Your search resulted in 37 "Service Coordinator" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Service Coordinator
SUBMITTAL COORDINATOR POSITION AVAILABLE
Full Time or Part Time options available
Potential for advancement within the company
FT employees receive a comprehensive benefits package, including medical, dental, vision, 401K
Office Hours: Monday-Friday 8:30am-5pm
Location: Pleasant Valley
QUALIFICATIONS/REQUIREMENTS
- High School Diploma or GED
- Excellent written and verbal communication skills
- Proficiency with computers and Microsoft Office (Outlook, Word, Excel)
- Ability to multi-task, time manage, organize and have close attention to detail
- Self-motivated with the willingness to learn
- Be a team player and work well with others
- Experience in an office setting a plus
- Experience in the construction industry is helpful but not required
- Interest and/or knowledge in the HVAC and plumbing industry is helpful but not required
JOB DESCRIPTION
- Gather construction specification data and organize into cohesive submittal documentation
- Provide submittal documentation to various agencies in a timely manner
- Organize project closeout documentation, including operation and maintenance manuals and warranties
- Assist and coordinate with Project Management team to provide deliverables in a timely manner
- Communicate with various outside agencies to determine requirements for submittal documentation
- Coordinate with field staff and foremen to properly provide as-built documentation
- Help office staff and Project Management team with other tasks as needed
- Full Time, Part Time
- Immediately
- 11 Charles Street, Pleasant Valley, NY 12569
- 6/6/24
Overview
ArchCare Program: ArchCare at Home
Location: Ulster County
Overview:
ArchCare cares for people of all ages and faiths where they are most comfortable and best able to receive it – at home, in the community and in nursing homes. As the Continuing Care Community of the Archdiocese of New York, we see enhancing the lives of our elders and others who need extra help to stay healthy and live life to its fullest as more than just a job. To us, it’s a privilege and our calling.
Benefits/Perks:
- Includes accrued vacation days, sick days, and holidays.
- Participation in 403 (b)
- Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
- Discounted memberships: Plum Benefits, NYSC Gym
- Pay for work-related eligible commuter expenses with pre-tax dollars
Responsibilities
Responsibilities:
- Responsible for evaluating the patient's level of physical functioning and providing training and/or assistive devices to eliminate or reduce areas of deficit.
- Develops a plan of care with patient and caregiver involvement and in collaboration with the nurse, identifying short and long-term goals.
- Evaluates, instructs and monitors specific functional exercise programs to increase strength, range of motion, and coordination of upper extremities.
- Teaches use of adaptive equipment to the patient, caregiver, and other appropriate health team personnel to assist the patient to achieve maximum independence.
- Maintains communication with the physician and other personnel involved in the patient’s care, through written reports, attendance at meetings, and confirmed telephone calls.
Job Type: Full Time
Salary: $91,000 to 93,000 per year
Qualifications
Qualifications:
- Current NYS license to practice as an Occupational Therapist
Education:
- Degree from Accredited Institute for Occupational Therapy
- Full Time
- Immediately
- Kingston, NY 12401
- 6/12/24
Exciting Opportunity for Full-Time RN Case Managers in Highland, NY!
Are you a dedicated and compassionate Registered Nurse seeking a fulfilling career in case management? Look no further! We are currently seeking experienced RN Case Managers to join our dynamic team in Highland, NY.
Position: Full-Time RN Case Managers
Employment Type: Direct Hire
Location: Highland, NY
Salary: $80,000 - $90,000 per year (based on experience and education)
Benefits:
- Competitive salary with potential for growth
- Comprehensive benefits package
- Local work, serving the Highland community
- Opportunity to join a dedicated and rewarding team
RN Case Managers Qualifications:
- Valid RN license in the state of New York
- Previous experience in hospital or home care setting preferred
- Strong communication and interpersonal skills
- Ability to work collaboratively in a multidisciplinary team
- Dedication to providing high-quality patient care
- Knowledge of case management principles and practices
RN Case Managers Responsibilities:
- Provide comprehensive case management services to patients, coordinating care and services across the healthcare continuum
- Conduct assessments and develop individualized care plans in collaboration with patients, families, and healthcare providers
- Monitor patient progress and outcomes, making appropriate adjustments to care plans as needed
- Advocate for patients and families, ensuring their needs are met and their voices are heard
- Collaborate with healthcare providers, community resources, and other stakeholders to optimize patient care and outcomes
- Maintain accurate and timely documentation of patient interactions and care coordination activities
If you're ready to join a dedicated team and make a difference in the lives of patients in Highland, NY, apply now!
Why choose Ethan Allen Workforce Solutions? We are one of the largest and well-known employment agencies in the Hudson Valley. Job searching can be frustrating and often feel like a dead end. Because of our long-term relationships with our clients, we are able to put your resume right in front of the hiring manager, and our clients trust that we are sending them the top candidate for the position at hand.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $80,000 - $90,000 Year
- Highland, NY 12528
- 6/10/24
General Summary:
Provides full-service banking to high-net-worth individuals, professionals and business owners. Coordinates credit & lending, deposit-related services, including treasury/cash management, investment and trust services, and maintains customer awareness of company services.
Essential Duties and Job Responsibilities:
- Calls on potential or existing customers to develop new business by promoting company services and products. Maintains integrity of program by targeting only qualified prospects and referring unqualified clients to the appropriate branch. Seeks referrals from current client base.
- Monitors entire credit approval process and account on-boarding. Assists with cross sell of company-wide services such as credit cards, personal trusts, and investment and estate planning services.
- Maintains frequent contact with clients, returning all incoming calls and addressing problems/questions. Serves as a private banking relationship manager, in coordination with client sponsors to provide consumer and commercial banking services, advisory services, trusts and estates.
- Has access to complete credit, banking files, investment and trust and estate client information.
- Identifies and evaluates client needs by utilizing financial profiles to determine cross-sale opportunities to meet production objectives.
- Participate in selected community activities and organizations to enhance the company’s prestige with customers and generate new business.
- Relies on extensive experience and judgment to plan and accomplish goals.
- Attends appropriate seminars and training classes to remain knowledgeable about all company products, programs, pricing, underwriting guidelines, procedures and documentation requirements.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control
- Interface with all areas of the bank.
EDUCATION, CERTIFICATION, EXPERIENCE:
- Bachelor’s degree required. Any advanced degrees or certifications preferred. Candidates will be considered if they have a two-year degree with at least 5 years well rounded working banking experience in different areas of a bank (banking, trust, lending and investments).
- CFP certification a plus.
- In market experience / local book of business a plus.
KNOWLEDGE, SKILLS, ABILITIES:
- General knowledge of all related private banking services, especially credit, lending, deposit, asset management and trust/estates matters.
- Excellent communication skills, effective writer with high-touch professional demeanor.
- Ability to communicate both inside and outside of bank.
- Quality control of all products used by the customer.
- Proficiency in sales and service techniques – prospecting and networking.
- Strong financial acumen, general knowledge of commercial lending to small businesses.
- Ability to establish credibility and rapport, excellent customer contact skills.
- Contacts in the market, especially Centers of Influence are helpful.
- Superior writing skills; public speaking required.
- Extensive experience with Salesforce CRM platform.
WORK ENVIRONMENT:
- General office environment with frequent client facing contact.
- Fast-paced
- Deliver exceptional client experience.
PHYSICAL DEMANDS:
- Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs.
- Must be capable of climbing. Descending stairs in emergency situation.
- Must be able to operate routine office equipment including telephone, copier, and calculator.
- Must be able to work extended hours whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
- In and out of market travel required.
Special Note:
External and internal applicants, as well as position incumbents, must be able to perform the essential job functions as set forth above. Orange Bank and Trust Company is committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of age, sex, sexual orientation, race, color, creed, religion, ethnicity, national origin, alienage or citizenship, disability, marital status, military or veteran status or any other legally-recognized protected basis under federal, state or local laws, regulations or ordinances.
Upon request, individuals with disabilities may be entitled to a reasonable accommodation. A reasonable accommodation is a change in the way things are normally done that will ensure an equal employment opportunity without imposing an undue hardship on the bank. Please inform the Human Resources Department if you need assistance completing any forms or to otherwise participate in the application process or, at the appropriate time, to perform the essential functions of the job.
This job description in no way states or implies that these are the only duties to be performed by an employee. Additional functions and requirements may be assigned by supervisors as deemed appropriate, based on the employee’s knowledge, skill and ability as well as his/her mental and physical abilities.
- Full Time
- Immediately
- 86,000 - 108,000 Year
- 54 West Main Street, Goshen, NY 10924
- 6/8/24
Position: Benefits Manager
Location: Poughkeepsie, NY
Type: Temporary (No end date specified)
Pay: $30-$40 per hour
Schedule: Monday - Friday, 8:30 AM - 4:30 PM
Job Description: We are seeking an experienced and detail-oriented Benefits Manager to join our team in Poughkeepsie, NY. This is a temporary position with no specified end date, offering competitive hourly compensation.
As a Benefits Manager, you will be responsible for overseeing and managing the administration of employee benefits programs. Your primary duties will include:
- Administering health, dental, vision, and retirement plans
- Managing leave of absence programs and employee wellness initiatives
- Ensuring compliance with relevant laws and regulations
- Handling benefits-related inquiries and resolving issues
- Coordinating with insurance carriers and vendors
- Conducting benefits orientations and providing ongoing education to employees
Benefits Manager Requirements:
- Minimum of 5 years of experience in benefits administration
- Proficiency with benefits management systems; experience with Paylocity is a plus
- Strong knowledge of benefits laws and regulations
- Excellent communication and interpersonal skills
- Detail-oriented with strong organizational abilities
- Ability to handle sensitive and confidential information with discretion
If you have a proven track record in benefits administration and are ready to take on a key role within our organization, we encourage you to apply. Your expertise will help us provide exceptional support to our employees and ensure the smooth operation of our benefits programs.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $30-$40 Hour
- Poughkeepsie, NY 12601
- 6/10/24
Job Title: Litigation Paralegal
Location: Millbrook, NY
Employment Type: Temporary to Permanent
Hours: Monday to Friday, 9:00 am to 5:00 pm
Compensation: $25 to $35 per hour
Join our esteemed legal team in Millbrook, NY, dedicated to providing exceptional legal services to our clients. We are seeking a skilled Litigation Paralegal to support our dynamic firm in various litigation matters. As a Litigation Paralegal, you will play a crucial role in assisting attorneys with case management and legal document preparation. Your responsibilities will encompass a wide range of tasks related to litigation proceedings.
Litigation Paralegal Qualifications:
- Minimum of two years of experience as a Litigation Paralegal.
- Proficiency in case management and legal document preparation.
- Strong knowledge of litigation processes and procedures.
- Excellent organizational and time management skills.
- Ability to work independently and collaboratively within a team.
- Effective communication and interpersonal skills.
- Detail-oriented with a high level of accuracy.
- Proficiency in legal research tools and software.
Litigation Paralegal Responsibilities:
- Efficiently manage cases under the guidance of attorneys.
- Prepare various legal documents, including complaints, motions, interrogatories, requests for production of documents, notices of depositions, briefs, and legal memoranda.
- Assist in discovery processes and related correspondence.
- Conduct legal research as necessary to support case preparation.
- Organize and maintain case files and documents.
- Coordinate with internal and external stakeholders, including clients, opposing counsel, and court personnel.
- Provide administrative support as needed to ensure smooth workflow within the legal team.
How to Apply:
If you are a dedicated and detail-oriented professional with a passion for litigation support, we encourage you to apply!
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $25-$35 Hour
- Millbrook, NY 12545
- 6/10/24
Benefits:
- Competitive compensation
- Medical, Dental, and Vision insurance
- 401(k) Retirement Savings Plan with substantial company match
- Life and Travel Insurance
- Tuition Assistance
- Wellness Reimbursement Program
- Paid Holidays and Vacation
What is a Benefits Administrator?
This role coordinates the administration and monitors providers’ performance of corporate benefit programs such as medical, dental, vision, group life insurance, 401k, pension, and other benefits.
What does a Benefits Administrator do?
- Oversees the administration of all benefit programs such as medical, dental, vision, group life insurance, 401k, pension, and other benefits
- Handles all benefit inquiries and advises employees and retirees on eligibility, provisions, and other matters related to all benefit plans
- Serves as contact for insurance vendors and third-party administrators and manages vendor payments as necessary
- Possesses a superior technical knowledge of the different benefit plans offered, plan documents, and summary plan descriptions
- Conducts employee meetings and seminars.
- Develops yearly benefits communication materials
- Ensures that company benefit plans are compliant with federal and state regulations
- Conducts budgeting and financial analysis of employee benefit programs
- Monitors the high-cost claim, target program claim areas
- Ensures adequate estimates, forecasts, and calculation of expenditures in benefits for budget planning
- Investigates new benefits programs, improve existing programs, analyzes the financial impact of potential modifications, and develops recommendations
- Prepares, reviews, and obtains necessary documentation for qualified plans’ IRS and ERISA-mandated submissions
- Supports storm/emergency restoration efforts
What does it take to be a Benefits Administrator?
Required
- Bachelor’s degree in Business Management, Human Resource Management or a related field of study and 2 years of human resources experience. In lieu of a bachelor’s degree, an associate’s degree in Business Management, Human Resource Management or a related field of study and 5 years of human resources experience. Candidates with a high school diploma or equivalency degree and at least 7 years of human resources experience will be considered
- Must have strong customer service skills
- Proficiency with Microsoft Office Suite (e.g. Word, Excel, PowerPoint) and the ability to learn new computer software programs quickly.
- Must have strong analytical and organizational skills, as well as an ability to exercise good business judgment
- Excellent written, verbal, and interpersonal communication skills
- A valid driver’s license
Preferred
- Experience with HRIS software and various web-based platforms
Applications will be accepted until June 13, 2024
Pay Range:$78,900-$110,400
Please go to www.centralhudson.com/employment. Click the “Search Career Opportunities” button. Follow the directions to submit an application and upload your resume for the desired position. Applications sent via e-mail and US Mail will not be accepted. No phone calls or agencies, please. All replies will be held in strict confidence.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status. Central Hudson Gas & Electric Corporation takes affirmative action in support of its policy to employ and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities.
VEVRAA FEDERAL CONTRACTOR
- Full Time
- Immediately
- 284 South Avenue, Poughkeepsie, NY 12601
- 6/10/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Assist the Golf Manager and Golf Shop Supervisor with meeting specific operational goals, general Golf Shop procedures, course operations and measures.
ESSENTIAL JOB FUNCTIONS:
•Maintain safe and pleasant golf environment for the guests.
•Promote Mohonk Mountain House’s unique golfing experience while interacting with guests.
•Organize and communicate to Golf Manager all information relating to guest needs and potential golf events, conditions, problems, or concerns.
•Professionally answer telephone calls.
•Record and coordinate all golf lesson reservations.
•Responsible for all daily office procedures using tee sheet software to book tee times, voice-mail system, POS, Golf/Lunch package reservations, etc.
•Operate Point of Sale device to record all greens fee and cart rental sales, lessons, and merchandise sales.
•Maintain a clean and orderly appearance in the Golf Shop at all times.
•Ranger-Patrol golf course, maintain safe and orderly pace of play.
•Stock beverage, snacks, and merchandise racks.
•Interact cordially and professionally with all guests and co-workers.
•Communicate clearly and effectively with the golf staff, golf grounds staff, recreation staff and all other Mohonk Mountain House service staff.
•Organize and inspect golf rental sets, maintain adequate rental sets.
•Inspect course conditions and make recommendations based on play of the course.
•Outgoing and friendly personality.
•Trustworthy, dependable and honest.
•Work flexible or changing days and hours.
•Work in a manner that will not endanger self or others.
•Sell merchandise in the Golf Shop.
•Refill gas golf cart with gasoline at pumping station.
•Perform daily cleaning protocols.
•Work weekends and holidays when needed.
•Inspect the work of others by touch, sight, sound and smell for conformance to prescribed standards.
•Handles change, adversity, and emergency situations in a calm and levelheaded manner.
•Analyze problems and develop and implement action plans to address problems.
•Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
•Lift up to 75 pounds from ground level to waist level and carries a distance of up to 100 feet with/ without assistance. Walk up to 7 miles per day.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•Perform basic mathematic calculations and cash handling skills.
•Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings.
•Speak clearly and in front of groups of people up to 20 people.
QUALIFICATIONS:
•Valid Driver’s License and at least 21 years of age, or 20 years of age with at least two years of licensed driving experience.
•CPR and First Aid Training preferred.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
- Immediately
- New Paltz, NY 12561
- 6/9/24
BASIC FUNCTIONS AND RESPONSIBILITIES:
Assist the Tennis Professional with shop operations and court maintenance to maximize usage and revenue. Maintain a safe environment at the Shop. Rent bicycles and helmets to our guests by properly sizing and fitting for their bicycle ensuring their safety.
ESSENTIAL JOB FUNCTIONS:
•Record and coordinate all court and lesson reservations.
•Use a PC to process payment and implementation of data into a software program
•Responsible for all daily office procedures, such as answering the phone.
•Organize and run all social doubles mixers and events at the Tennis Courts when the Professional is not available.
•Fill-out guest voucher forms for all items purchased at the Shop.
•Operate the cash register to record all sales in the Shop.
•Operate the Ser-Ace golf cart in order to groom by sweeping and rolling the courts.
•Water the tennis courts as conditions demand.
•Apply calcium chloride to the court surface as conditions demand.
•Maintain a clean and orderly appearance of the interior of the Shop, Wheelworks Shop, the tennis courts, and the surrounding area.
•Fill water coolers on the tennis courts every day and empty trash cans on a daily basis.
•Recommend and sell merchandise in the shops.
•Communicate clearly and effectively with the Tennis Staff and other Mohonk service staff.
•Play tennis with guests as need arises.
•Operate Tennis Mate machine and/or tennis ball machine.
•Conduct regular inventory of beverages and other merchandise in the Shop and replenish as needed.
•Inventory and inspect merchandise as it is received.
•Maintain a cleanliness of the shop area; including: shop appearance, equipment, merchandise, and conduct routine maintenance of items such as bicycles, and other equipment.
•Complete sanitation protocols and record daily.
•Lead guests on a daily guided mountain bike ride up to 8 miles.
•Record guest usage of bicycles.
•Explain rules and regulations for using the bicycles in a clear manner.
•Familiarize self with all bike trails.
•Distribute and highlight suggested routes on Bicycle maps.
•Coordinate completion of bicycle assumption of risk form.
•Speak clearly to groups of 1-15 people.
•Speak, read and write the English language and communicate in a clear and congenial manner, with our guests, visitors and employees. Hear verbal instructions, directions and warnings.
•Maintain safe and pleasant environment for the guests.
•Work in a manner that will not endanger self or others.
•Perform basic mathematical skills including addition, subtraction, multiplication, division and perform and record cash/credit transactions accurately.
•Adhere to Mohonk Mountain House dress and grooming standards at all times.
•Demonstrate knowledge for the rules for playing Tennis, Disc Golf, Croquet, Lawn Bowling, Horseshoes, Volleyball, and Basketball.
•Demonstrate knowledge and appreciation of nature and the outdoors.
•See close vision, distance vision, peripheral vision, depth perception, and ability to adjust focus.
•Identify safety hazards and inspect the work of others by sight, sound, and/or smell. Ensure hazards are corrected.
•Work other areas of Activities on a regular basis, such as: Boat Dock, Kids’ Club, Information Summerhouse, Tennis, Campfires, and special events.
•Work flexible or changing days and hours; including days, nights, weekends, holidays, and occasionally up to 14 hours per shift.
•Handle adversity, change or emergency situations calmly and with a level head.
•Analyze problems and develop and implement action plans to address problems.
•Demonstrate patience with children (age 2-17) as well as adults.
•Memorize a history tour of the grounds, trails, and story of Mohonk and the Smiley Family.
•Answer guest questions with accurate information and demonstrate a friendly and helpful personality by smiling, eye contact, initiating conversation and engaging with others.
•Carry a two-way portable radio and earpiece to communicate and provide immediate response to emergency situations
•Reach with hands and arms, bend, kneel, stoop, twist and flex arms, walk up and down stairs/inclines, sit, climb up/down ladders or stand for up to 5 hours at a time.
•Lift up to 75 pounds from ground level to waist level and carry a distance of up to 75 feet with/ without assistance. Walk up to 7 miles per day.
•Maneuver carts or dollies safely with loads up to 100 pounds up and down stairs, elevators, through passageways or outdoors up to 75 feet.
QUALIFICATIONS:
•Experience or potential in a people-oriented job or potential for success in a people-oriented job preferred.
•Valid Driver’s License and at least 21 years of age, or 20 years of age with at least two years of licensed driving experience.
•CPR/First Aid certification strongly preferred.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
- Part Time
- Immediately
- New Paltz, NY 12561
- 6/8/24
Hudson Valley Credit Union is currently recruiting for the position of Sales & Service Assistant. Primary Function: Perform administrative and sales support duties to ensure the execution of account transactions on behalf of the Financial Consultants to mutual fund/insurance companies. Provide direct support for financial advisors and wealth managers in serving existing and potential clients. Arrange and coordinate informative and educational seminars for members and clients of Wealth Management.
Responsibilities
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYLAH License or ability to attain within 6 months is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYLAH License or ability to attain within 6 months is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 6/11/24