practice advisor

Ogletree Deakins

<div>Position Summary:
<div>
Our Minneapolis, Minnesota office is looking for a Practice Assistant to join our growing firm. On a day-to-day basis, works under the direction of attorneys and paralegals to whom the Practice Assistant is assigned. Under general supervision, supports the delivery of quality legal services to clients by providing secretarial and administrative assistance to attorneys, performing complex and specialized secretarial and clerical tasks, and working collaboratively and cooperatively with others in a team-oriented environment. This position supports multiple attorneys as primary assignments and also provides back-up secretarial assistance to other attorneys as assigned. May also provide back-up to receptionist as necessary, depending on size of office. This role works on a hybrid schedule in the office.</div>
Essential Functions:
<ul><li>Preparing Documents: Using word processing and document management software, the Practice Assistant 2 prepares and processes correspondence and memoranda as well as complex legal documents according to the requirements set by each practice group. Independently composes and drafts routine cover letters and documents. Proofreads documents and checks for appropriate formatting, spelling and grammar. Prepares revisions and redlines documents as directed. Prepares documents for e-filing as required.</li><li>
Processes Mail: Reviews and routes incoming mail and communications. Prepares and processes outgoing mail, arranging for specialized mail or messenger services as required. Ensures that all attachments, exhibits and enclosures are included.</li><li>
Maintains Calendar: Maintains and updates the calendars for assigned attorneys, including meetings, appointments, due dates, and client-related activities.</li><li>
Maintains Files: Maintains paper and electronic files in compliance with internal policies. Performs routine filing and retrieves files as needed. Maintains chronological files and administrative files for assigned attorneys.</li><li>
Timekeeping: Prepares time entries for assigned attorneys and submits in a timely manner. Prepares expense reimbursement and disbursement requests. Prepares billing letters and coordinates client billing matters with the Billing Department in Greenville.</li><li>
General Administrative Support: Prepares and processes new matter documents. Receives and screens phone calls and takes message as required. Receives and directs clients and visitors. Coordinates travel arrangements, prepares itineraries, and prepares travel expense reports. Schedules meetings and arranges for conference rooms and meals. Communicates effectively and professionally with clients and with others in the Firm. Is proactive in anticipating the business needs of the assigned attorneys; plans ahead and meets deadlines.<ul><li>
The Practice Assistant 2 may be responsible for additional administrative assistance and may, on occasion:<ul><li>
Assist with mentoring new office staff</li><li>
Assist with piloting new software</li></ul></li></ul></li></ul>
Requirements:
<ul><li>4+ years of experience as a practice assistant or legal secretary</li><li>
Knowledge of legal terminology, legal documents and legal processes</li><li>
Accurate typing of at least 70 words per minute</li><li>
Strong computer proficiency in the use of MS Office, document management, time entry, e-filing and database software</li><li>
Excellent communication skills, written and verbal</li><li>
Understanding of correct grammar, spelling and punctuation</li><li>
Strong proofreading skills</li><li>
Superior organizational skills including filing, calendaring, and proofreading</li><li>
Time management skills and ability to work independently as well as with a team</li><li>
Regular predictable attendance</li></ul><div><i>
Please note, we are not working with outside recruiters for this position.</i>
</div>Benefits:
<div>
In accordance with Minnesota Pay Transparency Law, the expected salary range for this Minesota position is between $44,145 and $96,525. Actual pay will be adjusted based on experience, geographic location, and other job-related factors as permitted by law. This position qualifies for the benefits below.</div><div></div><div><br>
Ogletree Deakins offers a robust suite of benefits for our Staff including: Paid Time Off, Paid Sick Leave, a 401(k) matching program, Profit Sharing, Paid Holidays, Paid Parental Leave, affordable Health and Life Insurance including Dental &amp; Vision coverage, Health Savings Account /Flexible Spending Accounts to help offset the cost of dependent care and/or health care expenses, Tuition Reimbursement and an Employee Assistance Program.</div>
Firm Overview:
<div>
Ogletree Deakins is one of the largest labor and employment law firms representing management in all types of employment-related legal matters. Best Law Firms&reg; has named Ogletree Deakins a &ldquo;Law Firm of the Year&rdquo; for 14 consecutive years. In the 2025 edition, the publication named Ogletree Deakins its &ldquo;Law Firm of the Year&rdquo; in the Litigation &ndash; Labor and Employment category. Ogletree Deakins has more than 1,100 attorneys located in 60 offices across the United States and in Europe, Canada, and Mexico. The firm represents a diverse range of clients, including many of the Fortune 50 companies in the U.S.</div><div>
We are fully committed to the importance of diversity within the legal profession, as well as all workplace environments.</div><div>
Equal Opportunity Employer.</div></div>

Practice Assistant

The Brigham and Women's Hospital, Inc.

<div>Site: The Brigham and Women's Hospital, Inc.<p></p><p><br>
Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.</p><p></p><p><b><br>
Job Summary</b></p>
Performs administrative functions to support smooth and efficient practice operations under general supervision. Perform tasks that are related to patient visits including scheduling, check-in, check-out duties. Actual job duties may vary by department.<br>
Essential Functions:<br>
<ul><li>Perform routine administrative and clerical duties relating to a clinical service or physician practice office.</li><li>Make patient appointments and maintain appointment records.</li><li>Greet and assist patients.</li><li>Answer telephones, assist callers with routine inquiries, and schedule appointments.</li><li>File materials in patient folders and print appointment schedules.</li><li>Process patient billing forms and scan documents to patient medical record/EPIC.</li><li>Call for patient medical records and laboratory test results.</li><li>Open and distribute unit mail or faxes.</li><li>Type forms, records, schedules, memos, etc. as directed.</li><li>May be required to accept co-payments.</li><li>Handles, screens and/or takes messages related to prior authorizations, provider questions, prescription refills, and test results.</li><li>Acts as an EPIC &quot;Super User&quot; for scheduling, registration and billing systems (EPIC training is provided).</li><li>Provide assistance and training to others in these areas.</li><li>May perform more complex or specialized functions (i.e. surgical scheduling, schedule changes/blocking) at more advanced competency level.</li></ul><p></p><div><div><div><div><div><div><div><p><b><br>
Qualifications</b></p></div></div></div></div></div></div></div><div>
Education<br>
High School Diploma or Equivalent required<br>
<br>
Can this role accept experience in lieu of a degree?<br>
No<br>
<br>
Licenses and Credentials<br>
<br>
Experience<br>
office experience 3-5 years required<br>
<br>
Knowledge, Skills and Abilities<br>
<ul><li>Strong technology and MS Office skills &ndash; Advanced Outlook, Word, Excel, PowerPoint Knowledge of office operations and standards and understanding of office procedures including filing, copying, scanning, printing and faxing.</li><li>Ability to use phone system and manage more non-routine phone calls and solve routine issues as appropriate.</li><li>Communicating effectively in writing as appropriate for the needs of the audience and talking to others to convey information effectively.</li><li>Understanding written sentences and paragraphs in work related documents, to correspond and communicate with others clearly and effectively (including composing/editing e-mail, memos and letters), and to take complete and accurate messages.</li><li>Managing one's own time and the time of others.</li><li>Well organized and good time management skills to manage multiple tasks effectively, follow established protocols, and work within systems.</li><li>Ability to proofread and edit written documents.</li></ul></div><p></p><div><div><div><div><div><div><div><p><b><br>
Additional Job Details (if applicable)</b></p></div></div></div></div></div></div></div><p>
Department: Foxborough Primary Care / Front Desk</p><p></p><p>
Schedule: 8:30am-5pm / Monday - Friday / 100% Onsite</p><p></p><p>
Compensation: The pay rate for this position starts at $20.00 per hour, with increases based on the candidate's years of experience.</p><p></p><p>
Benefits: Medical, Dental, Vision, 403b retirement plan, tuition reimbursement, discounted MBTA pass &amp; more!</p><p></p><p>
Step into a role where your work truly makes a difference every day! As a vital member of our clinical operations team, you&rsquo;ll provide administrative support to ensure our practice runs smoothly and efficiently. In this dynamic, fast-paced role, you&rsquo;ll be the friendly face that plays a key role in creating a positive, efficient, and compassionate environment for both patients and clinical staff.</p><p></p><p>
The Practice Assistant 2 that works primarily in our call center has the following job duties:</p><div><ul><li><br>
Patient Interaction: Answer patient calls professionally, handle inquiries, and provide information with empathy, often dealing with 100 calls per day.</li></ul></div><div><ul><li><br>
Scheduling and Coordination: Schedule, reschedule, or cancel patient appointments across multiple providers, with proper utilization of the clinic schedule</li></ul></div><p><br>
Administrative tasks:</p><p></p><ul><li>Verify patients using 3 identifiers, update demographics as needed, verify insurance coverage and co-pays, updating as needed.</li></ul><div><ul><li><br>
Call Courting and Messaging: Direct urgent calls to nursing staff, take accurate information without triaging and follow our established diagnosis guidelines.</li></ul></div><p><br>
Compliance and Safety:</p><p></p><ul><li>Adhere to HIPAA regulations for patient confidentiality and follow protocols for urgent and emergent calls.</li></ul><p></p><div><div><div><div><div><div><div><p><b><br>
Remote Type</b></p></div></div></div></div></div></div></div>
Onsite<p></p><div><div><div><div><div><div><div><p><b><br>
Work Location</b></p></div></div></div></div></div></div></div>
22 Patriot Place<p></p><div><div><div><div><div><div><div><p><b><br>
Scheduled Weekly Hours</b></p></div></div></div></div></div></div></div>
40<p></p><div><div><div><div><div><div><div><p><b><br>
Employee Type</b></p></div></div></div></div></div></div></div>
Regular<p></p><div><div><div><div><div><div><div><p><b><br>
Work Shift</b></p></div></div></div></div></div></div></div>
Day (United States of America)<p></p><p><b><br>
Pay Range</b></p>
$17.71 - $24.94/Hourly<p></p><p><b><br>
Grade</b></p>
3<br>
<p></p>
At Mass General Brigham, we believe in recognizing and rewarding the unique value each team member brings to our organization. Our approach to determining base pay is comprehensive, and any offer extended will take into account your skills, relevant experience if applicable, education, certifications and other essential factors. The base pay information provided offers an estimate based on the minimum job qualifications; however, it does not encompass all elements contributing to your total compensation package. In addition to competitive base pay, we offer comprehensive benefits, career advancement opportunities, differentials, premiums and bonuses as applicable and recognition programs designed to celebrate your contributions and support your professional growth. We invite you to apply, and our Talent Acquisition team will provide an overview of your potential compensation and benefits package.<p></p><div><div><div><div><div><div><div><p><b><br>
EEO Statement:</b></p></div></div></div></div></div></div></div>
2200 The Brigham and Women's Hospital, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. To ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Veteran&rsquo;s Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants who require accommodation in the job application process may contact Human Resources at (857)-282-7642.<p></p><h2 class="jobSectionHeader"><b><br>
Mass General Brigham Competency Framework</b></h2><div><div><p>
At Mass General Brigham, our competency framework defines what effective leadership &ldquo;looks like&rdquo; by specifying which behaviors are most critical for successful performance at each job level. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. These competencies are used to evaluate performance, make hiring decisions, identify development needs, mobilize employees across our system, and establish a strong talent pipeline.</p></div></div></div>

Practice Assistant II

<div>Site: The Brigham and Women's Hospital, Inc.<p></p><p><br>
Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.</p><br>
<p></p>
Department: Center for Infertility
<br>
<br>
Schedule: Monday - Fridays 8am-4:30pm, onsite<br>
<br>
Compensation: The pay rate for this position starts at $20.00 per hour, with increases based on the candidate's years of experience.<br>
<br>
Benefits: Medical, Dental, Vision, 403b retirement plan, tuition reimbursement, discounted MBTA pass &amp; more!<br>
<br>
Step into a role where your work truly makes a difference every day! As a vital member of our clinical operations team, you&rsquo;ll provide administrative support to ensure our practice runs smoothly and efficiently. In this dynamic, fast-paced role, you&rsquo;ll be the friendly face that plays a key role in creating a positive, efficient, and compassionate environment for both patients and clinical staff.<p></p><p><b><br>
Job Summary</b></p>
Performs administrative functions to support smooth and efficient practice operations under general supervision. Perform tasks that are related to patient visits including scheduling, check-in, check-out duties. Actual job duties may vary by department.<br>
Essential Functions:<br>
<ul><li>Perform routine administrative and clerical duties relating to a clinical service or physician practice office.</li><li>Make patient appointments and maintain appointment records.</li><li>Greet and assist patients.</li><li>Answer telephones, assist callers with routine inquiries, and schedule appointments.</li><li>File materials in patient folders and print appointment schedules.</li><li>Process patient billing forms and scan documents to patient medical record/EPIC.</li><li>Call for patient medical records and laboratory test results.</li><li>Open and distribute unit mail or faxes.</li><li>Type forms, records, schedules, memos, etc. as directed.</li><li>May be required to accept co-payments.</li><li>Handles, screens and/or takes messages related to prior authorizations, provider questions, prescription refills, and test results.</li><li>Acts as an EPIC &quot;Super User&quot; for scheduling, registration and billing systems (EPIC training is provided).</li><li>Provide assistance and training to others in these areas.</li><li>May perform more complex or specialized functions (i.e. surgical scheduling, schedule changes/blocking) at more advanced competency level.</li></ul><p></p><div><div><div><div><div><div><div><p><b><br>
Qualifications</b></p></div></div></div></div></div></div></div>
Education High School Diploma or Equivalent required Can this role accept experience in lieu of a degree? No Licenses and Credentials Certified Medical Administrative Assistant [CMAA] - Data Conversion - Various Issuers preferred Experience office experience 2-3 years required Knowledge, Skills and Abilities - Proficiency with all Office Suite, Knowledge of office operations and standards and understanding of office procedures including filing, copying, scanning, printing and faxing. - Ability to use phone system and manage more non-routine phone calls and solve routine issues as appropriate. - Communicating effectively in writing as appropriate for the needs of the audience and talking to others to convey information effectively. - Understanding written sentences and paragraphs in work related documents, to correspond and communicate with others clearly and effectively (including composing/editing e-mail, memos and letters), and to take complete and accurate messages. - Managing one's own time and the time of others. - Well organized and good time management skills to manage multiple tasks effectively, follow established protocols, and work within systems.<p></p><div><div><div><div><div><div><div><p><b><br>
Additional Job Details (if applicable)</b></p></div></div></div></div></div></div></div><b>
Physical Requirements</b><ul><li>
Standing Occasionally (3-33%)
</li></ul><ul><li>Walking Occasionally (3-33%)
</li></ul><ul><li>Sitting Constantly (67-100%)
</li></ul><ul><li>Lifting Occasionally (3-33%) 20lbs - 35lbs
</li></ul><ul><li>Carrying Occasionally (3-33%) 20lbs - 35lbs
</li></ul><ul><li>Pushing Rarely (Less than 2%)
</li></ul><ul><li>Pulling Rarely (Less than 2%)
</li></ul><ul><li>Climbing Rarely (Less than 2%)
</li></ul><ul><li>Balancing Occasionally (3-33%)
</li></ul><ul><li>Stooping Occasionally (3-33%)
</li></ul><ul><li>Kneeling Rarely (Less than 2%)
</li></ul><ul><li>Crouching Rarely (Less than 2%)
</li></ul><ul><li>Crawling Rarely (Less than 2%)
</li></ul><ul><li>Reaching Occasionally (3-33%)
</li></ul><ul><li>Gross Manipulation (Handling) Constantly (67-100%)
</li></ul><ul><li>Fine Manipulation (Fingering) Frequently (34-66%)
</li></ul><ul><li>Feeling Constantly (67-100%)
</li></ul><ul><li>Foot Use Rarely (Less than 2%)
</li></ul><ul><li>Vision - Far Constantly (67-100%)
</li></ul><ul><li>Vision - Near Constantly (67-100%)
</li></ul><ul><li>Talking Constantly (67-100%)
</li></ul>Hearing Constantly (67-100%)<br>
<ul><li>
</li></ul><p></p><br>
<div><div><div><div><div><div><div><p><b>Remote Type</b></p></div></div></div></div></div></div></div>
Onsite<p></p><div><div><div><div><div><div><div><p><b><br>
Work Location</b></p></div></div></div></div></div></div></div>
45 Francis Street<p></p><div><div><div><div><div><div><div><p><b><br>
Scheduled Weekly Hours</b></p></div></div></div></div></div></div></div>
40<p></p><div><div><div><div><div><div><div><p><b><br>
Employee Type</b></p></div></div></div></div></div></div></div>
Regular<p></p><div><div><div><div><div><div><div><p><b><br>
Work Shift</b></p></div></div></div></div></div></div></div>
Day (United States of America)<p></p><p><b><br>
Pay Range</b></p>
$17.71 - $24.94/Hourly<p></p><p><b><br>
Grade</b></p>
3<br>
<p></p>
At Mass General Brigham, we believe in recognizing and rewarding the unique value each team member brings to our organization. Our approach to determining base pay is comprehensive, and any offer extended will take into account your skills, relevant experience if applicable, education, certifications and other essential factors. The base pay information provided offers an estimate based on the minimum job qualifications; however, it does not encompass all elements contributing to your total compensation package. In addition to competitive base pay, we offer comprehensive benefits, career advancement opportunities, differentials, premiums and bonuses as applicable and recognition programs designed to celebrate your contributions and support your professional growth. We invite you to apply, and our Talent Acquisition team will provide an overview of your potential compensation and benefits package.<p></p><div><div><div><div><div><div><div><p><b><br>
EEO Statement:</b></p></div></div></div></div></div></div></div>
2200 The Brigham and Women's Hospital, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. To ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Veteran&rsquo;s Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants who require accommodation in the job application process may contact Human Resources at (857)-282-7642.<p></p><h2 class="jobSectionHeader"><b><br>
Mass General Brigham Competency Framework</b></h2><div><div><p>
At Mass General Brigham, our competency framework defines what effective leadership &ldquo;looks like&rdquo; by specifying which behaviors are most critical for successful performance at each job level. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. These competencies are used to evaluate performance, make hiring decisions, identify development needs, mobilize employees across our system, and establish a strong talent pipeline.</p></div></div></div>

The General Hospital Corporation

<div>Site: The General Hospital Corporation<p></p><p><br>
Mass General Brigham relies on a wide range of professionals, including doctors, nurses, business people, tech experts, researchers, and systems analysts to advance our mission. As a not-for-profit, we support patient care, research, teaching, and community service, striving to provide exceptional care. We believe that high-performing teams drive groundbreaking medical discoveries and invite all applicants to join us and experience what it means to be part of Mass General Brigham.</p><br>
<p></p>
20.00<p></p><p><b><br>
Job Summary</b></p>
Performs both administrative and clinical functions to support smooth and efficient clinical service or practice operations under general supervision. Performs basic clerical work and tasks that are repetitive and routine. Administrative duties related to patient visits including scheduling, check-in, check-out duties.
<br>
<br>
Essential Functions-Perform routine administrative and clerical duties relating to a clinical service or physician practice office.
<br>
<ul><li>Submit prior authorizations
</li><li>Make patient appointments and maintain appointment records.
</li><li>Greet and assist patients.
</li><li>Answer telephones, assist callers with routine inquiries, and schedule appointments.
</li><li>File materials in patient folders, and print appointment schedules.
</li><li>Process patient billing forms and scan documents to patient medical record/LMR.
</li><li>Call for patient medical records and laboratory test results.
</li><li>Open and distribute unit mail or faxes.
</li><li>Type forms, records, schedules, memos, etc., as directed.
</li><li>May be required to accept co-payments.
</li><li>Handles, screens and/or takes messages related to prior authorizations,
</li><li>provider questions, prescription refills, and test results.
</li><li>Acts as &quot;Super User&quot; for scheduling, registration and billing systems.
</li><li>Provides assistance and training to others in these areas.
</li><li>May perform more complex or specialized functions (i.e. surgical scheduling, schedule changes/blocking) at more advanced competency level.</li></ul><p></p><div><div><div><div><div><div><div><p><b><br>
Qualifications</b></p></div></div></div></div></div></div></div><div>
Education<br>
High School Diploma or Equivalent required<br>
<br>
office experience 2-3 years required<br>
<br>
Knowledge, Skills and Abilities<br>
<ul><li>Proficiency with all Office Suite, Knowledge of office operations and standards and understanding of office procedures including filing, copying, scanning, printing and faxing.</li><li>Ability to use phone system and manage more non-routine phone calls and solve routine issues as appropriate.</li><li>Communicating effectively in writing as appropriate for the needs of the audience and talking to others to convey information effectively.</li><li>Understanding written sentences and paragraphs in work related documents, to correspond and communicate with others clearly and effectively (including composing/editing e-mail, memos and letters), and to take complete and accurate messages.</li><li>Managing one's own time and the time of others.</li><li>Well organized and good time management skills to manage multiple tasks effectively, follow established protocols, and work within systems.</li></ul></div><p></p><div><div><div><div><div><div><div><p><b><br>
Additional Job Details (if applicable)</b></p></div></div></div></div></div></div></div><p><b>
Full Time Onsite</b></p><p><b>
Monday -Friday
</b></p><p><b>8:30am to 5pm</b></p><p></p><div><div><div><div><div><div><div><p><b><br>
Remote Type</b></p></div></div></div></div></div></div></div>
Onsite<p></p><div><div><div><div><div><div><div><p><b><br>
Work Location</b></p></div></div></div></div></div></div></div>
55 Fruit Street<p></p><div><div><div><div><div><div><div><p><b><br>
Scheduled Weekly Hours</b></p></div></div></div></div></div></div></div>
40<p></p><div><div><div><div><div><div><div><p><b><br>
Employee Type</b></p></div></div></div></div></div></div></div>
Regular<p></p><div><div><div><div><div><div><div><p><b><br>
Work Shift</b></p></div></div></div></div></div></div></div>
Day (United States of America)<p></p><p><b><br>
Pay Range</b></p>
$17.71 - $24.94/Hourly<p></p><p><b><br>
Grade</b></p>
3<br>
<p></p>
At Mass General Brigham, we believe in recognizing and rewarding the unique value each team member brings to our organization. Our approach to determining base pay is comprehensive, and any offer extended will take into account your skills, relevant experience if applicable, education, certifications and other essential factors. The base pay information provided offers an estimate based on the minimum job qualifications; however, it does not encompass all elements contributing to your total compensation package. In addition to competitive base pay, we offer comprehensive benefits, career advancement opportunities, differentials, premiums and bonuses as applicable and recognition programs designed to celebrate your contributions and support your professional growth. We invite you to apply, and our Talent Acquisition team will provide an overview of your potential compensation and benefits package.<p></p><div><div><div><div><div><div><div><p><b><br>
EEO Statement:</b></p></div></div></div></div></div></div></div>
1200 The General Hospital Corporation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religious creed, national origin, sex, age, gender identity, disability, sexual orientation, military service, genetic information, and/or other status protected under law. We will ensure that all individuals with a disability are provided a reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. To ensure reasonable accommodation for individuals protected by Section 503 of the Rehabilitation Act of 1973, the Vietnam Veteran&rsquo;s Readjustment Act of 1974, and Title I of the Americans with Disabilities Act of 1990, applicants who require accommodation in the job application process may contact Human Resources at (857)-282-7642.<p></p><h2 class="jobSectionHeader"><b><br>
Mass General Brigham Competency Framework</b></h2><div><div><p>
At Mass General Brigham, our competency framework defines what effective leadership &ldquo;looks like&rdquo; by specifying which behaviors are most critical for successful performance at each job level. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success. These competencies are used to evaluate performance, make hiring decisions, identify development needs, mobilize employees across our system, and establish a strong talent pipeline.</p></div></div></div>

The Piedmont Group

<div><p><b>Financial Advisor Assistant</b></p><p></p><p><b><br>
Location</b>: Dunwoody, GA</p><p><b>
Job Typ</b>e: Full-Time, permanent</p><p><b>
Salary: </b>up to $60K, depending on experience</p><p><b>
Hybrid: </b>After training ~ 2 days remote, 3 days in the office</p><p></p><p><br>
We are seeking a highly organized, detail-oriented Financial Advisor Assistant to support a growing financial advisory practice. This role is critical to delivering a high-quality client experience while helping advisors operate efficiently. The ideal candidate is proactive, dependable, and comfortable managing both administrative and client-facing responsibilities in a fast-paced environment.</p><p></p><p><b><br>
Client Service Relationship Support</b></p><ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul><p></p><p><b><br>
Advisor Operational Support</b></p><ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul><p></p><p><b><br>
Administrative Duties</b></p><ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul><p></p><p><b><br>
Key Attributes</b></p><ul><li>
High level of professionalism and confidentiality</li><li>
Strong problem-solving mindset</li><li>
Self-starter with the ability to anticipate needs</li><li>
Team-oriented with a client-first attitude</li><li>
Compensation Benefits</li><li>
Competitive salary based on experience</li><li>
Bonus opportunities</li><li>
Health benefits and retirement plan options</li><li>
Paid time off and holidays</li><li>
Opportunities for professional growth and licensing support</li></ul><br>
<b>
Compensation:</b><p>
$60,000</p><b><br>
Responsibilities:</b><p><b>
Client Service Relationship Support</b></p><ul><li>
Serve as a primary point of contact for client service requests (account updates, beneficiary changes, transfers, etc.)</li><li>
Prepare and process new account paperwork and ensure accuracy/compliance</li><li>
Coordinate client meetings, including scheduling, confirmations, and follow-up</li><li>
Assist in onboarding new clients and maintaining client records</li><li>
Handle client inquiries with professionalism and responsiveness</li></ul><p></p><p><b><br>
Advisor Operational Support</b></p><ul><li>
Prepare materials for client meetings (reports, presentations, financial plans)</li><li>
Maintain CRM system with accurate and up-to-date client information</li><li>
Track and manage workflow for ongoing client tasks and deadlines</li><li>
Assist with compliance-related documentation and recordkeeping</li><li>
Support marketing efforts such as client communications, event coordination, and outreach</li></ul><p></p><p><b><br>
Administrative Duties</b></p><ul><li>
Manage calendars, emails, and general office coordination</li><li>
Organize digital files</li><li>
Liaise with custodians, insurance companies, and other partners</li><li>
Ensure smooth day-to-day office operations</li></ul><br>
<b>
Qualifications:</b><ul><li>
2+ years of administrative or client service experience (financial services preferred)</li><li>
Strong organizational skills and attention to detail</li><li>
Excellent written and verbal communication skills</li><li>
Proficiency in Microsoft Office (Word, Excel, Outlook)</li><li>
Ability to manage multiple priorities and meet deadlines</li></ul><p></p><p><b><br>
Preferred:</b></p><ul><li>
Experience with CRM systems (e.g., Redtail, Salesforce, Wealthbox)</li><li>
Familiarity with financial products (investments, insurance, retirement plans)</li><li>
Securities licenses (Series 6, 7, or 65/66) or willingness to obtain</li><li>
Experience with financial planning software</li></ul><br>
<b>
About Company</b><p><b><br>
Why Financial Advisors Choose The Piedmont Group</b></p><p><b>
We Offer Our Advisors:</b></p><ul><li>
Medical, Dental, Life, and disability insurance, and pension plans for all eligible employees</li><li>
Opportunity to obtain a DBA and grow your team.<b><i> </i></b><i>If you own a DBA or advisory group, we support you by growing your existing career</i></li><li><b>
Aggressive, performance-driven, and bonus-structured compensation</b></li><li><b>
Licensure sponsorship/reimbursement</b></li><li><b>
Your existing and new business is yours</b></li><li><b>
We are a non-captive agency</b></li><li><b>
Concierge-level advisor services</b></li><li><b>
Innovative tools and technology to scale your practice</b></li><li><b>
100+ seasoned advisors that can mentor &amp; assist in business growth</b></li></ul><p><b>
At The Piedmont Group, advisors gain a true strategic partner</b>&mdash;one that respects your experience, supports your vision, and helps you build a stronger, more scalable business.</p><p><b>
Independence supported by infrastructure. Growth driven by partnership.</b></p></div>

Financial Advisor Assistant

Hightower Advisors

Your Future Team
<br>Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management.
<br><br>
<b>Characteristics you will need for this role:</b><br>
<ul>
<li>Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.</li>
<li>Agile. You maintain composure and remain positive under pressure even in complex situations.</li>
<li>Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.</li>
<li>Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.</li>
<li>Organized. You create clear and logical processes to support your work and that of the organization.</li>
</ul>
Job Summary
<br>We're searching for a Paraplanner to join our team. You will be responsible for data gathering and preparation of planning documents required to gain familiarity of clients’ overall financial situation. You will provide technical support to Wealth Advisors for financial planning meetings and keeping plans current. You will report to the Wealth Advisors.
<br><br>
What You’ll Do
<br><ul>
<li>Gather, organize and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies and other information needed to develop a financial plan. Summarize / communicate information to the Wealth Advisor.</li>
<li>Assist Wealth Advisor with preparing client financial plans, financial scenarios and presentations.</li>
<li>Attend client meetings. Prepare notes after client meetings and complete assigned tasks, depending on complexity.</li>
<li>Assign, monitor and complete tasks in CRM.</li>
<li>Assist clients with questions, requests and/or issues related to various financial planning and investment topics.</li>
<li>Assist in analysis of clients outside holdings.</li>
<li>Gather information, prepare and follow up on updated net worth summaries and other financial information.</li>
<li>Request, scan and electronically file client tax returns and update CRM for advisor review.</li>
<li>Assist with documenting policies and procedures for the development of financial plans and other related workflows.</li>
<li>Compose and prepare correspondence and client documents, including spreadsheets and reports as required.</li>
<li>Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.</li>
<li>Assist Wealth Advisor in monitoring clients’ portfolios.</li>
</ul>
Required Skills
<br><ul>
<li>Interpersonal, listening and written/verbal communication skills.</li>
<li>Must be organized, analytical, able to multi-task and proactively research and solve problems.</li>
<li>Able to work independently and establish priorities.</li>
<li>Proficiency in Word, Excel, CRM and Outlook.</li>
<li>Working knowledge of a variety of investment tools.</li>
<li>Excellent follow-through and communication to team members regarding status of open items.</li>
<li>Able to work with the highest standards of confidentiality and ethics.</li>
<li>Team player, able to work well with all levels of the practice, and clients.</li>
</ul>
What You’ll Bring
<br><ul>
<li>Bachelor’s Degree</li>
<li>Two or more years of experience in a similar position</li>
<li>Series 65 license, other licenses may be required over time</li>
<li>Must be willing to increase knowledge of the industry through continuing education</li>
</ul>
What We Offer
<br><ul>
<li>Annual base salary range of $65,000-$80,000 based on qualifications and experience, plus discretionary bonus</li>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>Flexible PTO plan</li>
<li>401k matching plan</li>
</ul>
<b>AN EQUAL OPPORTUNITY EMPLOYER:</b> Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
<br><br>
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Paraplanner - Natoma Wealth

Ameriprise Financial

<div><p><b>About Our Company</b></p><p><br>
We&rsquo;re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses &ndash; Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.</p><p></p><p><b>
Job Description</b></p><p></p>
The Associate Branch Manager (ABM) will help drive profitable growth in a small geography or within a large office by leading, coaching and developing advisors. Responsible for creating a compelling business plan emphasizing growth, client acquisition, financial planning, and retention. The ABM will seek to drive revenue and asset growth, optimizing resources for the advisors in consideration of local demographics, advisor abilities and prudent use of resources.<p></p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li><p>
Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience (ACE). Lead from the front and be a role model for others in how you serve your clients and run your practice.</p></li><li><p>
Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience. Inspect results regularly and provide systematic coaching to advisors in the branch on ongoing business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.</p></li><li><p>
Support branch manager to recruit and on-board high quality experienced advisors to the branch. Activities may include actively generating leads into local area pipeline and managing the end-to-end candidate experience. Articulate the Ameriprise and local value proposition to candidates. Execute onboarding and ramp-up plans that drive growth.</p></li><li><p>
Contribute to strong local office culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development. Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and respect for the communities in which we live and work.</p></li><li><p>
Lead with integrity. May perform supervision activities, if delegated, to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance. Anticipates, manages, and resolves risk items to ensure the interests of the client.</p></li><li><p>
Weekly to bi-weekly 1:1s with advisors in branch. Biweekly results review with Branch Manager or Complex Director (key metrics, high potential advisors, etc.)</p></li></ul><h2 class="jobSectionHeader"><b><br>
Required Qualifications</b></h2><ul><li><p>
Obtain and maintain appropriate registrations to provide oversight on broker/dealer operations and develop advisor training.</p></li><li><p>
Active FINRA Series 7 or ability to obtain within 150 days.</p></li><li><p>
Active State Securities Agent Registration (S63 or 66) or ability to obtain within 150 days</p></li><li><p>
Active Life, Accident/Health, and Variable Contracts insurance licenses or ability to obtain within 150 days</p></li><li><p>
Maintain Investment Advisor Representative registration in investment advisor representative states with a place of business (Series 65 or 66) or ability to obtain within 150 days</p></li><li><p>
3+ years of people management and 4+ years of professional experience. Excellent compliance record and knowledge of compliance requirements.</p></li></ul><h2 class="jobSectionHeader"><b><br>
Preferred Qualifications</b></h2><ul><li><p>
3-5 years demonstrated sales success with proven ability to acquire clients and close business.</p></li><li><p>
Proven leadership skills and ability to drive &amp; motivate others to achieve results.</p></li><li><p>
Business planning and strategic management skills, self driven and achievement oriented and ability to execute a playbook to drive results.</p></li><li><p>
Strong presentation skills and the ability to analyze data and reports to determine business opportunities.</p></li><li><p>
Relevant industry designations are preferred (e.g. CFP)</p></li></ul><p></p><p><b>
Visa Sponsorship</b></p><p>
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).</p><p></p><p><b>
In-Office Collaboration</b></p><p>
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders &mdash; clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.</p><p></p><div><div><div><div><div><div><div><p><b>
Full-Time/Part-Time</b></p></div></div></div></div></div></div></div>
Full time<p></p><div><div><div><div><div><div><div><p><b>
Exempt/Non-Exempt</b></p></div></div></div></div></div></div></div>
Exempt<p></p><div><div><div><div><div><div><div><p><b>
Job Family Group</b></p></div></div></div></div></div></div></div>
Sales<p></p><div><div><div><div><div><div><div><p><b>
Line of Business</b></p></div></div></div></div></div></div></div>
AAG Ameriprise Advisor Group<p></p><p><i>
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.</i></p><p></p><p><i>
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.</i></p></div>

Associate Branch Manager, Ameriprise Financial Advisors - New Orleans, LA

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