by Irma Moore | Mar 19, 2024 | Uncategorized
What you’ll be doing:
- Analyze source and quality of data, identify potential issues and develop custom action plan
- Ability to coach best practices with HCP’s Quickbooks Desktop and Quickbooks Online integration
- Communicate consistent trends and opportunities to our product/engineering team for future improvements
- Create and maintain Quickbooks help content
- Ability to effectively communicate client information, trends and feedback cross-functionally
- Innovate on current processes and proactively seek ways to improve the Pro experience
Qualifications:
- Bachelor’s degree preferred
- 2-4 years of full-time customer success, implementation, engineering or data implementation experience
- Quickbooks Online and Desktop experience required
- Demonstrated experience exceeding customer success or sales metrics
- Proven success working with cross-functional teams and building strong relationships internally and externally
- Excellent written/verbal communication skills
- Strong problem-solving skills
- Motivation, drive, and a self-starting attitude
- Ability to work in a fast-paced, team environment
- Experience in developing relationships with new customers and serving as a consultant
by Irma Moore | Mar 18, 2024 | Uncategorized
- Prepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
- Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis.
- Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting).
- Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client’s future.
- Use exceptional analytical and relationship management skills to uncover clients’ needs and position the appropriate solution to meet those needs.
- Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
- Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
- Co- present financial planning concepts and analysis with advisors.
- Assist with creating and implementing procedures to improve efficiency and enhance client experiences.
Required Knowledge, Skills and Abilities:
- Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related)
- Has met the educational requirements to sit for Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification, designation or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master’s degree in Financial Planning
- 3 years client facing financial planning experience.
- Excellent verbal, written, analytical and organizational skills
- Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis).
- Ability to work independently managing and prioritizing deliverables
- Must be highly flexible and confidential with all matters
by Irma Moore | Mar 18, 2024 | Uncategorized
- Resolving in-depth payroll tax issues across various taxing agencies that include federal, state, and local agencies
- Preparation of amended tax returns while ensuring compliance with applicable federal, state, and local payroll tax regulations are met
- Reviewing and processing of adjustments for quarter-end and year-end tax processing to ensure accurate reporting
- Accurate and timely preparation and submission of payroll taxes and returns
- Acting as a client advocate for payroll tax filing matters
- Maintaining the tax database while preserving data integrity
- Completing EFT registrations as needed and mail, email, or fax to agency
- Updates to existing Client rate changes via SUI Rate Exchange
- Articulating changes in tax compliance requirements to our Development Team
- Participating in streamlining future processes
Minimum Qualifications:
- Have a passion for technology
- Embrace constant change and welcome it!
- Possess effective communication and negotiation skills
- Are detail oriented with exceptional oral, written, and interpersonal capabilities
- Can demonstrate working knowledge of Microsoft Word, Excel, Outlook, and web-based applications
- Work well under pressure and can meet strict deadlines
Education and Experience:
- Possess a Bachelor’s Degree (Preferred)
- Are savvy in multi-state tax and payroll rules
- Have experience in e-filing federal tax returns, state tax returns, and W-2’s
- Have experience working at a Payroll Service Bureau (this is a PLUS)
by Irma Moore | Mar 18, 2024 | Uncategorized
- Monitor fraud across our network and serve as a point of contact for issues raised by other team members
- Research emerging fraud trends by pulling data from our data warehouse and monitoring key fraud metrics
- Quickly respond to fraud rings and work with our operations team to limit losses
- Assist with development of our fraud monitoring strategy and identify any potential gaps
- Assist with evaluation and development of new external or internal features/signals to improve our fraud detection capabilities
What we look for
- EXPERIENCE – Minimum 1 year of experience in Fraud Management or a related field preferred including prior experience with analytics
- PRODUCT KNOWLEDGE – Passion to understand how the product works and how to change it to make it more effective
- RESILIENCY – Able to thrive in a fast-paced environment and be responsive and available during times of peak fraud activity
- TECHNICAL SKILLS – Prior experience writing and analyzing SQL queries
- COMMUNICATION – Ability to communicate findings and recommendations clearly to both technical and non-technical audiences
- MULTI-TASKING – Strong time management skills and the ability to handle multiple projects and priorities
- EDUCATION – Bachelor’s degree in a quantitatively rigorous field like engineering, statistics, math, finance, economics desired
- INDUSTRY KNOWLEDGE – Working knowledge of the fundamentals of payment processing and an understanding of industry risk trends, including familiarity with risk strategy development.
by Irma Moore | Mar 18, 2024 | Uncategorized
HealthMark Group is growing and looking for bright, energetic, motivated candidates to join our team. Our Audit Processing Team Lead role involves overseeing a team of processors collecting medical information. The role is responsible for ensuring all requested documents are collected properly and securely and reporting status, metrics, and challenges.
Type of Role: FULL-TIME
Location: Remote
Entry level job duties include but not limited to:
Supervisory duties:
- Provides training, and guidance to Processors
- Retains and collects all team productivity
- Reports collective performance measures for team
- Ensures all team members meet performance targets individually and as a team
- Reports all personnel issues to the Processing Assistant
- Provides performance reviews for team members
- Reports weekly to Processing Assistant
- Work with IT to ensure all team members have access to client computer systems
- Maintains schedule of team meetings to keep staff informed of all changes and processes
- Ensures all documents are available for upload to requester portals in a timely manner
Requirements:
- Computer literacy and familiarity with various computer programs such as MS Office and Excel
- Computer Savy
- Excellent Attention to detail
- Accurate use of grammar and punctuation
- Ability to work to time constraints
- Ability to work in fast paced environment
- Ability to meet tight deadlines
Recent Comments