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via Tarta.ai
posted_at: 15 days agoschedule_type: Full-time
WESTPAC WEALTH PARTNERS CAREER DESCRIPTION
At WestPac Wealth Partners, we are looking for talented people who want to take control of their future. We offer the freedom to run your own business with the support of a Fortune #1 Best Places to work and Inc 5000 Fastest Growing Companies behind you\*. If you have the desire to make a difference in your community and be directly rewarded for your... efforts, this could be one of the best careers for you.
About
WESTPAC WEALTH PARTNERS CAREER DESCRIPTION
At WestPac Wealth Partners, we are looking for talented people who want to take control of their future. We offer the freedom to run your own business with the support of a Fortune #1 Best Places to work and Inc 5000 Fastest Growing Companies behind you\*. If you have the desire to make a difference in your community and be directly rewarded for your... efforts, this could be one of the best careers for you.
About WestPac
WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to creating lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.
The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: https://www.westpacwealth.com/p/who-we-are
Career Requirements
When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success.
In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
• 4-Year Degree minimum
• Entrepreneurial Mindset
• Desire to help others
• Interpersonal & Relationship skills
• Desire to build a business for yourself but not by yourself
• Strong work ethic
• Coachable
• Have or willing to obtain state Life/Health Insurance License, SIE, Series 7 & Series 66
What We Provide
• Best-In-Class, Proprietary Training and Education Systems
• Proprietary Planning Software
• Team-Work Culture
• Free Licensing
• Access to study and licensing materials – reimbursements for tests.
• Advanced Planning Team
• Accountability and Marketing Coaches
\* Learn more about our accolades here: https://www.westpacwealth.com/p/who-we-are | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I29680| 2022-147501 | Exp. 12/24
Corporate Office: 5280 Carroll Canyon Road, Suite 300 | San Diego, CA 92121 | P 844.WestPac (937-8722) | WestPacWealth.com Page 1 of 1
Job Type: Full-time
Pay: $52,000.00 - $250,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
Physical setting:
• Office
Schedule:
• Monday to Friday
• Self-determined schedule
• Weekend availability
Supplemental pay types:
• Commission pay
• Signing bonus
Ability to commute/relocate:
• San Diego, CA 92121: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Financial concepts: 1 year (Preferred)
Work Location: Hybrid remote in Scottsdale, AZ 85254 Show more details...
At WestPac Wealth Partners, we are looking for talented people who want to take control of their future. We offer the freedom to run your own business with the support of a Fortune #1 Best Places to work and Inc 5000 Fastest Growing Companies behind you\*. If you have the desire to make a difference in your community and be directly rewarded for your... efforts, this could be one of the best careers for you.
About WestPac
WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to creating lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.
The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: https://www.westpacwealth.com/p/who-we-are
Career Requirements
When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success.
In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
• 4-Year Degree minimum
• Entrepreneurial Mindset
• Desire to help others
• Interpersonal & Relationship skills
• Desire to build a business for yourself but not by yourself
• Strong work ethic
• Coachable
• Have or willing to obtain state Life/Health Insurance License, SIE, Series 7 & Series 66
What We Provide
• Best-In-Class, Proprietary Training and Education Systems
• Proprietary Planning Software
• Team-Work Culture
• Free Licensing
• Access to study and licensing materials – reimbursements for tests.
• Advanced Planning Team
• Accountability and Marketing Coaches
\* Learn more about our accolades here: https://www.westpacwealth.com/p/who-we-are | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I29680| 2022-147501 | Exp. 12/24
Corporate Office: 5280 Carroll Canyon Road, Suite 300 | San Diego, CA 92121 | P 844.WestPac (937-8722) | WestPacWealth.com Page 1 of 1
Job Type: Full-time
Pay: $52,000.00 - $250,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
Physical setting:
• Office
Schedule:
• Monday to Friday
• Self-determined schedule
• Weekend availability
Supplemental pay types:
• Commission pay
• Signing bonus
Ability to commute/relocate:
• San Diego, CA 92121: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Financial concepts: 1 year (Preferred)
Work Location: Hybrid remote in Scottsdale, AZ 85254 Show more details...
via Tarta.ai
posted_at: 8 days agoschedule_type: Full-time
WestPac Wealth Partners is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to creating lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial... solutions.
Fortune Magazine recently recognized WestPac Wealth
WestPac Wealth Partners is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to creating lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial... solutions.
Fortune Magazine recently recognized WestPac Wealth Partners in two separate features as best places to work! First, as #1 Firm in Financial Services and Insurance to work for as well as the 7th best mid-sized company in the United States to work for. We could not be prouder of our culture! https://fortune.com/best-medium-workplaces/2019/westpac-wealth-partners/
Career Requirements:
To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices. Four key personality traits are commonly seen in most Top Financial Representatives:
• Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides.
• Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams.
• Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele particularly in the initial years.
• Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required for success and reach a mastery level as a planner.
Responsibilities:
• Provide sound financial recommendations to help insure financial security for clients, and possess the capability to move clients to take action and implement recommendations
• Act as an advocate for your clients; commitment to enhance, enrich and serve client base
• Implement cutting edge financial strategies to grow and develop long lasting, value based client relationships
• Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
• Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within target markets
• Learn necessary selling skills practices
Job Type: Full-time
Pay: $45,000.00 - $250,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday
• Weekend availability
Supplemental Pay:
• Commission pay
• Signing bonus
COVID-19 considerations:
We follow all CDC guidelines by state.
Experience:
• Financial Advising: 1 year (Preferred)
Work Location: One location Show more details...
Fortune Magazine recently recognized WestPac Wealth Partners in two separate features as best places to work! First, as #1 Firm in Financial Services and Insurance to work for as well as the 7th best mid-sized company in the United States to work for. We could not be prouder of our culture! https://fortune.com/best-medium-workplaces/2019/westpac-wealth-partners/
Career Requirements:
To be successful in the Financial Representative Career involves many diverse skill sets. Most importantly you are a business owner and will need to develop your clientele with the training and support from our local agency and corporate offices. Four key personality traits are commonly seen in most Top Financial Representatives:
• Entrepreneurial Spirit: The desire to run their own business and the autonomy this provides.
• Impact on Others: The belief and focus to do something greater than themselves and help clients realize their financial goals and dreams.
• Work Ethic: Top Financial Representatives are self-motivated to learn and market their practice to grow a clientele particularly in the initial years.
• Coachable: The ability to work with our managers and mentors to learn the financial knowledge and approaches required for success and reach a mastery level as a planner.
Responsibilities:
• Provide sound financial recommendations to help insure financial security for clients, and possess the capability to move clients to take action and implement recommendations
• Act as an advocate for your clients; commitment to enhance, enrich and serve client base
• Implement cutting edge financial strategies to grow and develop long lasting, value based client relationships
• Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge of financial products and services in changing economic conditions
• Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within target markets
• Learn necessary selling skills practices
Job Type: Full-time
Pay: $45,000.00 - $250,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
Schedule:
• Monday to Friday
• Weekend availability
Supplemental Pay:
• Commission pay
• Signing bonus
COVID-19 considerations:
We follow all CDC guidelines by state.
Experience:
• Financial Advising: 1 year (Preferred)
Work Location: One location Show more details...
via LinkedIn
posted_at: 11 days agoschedule_type: Full-time
Job Description
Relationship Manager, Director Corporate & Institutional Banking, Americas...
We are Australia’s first bank and oldest company, and one of four major banking organisations in Australia. This opportunity sits in our New York branch working for Westpac Institutional Bank, the division of Westpac that services the needs of our corporate, institutional, and governmental clients.
How will I help?
A relationship manager role within
Job Description
Relationship Manager, Director Corporate & Institutional Banking, Americas...
We are Australia’s first bank and oldest company, and one of four major banking organisations in Australia. This opportunity sits in our New York branch working for Westpac Institutional Bank, the division of Westpac that services the needs of our corporate, institutional, and governmental clients.
How will I help?
A relationship manager role within the team responsible for head office relationships for an existing portfolio of strategic global banks, non-bank financial institutions and financial sponsors. In addition, there is a focus on new-to–bank customers that align with the Bank’s nexus requirements.
This position operates closely with the local FI analysts and alongside the regional head of FI, Public Sector & Health based in London, UK.
What are my key areas of focus?
• Develop deep relationships with existing and new customers
• Identify and manage a large range of business development opportunities using all of Westpac’s relationship management tools and ensure that customer account plan preparation and initiatives are coordinated on a global basis
• Ensure the effective delivery of Westpac’s products and services, developing sustainable levels of cross-sell
• Originate high value, value-added customer solutions
• Work closely with Research and Risk colleagues to ensure the portfolio meets WIB’s high credit standards
• Work closely and collaboratively with colleagues in other centres (principally Australia, New Zealand, Asia and the UK)
• Working collaboratively with key stakeholders and leveraging resources within the Bank through exceptional teamwork
• Being highly responsive and innovative to client needs and proactively driving new opportunities
• Contributing to a high performance team
As this role entails managing customers located in a range of localities across North America you will be required to travel on a reasonably frequent basis. This will also include arranging and managing customer visits for our senior executives.
You will also be required to contribute to strategic reviews of the business, including identifying new growth paths for the business, executing the global FI strategy and process improvement opportunities.
In summary, this role is ideally suited to someone who has a high level energy, accountability, an inquisitive mind and a highly professional approach to their work together with the appetite, consistency and patience to successfully convert targets into valued customers. In turn the role offers the opportunity of working with large global companies in one of the world’s largest and most dynamic financial centres.
What will I need?
You will have proven skills and experience in managing a core portfolio of US/Canadian banks and top tier financial sponsor customers (including subscription financing requirements) with a diverse range of needs. You will be known for your strong communication, networking and relationship development skills, and will be able to establish relationships at a senior level of organisations. You will have an in-depth knowledge of wholesale banking products and be able to identify and market suitable applications for these products.
To be successful you will have the following:
• Degree qualified, preferably business, finance, accounting, legal or banking related
• Proven ability to work with large multinational organisations
• Proven track record in Strategic Sales / Relationship Management (at least 5-10+ years in relationship management)
• Excellent relationship management / stakeholder management skills;
• Proven ability to develop and execute high level client-led growth strategies
• Ability to influence a broad range of stakeholders across a range of geographies to deliver positive business and risk outcomes for the businesses and optimal customer outcomes
• Proven credit skills
• Strong ability to advocate for the North American client base within the Bank
• Ability to successfully work remotely given material domestic travel requirements associated with the role
• Ability to understand and market Westpac’s core home market product offering
• An ability to think strategically, a positive attitude, high energy and teamwork are fundamental requirements
• Ability to demonstrate leadership within the team and on a global basis
At the Westpac Group, we have a vision to be one of the world’s great service companies – this means helping our people, customers and communities to prosper and grow. We aim to be leaders in diversity, flexibility and as an equal opportunity employer
What’s in it for you?
You’ll play a significant part of the future of the business. This is an excellent time to join as the Northern Hemisphere for Westpac strengthens its presence for Westpac. We’ll back you in the development of your career. You’ll also keep learning to grow, backed by a fantastic team of people within a can-do, supportive structure.
Salary Range 225,000 USD - 300,000 USD
What is it like to work here?
We aim to provide a supportive team of people who love helping others succeed. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion Show more details...
Relationship Manager, Director Corporate & Institutional Banking, Americas...
We are Australia’s first bank and oldest company, and one of four major banking organisations in Australia. This opportunity sits in our New York branch working for Westpac Institutional Bank, the division of Westpac that services the needs of our corporate, institutional, and governmental clients.
How will I help?
A relationship manager role within the team responsible for head office relationships for an existing portfolio of strategic global banks, non-bank financial institutions and financial sponsors. In addition, there is a focus on new-to–bank customers that align with the Bank’s nexus requirements.
This position operates closely with the local FI analysts and alongside the regional head of FI, Public Sector & Health based in London, UK.
What are my key areas of focus?
• Develop deep relationships with existing and new customers
• Identify and manage a large range of business development opportunities using all of Westpac’s relationship management tools and ensure that customer account plan preparation and initiatives are coordinated on a global basis
• Ensure the effective delivery of Westpac’s products and services, developing sustainable levels of cross-sell
• Originate high value, value-added customer solutions
• Work closely with Research and Risk colleagues to ensure the portfolio meets WIB’s high credit standards
• Work closely and collaboratively with colleagues in other centres (principally Australia, New Zealand, Asia and the UK)
• Working collaboratively with key stakeholders and leveraging resources within the Bank through exceptional teamwork
• Being highly responsive and innovative to client needs and proactively driving new opportunities
• Contributing to a high performance team
As this role entails managing customers located in a range of localities across North America you will be required to travel on a reasonably frequent basis. This will also include arranging and managing customer visits for our senior executives.
You will also be required to contribute to strategic reviews of the business, including identifying new growth paths for the business, executing the global FI strategy and process improvement opportunities.
In summary, this role is ideally suited to someone who has a high level energy, accountability, an inquisitive mind and a highly professional approach to their work together with the appetite, consistency and patience to successfully convert targets into valued customers. In turn the role offers the opportunity of working with large global companies in one of the world’s largest and most dynamic financial centres.
What will I need?
You will have proven skills and experience in managing a core portfolio of US/Canadian banks and top tier financial sponsor customers (including subscription financing requirements) with a diverse range of needs. You will be known for your strong communication, networking and relationship development skills, and will be able to establish relationships at a senior level of organisations. You will have an in-depth knowledge of wholesale banking products and be able to identify and market suitable applications for these products.
To be successful you will have the following:
• Degree qualified, preferably business, finance, accounting, legal or banking related
• Proven ability to work with large multinational organisations
• Proven track record in Strategic Sales / Relationship Management (at least 5-10+ years in relationship management)
• Excellent relationship management / stakeholder management skills;
• Proven ability to develop and execute high level client-led growth strategies
• Ability to influence a broad range of stakeholders across a range of geographies to deliver positive business and risk outcomes for the businesses and optimal customer outcomes
• Proven credit skills
• Strong ability to advocate for the North American client base within the Bank
• Ability to successfully work remotely given material domestic travel requirements associated with the role
• Ability to understand and market Westpac’s core home market product offering
• An ability to think strategically, a positive attitude, high energy and teamwork are fundamental requirements
• Ability to demonstrate leadership within the team and on a global basis
At the Westpac Group, we have a vision to be one of the world’s great service companies – this means helping our people, customers and communities to prosper and grow. We aim to be leaders in diversity, flexibility and as an equal opportunity employer
What’s in it for you?
You’ll play a significant part of the future of the business. This is an excellent time to join as the Northern Hemisphere for Westpac strengthens its presence for Westpac. We’ll back you in the development of your career. You’ll also keep learning to grow, backed by a fantastic team of people within a can-do, supportive structure.
Salary Range 225,000 USD - 300,000 USD
What is it like to work here?
We aim to provide a supportive team of people who love helping others succeed. Working with us you'll discover new ways of working, and an exciting range of roles to showcase your skills. As an equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility – and champions inclusion Show more details...
via Tarta.ai
posted_at: 16 days agoschedule_type: Full-time
Responsibilities
Client Service Associate...
• Assist Producer with client support and time management
• Build client relationship, schedule & confirm meetings, manage advisor calendar.
• Provide pre-appointment paperwork to prospects/clients
• Maintain files and records in client database & CRM software
• Prepare and process electronic and paper account applications
• Keep the Producer and team members informed on pending business, production
Responsibilities
Client Service Associate...
• Assist Producer with client support and time management
• Build client relationship, schedule & confirm meetings, manage advisor calendar.
• Provide pre-appointment paperwork to prospects/clients
• Maintain files and records in client database & CRM software
• Prepare and process electronic and paper account applications
• Keep the Producer and team members informed on pending business, production and progress
• Coordinate events, seminars, webinars and prepare presentation materials
• Aid in Marketing efforts & comply with social media guidelines
• Assist in problem resolution and act as the Producer liaison with business partners, as well as the broker/dealer
• Provide excellent customer service and aid in maintaining strong client-producer relationship
• Process incoming correspondence, mail, and email following established protocols
• Miscellaneous administrative duties as needed
Office Administrator - Receptionist
• Welcome all guests, clients and team members
• Maintain front office, conference rooms & common areas in excellent appearance
• Manage Emails and Calendar
• Maintain all marketing and office supplies fully stocked
• Track all incoming and outgoing correspondence
• Manage office calendar and coordinate conference rooms usage
• Answer phone calls and transfer calls accordingly
• Manage mail correspondence between all offices
• Be a Liaison between Associates, accountant & NB
• Miscellaneous administrative duties as needed
• Share Communication with Guardian and Park Avenue Securities, and outside vendors to conduct business
• Prepare new hires package
• Support New Business Team
• Process New Business cases / order medical records as directed
• Track eServices for Multiple WestPac Agencies
• Order/Track Client Medical Records for Underwriting
• Print/Assemble Insurance Policies
• Record Insurance Application Submissions & Insurance Policy Payments on Agency Reports
• Respond to policy notices and enter data in the the NB Paid reports
• Manage Guardian paid / submitted reports.
• Archive documents as needed
• Follow all guidelines and legal requirements
The above includes most significant duties performed. However, other work assignments not mentioned are assumed to be included. Management may in its sole discretion assign and/or reassign duties and responsibilities at any time.
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Referral program
• Vision insurance
Schedule:
• 8 hour shift
Supplemental pay types:
• Bonus pay
COVID-19 considerations:
We follow CDC guidelines.
Ability to commute/relocate:
• Scottsdale, AZ 85254: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Customer service: 1 year (Preferred)
Work Location: One location Show more details...
Client Service Associate...
• Assist Producer with client support and time management
• Build client relationship, schedule & confirm meetings, manage advisor calendar.
• Provide pre-appointment paperwork to prospects/clients
• Maintain files and records in client database & CRM software
• Prepare and process electronic and paper account applications
• Keep the Producer and team members informed on pending business, production and progress
• Coordinate events, seminars, webinars and prepare presentation materials
• Aid in Marketing efforts & comply with social media guidelines
• Assist in problem resolution and act as the Producer liaison with business partners, as well as the broker/dealer
• Provide excellent customer service and aid in maintaining strong client-producer relationship
• Process incoming correspondence, mail, and email following established protocols
• Miscellaneous administrative duties as needed
Office Administrator - Receptionist
• Welcome all guests, clients and team members
• Maintain front office, conference rooms & common areas in excellent appearance
• Manage Emails and Calendar
• Maintain all marketing and office supplies fully stocked
• Track all incoming and outgoing correspondence
• Manage office calendar and coordinate conference rooms usage
• Answer phone calls and transfer calls accordingly
• Manage mail correspondence between all offices
• Be a Liaison between Associates, accountant & NB
• Miscellaneous administrative duties as needed
• Share Communication with Guardian and Park Avenue Securities, and outside vendors to conduct business
• Prepare new hires package
• Support New Business Team
• Process New Business cases / order medical records as directed
• Track eServices for Multiple WestPac Agencies
• Order/Track Client Medical Records for Underwriting
• Print/Assemble Insurance Policies
• Record Insurance Application Submissions & Insurance Policy Payments on Agency Reports
• Respond to policy notices and enter data in the the NB Paid reports
• Manage Guardian paid / submitted reports.
• Archive documents as needed
• Follow all guidelines and legal requirements
The above includes most significant duties performed. However, other work assignments not mentioned are assumed to be included. Management may in its sole discretion assign and/or reassign duties and responsibilities at any time.
Job Type: Full-time
Pay: $40,000.00 - $45,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Referral program
• Vision insurance
Schedule:
• 8 hour shift
Supplemental pay types:
• Bonus pay
COVID-19 considerations:
We follow CDC guidelines.
Ability to commute/relocate:
• Scottsdale, AZ 85254: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Customer service: 1 year (Preferred)
Work Location: One location Show more details...
via LinkedIn
posted_at: 5 days agoschedule_type: Full-time
Job Functions, Duties, Responsibilities And Position Qualifications
You put the pro in medical laboratory professional. You’ve got problem-solving instincts, a passion for patient care, and the technical training to deliver quality results. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career...
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing
Job Functions, Duties, Responsibilities And Position Qualifications
You put the pro in medical laboratory professional. You’ve got problem-solving instincts, a passion for patient care, and the technical training to deliver quality results. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career...
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing of our communities as a leader in clinical laboratory solutions. Quality is in our
DNA -- is it in yours?
This opportunity is Full-Time, Monday - Friday, and occasional Saturday when needed 03:00 am to 11:45 am
In This Role, You Will
• Orienting and embedding of tissue specimens
• Verifying and completing of orders for special procedures of tissue blocks
• Trimming and cutting of tissue blocks
• Preparing of slides and mounting tissue sections on slides
• Manual or automated H&E staining of slides
• Doing manual and automated staining for special stain procedures as trained
• Doing manual or automatic cover slipping of slides
• Labeling slides with paper label in number sequence and distributing slides to correct courier pick-up stations
• Routine maintenance and cleanup of workstations
• Preparing and loading reagents on the recycler; daily testing of alcohol/xylene percentage and purity of reagents
• Routine maintenance of tissue processors and automated strainers, H&E staining station and automated cover slipper
• Ensuring adequate inventory of supplies and reagents by informing the department purchasing manager of needs
• Maintaining routine records and files in appropriate order
• Filing tissue blocks in correct hospital and dermatology office boxes
• Answering the phone in a friendly, professional, and efficient manner within established guidelines
• Doing daily routing cleanup of staining dishes, counters and floors
• Modifying (add, delete, or change) orders one existing cases in the power path system
• Adhere to all protocols as described in WestPac Lab Policy and Procedure manual as related to job duties
• Physical Capabilities
• Light physical effort (lift/carry up to 25 lbs.)
• Occasional reaching, stooping, bending, kneeling, and crouching
• Frequent, prolonged standing/sitting/walking
• Must be able to see, hear, and respond adequately
• Frequent use of telephone and fax
• Occasional travel required to interact with Division personnel and/or attend meetings, educational training
Work Experience And Educational Requirements
• High School Diploma or GED required.
• Working on A.S. or B.S. Degree in Biology field (if not already attained)
Bas pay start range- $18.00- $21.00 D.O.E.
Scheduled Weekly Hours
40
Work Shift
1st Shift (United States of America)
Job Category
Laboratory Operations
Company
WestPac Labs, Inc.
WestPac Labs, Inc.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws Show more details...
You put the pro in medical laboratory professional. You’ve got problem-solving instincts, a passion for patient care, and the technical training to deliver quality results. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career...
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing of our communities as a leader in clinical laboratory solutions. Quality is in our
DNA -- is it in yours?
This opportunity is Full-Time, Monday - Friday, and occasional Saturday when needed 03:00 am to 11:45 am
In This Role, You Will
• Orienting and embedding of tissue specimens
• Verifying and completing of orders for special procedures of tissue blocks
• Trimming and cutting of tissue blocks
• Preparing of slides and mounting tissue sections on slides
• Manual or automated H&E staining of slides
• Doing manual and automated staining for special stain procedures as trained
• Doing manual or automatic cover slipping of slides
• Labeling slides with paper label in number sequence and distributing slides to correct courier pick-up stations
• Routine maintenance and cleanup of workstations
• Preparing and loading reagents on the recycler; daily testing of alcohol/xylene percentage and purity of reagents
• Routine maintenance of tissue processors and automated strainers, H&E staining station and automated cover slipper
• Ensuring adequate inventory of supplies and reagents by informing the department purchasing manager of needs
• Maintaining routine records and files in appropriate order
• Filing tissue blocks in correct hospital and dermatology office boxes
• Answering the phone in a friendly, professional, and efficient manner within established guidelines
• Doing daily routing cleanup of staining dishes, counters and floors
• Modifying (add, delete, or change) orders one existing cases in the power path system
• Adhere to all protocols as described in WestPac Lab Policy and Procedure manual as related to job duties
• Physical Capabilities
• Light physical effort (lift/carry up to 25 lbs.)
• Occasional reaching, stooping, bending, kneeling, and crouching
• Frequent, prolonged standing/sitting/walking
• Must be able to see, hear, and respond adequately
• Frequent use of telephone and fax
• Occasional travel required to interact with Division personnel and/or attend meetings, educational training
Work Experience And Educational Requirements
• High School Diploma or GED required.
• Working on A.S. or B.S. Degree in Biology field (if not already attained)
Bas pay start range- $18.00- $21.00 D.O.E.
Scheduled Weekly Hours
40
Work Shift
1st Shift (United States of America)
Job Category
Laboratory Operations
Company
WestPac Labs, Inc.
WestPac Labs, Inc.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws Show more details...
via Monster
posted_at: 1 day agoschedule_type: Full-time
Job Functions, Duties, Responsibilities and Position Qualifications:
You put the pro in medical laboratory professional. You’ve got problem-solving instincts, a passion for patient care, and the technical training to deliver quality results. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career...
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing
Job Functions, Duties, Responsibilities and Position Qualifications:
You put the pro in medical laboratory professional. You’ve got problem-solving instincts, a passion for patient care, and the technical training to deliver quality results. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career...
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing of our communities as a leader in clinical laboratory solutions. Quality is in our
DNA -- is it in yours?
This opportunity is Full-Time, Monday - Friday, and occasional Saturday when needed 03:00 am to 11:45 am
In this role, you will:
• Orienting and embedding of tissue specimens
• Verifying and completing of orders for special procedures of tissue blocks
• Trimming and cutting of tissue blocks
• Preparing of slides and mounting tissue sections on slides
• Manual or automated H&E staining of slides
• Doing manual and automated staining for special stain procedures as trained
• Doing manual or automatic cover slipping of slides
• Labeling slides with paper label in number sequence and distributing slides to correct courier pick-up stations
• Routine maintenance and cleanup of workstations
• Preparing and loading reagents on the recycler; daily testing of alcohol/xylene percentage and purity of reagents
• Routine maintenance of tissue processors and automated strainers, H&E staining station and automated cover slipper
• Ensuring adequate inventory of supplies and reagents by informing the department purchasing manager of needs
• Maintaining routine records and files in appropriate order
• Filing tissue blocks in correct hospital and dermatology office boxes
• Answering the phone in a friendly, professional, and efficient manner within established guidelines
• Doing daily routing cleanup of staining dishes, counters and floors
• Modifying (add, delete, or change) orders one existing cases in the power path system
• Adhere to all protocols as described in WestPac Lab Policy and Procedure manual as related to job duties
• Physical Capabilities
• Light physical effort (lift/carry up to 25 lbs.)
• Occasional reaching, stooping, bending, kneeling, and crouching
• Frequent, prolonged standing/sitting/walking
• Must be able to see, hear, and respond adequately
• Frequent use of telephone and fax
• Occasional travel required to interact with Division personnel and/or attend meetings, educational training
Work Experience and Educational Requirements
• High School Diploma or GED required.
• Working on A.S. or B.S. Degree in Biology field (if not already attained)
Bas pay start range- $18.00- $21.00 D.O.E.
Scheduled Weekly Hours:
40
Work Shift:
1st Shift (United States of America)
Job Category:
Laboratory Operations
Company:
WestPac Labs, Inc.
WestPac Labs, Inc.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws Show more details...
You put the pro in medical laboratory professional. You’ve got problem-solving instincts, a passion for patient care, and the technical training to deliver quality results. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career...
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing of our communities as a leader in clinical laboratory solutions. Quality is in our
DNA -- is it in yours?
This opportunity is Full-Time, Monday - Friday, and occasional Saturday when needed 03:00 am to 11:45 am
In this role, you will:
• Orienting and embedding of tissue specimens
• Verifying and completing of orders for special procedures of tissue blocks
• Trimming and cutting of tissue blocks
• Preparing of slides and mounting tissue sections on slides
• Manual or automated H&E staining of slides
• Doing manual and automated staining for special stain procedures as trained
• Doing manual or automatic cover slipping of slides
• Labeling slides with paper label in number sequence and distributing slides to correct courier pick-up stations
• Routine maintenance and cleanup of workstations
• Preparing and loading reagents on the recycler; daily testing of alcohol/xylene percentage and purity of reagents
• Routine maintenance of tissue processors and automated strainers, H&E staining station and automated cover slipper
• Ensuring adequate inventory of supplies and reagents by informing the department purchasing manager of needs
• Maintaining routine records and files in appropriate order
• Filing tissue blocks in correct hospital and dermatology office boxes
• Answering the phone in a friendly, professional, and efficient manner within established guidelines
• Doing daily routing cleanup of staining dishes, counters and floors
• Modifying (add, delete, or change) orders one existing cases in the power path system
• Adhere to all protocols as described in WestPac Lab Policy and Procedure manual as related to job duties
• Physical Capabilities
• Light physical effort (lift/carry up to 25 lbs.)
• Occasional reaching, stooping, bending, kneeling, and crouching
• Frequent, prolonged standing/sitting/walking
• Must be able to see, hear, and respond adequately
• Frequent use of telephone and fax
• Occasional travel required to interact with Division personnel and/or attend meetings, educational training
Work Experience and Educational Requirements
• High School Diploma or GED required.
• Working on A.S. or B.S. Degree in Biology field (if not already attained)
Bas pay start range- $18.00- $21.00 D.O.E.
Scheduled Weekly Hours:
40
Work Shift:
1st Shift (United States of America)
Job Category:
Laboratory Operations
Company:
WestPac Labs, Inc.
WestPac Labs, Inc.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws Show more details...
via LinkedIn
posted_at: 5 days agoschedule_type: Full-time
Job Functions, Duties, Responsibilities And Position Qualifications
Must be full COVID vaccinated & boosted...
You’ve got a passion for patient care. You’re personable, professional, and confident that nobody can find a vein like you. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career.
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing of
Job Functions, Duties, Responsibilities And Position Qualifications
Must be full COVID vaccinated & boosted...
You’ve got a passion for patient care. You’re personable, professional, and confident that nobody can find a vein like you. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career.
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing of our communities as a leader in clinical laboratory solutions. Quality is in our DNA -- is it in yours?
This opportunity is Full-time Monday - Friday and Saturdays when needed.
In This Role, You Will
• Provide exceptional patient care and customer-focused service.
• Perform venipuncture on patients of all ages.
• Collect/prepare non-blood specimens.
• Ensure proper specimen processing, labeling, and test ordering.
• Champion safety, compliance, and quality control.
All You Need Is
• High School Diploma or equivalent
• Previous phlebotomy training or experience
• Excellent communication skills
• Ability to work in a fast-paced environment
• Basic computer and data entry skills
Bonus Points If You’ve Got
• 2+ years of laboratory training or experience in specimen collection and processing
• Certification from the American Society of Phlebotomy Technicians
We’ll Give You
• Appreciation for your work
• A feeling of satisfaction that you’ve helped people
• Opportunity to grow in your profession
• Free lab services for you and your eligible dependents
• Work-life balance, including Paid Time Off and Paid Holidays
• Competitive benefits including medical, dental, and vision insurance
• Help saving for retirement, with a 401(k) that includes a generous company match
• A sense of belonging – we are a community!
We Also Want You To Know
This role will have routine access to Protected Health Information (PHI). Employees will be trained on reasonable safeguards and are expected to maintain strict confidentiality, as well as abide by all applicable privacy and security standards. Employees are expected only to access PHI when it is required to fulfill job duties.
Base pay-rate $18.00 - $24.00 hourly D.O.E.
Scheduled Weekly Hours
40
Work Shift
1st Shift (United States of America)
Job Category
Laboratory Operations
Company
WestPac Labs, Inc.
WestPac Labs, Inc.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws Show more details...
Must be full COVID vaccinated & boosted...
You’ve got a passion for patient care. You’re personable, professional, and confident that nobody can find a vein like you. You’re also looking for great benefits, the support of an all-star team, and an opportunity to grow your career.
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing of our communities as a leader in clinical laboratory solutions. Quality is in our DNA -- is it in yours?
This opportunity is Full-time Monday - Friday and Saturdays when needed.
In This Role, You Will
• Provide exceptional patient care and customer-focused service.
• Perform venipuncture on patients of all ages.
• Collect/prepare non-blood specimens.
• Ensure proper specimen processing, labeling, and test ordering.
• Champion safety, compliance, and quality control.
All You Need Is
• High School Diploma or equivalent
• Previous phlebotomy training or experience
• Excellent communication skills
• Ability to work in a fast-paced environment
• Basic computer and data entry skills
Bonus Points If You’ve Got
• 2+ years of laboratory training or experience in specimen collection and processing
• Certification from the American Society of Phlebotomy Technicians
We’ll Give You
• Appreciation for your work
• A feeling of satisfaction that you’ve helped people
• Opportunity to grow in your profession
• Free lab services for you and your eligible dependents
• Work-life balance, including Paid Time Off and Paid Holidays
• Competitive benefits including medical, dental, and vision insurance
• Help saving for retirement, with a 401(k) that includes a generous company match
• A sense of belonging – we are a community!
We Also Want You To Know
This role will have routine access to Protected Health Information (PHI). Employees will be trained on reasonable safeguards and are expected to maintain strict confidentiality, as well as abide by all applicable privacy and security standards. Employees are expected only to access PHI when it is required to fulfill job duties.
Base pay-rate $18.00 - $24.00 hourly D.O.E.
Scheduled Weekly Hours
40
Work Shift
1st Shift (United States of America)
Job Category
Laboratory Operations
Company
WestPac Labs, Inc.
WestPac Labs, Inc.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws Show more details...
via Salary.com
posted_at: 6 days agoschedule_type: Full-time
About Our Firm
The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals through purposed macro-management, informed... financial education, and experienced asset servicing
About Our Firm
The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals through purposed macro-management, informed... financial education, and experienced asset servicing solutions.
WestPac has also been the recipient of numerous awards from Inc and Fortune Magazine recognizing us for being an incredible place to work.
Job Description
One of the fastest growing financial firms in the nation is seeking for a Client Service Associate to provide overall administrative support for two of its agency’s top Producers. The ideal candidate is a trusted partner of the Producers and agency and is expected to coordinate all aspects of the Producers' activities and responsibilities. Fosters outstanding relationship between clients, Producers and functional areas within the organization.
Responsibilities
• Assist Producers with client support and time management
• Build client relationship, schedule & confirm meetings, manage advisor calendar.
• Provide pre-appointment paperwork to prospects/clients
• Maintain files and records in client database & CRM software
• Prepare and process electronic and paper account applications
• Keep Producers and team members informed on pending business, production and progress
• Coordinate events, seminars, webinars and prepare presentation materials
• Aid in Marketing efforts & comply with social media guidelines
• Assist in problem resolution and act as the Producer liaison with business partners, as well as the broker/dealer
• Provide excellent customer service and aid in maintaining strong client - Producer relationship, position will be client facing & client engaging
• Process incoming correspondence, mail, and email following established protocols
The above includes the most significant duties performed. However, other work assignments not mentioned are assumed to be included. Management may in its sole discretion assign and/or reassign duties and responsibilities at any time.
Requirements
• 1 to 2 years experience in the Insurance and/or financial industry preferred.
• Proficient computer skills, web-based applications and Microsoft Office 365.
• College or business school degree preferred
• Ability to multi-task and keep good time management in a fast-paced agency environment.
• Exceptional written & verbal communication skills.
• Must be able to keep sensitive information confidential.
• Need to be detail oriented and well organized.
• Excellent team player and the ability to work well with others.
• Must clear background check and fingerprint requirements and be eligible to work in the United States.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
Schedule:
• 8 hour shift
• Monday to Friday
COVID-19 considerations:
We follow CDC guidelines.
Ability to commute/relocate:
• Missoula, MT 59801: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Customer service: 1 year (Preferred)
Work Location: One location Show more details...
The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and enhances our clients’ goals through purposed macro-management, informed... financial education, and experienced asset servicing solutions.
WestPac has also been the recipient of numerous awards from Inc and Fortune Magazine recognizing us for being an incredible place to work.
Job Description
One of the fastest growing financial firms in the nation is seeking for a Client Service Associate to provide overall administrative support for two of its agency’s top Producers. The ideal candidate is a trusted partner of the Producers and agency and is expected to coordinate all aspects of the Producers' activities and responsibilities. Fosters outstanding relationship between clients, Producers and functional areas within the organization.
Responsibilities
• Assist Producers with client support and time management
• Build client relationship, schedule & confirm meetings, manage advisor calendar.
• Provide pre-appointment paperwork to prospects/clients
• Maintain files and records in client database & CRM software
• Prepare and process electronic and paper account applications
• Keep Producers and team members informed on pending business, production and progress
• Coordinate events, seminars, webinars and prepare presentation materials
• Aid in Marketing efforts & comply with social media guidelines
• Assist in problem resolution and act as the Producer liaison with business partners, as well as the broker/dealer
• Provide excellent customer service and aid in maintaining strong client - Producer relationship, position will be client facing & client engaging
• Process incoming correspondence, mail, and email following established protocols
The above includes the most significant duties performed. However, other work assignments not mentioned are assumed to be included. Management may in its sole discretion assign and/or reassign duties and responsibilities at any time.
Requirements
• 1 to 2 years experience in the Insurance and/or financial industry preferred.
• Proficient computer skills, web-based applications and Microsoft Office 365.
• College or business school degree preferred
• Ability to multi-task and keep good time management in a fast-paced agency environment.
• Exceptional written & verbal communication skills.
• Must be able to keep sensitive information confidential.
• Need to be detail oriented and well organized.
• Excellent team player and the ability to work well with others.
• Must clear background check and fingerprint requirements and be eligible to work in the United States.
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
Schedule:
• 8 hour shift
• Monday to Friday
COVID-19 considerations:
We follow CDC guidelines.
Ability to commute/relocate:
• Missoula, MT 59801: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Customer service: 1 year (Preferred)
Work Location: One location Show more details...
via Glassdoor
posted_at: 6 days agoschedule_type: Full-timesalary: 52K–250K a year
WESTPAC WEALTH PARTNERS CAREER DESCRIPTION
At WestPac Wealth Partners, we are looking for talented people who want to take control of their future. We offer the freedom to run your own business with the support of a Fortune #1 Best Places to work and Inc 5000 Fastest Growing Companies behind you*. If you have the desire to make a difference in your community and be directly rewarded for your... efforts, this could be one of the best careers for you.
About
WESTPAC WEALTH PARTNERS CAREER DESCRIPTION
At WestPac Wealth Partners, we are looking for talented people who want to take control of their future. We offer the freedom to run your own business with the support of a Fortune #1 Best Places to work and Inc 5000 Fastest Growing Companies behind you*. If you have the desire to make a difference in your community and be directly rewarded for your... efforts, this could be one of the best careers for you.
About WestPac
WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to creating lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.
The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: https://www.westpacwealth.com/p/who-we-are
Career Requirements
When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success.
In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
• 4-Year Degree minimum
• Entrepreneurial Mindset
• Desire to help others
• Interpersonal & Relationship skills
• Desire to build a business for yourself but not by yourself
• Strong work ethic
• Coachable
• Have or willing to obtain state Life/Health Insurance License, SIE, Series 7 & Series 66
What We Provide
• Best-In-Class, Proprietary Training and Education Systems
• Proprietary Planning Software
• Team-Work Culture
• Free Licensing
• Access to study and licensing materials – reimbursements for tests.
• Advanced Planning Team
• Accountability and Marketing Coaches
• Learn more about our accolades here: https://www.westpacwealth.com/p/who-we-are | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I29680| 2022-147501 | Exp. 12/24
Corporate Office: 5280 Carroll Canyon Road, Suite 300 | San Diego, CA 92121 | P 844.WestPac (937-8722) | WestPacWealth.com Page 1 of 1
Job Type: Full-time
Pay: $52,000.00 - $250,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
Physical setting:
• Office
Schedule:
• Monday to Friday
• Self-determined schedule
• Weekend availability
Supplemental pay types:
• Commission pay
• Signing bonus
Ability to commute/relocate:
• San Diego, CA 92121: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Financial concepts: 1 year (Preferred)
Work Location: One location Show more details...
At WestPac Wealth Partners, we are looking for talented people who want to take control of their future. We offer the freedom to run your own business with the support of a Fortune #1 Best Places to work and Inc 5000 Fastest Growing Companies behind you*. If you have the desire to make a difference in your community and be directly rewarded for your... efforts, this could be one of the best careers for you.
About WestPac
WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to creating lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.
The commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: https://www.westpacwealth.com/p/who-we-are
Career Requirements
When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success.
In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.
• 4-Year Degree minimum
• Entrepreneurial Mindset
• Desire to help others
• Interpersonal & Relationship skills
• Desire to build a business for yourself but not by yourself
• Strong work ethic
• Coachable
• Have or willing to obtain state Life/Health Insurance License, SIE, Series 7 & Series 66
What We Provide
• Best-In-Class, Proprietary Training and Education Systems
• Proprietary Planning Software
• Team-Work Culture
• Free Licensing
• Access to study and licensing materials – reimbursements for tests.
• Advanced Planning Team
• Accountability and Marketing Coaches
• Learn more about our accolades here: https://www.westpacwealth.com/p/who-we-are | WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. PAS is a wholly owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0I29680| 2022-147501 | Exp. 12/24
Corporate Office: 5280 Carroll Canyon Road, Suite 300 | San Diego, CA 92121 | P 844.WestPac (937-8722) | WestPacWealth.com Page 1 of 1
Job Type: Full-time
Pay: $52,000.00 - $250,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
Physical setting:
• Office
Schedule:
• Monday to Friday
• Self-determined schedule
• Weekend availability
Supplemental pay types:
• Commission pay
• Signing bonus
Ability to commute/relocate:
• San Diego, CA 92121: Reliably commute or planning to relocate before starting work (Required)
Experience:
• Financial concepts: 1 year (Preferred)
Work Location: One location Show more details...
via LinkedIn
posted_at: 5 days agoschedule_type: Full-time
Job Functions, Duties, Responsibilities And Position Qualifications
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing of our communities as a leader in clinical laboratory solutions. Quality is in our DNA -- is it in yours...
Hours of operation- 8 am to 6 pm or 9 am to 6 pm depending on need- must be open to working weekends if needed.
COVID Vaccinated and boosted preferred.
Essential Job Functions
An
Job Functions, Duties, Responsibilities And Position Qualifications
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing of our communities as a leader in clinical laboratory solutions. Quality is in our DNA -- is it in yours...
Hours of operation- 8 am to 6 pm or 9 am to 6 pm depending on need- must be open to working weekends if needed.
COVID Vaccinated and boosted preferred.
Essential Job Functions
An Exception Handling Coordinator at WestPac Labs will:
• Utilize technical skills and abilities to effectively direct the handling and processing of specimens.
• Identify problems and resolve issues internally when possible. Adhere to laboratory procedures when resolving problems.
• Be familiar with protocol for ordering, crediting, noting-out, and canceling tests using a Laboratory Information System (LIS).
• Provide excellent customer service when communicating with clients and patients.
• Serve as a communication median between WestPac Labs and customer service or Patient Service Centers (PSCs).
• Be customer service oriented and possess strong interpersonal skills and maintain a positive and friendly attitude when interacting with patients, clients, and other departments.
• Ensure the resolution of testing or faxing issues between the laboratory and clients/patients.
• Be familiar with current work lists, test requisitioning, labeling, specimen storage and retrieval, and specimen status tracking.
• Provide patients and clients specimen requirements, reference ranges, and specimen stability information.
• Document communication with patients and clients and follow-up when necessary.
• Ensure confidentiality of protected health information and comply with Company Policy and Federal, State, CAP, HIPAA and CLIA regulations.
• Understand and follow all safety, infection control, and OSHA Blood Borne Pathogen guidelines.
• Correctly identify which tubes, containers, transport media, and storage temperature are appropriate for each test type.
• Ensure quality patient care by communicating effectively with laboratory staff and clients to provide updates on specimen handling issues.
• Maintain communication with laboratory staff and its clients to ensure quality patient care.
• Be responsible for accurate accessioning and logging in of patient specimens and challenges.
• Properly input patient demographics, correct codes (test, diagnoses) and provider into LIS.
• Properly utilize Personal Protective Equipment and follows guidelines for sharps safety.
• Participate in and support all Quality Assurance and Quality Improvement endeavors for the laboratory, as necessary.
• In addition to typical work schedule, may be scheduled to work weekends, work split shifts, overtime, holidays, and attend mandatory company meetings, as necessary.
• Be required to perform other job duties, as necessary.
Base Salary - $16.00 to $17.00 D.O.E
Scheduled Weekly Hours
40
Work Shift
1st Shift (United States of America)
Job Category
Laboratory Operations
Company
WestPac Labs, Inc.
WestPac Labs, Inc.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws Show more details...
Join our front line of #HealthcareHeroes! Our mission is to advance the health and wellbeing of our communities as a leader in clinical laboratory solutions. Quality is in our DNA -- is it in yours...
Hours of operation- 8 am to 6 pm or 9 am to 6 pm depending on need- must be open to working weekends if needed.
COVID Vaccinated and boosted preferred.
Essential Job Functions
An Exception Handling Coordinator at WestPac Labs will:
• Utilize technical skills and abilities to effectively direct the handling and processing of specimens.
• Identify problems and resolve issues internally when possible. Adhere to laboratory procedures when resolving problems.
• Be familiar with protocol for ordering, crediting, noting-out, and canceling tests using a Laboratory Information System (LIS).
• Provide excellent customer service when communicating with clients and patients.
• Serve as a communication median between WestPac Labs and customer service or Patient Service Centers (PSCs).
• Be customer service oriented and possess strong interpersonal skills and maintain a positive and friendly attitude when interacting with patients, clients, and other departments.
• Ensure the resolution of testing or faxing issues between the laboratory and clients/patients.
• Be familiar with current work lists, test requisitioning, labeling, specimen storage and retrieval, and specimen status tracking.
• Provide patients and clients specimen requirements, reference ranges, and specimen stability information.
• Document communication with patients and clients and follow-up when necessary.
• Ensure confidentiality of protected health information and comply with Company Policy and Federal, State, CAP, HIPAA and CLIA regulations.
• Understand and follow all safety, infection control, and OSHA Blood Borne Pathogen guidelines.
• Correctly identify which tubes, containers, transport media, and storage temperature are appropriate for each test type.
• Ensure quality patient care by communicating effectively with laboratory staff and clients to provide updates on specimen handling issues.
• Maintain communication with laboratory staff and its clients to ensure quality patient care.
• Be responsible for accurate accessioning and logging in of patient specimens and challenges.
• Properly input patient demographics, correct codes (test, diagnoses) and provider into LIS.
• Properly utilize Personal Protective Equipment and follows guidelines for sharps safety.
• Participate in and support all Quality Assurance and Quality Improvement endeavors for the laboratory, as necessary.
• In addition to typical work schedule, may be scheduled to work weekends, work split shifts, overtime, holidays, and attend mandatory company meetings, as necessary.
• Be required to perform other job duties, as necessary.
Base Salary - $16.00 to $17.00 D.O.E
Scheduled Weekly Hours
40
Work Shift
1st Shift (United States of America)
Job Category
Laboratory Operations
Company
WestPac Labs, Inc.
WestPac Labs, Inc.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Sonic Healthcare USA is an equal opportunity employer that celebrates diversity and is committed to an inclusive workplace for all employees. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, age, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws Show more details...
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