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Job Description Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with clients and maintaining client relationships, creating and implementing customizable financial solutions for individuals and businesses with respect to financial, business, and estate planning, and analyzing relevant information in light of specific client considerations, including risk and asset management, education funding, retirement and tax considerations, business succession plans, legacy planning, and charitable bequests. New York Life is dedicated to prudent financial management, high-quality products, and impeccable service. In addition to superior life and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy. Through NYLIFE Securities, registered representatives have access to a variety of investment products, including stocks, bonds, and over 13,000 mutual funds. We are looking for motivated, self–starters who would like to: • Become a partner within their first year and build a team of financial advisors, • Build their career with significant income potential., • Manage their own work schedule and establish an attractive work/life balance., • Make a difference in their community by helping individuals and businesses achieve financial goals and peace of mind while building and protecting assets, • Experience a lifetime of learning and professional development., • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Hire and lead your own group of financial professionals while serving as an associate partner, • Transition into management as an Associate Partner once you have achieved the program requirements, • Join our intensive, six-month Associate Partner Training Program to further your business acumen and expertise while working toward a management position Qualifications: • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Experience working in sales is required, • Spanish, Portuguese, or other language fluency is beneficial, • Working knowledge of cultural markets is helpful, • Required knowledge and experience working in the insurance or financial services field If you are: • Highly motivated, • A strong communicator, • Seeking a rewarding and challenging career We would like to learn more about you! About Company As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company with no investors or outside owners, New York Life is uniquely aligned with clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U.S4. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise., • Moomoo Technology Inc.: Offering a data-rich trading platform, we provide unparalleled insights and tools to enhance your trading strategies. Note that this entity is not a licensed broker-dealer. For deeper insights into our entities and affiliates, explore futuclearing.com or moomoo.com/us to discover the future of investing with confidence and innovation. Middle Office Escalations Specialist Office Location: Dallas, Texas About the Team & Role: We are seeking a detail-oriented and client-focused Middle Office Escalations Specialist to join our team at Moomoo Finanical Inc. This role requires a deep understanding of trading and investment strategies, as well as strong communication and problem-solving skills. This role must be based at the office locations specified in the job description, in line with our in-office work philosophy. Remote work is not available for this position. For more details about our in-office approach and expectations, please reach out to the recruiter. What You’ll Do: • Respond to and resolve trade escalation inquiries promptly and accurately, • Develop subject mastery in trading strategies, derivatives, and investment products to provide tailored support to clients, • Investigate root causes of issues and coordinate cross-functionally with Trading, Compliance, and Operations teams to ensure timely resolution, • Cultivate strong client relationships by providing proactive communication and ensuring timely dissemination of relevant notices and updates, • Serve as a backup for reviewing and processing account applications, client profiles, and account openings to maintain service continuity Requirements What You Bring: • Bachelors in Business, Finance, economics or related field, CFA certification, 2 years experince or combination, • Strong understanding of equity and derivatives markets, trading platforms, and order lifecycle, • Strong interpersonal and written communication skills, • Highly motivated with capability to work with minimum supervision, • Ability to prioritize and multitask effectively under pressure and excellent organizational and time management skills are essential, • Ability to investigate complex issues, analyze root causes, and drive resolutions efficiently, • Fluent in Mandarin preferred, • FINA Series 7 & 63 required, 24 preferred Benefits What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center.

Job DescriptionDescription: Soleo Health is seeking a Patient Accounts Manager to support our Specialty Infusion Pharmacy and work Remotely (USA). Join us in Simplifying Complex Care! Infusion Accounts Receivable and Patient Accounts experience required. Soleo Health Perks: • Competitive Wages, • 401(k) with a Match, • Referral Bonus, • Paid Time Off, • Great Company Culture, • Annual Merit Based Increases, • No Weekends or Holidays, • Paid Parental Leave Options, • Affordable Medical, Dental, & Vision Insurance Plans, • Company Paid Disability & Basic Life Insurance, • HSA & FSA (including dependent care) Options, • Education Assistance Program The Position: This position is responsible for managing the billing and collection functions for the Company’s Patient Accounts Receivable. Responsibilities include: • Generates billing statements for patients with balances remaining after all third party payments are received, • Works in tandem with the branches to identify exceptions or special circumstances related to the patient’s outstanding balance, • Communicates with patients regarding overdue balances, payment arrangements, and other billing concerns or inquiries, • Establishes and documents payment arrangements for patients with outstanding balances and monitors adherence to agreed upon collection schedules, • Manages the Patient Accounts Receivable including balances for copay/deductibles, Soleo Financial Assistance, and self-pay patients, • Performs necessary adjustments to invoice balances after all collection efforts have been exhausted, • Prepares patient refunds, as necessary, • Identifies and transfers delinquent patient accounts to the Company’s collection agency, • Creates and develops procedures for the efficient management of the Patient Accounts Receivable, • Develops strategies and new techniques to reduce bad debt losses, including recommended changes to billing and collection practices, • Manage the Mfg Co Pay A/R for prompt collections, • Manage the Soleo Financial Assistance Program, review incoming applications for final approval or denial and maintain the SAP Master Log, • Work with the Procurement Department to identify lost/missing DME and track the products though the collections process, • Ensures compliance with federal, state, and local governments, third party contracts, company policy, and general accounting practices, • Completes all necessary managerial tasks for direct reports including hiring, training, addressing performance issues, developing team goals and objectives, performance reviews, conflict resolution, and strategic planning, • Monday-Friday, 8:30am-5p, • Overtime as needed Requirements: • Bachelor’s Degree preferred, • High school diploma (or equivalent) required, • Minimum 3-4 years Reimbursement Management and/or Supervisor experience in an Infusion setting, • Knowledge of financial accounting, HIPAA guidelines, federal, state, and local regulations related to healthcare providers, billing and collections, • At least 3 years of experience with reimbursement processes (Billing, collections, receivable analysis, and audit techniques), • Experience taking initiative and executing processes resulting in expected outcomes, • Experience with analyzing and reporting data in order to identify issues, trends, or exceptions to drive improvement of results and find solutions., • Experience providing customer service to internal and external customers, including meeting quality standards for services, and evaluation of customer satisfaction., • CPR+ systems experience a plus About Us: Soleo Health is an innovative national provider of complex specialty pharmacy and infusion services, administered in the home or at alternate sites of care. Our goal is to attract and retain the best and brightest as our employees are our greatest asset. Experience the Soleo Health Difference! Soleo’s Core Values: • Improve patients’ lives every day, • Be passionate in everything you do, • Encourage unlimited ideas and creative thinking, • Make decisions as if you own the company, • Do the right thing, • Have fun! Soleo Health is committed to diversity, equity, and inclusion. We recognize that establishing and maintaining a diverse, equitable, and inclusive workplace is the foundation of business success and innovation. We are dedicated to hiring diverse talent and to ensuring that everyone is treated with respect and provided an equal opportunity to thrive. Our commitment to these values is evidenced by our diverse executive team, policies, and workplace culture. Soleo Health is an Equal Opportunity Employer, celebrating diversity and committed to creating an inclusive environment for all employees. Soleo Health does not discriminate in employment on the basis of race, color, religion, sex, pregnancy, gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an organization, parental status, military service or other non-merit factor. Keywords: AR, billing, collections, reimbursement, director, supervisor