Conducts routine maintenance on equipment and has ability to troubleshoot minor issues. Conducts research of customer information as required using appropriate business systems. Leads audits in conjunction with audit guidelines and reports findings to management. Demonstrates willingness to be cross-trained in order to assist in overall speed and efficiency of production. Performs related duties as required and requested by management personnel. Qualifications Associate degree or 2+ years college coursework preferred. Completion of LOMA 281 and 291 courses. Minimum 2 years' experience working in an office environment or clerical position. 45 wpm accurate typing skill. Intermediate knowledge of imaging equipment, document management systems, and data storage software. Working knowledge of life insurance process and forms strongly preferred. Experience with Microsoft Office Suite. Strong organizational skills and attention to detail. Understanding of regulatory requirements around document management and data privacy in insurance industry. Excellent communication and interpersonal skills. Ability to problem solve and identify work priorities independently in a fast-paced environment.
    $56k-75k yearly est. Auto-Apply 60d+ ago
  • Entry-level Brokerage Assistant

    Amwins 4.8company rating

    Indianapolis, IN jobs

    Amwins is the largest specialty distributor of property, casualty and professional lines of insurance products - we're ready for even the most complex placements. We are the industry leader because we hold ourselves accountable to deliver results - for our employees, our clients, our markets and our shareholders. We know people don't leave companies. They leave cultures - which is why we work so hard on ours. We've built a workplace where talent is valued, and success is celebrated. With a focus on service, to our clients as well as our communities, our culture is defined by supporting each other. In this team-driven environment, Amwins creates the perfect place for you to grow your career with built-in support and opportunity to advance your knowledge base. At Amwins, our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. We believe that by taking care of our employees, they will take care of our clients and the cycle will perpetuate. Learn more about us at amwins.com. Join our Amwins Brokerage team in Indianapolis, IN as a Brokerage Assistant! This position is internally titled Technical Assistant. This position is on-site. None of our positions are commission based or involve cold calling. Each Brokerage Assistant provides vital team functions: * Support brokers with day-to-day administrative tasks for both new and renewal accounts * Enter and update client information in multiple online systems * Gather and verify client details, ensuring accuracy across records * Help with account setup and ongoing servicing * Set up new accounts and assist with quote and policy processes * Manage updates and changes to existing accounts (such as document revisions or policy updates) * Collect and organize information for account renewals (for example, requesting updated reports and preparing renewal communications for agents) We are looking for people with: * 1 year experience as support staff in an office environment or a Bachelor's degree from an accredited four-year university * Strong desire to learn and get into an insurance career! * Excellent computer skills including Microsoft 365 proficiency with an emphasis in Excel spreadsheets Snapshot of what Amwins provides to our valued team members: * Compensation includes a salary commensurate with experience * Annual bonus potential * Broad benefits package available * Most benefits available first day of employment * Medical, Dental, Vision, Life, etc * Parental Leave, Adoption Assistance, Travel Reimbursement for healthcare, Retail Discount Program, Scholarships for dependents of Amwins employees, etc. * Generous Paid Time Off and Company Holiday Schedule * Collaborative, continuing education focused work environment * Career advancement opportunities The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $31k-38k yearly est. 55d ago
  • Anti-money Laundering Risk - Enhanced Due Diligence (AML Risk Assistant Vice President)

    Morgan Stanley 4.6company rating

    New York jobs

    Morgan Stanley (“MS”) is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. The WM and U.S. Banks Financial Crimes Risk Assistant Vice President (AVP) is part of Wealth Management and the Morgan Stanley Private Bank, National Association and the Morgan Stanley Bank, NA (collectively, the “U.S. Banks”) on the WM and U.S. Banks Financial Crimes Risk Team. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The AML Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Responsibilities: The AML Risk AVP will be responsible for overseeing due diligence and risk-relevant activities related to AML. The AVP will assess Bank Secrecy Act (BSA), anti-money laundering, and reputational risk matters identified through the execution of the Firm's protocols for both new and existing customers. This primarily includes reviewing, assessing and, where necessary, escalating certain clients' source of wealth to examine potential ML risk exposure for the Firm. Source of wealth encompasses the business, employment, or other activities that have contributed to the total worth of an individual or entity. In addition, the AML Risk AVP will have ultimate responsibility for escalating risk issues related to these processes with a particular focus on reviewing certain new and existing clients' source of wealth. The AML Risk Team AVP will: Manage the end-to-end workflow of a program focused on assessing the source of wealth of new and existing clients to effectively mitigate potential ML risk exposure, including but not limited to: - Actively managing and leading processes supporting the Firm's customer due diligence (CDD) and enhanced due diligence (EDD) program with a specific focus on source of wealth analysis and corroboration - Managing data and trend analysis related to the source of wealth review process and providing reporting to relevant stakeholders - Examining the source of wealth of certain new and existing Morgan Stanley clients - Serving as a point of contact for questions, issues and escalations related to the review of certain clients' source of wealth - Reviewing and responding to monthly quality control findings related to the source of wealth review process - Providing supervisory support and training for AML Risk Analysts through developing individual and team skills and providing timely constructive feedback - Drafting and updating procedures and desktop guidance related to the client onboarding process - Leading key projects and initiatives related to assessing and mitigating the Firm's exposure to money laundering and reputational risk-relevant activities - Partnering with business partners involved in the account opening process; and - Partnering with the Second Line of Defense Compliance teams to monitor client relationships on an ongoing basis. Qualifications - Have 5+ years of relevant experience with BSA/AML Regulations within the financial services industry, or at a financial services regulator (e.g., FINRA, Securities and Exchange Commission, Office of the Comptroller of the Currency, Federal Reserve Bank, etc.) - Have a bachelor's degree in business, Finance, or other related field - Experience focused on examining potential clients' source of wealth during the client onboarding process - Strong knowledge of Know Your Customer, Customer Identification Program and CDD requirements - Strong interpersonal skills and ability to communicate effectively both verbally and in writing - Working knowledge of MS Office - Strong leadership qualities with the ability to manage teams and evidence a strong work ethic as well as a high degree of integrity Ability to: - take initiative, analyze, summarize, and communicate effectively - investigate, identify issues, impacts and trends to propose comprehensive solutions - multitask effectively and action matters promptly - work independently and in a team environment - handle highly confidential information with appropriate discretion - work in a high volume, fast paced environment; and - work in a matrixed organization; leveraging resources across the organization to complete deliverables. Skills Desired: - Expertise in examining potential clients' source of wealth during the client onboarding process; and/or - Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100K-$135K per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-135k yearly Auto-Apply 60d+ ago
  • Behavioral Health Office Administrator

    Aleutian Pribilof Islands Association 4.0company rating

    Anchorage, AK jobs

    Bachelor's degree in a health-related discipline; equivalent professional experience may be considered in lieu of a degree. Master's degree in health-related field preferred. A year of experience supervising two or more staff providing services to individuals in human services delivery. Knowledge of behavioral health policies, specifically Joint Commission and State of Alaska regulations. Familiar with behavioral health billing to include Medicare and Medicaid. Experience with an electronic health record. Strong customer services skills. Ability to communicate effectively with individuals and groups in structured and unstructured forums. Ability to execute instructions and apply specific guidelines to varied situations, and the ability to effectively express both written and oral information. Experience in working with diverse cultures and familiarity with the Aleutian and Pribilof Islands Region. Willing to take training and attend workshops and meetings periodically to enhance job performance and knowledge. Native preference will be given depending on experience.
    $37k-45k yearly est. 12d ago
  • Data Imaging Assistant

    Country Financial 4.4company rating

    Bloomington, IL jobs

    Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients. About the role Responsible for prepping, scanning and/or indexing a wide variety of documents for client accounts, internal business partners and inbound checks, in accordance with established business processes and service level agreements. Operates and maintains automated mail opening equipment and high-speed imaging hardware to capture and store documents electronically in various systems for later retrieval. Decisions complex items using multiple systems to analyze and interpret client intent. Performs quality checks on scanned documents to ensure a high degree of clarity and readability.How does this role make an impact?- Opens mail; sorts, prepares and batches documents; and scans prepared document batches according to business rules outlined for various systems and each line of business (e.g., Claims, Life/Health, Property Casualty, Investment Services, Cash Processing) and document type (e.g., policy changes, new business documentation, inbound checks). - Researches, analyzes and obtains accurate information (e.g., policy/claim/account numbers, relevant procedures) regarding unidentified payments and other items received. Communicates with clients, financial representatives and third-party businesses as needed to resolve. - Obtains accurate data from scanned and electronic documents. Enters data, indexes files and stores them in appropriate databases. - Complies with appropriate company and/or regulatory guidelines. - Completes exception processing for various workflows and lines of business. - May perform general equipment set-up, troubleshooting and maintenance as needed.Do you have what we're looking for? This is an entry level support role, which does not require previous experience. Detail-oriented with the ability to closely follow & retain written and verbal instructions. Good communication skills and the ability to interact professionally with internal contacts. Able to switch tasks & priorities on short notice, with limited direction. Computer proficiency, including data entry speed and accuracy, and able to use Microsoft Office programs, document capture software, and relevant databases. Regularly required to sit, stand or walk and use hands to type, handle documents and/or operate imagining equipment. Regularly lift/carry up to 35 pounds. Occasionally required to stoop, reach overhead, bend, kneel or crouch; ascend/descend a ladder or stairs; and push/pull/move documents, files, and boxes using a cart. Work may extend beyond normal business hours as business needs dictate. Base Pay Range: $30,000-$41,250 The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience. Incentive Pay: In addition to base salary, this position is eligible for a Short-Term Incentive plan. Why work with us? Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business. You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match. COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations. Come join our team at COUNTRY today!
    $30k-41.3k yearly Auto-Apply 7d ago
  • Recreation Assistant (on-call)

    Trustmark Insurance 4.1company rating

    Bentonville, AR jobs

    Walton Family Whole Health & Fitness, managed by HealthFitness, is looking for a Recreation Assistant to join the recreation team at our state-of-the-art facility in Bentonville, Arkansas (AR). This is an on-call/substitute position working on an as needed basis when regular staff members are unable to work.
    $21k-29k yearly est. 41d ago
  • Anti-money Laundering Risk - Enhanced Due Diligence (AML Risk Assistant Vice President)

    Morgan Stanley 4.6company rating

    Harrison, NY jobs

    Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. The WM and U.S. Banks Financial Crimes Risk Assistant Vice President (AVP) is part of Wealth Management and the Morgan Stanley Private Bank, National Association and the Morgan Stanley Bank, NA (collectively, the "U.S. Banks") on the WM and U.S. Banks Financial Crimes Risk Team. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in doing the right thing, putting clients first, leading with exceptional ideas and a commitment to diversity and inclusion. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm's business line. It is responsible for identifying, assessing, and escalating potential money laundering and reputational risk issues associated with higher risk client types. The AML Risk Team is considered the first line of defense and supports the onboarding, enhanced due diligence, and negative news processes for Morgan Stanley. Responsibilities: The AML Risk AVP will be responsible for overseeing due diligence and risk-relevant activities related to AML. The AVP will assess Bank Secrecy Act (BSA), anti-money laundering, and reputational risk matters identified through the execution of the Firm's protocols for both new and existing customers. This primarily includes reviewing, assessing and, where necessary, escalating certain clients' source of wealth to examine potential ML risk exposure for the Firm. Source of wealth encompasses the business, employment, or other activities that have contributed to the total worth of an individual or entity. In addition, the AML Risk AVP will have ultimate responsibility for escalating risk issues related to these processes with a particular focus on reviewing certain new and existing clients' source of wealth. The AML Risk Team AVP will: Manage the end-to-end workflow of a program focused on assessing the source of wealth of new and existing clients to effectively mitigate potential ML risk exposure, including but not limited to: * Actively managing and leading processes supporting the Firm's customer due diligence (CDD) and enhanced due diligence (EDD) program with a specific focus on source of wealth analysis and corroboration * Managing data and trend analysis related to the source of wealth review process and providing reporting to relevant stakeholders * Examining the source of wealth of certain new and existing Morgan Stanley clients * Serving as a point of contact for questions, issues and escalations related to the review of certain clients' source of wealth * Reviewing and responding to monthly quality control findings related to the source of wealth review process * Providing supervisory support and training for AML Risk Analysts through developing individual and team skills and providing timely constructive feedback * Drafting and updating procedures and desktop guidance related to the client onboarding process * Leading key projects and initiatives related to assessing and mitigating the Firm's exposure to money laundering and reputational risk-relevant activities * Partnering with business partners involved in the account opening process; and * Partnering with the Second Line of Defense Compliance teams to monitor client relationships on an ongoing basis. Qualifications * Have 5+ years of relevant experience with BSA/AML Regulations within the financial services industry, or at a financial services regulator (e.g., FINRA, Securities and Exchange Commission, Office of the Comptroller of the Currency, Federal Reserve Bank, etc.) * Have a bachelor's degree in business, Finance, or other related field * Experience focused on examining potential clients' source of wealth during the client onboarding process * Strong knowledge of Know Your Customer, Customer Identification Program and CDD requirements * Strong interpersonal skills and ability to communicate effectively both verbally and in writing * Working knowledge of MS Office * Strong leadership qualities with the ability to manage teams and evidence a strong work ethic as well as a high degree of integrity Ability to: * take initiative, analyze, summarize, and communicate effectively * investigate, identify issues, impacts and trends to propose comprehensive solutions * multitask effectively and action matters promptly * work independently and in a team environment * handle highly confidential information with appropriate discretion * work in a high volume, fast paced environment; and * work in a matrixed organization; leveraging resources across the organization to complete deliverables. Skills Desired: * Expertise in examining potential clients' source of wealth during the client onboarding process; and/or * Certified as an Anti-Money Laundering Specialist by ACAMS or equivalent AML certification/license is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100K-$135K per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-135k yearly Auto-Apply 60d+ ago
  • Recruiting Branch Office Administrator

    Bankers Life 4.5company rating

    Wilmington, NC jobs

    Job DescriptionKey Job Responsibilities• Provides friendly and approachable services to visitors, employees, agents and customers• Answers phone calls and greets people in a professional manner• Calls potential candidates and sets appointments for Career Briefings. • Prepares materials for Career Briefings• Follows-up with recruits to check on exam progress• Assists in the agent appointment process with the territory office and home office• Demonstrated experience in researching, analyzing, and summarizing information• Creates reporting to track shows, interviews, and contracts
    $31k-44k yearly est. 11d ago
  • RACING SECRETARY (Live horse racing background)

    Louisiana Downs Investment Company LLC 4.1company rating

    Bossier City, LA jobs

    RACING SECRETARY The Racing Secretary is a key position that is primarily responsible for the integrity of Louisiana Downs Casino and Racetrack's live racing offerings. The ideal candidate must have a strong work ethic, an innovative outlook on the racing industry and a dedicated belief in Louisiana Down's vision. REQUIREMENTS and DESIRED SKILLS: Must be able to speak, read, and understand English Must be able to work weekends, holidays, and varying shifts Must have 5+ years of experience as a Racing Secretary Must be proficient in MS Office - Word, Excel & PowerPoint Must have knowledge of horse care & welfare; Equine transportation; Placing horses Must have racing industry knowledge; Racing rules & regulations; Integrity of the sport; Raceday operations; Race planning/Racecourses and racing calendar; Facility management & maintenance; Purchasing & sales procedures; Employee management JOB DUTIES: Responsible for managing the live racing meets which include: compiling and publishing condition books, assigning weights or making allowances for handicap races, processing all entries and nominations, etc. Contributes to decisions made on a purse structure for the race meets Knowledge of both Thoroughbred and Quarter Horse Racing Secretary duties Maintaining a complete record of all races Accountable for the safe keeping of registered certificates and safe return to owners Responsible for analyzing official workouts and past performance records to arrange races between horses of equal experience and ability Work with the Track Superintendent to plan a variety of racing during the meet Compiles official program for each live racing meet Handicaps horses in each race by assigning weight it will carry based on known data about each horse Will work with the General Manager of Racing to determine stall applications and allocations Serves as a liaison between HBPA and Louisiana Downs Collaborating with the General Manager of Racing and Racing Operations Manager on the hiring of Racing Office personnel to ensure a smooth and well-coordinated operation Responsible for adhering to all procedures and/or controls in designated area of responsibility Performs all other duties as assigned SUPERVISION OF: Assistant Racing Secretary/Quarter/Thoroughbred Horse Racing Secretary, Stakes Coordinator, Identifier, Clocker, Starter, Placing Judge, Outriders, Stall Superintendent, Claims Clerk, Paddock Judge, Clerk of Course, Clerk of Scales, Jock's Room Custodian, Colors Man/Laundry Superintendent, Asst. Starter, Valet, Paddock Shoer, Assistant Clocker, Racing Office Administrative Assistant QUALIFICATIONS: At least Five (5) years of experience as a Racing Secretary or an Assistant Racing Secretary and ten (10) years of experience as a licensed racing official. Ability to work in a fast-paced environment with numerous responsibilities. Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, of executives, managers, and horsemen. Ability to maintain a calm, composed presence in an often-challenging environment where multiple tasks and events may occur simultaneously. The highest of moral integrity and a strong work ethic. Must be able to pass Louisiana Downs pre-employment screening which includes a criminal background check and verification of work history. Must be able to attain a Louisiana State Racing Commission (LSRC) License Accredited through ROAP (Preferred) WORKING CONDITIONS/ PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Maintain a flexible working schedule, which may include nights and weekends during the live race season May - September, January-April. While performing the essential functions of this job, the employee is occasionally required to stand, walk, and sit throughout the assigned shift Must be able to lift up to 40 lbs. Requires frequent wrist and hand use. LOUISIANA DOWNS RESERVES THE RIGHT TO MAKE CHANGES TO THIS JOB DESCRIPTION WHENEVER NECESSARY.
    $33k-51k yearly est. Auto-Apply 60d+ ago
  • RACING SECRETARY (Live horse racing background)

    Louisiana Downs Investment Company LLC 4.1company rating

    Bossier City, LA jobs

    RACING SECRETARY The Racing Secretary is a key position that is primarily responsible for the integrity of Louisiana Downs Casino and Racetrack's live racing offerings. The ideal candidate must have a strong work ethic, an innovative outlook on the racing industry and a dedicated belief in Louisiana Down's vision. REQUIREMENTS and DESIRED SKILLS: Must be able to speak, read, and understand English Must be able to work weekends, holidays, and varying shifts Must have 5+ years of experience as a Racing Secretary Must be proficient in MS Office - Word, Excel & PowerPoint Must have knowledge of horse care & welfare; Equine transportation; Placing horses Must have racing industry knowledge; Racing rules & regulations; Integrity of the sport; Raceday operations; Race planning/Racecourses and racing calendar; Facility management & maintenance; Purchasing & sales procedures; Employee management JOB DUTIES: Responsible for managing the live racing meets which include: compiling and publishing condition books, assigning weights or making allowances for handicap races, processing all entries and nominations, etc. Contributes to decisions made on a purse structure for the race meets Knowledge of both Thoroughbred and Quarter Horse Racing Secretary duties Maintaining a complete record of all races Accountable for the safe keeping of registered certificates and safe return to owners Responsible for analyzing official workouts and past performance records to arrange races between horses of equal experience and ability Work with the Track Superintendent to plan a variety of racing during the meet Compiles official program for each live racing meet Handicaps horses in each race by assigning weight it will carry based on known data about each horse Will work with the General Manager of Racing to determine stall applications and allocations Serves as a liaison between HBPA and Louisiana Downs Collaborating with the General Manager of Racing and Racing Operations Manager on the hiring of Racing Office personnel to ensure a smooth and well-coordinated operation Responsible for adhering to all procedures and/or controls in designated area of responsibility Performs all other duties as assigned SUPERVISION OF: Assistant Racing Secretary/Quarter/Thoroughbred Horse Racing Secretary, Stakes Coordinator, Identifier, Clocker, Starter, Placing Judge, Outriders, Stall Superintendent, Claims Clerk, Paddock Judge, Clerk of Course, Clerk of Scales, Jock's Room Custodian, Colors Man/Laundry Superintendent, Asst. Starter, Valet, Paddock Shoer, Assistant Clocker, Racing Office Administrative Assistant QUALIFICATIONS: At least Five (5) years of experience as a Racing Secretary or an Assistant Racing Secretary and ten (10) years of experience as a licensed racing official. Ability to work in a fast-paced environment with numerous responsibilities. Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, of executives, managers, and horsemen. Ability to maintain a calm, composed presence in an often-challenging environment where multiple tasks and events may occur simultaneously. The highest of moral integrity and a strong work ethic. Must be able to pass Louisiana Downs pre-employment screening which includes a criminal background check and verification of work history. Must be able to attain a Louisiana State Racing Commission (LSRC) License Accredited through ROAP (Preferred) WORKING CONDITIONS/ PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Maintain a flexible working schedule, which may include nights and weekends during the live race season May - September, January-April. While performing the essential functions of this job, the employee is occasionally required to stand, walk, and sit throughout the assigned shift Must be able to lift up to 40 lbs. Requires frequent wrist and hand use. LOUISIANA DOWNS RESERVES THE RIGHT TO MAKE CHANGES TO THIS JOB DESCRIPTION WHENEVER NECESSARY.
    $33k-51k yearly est. Auto-Apply 60d+ ago
  • Administrative Assistant - Front Desk

    Aldrich 3.8company rating

    Spokane, WA jobs

    Full-time Description Join Aldrich, a leading accounting firm, as an Administrative Assistant and become an integral part of our Administrative team! Our Administrative Assistants act as a dedicated resource for our team, helping to ensure we provide exceptional service and deliverables to our clients. If you want to be a part of a growing firm in Spokane, while enjoying an organization that values your well-being, we would love to meet you. We believe in balance, even within the demands of our seasonal business cycles, and are dedicated to making a positive impact in the communities we serve. Why Aldrich Aldrich is a growth-minded west coast regional professional services firm with an innovative and entrepreneurial spirit. We are a values driven firm committed to accountability, agility, collaboration, and respect. Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values. We exist to improve the lives of our people, our clients and our communities. Honoring why we exist and our people as our number one priority, Aldrich is committed to providing opportunities to develop the whole person and ensure employees can bring their authentic selves to our shared mission. Aldrich supports individuals' pursuit of wild success in life and work, and their ability to impact their colleagues, clients, and communities. Aldrich is an equal opportunity employer. Check out more about Aldrich at ***************************** You'll Get a Chance To Serve as the primary point of contact between staff and clients, assisting with incoming calls, centralized email requests, and facilitating information sharing between offices. Provide comprehensive administrative support, including coordinating and managing electronic paperwork, onboarding clients into various applications, preparing client engagement letters, and maintaining a professional office atmosphere. Assist with scheduling and calendar management, meeting organization, and arranging courier and overnight services as needed. Support tax-related tasks, such as electronic tax return filing, logging and tracking, assembling tax returns, and financial statements. Assist with firm mailings, including quarterly newsletters and annual mailings, and provide additional administrative support as required. What You Bring to the Team Resourceful team-player with the ability to work independently and take initiative Ability to identify and resolve problems in a professional and timely manner Strong organizational skills and attention to detail Excellent written and verbal communication skills One-year related experience in a professional services environment; or equivalent combination of education and experience Strong proficiency with Microsoft Office Suite, specifically Outlook, Excel, and Word Bachelor's Degree preferred Requirements How We'll Reward You At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes: Medical, dental, vision, life, and disability insurance Health savings, flexible spending, and dependent care 401(k) plan with 1.5% match and 5% discretionary profit sharing 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank 10 Paid Holidays 16 Hours of Volunteer Time Paid Sabbaticals and Paid Parental Leave This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role and compensations decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $24.00-26.00 per hour. For a full summary of our benefit offerings, check out Life at Aldrich at ***************************************************** What You Should Know This is a full-time position and will be required to be onsite. Our standard office hours are Monday - Friday, 8 AM - 5 PM. Occasional Saturday availability may be required during peak periods, with prior notification provided for any scheduled weekend hours. Candidates interested in applying for this opportunity must be geographically based in Spokane and must be legally authorized to work in the United States without the need for employer sponsorship. To Apply Submit your resume today! We do not accept agency resumes and are not responsible for any fees related to unsolicited resumes. Salary Description $24.00-$26.00 Per Hour
    $24-26 hourly 6d ago
  • Office Administrator

    Higginbotham 4.5company rating

    Birmingham, AL jobs

    The Office Administrator ensures smooth day-to-day operations by managing office logistics, coordinating front desk coverage, maintaining common areas, and overseeing supplies and scheduling. This role requires strong organizational skills, adaptability, and a collaborative mindset to support various departments and respond proactively to changing needs. This is a Part-Time position. Supervisory Responsibilities: None Essential Tasks: Responsible for front desk coverage breaks for the receptionist (morning, lunch & afternoon breaks), to answer phones & welcome visitors; including finding coverage when they will be out of the office Provides assistance in performing various labor-intensive tasks (lifting no more than >30lbs.) Contributes to team effort by accomplishing related projects & results as needed (collaboration) Assists in reporting day-to-day maintenance issues as needed Oversees calendar management for office conference rooms Maintains cleanliness of breakrooms, orders kitchen supplies and ensures they are furnished. Ensuring office efficiency by maintaining common areas, organizing procedures, handling correspondence, managing file systems, and overseeing supplies and equipment Making office supplies arrangements Creating and maintaining a pleasant work environment, ensuring high levels of organizational effectiveness, communication, and coordination among departments Assisting the Service department as needed Assisting with various projects and initiatives as needed Anticipating and resolving issues before they escalate, demonstrating resourcefulness and the ability to think quickly on your feet Being flexible and adaptable to changing priorities and deadlines, as well as the ability to multitask and manage competing demands effectively Learn and utilize internal tools such as CRMs, spreadsheets, and project management platforms (e.g., Microsoft Suite, Applied EPIC, etc.). Core Competencies: Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction Dependability: Acknowledgment of the importance of being present and punctual. Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment Experience and Education: 2+ years of administrative or clerical work experience Licensing and Credentials: None Systems: Proficient with Microsoft Excel, Word, PowerPoint, and Outlook Physical Requirements: Ability to lift 25 pounds Repeated use of sight to read documents and computer screens Repeated use of hearing and speech to communicate on telephone and in person Repetitive hand movements, such as keyboarding, writing, 10-key Walking, bending, sitting, reaching and stretching in all directions
    $25k-33k yearly est. 60d+ ago
  • Return to Work Assistant

    Charles Taylor Plc 4.5company rating

    Cincinnati, OH jobs

    Reference 668371 Salary $/hour Job Type Permanent Posted 14 November 2025 Charles Taylor is a highly successful global provider of professional services to the insurance industry. We are seeking an enthusiastic Return to Work Assistant to join our team in Cincinnati, OH. The role follows a hybrid model, with in-office work expected on designated days. Job Summary This role will provide assistance to our Return to Work Account Executives finding temporary job placements for injured workers at nonprofit facilities. Responsibilities * Assigning and entering referrals, including contact information and restrictions * Research and identify nonprofit organizations to place injured employees for volunteer work * Ensure telephonic case manager coverage for initial meeting nonprofit appointments by creating Outlook meeting invites * Perform reminder calls to injured workers for upcoming scheduled meetings * Conduct weekly contact with injured employees participating in virtual placements * Conduct bi-weekly contact with injured employees and nonprofit management for those participating in offsite placements * Document/Index all injured employees and nonprofit management correspondence * Management and maintenance of electronic timekeeping system and reporting * Update MDOS trackers including the referral, meeting and virtual trackers * Manage mailings including return labels, offer letters, etc. * Assist with supply ordering and tracking * Other duties as assigned Responsibilities * Proficiency with Microsoft Office applications * Organized with attention to detail * Excellent written and verbal communication skills * Positive attitude and team player mentality * Must be passionate and have a sense of urgency Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical, dental, vision, life insurance and 401(K) with match. If you are seeking a career where you can achieve great things for great clients in a supportive and collaborative environment, then we may be the place for you. Values At Charles Taylor, our values define our identity, principles and conduct. This person will demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, Accountability and Collaboration. Equal Opportunity Employer Here at Charles Taylor we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex, or sexual orientation. Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive, and diverse culture and environment which we are proud to be a part of at Charles Taylor. About Charles Taylor Charles Taylor is an independent, global provider of claims solutions, insurance management services and technology platforms for all property and casualty markets, including commercial property, workers' compensation, and auto/liability. We offer complex loss adjusting, technical services, third-party administration, and managed care programs with specialization in catastrophic, aviation, energy, and marine claims. With over 100 years of expertise at our core, we offer a comprehensive suite of solutions across all lines of business to help our clients manage risk. Contact information Colleen Moody
    $21k-30k yearly est. 13d ago

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