27 wealth planner jobs found

Location: 3777 Tamiami North, Naples Florida Job Summary The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and...

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 Lifestyle Health department. Provides comprehensive administrative support 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 authority.  2.    Types correspondence, forms, reports, manuscripts or other materials that may...

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...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development.  Our approach includes clear in-office expectations, while...

Are you excited by the idea of joining a world-class organization at the intersection of higher education and business? As the professors’ administrative assistant, Faculty Support Specialists provide valuable tactical and administrative help to our faculty in support of Harvard Business School's mission to educate leaders who make a difference in the world. Reporting to a Manager of Unit and Faculty Support the Faculty Support Specialist (FSS) supports faculty with complex administrative duties related to their teaching, research, and other responsibilities. An FSS will act as a seamless extension of the faculty they support and will work closely with other Faculty Support Specialists across ten academic units, as well as with their manager. Faculty Support Specialists also work with and assist peers on activities that support teaching, research, finance, and other departments. We are actively seeking multiple Faculty Support Specialists and encourage you to apply today!...

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....

Reporting to a Gift Planning Officer this full-time non-exempt position on the Harvard Gift Planning (HGP) team supports the work of two Gift Planning Officers. The Development Assistant serves as principal administrative contact and liaison for external and internal constituencies including donors, alumni, faculty, senior academic leaders, and Harvard University colleagues. Job-Specific Responsibilities: Provides administrative support to gift officers throughout the entire prospect management process including (but not limited to) prospect outreach, lead tracking and entering data into the alumni/donor database, data gathering and maintenance, scheduling, meeting preparation and follow-up on action items.    Achieves proficiency in the alumni/donor database to research prospects, organize data and produce reports. Regularly updates the alumni /donor database to ensure all information is entered accurately and timely. Maintains calendars for gift officers, organizes...

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...

Reporting to the Deputy Provost and Chief of Staff, the Senior Executive Assistant to the Provost of Harvard University is a key member of the Provost’s support team. In partnership with the Chief of Staff, the Senior Executive Assistant ensures that the Provost’s administrative needs are met. Responsibilities include, but are not limited to: Provide high-level support and perform complex administrative duties with the highest degree of judgment, confidentiality, and timeliness. Develop and maintain systems and processes for managing the Provost’s administrative needs. Exercise significant independent judgment in managing the Provost’s complex calendar including reviewing and researching requests for the Provost’s time and recommending alternatives as needed. Respond quickly and efficiently to scheduling requests and changes. Work collaboratively with colleagues across the University and outside the University to identify and resolve conflicts.  Manage domestic 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 clerical support functions to alleviate and assist the practice’s administrative workload. This clerical position will have an impact on department operations by completing clerical tasks in a timely and efficient manner. Job Description: "JOB FUNCTIONS As part of the practice team, this position: Performs a variety of clerical duties as outlined by clear guidance and policies and procedures, which may include functions such as: Referencing data from a database or computer system and documenting and/or communicating as appropriate  Collecting specific information from patients and others  Sorting and distributing mail Sorting and filing records and files Scanning and faxing documents Coping and collating materials Pulling records and files  Inputting specific data in limited fields Cleaning out and organizing storage areas and filing...

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 clerical support functions to alleviate and assist the practice’s administrative workload. This clerical position will have an impact on department operations by completing clerical tasks in a timely and efficient manner. Job Description: "JOB FUNCTIONS As part of the practice team, this position: Performs a variety of clerical duties as outlined by clear guidance and policies and procedures, which may include functions such as: Referencing data from a database or computer system and documenting and/or communicating as appropriate  Collecting specific information from patients and others  Sorting and distributing mail Sorting and filing records and files Scanning and faxing documents Coping and collating materials Pulling records and files  Inputting specific data in limited fields Cleaning out and organizing storage areas and filing...

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 clerical support functions to alleviate and assist the practice’s administrative workload. This clerical position will have an impact on department operations by completing clerical tasks in a timely and efficient manner. Job Description: "JOB FUNCTIONS As part of the practice team, this position: Performs a variety of clerical duties as outlined by clear guidance and policies and procedures, which may include functions such as: Referencing data from a database or computer system and documenting and/or communicating as appropriate  Collecting specific information from patients and others  Sorting and distributing mail Sorting and filing records and files Scanning and faxing documents Coping and collating materials Pulling records and files  Inputting specific data in limited fields Cleaning out and organizing storage areas and filing...

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 clerical support functions to alleviate and assist the practice’s administrative workload. This clerical position will have an impact on department operations by completing clerical tasks in a timely and efficient manner. Job Description: "JOB FUNCTIONS As part of the practice team, this position: Performs a variety of clerical duties as outlined by clear guidance and policies and procedures, which may include functions such as: Referencing data from a database or computer system and documenting and/or communicating as appropriate  Collecting specific information from patients and others  Sorting and distributing mail Sorting and filing records and files Scanning and faxing documents Coping and collating materials Pulling records and files  Inputting specific data in limited fields Cleaning out and organizing storage areas and filing...

Important Note: This position will start hybrid (some on-campus/some remote work), with the transition to full on-campus work in Cambridge if required by the department. Employees will be expected to commute to the office in Cambridge as required. The Legal & Financial Assistant is part of a team of five administrative assistants in the Office of the General Counsel, reporting to the Department Administrator. The Legal Assistant provides day-to-day administrative support for seven OGC attorneys in their varied law practices. Typical duties and responsibilities include the following. Other duties may be assigned as needed. Job-Specific Responsibilities: Provides direct support for a group of University Attorneys, including complex calendar management, room-booking, correspondence, coordinating conference and travel arrangements (applying the relevant policies and guidance), processing expense reports and reimbursements, and management of electronic and paper legal...