12 wealth planner jobs found

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Provides administrative support for the department. Involves extensive interaction with diverse populations including the public, visitors, patients and families, and providers. Job Description: Essential Responsibilities including but not limited to:  1.    Answers and screens telephone calls. Takes accurate messages or directs call to appropriate person. Greets and directs patients/families, visitors and staff. Responds to requests in a timely manner and provides clear and accurate information within scope of knowledge and authority.  2.    Types and prepares correspondence and documents according to quality standards. Proofreads and edits materials for grammar, punctuation and spelling. Drafts routine correspondence. Compiles and distributes reports and other information as needed. 3.    Schedules appointments and meetings and maintains calendars and...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Performs a variety of administrative tasks in support of the mission and goals of the division, encompassing multiple clinical departments. Provides functional guidance to other administrative staff. Job Description: Essential Responsibilities including but not limited to: 1.    Answers and screens telephone calls. Takes accurate messages or directs call to appropriate person. Greets and directs patients/families, visitors and staff. Responds to requests in a timely manner and provides clear and accurate information within scope of knowledge and authority.  2.    Types correspondence, forms, reports, manuscripts or other materials that may require complex formatting. Prepares documents with stylized formats, lettering or graphics using specialized commercial software, such as desktop publishing or graphics packages. Proofreads and edits materials for...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. This is a per diem Administrative Assistant II opportunity, working with the Vascular Surgery Department at Beth Israel Deaconess Medical Center in Boston, MA. Job Summary: Job Description: Provides administrative support to physicians in their clinical practice, academic and research roles. Essential Responsibilities: Answers and screens telephone calls . Takes accurate messages or directs call to appropriate person. Greets and directs patients, families, visitors and staff. Responds to requests in a timely manner and provides clear, accurate information within scope of knowledge and authority. Updates patient demographic and insurance information as necessary and obtains specialist referrals for all patient appointments. Schedules patient appointments utilizing scheduling tools and resources. Coordinates and communicates ancillary...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Responsible for the coordination of office tasks including but not limited to answering phones, registered patients, maintaining accurate electronic and paper medical records and providing excellent customer service. Job Description: Essential Responsibilities including but not limited to: Greets and interacts with patients, providers, co-workers, and families in a professional and courteous manner at all times. Maintains patient confidentiality, respect and HIPAA guidelines at all times. Greets patients and completes check-in and check-out process making necessary changes and revisions to patient information including demographics, insurance, confidentiality authorization, etc. as needed. Scans patient insurance and ID cards. Assists patients with scheduling follow up appointments at time of check out. Creates electronic medical record for...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Performs a variety of administrative functions in support of the mission and goals of the Center for Memory and Cognitive Disorders within the Department of Neurology. Provides comprehensive administrative support for the Center’s clinical and programmatic activities and serves as a key resource for coordinating day-to-day operations. Provides functional guidance and support to administrative staff involved in the cognitive program, promoting effective workflows, communication, and delivery of services Job Description: Essential Responsibilities including but not limited to: 1.    Answers and screens telephone calls. Takes accurate messages or directs call to appropriate person. Greets and directs patients/families, visitors and staff. Responds to requests in a timely manner and provides clear and accurate information within scope of knowledge and...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Job Summary: Provides administrative support to physicians in their clinical practice, academic and research roles. Job Description: Essential Responsibilities: Answers and screens telephone calls . Takes accurate messages or directs call to appropriate person. Greets and directs patients, families, visitors and staff. Responds to requests in a timely manner and provides clear, accurate information within scope of knowledge and authority. Updates patient demographic and insurance information as necessary and obtains specialist referrals for all patient appointments. Schedules patient appointments utilizing scheduling tools and resources. Coordinates and communicates ancillary appointments and procedures working with other hospital staff as needed. Obtains patient information and materials as needed from referral sources. Prepares patient...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Administrative Assistant II will support the Liver Center at Beth Israel Deaconess Medical Center in Boston, MA. The schedule is Monday through Friday, 8:30am-5pm with the option to work remotely up to two pre-determined days from home per week, after being fully trained. Job Description: Provides administrative support to physicians in their clinical practice, academic and research roles. Essential Responsibilities: Answers and screens telephone calls . Takes accurate messages or directs call to appropriate person. Greets and directs patients, families, visitors and staff. Responds to requests in a timely manner and provides clear, accurate information within scope of knowledge and authority. Updates patient demographic and insurance information as necessary and obtains specialist referrals for all patient appointments. Schedules patient...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Administrative Assistant II will support the Hematology Oncology Department at BIDMC in Boston, MA. This is a full-time position, working onsite Monday through Friday, 8:30am to 5:00pm. This role will be on-site initially, with the potential to transition to a partially remote work arrangement in the future. Job Description: Provides administrative support to physicians in their clinical practice, academic and research roles. Essential Responsibilities: Answers and screens telephone calls . Takes accurate messages or directs call to appropriate person. Greets and directs patients, families, visitors and staff. Responds to requests in a timely manner and provides clear, accurate information within scope of knowledge and authority. Updates patient demographic and insurance information as necessary and obtains specialist referrals for all...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Administrative Assistant will support the Pulmonary and Critical Care Department at Lahey Clinic in Burlington, MA. This is a fully onsite position, Monday through Friday, 8:30-5:00pm, with the opportunity for hybrid work following successful training. Job Description: Provides administrative support for the department. Involves extensive interaction with diverse populations, including the public, visitors, patients and families, and providers. Essential Responsibilities including but not limited to:  Answers and screens telephone calls. Takes accurate messages or directs call to appropriate person. Greets and directs patients/families, visitors and staff. Responds to requests in a timely manner and provides clear and accurate information within scope of knowledge and authority.  Types and prepares correspondence and documents according to...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Administrative Assistant II position will support the Front Desk at the Needham Cancer Center in Needham, MA. This is a fully onsite position, working Monday through Friday. The department has two shifts available, either 7:30am - 4pm or 8:30am-5pm. Job Description: Provides administrative support to physicians in their clinical practice, academic and research roles. Essential Responsibilities: Answers and screens telephone calls . Takes accurate messages or directs call to appropriate person. Greets and directs patients, families, visitors and staff. Responds to requests in a timely manner and provides clear, accurate information within scope of knowledge and authority. Updates patient demographic and insurance information as necessary and obtains specialist referrals for all patient appointments. Schedules patient appointments utilizing...

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. The Administrative Assistant will join the Cardiology Department at The Lahey Clinic in Burlington, MA as a full-time employee. This role will be fully onsite, Monday through Friday, 8am-4:30pm. Job Description: Provides administrative support for the Cardiology Department. Involves extensive interaction with diverse populations including the public, visitors, patients and families, and providers. The following statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities and skills required of this position.   Primary Responsibilities:   Answers and screens telephone calls. Takes accurate messages or directs call to appropriate person. Greets and directs patients/families, visitors and staff....

When you join the growing BILH team, you're not just taking a job, you’re making a difference in people’s lives. Performs a variety of administrative tasks in support of the mission and goals of the division, encompassing multiple clinical departments. Provides functional guidance to other administrative staff. Job Description: Essential Responsibilities including but not limited to: 1.    Answers and screens telephone calls. Takes accurate messages or directs call to appropriate person. Greets and directs patients/families, visitors and staff. Responds to requests in a timely manner and provides clear and accurate information within scope of knowledge and authority.  2.    Types correspondence, forms, reports, manuscripts or other materials that may require complex formatting. Prepares documents with stylized formats, lettering or graphics using specialized commercial software, such as desktop publishing or graphics packages. Proofreads and edits materials for...