Front Desk Receptionist Medical Scheduler

Overview

Front Desk Receptionist Medical Scheduler Jobs in Coral Gables, FL at Careaga Plastic Surgery

Cedar Wealth Management, a fee-only registered investment advisory firm, is looking for a solution-oriented team member. We are located in downtown Walnut Creek, California. Applicants may reside in a US time zone.

Reporting to and working closely with the Wealth Advisor and Wealth Advisor Associate, this individual will be responsible for a wide range of duties related to operations, investments, compliance and administration.

Required Skills:

· Experience in managing projects start to finish, with a strong ability to multi-task, solve problems, and operate under time constraints

· Strong analytical and data interpretation skills

· Technologically proficient: i.e. can set up and learn new software (and hardware) as needed, including the flexibility and desire to adapt to improvements in processes and procedures to ensure continued firm growth

· Strong attention to detail and grammatically proficient

· Excellent oral and written communication skills

· Excellent organizational and listening skills

· Ability to work independently and collaboratively with the team

· Professionally mature and highly focused work style

· Ability to maintain strict confidentiality

· Organized, reliable, punctual, and highly self-motivated

· Exceptional client service and relationship management skills

· Effective time management

· Instinctive reasoning and decision making, sometimes in the absence of detailed instructions

· Proficient in the use of Microsoft Office (Word, Excel, PowerPoint, and Outlook), and Adobe Acrobat

Desired Experience

· Experience with financial services related software (Morningstar for billing and performance reporting) as well as investment custodian’s websites (i.e. Schwab, Fidelity)

· Knowledge and experience with CRM (client relationship management software such as Junxure, Sales Force, Redtail), financial planning software such as Money Guide Pro or comparable software

· 1+ years working within areas of investment related operations

· General knowledge of financial markets such as dynamics of stocks, bonds, mutual funds, and exchange traded funds (ETFs)

· Basic understanding of the market and its conditions

Responsibilities

· Custodian interface: complete new account applications and various account maintenance forms, process cash and securities transactions, follow up on transactions as needed

· Initiate and follow through to completion new account application paperwork. Maintain clients’ physical and electronic records

· Interface with and meet client needs: cash and security transfers, send and receive data and forms from clients via email, mail or fax

· Enter and update data in lists required for regulatory purposes such as trade tickets, proxy votes, etc.

· Perform monthly billing using Morningstar

· Create performance reports using Morningstar and prepare quarterly presentations

· Perform administrative tasks as needed

· Set-up internal maintenance of client accounts

· Review and report on account transactions and portfolio performance, maintain security performance tracking data, perform daily custodian account reconciliation

· Enter notes in to client relationship management software; maintain and further improve CRM database and its utility

· Assist in maintaining firm software/hardware

· Respond to phone calls and e-mail from clients, vendors and others

· Assist in the adherence to compliance policies and procedures; maintain internal and online SEC documentation; create and maintain processes required to abide by regulations

· Aid in the design, development and creation of marketing materials; help to revamp, update and maintain firm website

· Assist advisors by entering data into investment and asset allocation models

· Participate in the data gathering process, meetings and/or conference calls with clients

Salary is commensurate with experience.

Job Type: Full-time

Schedule:

Day shift

Work setting:

Remote

Work Location: Remote

Title: Front Desk Receptionist Medical Scheduler

Company: Careaga Plastic Surgery

Location: Coral Gables, FL