Trabajos concierge en Oregon - Page 3

Job Description Essential Functions • Process month-end and year-end closing entries, process invoices for payment (A/P & A/R), • Maintain vendor records and prepare 1099 forms each year for vendors: KOC, SCSC, MRI and each physician, • Process and reconcile A/P for vendors including: KOC, SCSC, MRI and each physician, • Prepare board packets, various financial reports, and documents for submission to accountant for tax return preparation, • Maintain fixed asset records, balance various general ledger accounts, and post entries to general ledger accounts, • Balance bank statements and visa statements for clinic and providers, • Prepare disbursement and generate electronic funds transfer or checks as required, • Manage and process payroll for staff and providers, including submitting tax payments, garnishments, and other payroll functions biweekly, • Work directly with HR to track employee wages, benefits, insurance deductions, vacation, sick leave, LWP, and jury duty, • Provide employees with information regarding any payroll issues, • Prepare and distribute annual IRS forms, • Prepare and process bank deposits for KOC, SCSC, MRI and each physician, • Reconcile accounts receivable from the AR department to Quickbooks, • Gather daily Front Office Cash and reconcile payments processed to batches for AR department, • Process incoming mail and distribute to appropriate departments, • Concierge services: handles lunch orders and pickup, banking, post office, board dinners, • Manage licensing for all physicians, • Support facilities management as needed, • Process and balance final tie out of month end, • Process tie out of SLMC monies through the PSA account, • Works directly with SLMC regarding financial aspects of the PSA, • Serves as a back-up to HR (Includes, but not limited to: Benefits, Payroll, New Employee Orientation, and general HR), • Bachelor’s degree in accounting and at least two years prior work experience performing similar tasks., • Understanding of accounting principles and current financial legislation, • Exceptional time management, communication, and problem-solving skills, • Strong math and research skills, • Basic computer skills with knowledge of bookkeeping software Physical Requirements and Environmental Conditions • Work is performed during regular work hours, but may require overtime and/or weekend hours to meet deadlines, • Work in varying degrees of temperature (heated or air conditioned), • Work under extreme pressures, • Position requires sitting for approximately 6-8 hours per day, • Position requires light to moderate work with 50 pounds maximum weight to lift and carry, • Position requires reaching, bending, stooping, and handling objects with hands and/or fingers, talking and/or hearing, and seeing

Job Description Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country. • Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here. Job Summary: The Regional Vice President II will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help, • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals, • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client, • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor's degree preferred or equivalent experience., • years of successful sales experience in financial services, • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)., • CFP® (Certified Financial Planning) designation preferred., • Experience using CRM systems (Salesforce preferred) and managing sales pipelines, • Experience building relationships with and understanding the needs of potential clients, • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive, • Deep understanding of financial services industry and investment management, • Passion for helping clients achieve their financial goals, • Proven time management and organizational skills in high-volume, high-energy environments, • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint, • Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Benefits: Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following: • Company Paid Basic Life & AD&D Insurance, • Company Paid Short-Term and Long-Term Disability Insurance, • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance, • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan., • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan., • Two comprehensive Dental Plans, • Vision Insurance Plan, • Dependent Care Savings Account for child and dependent care., • 14 Company Paid Holidays with a full week off at Thanksgiving., • Generous paid time off program for vacation and sick days, • Employee Assistance Plan, • Family Medical Leave, • Paid Parental Leave (6 weeks), • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time., • Adoption Assistance Reimbursement Program, • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more., • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws. If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.