Collections Account Manager

About Us We’re a growing private wealth management firm in Dover, Delaware, on a mission to help people feel confident and excited about their financial future. Our team believes in building real relationships, simplifying complex financial concepts, and showing up with heart and integrity every day. If you value meaningful work and being part of a close-knit, supportive team, you’ll feel right at home here. About the Role As our Registered Financial Advisor Assistant, you are the heartbeat of our client experience. You’re often the first face clients see and the first voice they hear, whether they’re longtime clients or walking in for the very first time. Your role is all about making people feel welcome, cared for, and confident that they’re in good hands. You’ll be responsible for keeping our front and back office running smoothly, supporting both clients and our team with warmth, precision, and professionalism. In your first 90 days, your focus will be delivering a five-star experience during every client interaction while managing day-to-day service requests with a calm, can-do spirit. What You’ll Be Doing Client Service & Experience  Greet clients warmly in-person and over the phone  Provide responsive, thoughtful support for client requests and service needs  Assist with new client onboarding and ongoing client relationship management Office Support & Organization  Manage reception, scheduling, and phone coverage  Prepare client files and follow up on action items from meetings  Maintain organized, and accurate digital and hard copy files Marketing & Communication  Help support marketing initiatives and client outreach  Assist in executing client events, mailings, and content preparation Team Collaboration  Work alongside advisors and the operations team to keep things running smoothly  Take initiative on tasks and contribute to a supportive, positive office environment  This is a performance-based role with opportunities for growth and deeper client engagement over time. Requirements Required:  Associate’s degree or higher  At least 2 years of experience in a similar administrative or client service role  Proficiency with Microsoft O􀆯ice, Outlook, and CRM systems  Excellent communication and organizational skills  Able to manage multiple requests while staying calm and focused  Professional, ethical, and committed to client confidentiality Preferred (but not required):  SIE, Series 7, and/or Series 63 licenses  A sense of humor, a service-first mindset, and a team player who’s not afraid to roll up their sleeves Benefits Compensation & Benefits  $45,000 - $65,000 salary range  Life and disability insurance  Health, dental, vision insurance available  Paid time off, starting immediately  Reimbursement for license exam costs post-achievement  A workplace where your voice matters and your efforts make a real impact

Pay: $23.00 - $25.00 per hour Job description: Temporary Accounts Payable Administrator Santa Maria, CA | Full-Time | $23–$25 per hour We are seeking a Temporary Accounts Payable Administrator to support a tire company in Santa Maria. This role is full-time, Monday through Friday, 7:30 AM to 4:00 PM. The ideal candidate will have prior accounts payable experience and strong administrative skills. Responsibilities: Process vendor invoices, purchase orders, and payments accurately and in a timely manner Reconcile statements and resolve discrepancies with vendors Maintain organized financial records and filing systems Assist with general administrative tasks as needed Collaborate with office staff and management to support daily operations Requirements: Previous accounts payable experience required Strong attention to detail and accuracy Proficiency with computers, accounting software, and Microsoft Office (Excel, Outlook, Word) Ability to work independently and manage deadlines Professional communication and organizational skills Schedule and Pay: Monday to Friday, 7:30 AM – 4:00 PM $23–$25 per hour (depending on experience) Temporary position (duration to be determined) Job Types: Full-time, Temporary Work Location: In person

We are currently seeking a talented and enthusiastic individual to join our Wealth Management Team. This is an exciting opportunity for an individual looking to join a synergistic team that values its employees and client relationships. You would be responsible for executing excellent proactive service to our clients while working collaboratively with our Wealth Management team. This is an in-office role based out of our Eden Prairie Headquarters, with some flexibility to work from home. We want to help you build a career fit for your life. If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. Key Responsibilities: Communicate and collaborate with clients and team members to provide excellent service to current and prospective clients. Prepare documents for client meetings. Research and resolve client and team member questions and issues relating to financial accounts and service requests, collaborating with custodians and team members. Execute set-up and transfer of funds for new investment accounts Assist with client account administration functions. Responsible for accurately handling all aspects of client account opening and maintenance. Work directly with custodians to resolve client account issues. Utilize CRM system for daily tasks, tracking and documentation of client data, and documenting updates to current assigned work. Requirements College Degree Experience working in a client or customer service role Possess strong interpersonal skills, a team-based attitude, and a desire to collaborate  Effective use of technology/software    Flexible to changing circumstances and client needs  Desire to provide concierge quality customer service   Proficient in Microsoft Office Suite with strong attention to detail, ability to learn quickly, and maintain confidentiality. Effective communicator with strong multitasking, prioritization, interpersonal skills, and a collaborative, client-focused mindset. The salary range is $56,000-$82,000. Final compensation may vary depending upon an individual’s experience, knowledge, and skills. Individuals may be eligible for additional compensation in the form of incentives, commissions, profit sharing, and more, depending on the role. Boulay offers a wide range of benefits such as medical, dental, vision, 401k, flexible schedules, hybrid (or remote, as applicable) work environment, paid time away, and more.  Boulay is committed to providing reasonable accommodation to all applicants. If you require any accommodation, contact Maria at mploen@boulaygroup.com.  Boulay is committed to attracting and developing highly talented professionals while providing a premier and inclusive candidate experience. Our Talent Acquisition Team strives to source and recruit diverse talent with an entrepreneurial mindset who will help contribute to the Firm's continued success. Benefits Flexible Working Hours Paid Holidays, PTO, Personal Time Remote & Hybrid Work Arrangements Mentorship Programs Training & Development Programs Extensive Benefits Offerings Open Doors at All Levels Employee Appreciation Activities

📍 Work From Anywhere | Flexible Schedule | Commission-Based Joss Boss Consulting is expanding our team of Virtual Tax Preparers for the upcoming tax season! Whether you are experienced or brand new to the industry, we provide the training, tools, and support you need to succeed. What You’ll Do: Assist clients with preparing and filing individual tax returns Communicate with clients virtually (phone, email, video chat) Review documents for accuracy and compliance Provide excellent customer service and build client relationships What We Offer: 💻 100% remote – work from home or anywhere with Wi-Fi 📚 Training provided (no prior experience required) 💵 Commission-based pay (unlimited earning potential) ✅ Support with PTIN/EFIN applications 📈 Growth opportunities to build and manage your own team Qualifications: Strong communication skills Basic computer skills (uploading documents, using tax software, etc.) Ability to work independently and meet deadlines Previous tax prep or sales experience a plus (not required) Compensation: Commission-based (details discussed during onboarding) Weekly direct deposit 📌 How to Apply: Complete the application here ➡️ https://forms.gle/WmdtTQGurEyHT8Vy7

ABOUT US: Formerly Aurora Santa Rosa Hospital, SRBHH was opened in 2016 and is regarded as an integral part of the greater Santa Rosa and Northern California mental health system of care. Conveniently located in the North Bay, this hospital consists of 144 acute psychiatric inpatient beds. Santa Rosa Behavioral Healthcare Hospital (SRBHH) is regarded as an integral part of the greater Santa Rosa and Northern California mental health system of care. Conveniently located in the North Bay, SRBHH serves adolescents and adults. We treat both mental health and co-occurring psychiatric and substance abuse conditions. POSITION TITLE: Financial Counselor Pay: $23.50-$29.67/hour REPORTS TO (TITLE): Director of Business Office DESCRIPTION OF POSITION: The Financial Counselor will work closely with all members of the Revenue Cycle Team, Patient Access, Patient Accounts, and Case Management including case managers and social workers. Financial Counselors will also collaborate with nursing units,  physicians and their staff, insurance companies, attorneys and Center for Medicare and Medicaid Services. The Financial Counselor is responsible for admission of patients including patient interviews, and some cashiering. Duties include facilitating information to respond to inquiries pertaining to admissions and billing questions. Responsible for the coordination of all credit and collection procedures on the front end, assessing and rapid resolution of self-pay account balances, assessment of all private pay accounts, and verifying insurance and other governmental programs for inpatient and outpatient accounts. Financial Counselors are an integral part of the Revenue Cycle Team and a key component of Patient Access. Responsible for assisting with decreasing denials, increasing reimbursements, and being pro-active in assessing disposition of high dollar accounts. KEY RESPONSIBILITIES: Patient Admissions:  Arranges patient admission to facility. Receives and interviews incoming patients or relatives to obtain pertinent data and verify insurance coverage.  Types and processes necessary admission paperwork. Ensures timely communication of patient admission to other departments. Financial Counseling:  Provides financial options to patients and authorized family members prior to admission.  Assists in resolution of routine admitting inquiries.  May also interface with medical staff for information required for patient admissions. Maintain patient valuables:  Collect monies and accept patient valuables for safekeeping for patients during his or her stay at the hospital. Set up and record payments for patient services:  Set up payment arrangement with self-pay patients.  Collects co-payments when applicable. Supplemental Receptionist Coverage: Able to fill in to help the reception desk if needed, including answering and redirecting phone calls, greeting and providing callers or visitors with information, and duties related to this coverage as requested. Knowledge of Third-Party payers, Medi-Cal TAR processes, billing requirements, and reimbursement methods Knowledge of Medical Terminology Thorough understanding of charity care processing, federal poverty guidelines and indigent criteria Timely reporting of appropriate accounts is essential. Ability to understand charge description master, provide price estimates, analyze and work daily, weekly and monthly reports. Excellent Communication Skills Professional Appearance Good PC Software Skills Must work independently and maintain workflow. Knowledge of multi-registration and front-end processing. Service Excellence Handle incoming calls professionally and timely. Demonstrate service and commitment in working with peers, management team and other hospital staff. Requirements POSITION REQUIREMENTS: Knowledge and Experience: High school degree or equivalent. Knowledge of CPT/ICD-10 coding helpful. Demonstrated knowledge of medical terminology and insurance billing. Minimum of two years of healthcare billing and insurance knowledge English proficiency required. Skills and Abilities: Maintains confidentiality of patients at all times. Sensitivity to and willingness to interact with persons of various social, cultural, economic and educational backgrounds. Proficiency with software and/or equipment (Microsoft Office applications including Outlook, Word, Excel and PowerPoint.) Strong organizational skills with ability to prioritize projects, work relatively independently, manage multiple tasks, and meet deadlines. Strong written and verbal communication skills. Ability to work independently and as part of a team. Good judgment, problem solving and decision-making skills. Ability to work in a fast-paced, expanding organization. Physical Requirements: While performing the duties of this job, this position is frequently required to do the following: Use standard office equipment and access, input, and retrieve information from a computer. Use computer keyboard with manual and finger dexterity and wrist-finger speed sufficient to perform repetitive actions efficiently for extended periods of time. Communicate effectively in person or via telephone in a manner which can be understood by those with whom the person is speaking, including a diverse population. Give and follow verbal and written instructions with attention to detail and accuracy. Perform complex mental functions and basic arithmetic functions; interpret complex laws, regulations, and policies; collect, interpret, and/or analyze complex data and information. Vision: see details of objects at close range. Coordinate multiple tasks simultaneously. Reach forward, up, down, and to the side. Sit or stand for minimum periods of one hour at a time and come and go from the work area repeatedly throughout the day. Lift up to fifteen (15) pounds. #INDASR2 Benefits Health Insurance Vision Insurance Dental Insurance 401k Retirement Plan Healthcare Spending Account Life Insurance (Supplemental Life, Term and Universal plans are also available) Short and Long-Term Disability (with additional buy-in opportunities) PTO Plan with Holiday Premium Pay Discounted Cafeteria Meal Plan Tuition Reimbursement

Real Estate Company is seeking an energetic and positive entry level person to joint to the team. Requirements -Full-time position with scheduled week hours (Monday – Friday 9:00am -4:00pm) -Marketing/Leasing -Must be enthusiastic, positive team player willing to learn -Review applications ensuring that they are accurate and legible -Arrange and confirm appointments/ Showing vacant units -Review A/R delinquency reports -Strong organizational skills, ability to prioritize work. -Strong sense of responsibility -Knowledge of computers -Speak Spanish -Experience not necessary