- ACHIEVE (Binghamton, NY)
- …bank transactions, reconciliations, and Rep Payee finances + Conduct audits of Rep Payee finances in tandem with Residential Financial Coordinator + Provide ... additional support as needed to other business office staff. + Other Duties as assigned. II. TEAMWORK + Encourage and maintain a positive working relationship with all departments in the agency, parents, staff, individuals receiving services and community… more
- Helio Health Inc. (Syracuse, NY)
- …support the mission of Helio Health, Inc., theFinancial Management Unit Specialist( Representative Payee) is responsible for the day-to-day interaction with patients ... and managing their personal budgets. The successful candidate will be great with money management and possess excellent customer service skills. This is a Full-Time (days) position working out of Helio Health'sFinancialManagement Unit . In addition to Helio… more
- Fiserv (Buffalo, NY)
- …to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come ... in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another...+ Ability to work independently as the only Clover rep onsite. **What would be great to have:** +… more
- MSC Industrial Supply Co. (Buffalo, NY)
- …based on understanding of the market or competitors. + Establishes value before ROI/ financial terms - Qualifies and quantifies the impact of maintaining the status ... of resolving an unrecognized problem or need, or costs of inaction. Rep 's customers can articulate value proposition relative to competitive solutions. + Drives… more
- City of New York (New York, NY)
- …EMPLOYEES IN THE TITLE AND THOSE THAT ARE REACHABLE ON THE CUSTOMER INFORMATION REPRESENTATIVE CIVIL SERVICE LIST ARE ELIGIBLE TO APPLY. The New York City Department ... $10K annually, per a 2024 assessment. o additional health, fitness, and financial benefits may be available based on the position's associated union/benefit fund.… more
- Hillside Family of Agencies (Rochester, NY)
- …accuracy and completeness + Res-Hab Monthly Summaries: Submit on time to avoid financial penalties + Daily Billing Notes: Audit regularly for quality improvements + ... participating in interviews. + Address lapses in payments, complete rep payee reports, and ensure compliance with SSI requirements....& Work Environment The physical demands described here are representative of those that an employee must meet to… more
- City National Bank (New York, NY)
- …accounts to ensure no further trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the transfer process to ensure ... industry * Minimum 3 years of experience in a financial related industry * Minimum 4 years of experience...Bachelor's Degree preferred * FINRA Series 7: General Securities Rep preferred *WHAT'S IN IT FOR YOU?* *Compensation*Starting base… more
- Foresters Financial Services (Westbury, NY)
- …Apply Description What we need: This role supports the Registered Financial Services Sales Representative 's business with day-to-day administrative assistance ... incumbent to expand the client support provided to the Representative . What you will do: + Act as a...feel good about making a positive difference in the financial lives of individuals across the country. Our competitive… more
- City National Bank (New York, NY)
- …accounts to ensure no further trading takes place, notify the PM team and financial advisor that the account will be leaving, monitor the transfer process to ensure ... industry * Minimum 3 years of experience in a financial related industry * Minimum 4 years of experience...Bachelor's Degree preferred * FINRA Series 7: General Securities Rep preferred * Netx360 experience * HS Diploma *… more
- Heritage Christian Services (Rochester, NY)
- …ensure it meets agency quality and compliance standards. + To be a good financial steward of the agency and department resources. To manage department resources with ... (ie vehicle/transportation costs, staff activity fees, mileage etc.) + Provide budgeting/ financial support for individuals living in HCS CRO's through monitoring and… more