Your search resulted in 27 "Benefits Supervisor" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: Benefits Supervisor
Empire Merchants North is the premier wine and spirits distributor in Upstate New York with roots going back to the end of Prohibition. With more than 600 dedicated employees and state-of-the-art facilities, Empire Merchants North has become synonymous with both service and quality and has earned the loyalty of more than 9,000 area restaurants, bars, hotels, nightclubs, and retail outlets. Empire Merchants North acts as a marketing agent for the brands that we represent and is proud to employ the most knowledgeable and well-equipped sales force in Upstate New York.
We are seeking a high energy, motivated Night Warehouse Supervisor in our Coxsackie, NY Distribution Center.
The primary duties of the Night Shift Supervisor will strive to achieve the production and
distribution objectives of the company using supervisory methods and coaching techniques. Is
responsible for warehouse training, developing warehouse personnel to ensure accurate, on
time, and damage free movement of product shipped out of the warehouse. Will help build a
team environment of well-trained employees. Employ excellent communication skills to facilitate
completion of night shift job duties. Follow and promote the accepted safety practices to
maintain a safe working environment. Emphasis will be placed on proper truck loading and
breakage and damaged product control ensuring high levels of customer satisfaction.
Position will also learn the processes and serve as a back up to the night managers in the areas
of shift production set up; understanding how to and executing on waving, label creation, job
assignment, invoicing, and other administrative tasks as needed to ensure successful night shift
work completion in the absence of the night shift Manager.
ESSENTIAL POSITION RESULTS
• Must be able to multi-task and stay on top of highly complex processes with a large
amount of data.
• Must be able to maintain composure and stay focused in times of stress.
• Must be able to recognize problems at an early stage and be able to communicate and
trouble shoot to resolve the problems.
• Must possess good communication skills to keep night management fully apprised of
situations that arise. When necessary, will need to contact technical support to resolve
system and software problems.
• Supervises warehouse union employees. Working knowledge and a thorough
understanding of the Collective Bargaining Unit Contract is required.
• Expected to provide staff coaching for improvement as well as praise for a job well done.
• Works with all hourly employees to insure the accurate picking of orders and proper
loading of trucks.
• Must have knowledge of SAP, Lucas, and all warehouse management systems.
• Maintains a safe and clean working environment by complying with procedures, rules,
and regulations
SUPERVISORY RESPONSIBILITIES
Supervises members of the night warehouse team. Works closely with Management to direct the
workflow in an efficient and professional manner. Is responsible for providing effective
leadership while fostering a positive team environment and providing overall direction,
coordination, and evaluation of the department. Performs supervisory responsibilities in
accordance with the organization's policies and applicable laws. Responsibilities include but are
not limited to training employees; planning, assigning, and directing work; recognizing,
rewarding, and coaching; addressing complaints, and resolving problems.
COMPENSATION & BENEFITS
Empire Merchants North offers a competitive compensation package including:
• Paid Holidays, Health Plan options (medical, dental, life insurance, and other voluntary plans), Flexible Spending Account, 401K, PTO, vacation accrual, and more.
• Hourly Rate $28.85 per hour / Full time / Monday - Thursday
• The company will evaluate a specific candidate's education, skills and experience when making an offer
QUALIFICATIONS
Education, Certifications and/or licenses
EXPERIENCE:
-High School Diploma or equivalent, college preferred.
-At least 3 - 5 years related experience and/or training; or equivalent combination of
education and experience
KNOWLEDGE/SKILLS:
-Proficient PC skills using MS Office and other various computer systems.
-Ability to read and interpret documents such as safety rules, operating and maintenance
instructions, and procedure manuals.
-Ability to add, subtracts, multiply, and divides in all units of measure, using whole numbers,
common fractions, and decimals.
-Must be a results oriented professional with excellent verbal and written communication
skills using diplomacy and discretion as well as strong customer service skills.
-Ability to multi-task, work independently and/or within a team, pays attention to detail and
meets deadlines.
TRAVEL REQUIREMENTS
None
Applicants only, No Recruiters please.
Empire Merchants North is an equal opportunity employer and, as such, affirms in policy and practice to recruit, hire, train, and promote, in all job classifications, without regard to race, religion, color, national origin, sexual orientation, gender identity, citizenship, sex, age, veteran status, disability, genetic information, or any other protected characteristic. Empire Merchants North will not discriminate against persons because of their disability, including disabled veterans, and will make reasonable accommodations for known physical or mental limitations of qualified employees and applicants with disabilities. If you are interested in applying and require special assistance or accommodations due to a disability, please contact our Human Resources department at (800) 724-3960.
- Full Time
- Immediately
- 28.85 Hour
- 16 Houghtaling Road, W Coxsackie, NY 12192
- 5/1/24
Position: RN Case Manager
Location: Greene/Columbia County, NY
Employment Type: Full-Time, Direct Hire
Salary: $40 - $42 per hour
Schedule: Monday to Friday, Day Shift (No Weekends)
Benefits: Excellent Benefits Package
About the Role:
We are seeking a compassionate and experienced RN Case Manager to join our dedicated clinical team in Greene/Columbia County, NY. This full-time, direct hire position offers a competitive hourly rate and an excellent benefits package. The RN Case Manager will provide comprehensive case management services, ensuring patients receive the highest quality of care.
RN Case Manager Qualifications:
- Valid RN license in the state of New York.
- Previous experience in case management is preferred.
- Strong clinical and assessment skills.
- Excellent communication and interpersonal abilities.
- Ability to work independently and as part of a team.
- Detail-oriented with strong organizational skills.
- Commitment to providing high-quality patient care.
Why Join Us?
- Competitive hourly rate of $40 - $42.
- Excellent benefits package.
- Standard weekday schedule with no weekend work, promoting a balanced work-life routine.
- Opportunity to work with a dedicated and supportive clinical team.
- Rewarding career with the chance to make a significant impact on patient care.
RN Case Manager Responsibilities:
- Coordinate and manage patient care plans.
- Conduct comprehensive assessments to determine patient needs.
- Develop, implement, and evaluate individualized care plans.
- Collaborate with healthcare providers, patients, and their families to ensure coordinated care.
- Monitor patient progress and adjust care plans as necessary.
- Provide education and support to patients and their families regarding treatment plans and care management.
- Ensure compliance with healthcare regulations and best practices.
If you are a dedicated RN Case Manager looking for a rewarding career opportunity, we encourage you to apply for this position.
Why choose Ethan Allen Workforce Solutions? We’re great matchmakers! As a job placement agency, we help job seekers get noticed and land positions that match their qualifications at companies that are hiring. We often have access to positions that may not be available otherwise.
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
- $40 - $42 Hour
- Kingston, NY 12401
- 6/14/24
Overview
ArchCare Program: ArchCare at Family Home Health Care- Westchester
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:
The Nursing Supervisor is responsible for the planning,coordination and delivery of quality care services to the client and accountable for the agency’s adherence and compliance to federal, state, and local laws, accreditation, agency policies and standards.
- Uphold ethical nursing standards and develop efficient care methods.
- Provide leadership to maintain standards.
- Monitor changing client needs and document client activities promptly.
- Supervise treatment plan execution and coordinate overall care with resources.
- Maintain accurate client records.
- Engage with community health resources.
- Evaluate and oversee field employee skills and services.
- Participate in employee development and compliance.
- Assist in staff selection and orientation.
- Interpret policies to non-nursing personnel.
- Evaluate position performance, set goals, and support improvement plans.
- Provide hands-on nursing care in emergencies.
- Offer vacation coverage during RN absences at specific locations.
- Perform field visits to multiple locations during RN absences.
- Conduct Orientation and In-Service training for various roles.
- Administer vaccines to staff as needed.
- Serve as the "on-call" nurse during assigned weeks, including weekends, responding to emergencies and client visits.
Job Type: Full Time
Salary: $106,000 Annually
Qualifications
Qualifications:
• Current New York State license as a Registered Nurse.
Education:
• Bachelor of Science degree in Nursing from an approved school is preferred.
- Full Time
- Immediately
- Tarrytown, NY 10591
- 4/22/24
It's Not Work When You're Doing What You Love! Woodland Pond at New Paltz is a CMS 5 Star Rated Continuing Care Retirement Community. Woodland Pond has an excellent reputation for quality care and exceptional service. If you are interested in our commitment to a positive, nurturing workplace environment for staff, we want to hear from you! We offer an excellent salary, benefits and perks.
Job Details Level: Experienced Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $81,000.00 - $85,500.00 Salary Job Shift: Day Job Category: Health Care DescriptionALR Unit Manager Responsible to Position Classifications Director of Nursing Salaried /Exempt Directly Supervises and Evaluates None Is Back Up To:DON Is Backed Up By:DON/Case Manager/Social Work WOODLAND POND CONFORMANCE STATEMENT In the performance of their respective duties and responsibilities all employees are expected to conform to the following: Performing quality work with or without direct supervision Interacting professionally with other employees, residents, guests, and all others Working effectively and in accordance with the Woodland Pond Communication Fundamentals Completing tasks independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Complying with all federal, state and local standards, guidelines and regulations as well as Woodland Pond policy and procedure at all times Position Summary The ALR Unit Manager (Unit Manager of EH) provides oversight and adherence to the ALR nursing care unit’s policies and procedures, nursing staff compliance and education ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Recruitment and Evaluation of Staff Primary responsibility for oversight, management, evaluation and progressive counseling of LPNS and Aides (annual and 90 day evals) and oversight of LPN and Aides day to day on the unit (*CF) Prepares and administers all progressive counseling to LPNs and Aides – this includes performance, conduct, time and attendance, as well as any other categories of progressive counseling where appropriate (*CF) Consults with Human Resource Director and Director of Nursing for each newly encountered instance of progressive counseling, as needed, to ensure compliance with Woodland Pond employment policies and practices Staffing Notifies DON of changing staff framework needs (increase / decrease coverage for acuity, etc) Unit Manager handles off hours staffing issues only when Scheduler and MOD have not been successful (*CF) Education and Development Oversees and evaluates staff, reinforces lessons learned in training sessions provided and performs random critical thinking audits on all staff Is an active member and contributor to the GV (memory care) programming Care Planning Unit Manager along with Case Manager ensure accuracy of Individual Service Plans and Acuity Tools, communication, and adherence to same (*CF) Works with Case Manager to correctly identify residents that should be deemed “Enhanced” level of care on census (40 of 60, permitted) Policy and Procedure Responsible for implementing and enforcing all policies and procedures for all staff, on all shifts, based on having a proficient understanding of the ALR regulations Requesting, as needed – higher level in service support from I/D team if necessary on the implementation and enforcement of these policies Active consideration of existing policies and procedures and proactive requests to appropriate parties for consideration of policy and procedure modifications to better and more safely serve our residents (*CF) Order of Accuracy and Compliance Receives daily feedback from LPN’s on missed orders / concerns / delays, etc. (*CF) Carefully monitors accuracy, appropriateness and best practice with the inter-disciplinary team and Medical orders (*CF) Includes monitoring of all interdisciplinary orders Participate in and contribute to facility QAPI as deemed necessary in ALR General Serves on Manager on Duty rotation (*CF) Performs resident condition assessments within RN scope of practice Provides limited support of clinical information systems on a periodic basis Completes all required training and in-services All other duties as assigned GENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Willing to learn and grow Demonstrates maturity in judgment and behaviors Able to work a flexible schedule Maintains predictable and reliable attendance QualificationsQualificationsRN graduate of an accredited school of nursing; BSN required in accordance with BSN in 10 law in NYS Minimum of five years of long term care nursing preferred. Minimum of three years of nursing experience requiredOne year of supervisory experience preferred in the Assisted Living settingHolds a current, unencumbered RN license to practice in the State of New YorkValid CPR certificationProficiency with computers and standard office softwareDemonstrated knowledge and skills necessary to provide care primarily to the geriatric populationExperienced
- Full Time
- Immediately
- New Paltz, NY 12561
- 6/5/24
It's Not Work When You're Doing What You Love! Woodland Pond at New Paltz is a CMS 5 Star Rated Continuing Care Retirement Community. Woodland Pond has an excellent reputation for quality care and exceptional service. If you are interested in our commitment to a positive, nurturing workplace environment for staff, we want to hear from you! We offer an excellent salary, benefits and perks.
Job Details Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $18.25 - $20.25 Hourly Job Shift: Day DescriptionUnit Assistant - Nursing Responsible to Position Classifications LPN Unit Manager, Lead LPN Hourly/Non-Exempt Directly Supervises and Evaluates None Is Back Up To: CNA (Limited) Is Backed Up By: CNA WOODLAND POND CONFORMANCE STATEMENT In the performance of their respective duties and responsibilities all employees are expected to conform to the following: Performing quality work with or without direct supervision Interacting professionally with other employees, residents, guests, and all others Working effectively and in accordance with the Woodland Pond Communication Fundamentals Completing tasks independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Complying with all federal, state and local standards, guidelines and regulations as well as Woodland Pond policy and procedure at all times Position Summary The Unit Assistant is responsible to perform assigned tasks, as directed by the LPN. Including but not limited to, making resident beds daily, ensuring that laundry and linens are kept neat and organized, garbages are emptied and not overflowing, and that resident rooms are maintained in a neat orderly fashion. ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) All items are critical functions in relation to the position* Frequent rounding to perform the following tasks: Ensuring that the white boards are up-to-date with the necessary information Stripping and making the beds in accordance with bed cleaning/bed making schedule Emptying garbage cans and inserting new liners. Disposing of trash in the proper soiled utility areas Assisting residents to and from programming Removing and discarding infection control materials, red bag waste, and other soiled materials Resident Assistance: Answers unanswered resident call bells promptly, assisting the resident as needed and permitted, and reporting to nursing staff any clinical nursing related need.(*CF) In emergency situaitons, provides 1:1 resident supervision when certified staff is unavailable to do so, at the request of the Unit Manager Safety and Sanitation: Washes hands before and after performing any direct service for the resident Keeps the nurses call system within easy reach of the resident (*CF) Immediately notifies the Nurse of any resident leaving/missing from the facility (*CF) Follows established safety precautions in the performance of all duties Reports any communicable or infectious disease to the Director of Nursing Services and/or to the Infection Control Coordinator Follows established isolation precautions and procedures (*CF) Reports missing/illegible labels and SDSs to your supervisor Equipment and Supply: Uses only the equipment you have been trained to use in a safe manner Reports defective equipment to Supervisor Informs the Supervisor of equipment and supply needs Personnel: Performs all assigned tasks in accordance with our established policies and procedures, and as instructed by your supervisor. (*CF) Cooperates with inter-departmental personnel, as well as other facility personnel to ensure that non nursing services can be adequately maintained to meet the needs of the residents and the facility. (*CF) Creates and maintains an atmosphere of warmth, personal interest and positive emphasis, as well as a calm environment throughout the unit and shift Meets with nursing and housekeeping personnel, on a regularly scheduled basis, to assist in identifying and correcting problem areas, and/or the improvement of services Reports all complaints and grievances made by the resident to proper department(*CF) Reports and/or cleans occupational exposures to blood, body fluids, infectious materials, and hazardous chemicals Reports known or suspected incidents of fraud to the Administrator/Corporate Compliance Officer Staff Development: Attends and participates in scheduled orientation programs and activities Attends and participates in facility in-service training programs as instructed Resident Rights: Maintains the confidentiality of all resident care information including protected health information. Report known or suspected incidents of unauthorized disclosure of such information (*CF) Ensures that you treat all residents fairly, and with kindness, dignity, and respect, knocking before entering room, ensuring privacy (*CF) Reports all allegations of resident abuse and/or misappropriation of resident property (*CF) Administrative: Agrees not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the Administrator Agrees not to disclose residents protected health information and promptly report suspected or known violations of such disclosure to the Administrator Reports any known or suspected unauthorized attempt to access facilitys information system All other duties as assigned GENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Willing to learn and grow Demonstrates maturity in judgment and behaviors Must be a supportive team member, contribute to and be an example of team work and team concept Must possess the ability to deal tactfully with personnel, residents, family members, visitors, government agencies/personnel, and the general public Must not pose a direct threat to the health and safety of other individuals in the workplace Accepts and responds to constructive criticism Able to work a flexible schedule Maintains predictable and reliable attendance Qualifications High school diploma or HSE Proficiency with computers and standard office software Must be able to read, write, speak, and understand the English language Demonstrated knowledge and skills necessary to provide care primarily to the geriatric population Degree of Travel Travel required for occasional off-site meetings Disruption to Routine Disruption to routine is to be expected frequently. Safety Hazards in Job High stress, exposure to potentially hazardous secretions or environments. May be required occasionally to lift equipment Physical Demands Never Occasionally Frequently Continually Sit X Stand X Walk X Bend/Stoop X Squat X Crawl X Climb X Reach Above Shoulder Level X Kneel X Balance X Lift, Carry, Push, Pull Maximum 10 Lbs. X Maximum 20 Lbs. X Maximum 50 Lbs. X Maximum Over 50 Lbs. X Must Be Able To See X Hear X Speak X Use One Hand X Use Both Hands X Environmental Conditions Never Occasionally Frequently Continually Involves Being Inside X Outside X Exposed to Temperatures of 32ûF and less X 100ûF and more X Wet & Humid Conditions X Noise, Vibration X Fumes, Dust X Hazards, Exposure Never Occasionally Frequently Continually Infectious Wastes X Toxic Chemicals X Needles/Body Fluids X Radiation X Chemotherapeutics X Occasionally = 1% to 33% of the time Frequently = 34% to 66% of the time Continually = 67% to 100% of the time EMployers DIsclaimer All requirements are subject to possible modification to reasonably accommodate individuals with disabilities This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor This document does not create an employment contract, implied or otherwise, other than an at will employment relationship ACKNOWLEDGMENT I have read and understand the responsibilities of my position at Woodland Pond as outlined in this job description. _________________________________________ ____________________ Employee Signature Date _________________________________________ ____________________ Human Resources Signature Date QualificationsQualifications High school diploma or HSE Proficiency with computers and standard office software Must be able to read, write, speak, and understand the English language Demonstrated knowledge and skills necessary to provide care primarily to the geriatric population
- Full Time
- Immediately
- New Paltz, NY 12561
- 6/5/24
It's Not Work When You're Doing What You Love! Woodland Pond at New Paltz is a CMS 5 Star Rated Continuing Care Retirement Community. Woodland Pond has an excellent reputation for quality care and exceptional service. If you are interested in our commitment to a positive, nurturing workplace environment for staff, we want to hear from you! We offer an excellent salary, benefits and perks.
Job Details Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $18.25 - $20.25 Hourly Job Shift: Day DescriptionUnit Assistant - Nursing Responsible to Position Classifications LPN Unit Manager, Lead LPN Hourly/Non-Exempt Directly Supervises and Evaluates None Is Back Up To: CNA (Limited) Is Backed Up By: CNA WOODLAND POND CONFORMANCE STATEMENT In the performance of their respective duties and responsibilities all employees are expected to conform to the following: Performing quality work with or without direct supervision Interacting professionally with other employees, residents, guests, and all others Working effectively and in accordance with the Woodland Pond Communication Fundamentals Completing tasks independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Complying with all federal, state and local standards, guidelines and regulations as well as Woodland Pond policy and procedure at all times Position Summary The Unit Assistant is responsible to perform assigned tasks, as directed by the LPN. Including but not limited to, making resident beds daily, ensuring that laundry and linens are kept neat and organized, garbages are emptied and not overflowing, and that resident rooms are maintained in a neat orderly fashion. ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) All items are critical functions in relation to the position* Frequent rounding to perform the following tasks: Ensuring that the white boards are up-to-date with the necessary information Stripping and making the beds in accordance with bed cleaning/bed making schedule Emptying garbage cans and inserting new liners. Disposing of trash in the proper soiled utility areas Assisting residents to and from programming Removing and discarding infection control materials, red bag waste, and other soiled materials Resident Assistance: Answers unanswered resident call bells promptly, assisting the resident as needed and permitted, and reporting to nursing staff any clinical nursing related need.(*CF) In emergency situaitons, provides 1:1 resident supervision when certified staff is unavailable to do so, at the request of the Unit Manager Safety and Sanitation: Washes hands before and after performing any direct service for the resident Keeps the nurses call system within easy reach of the resident (*CF) Immediately notifies the Nurse of any resident leaving/missing from the facility (*CF) Follows established safety precautions in the performance of all duties Reports any communicable or infectious disease to the Director of Nursing Services and/or to the Infection Control Coordinator Follows established isolation precautions and procedures (*CF) Reports missing/illegible labels and SDSs to your supervisor Equipment and Supply: Uses only the equipment you have been trained to use in a safe manner Reports defective equipment to Supervisor Informs the Supervisor of equipment and supply needs Personnel: Performs all assigned tasks in accordance with our established policies and procedures, and as instructed by your supervisor. (*CF) Cooperates with inter-departmental personnel, as well as other facility personnel to ensure that non nursing services can be adequately maintained to meet the needs of the residents and the facility. (*CF) Creates and maintains an atmosphere of warmth, personal interest and positive emphasis, as well as a calm environment throughout the unit and shift Meets with nursing and housekeeping personnel, on a regularly scheduled basis, to assist in identifying and correcting problem areas, and/or the improvement of services Reports all complaints and grievances made by the resident to proper department(*CF) Reports and/or cleans occupational exposures to blood, body fluids, infectious materials, and hazardous chemicals Reports known or suspected incidents of fraud to the Administrator/Corporate Compliance Officer Staff Development: Attends and participates in scheduled orientation programs and activities Attends and participates in facility in-service training programs as instructed Resident Rights: Maintains the confidentiality of all resident care information including protected health information. Report known or suspected incidents of unauthorized disclosure of such information (*CF) Ensures that you treat all residents fairly, and with kindness, dignity, and respect, knocking before entering room, ensuring privacy (*CF) Reports all allegations of resident abuse and/or misappropriation of resident property (*CF) Administrative: Agrees not to disclose assigned user ID code and password for accessing resident/facility information and promptly report suspected or known violations of such disclosure to the Administrator Agrees not to disclose residents protected health information and promptly report suspected or known violations of such disclosure to the Administrator Reports any known or suspected unauthorized attempt to access facilitys information system All other duties as assigned GENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Willing to learn and grow Demonstrates maturity in judgment and behaviors Must be a supportive team member, contribute to and be an example of team work and team concept Must possess the ability to deal tactfully with personnel, residents, family members, visitors, government agencies/personnel, and the general public Must not pose a direct threat to the health and safety of other individuals in the workplace Accepts and responds to constructive criticism Able to work a flexible schedule Maintains predictable and reliable attendance Qualifications High school diploma or HSE Proficiency with computers and standard office software Must be able to read, write, speak, and understand the English language Demonstrated knowledge and skills necessary to provide care primarily to the geriatric population Degree of Travel Travel required for occasional off-site meetings Disruption to Routine Disruption to routine is to be expected frequently. Safety Hazards in Job High stress, exposure to potentially hazardous secretions or environments. May be required occasionally to lift equipment Physical Demands Never Occasionally Frequently Continually Sit X Stand X Walk X Bend/Stoop X Squat X Crawl X Climb X Reach Above Shoulder Level X Kneel X Balance X Lift, Carry, Push, Pull Maximum 10 Lbs. X Maximum 20 Lbs. X Maximum 50 Lbs. X Maximum Over 50 Lbs. X Must Be Able To See X Hear X Speak X Use One Hand X Use Both Hands X Environmental Conditions Never Occasionally Frequently Continually Involves Being Inside X Outside X Exposed to Temperatures of 32ûF and less X 100ûF and more X Wet & Humid Conditions X Noise, Vibration X Fumes, Dust X Hazards, Exposure Never Occasionally Frequently Continually Infectious Wastes X Toxic Chemicals X Needles/Body Fluids X Radiation X Chemotherapeutics X Occasionally = 1% to 33% of the time Frequently = 34% to 66% of the time Continually = 67% to 100% of the time EMployers DIsclaimer All requirements are subject to possible modification to reasonably accommodate individuals with disabilities This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by their supervisor This document does not create an employment contract, implied or otherwise, other than an at will employment relationship ACKNOWLEDGMENT I have read and understand the responsibilities of my position at Woodland Pond as outlined in this job description. _________________________________________ ____________________ Employee Signature Date _________________________________________ ____________________ Human Resources Signature Date QualificationsQualifications High school diploma or HSE Proficiency with computers and standard office software Must be able to read, write, speak, and understand the English language Demonstrated knowledge and skills necessary to provide care primarily to the geriatric population
- Full Time
- Immediately
- New Paltz, NY 12561
- 6/5/24
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.
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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