welfare administrator

Reed

<p><strong>Wealth Administrator - Edinburgh</strong></p> <p><strong>Join a team where precision meets purpose.</strong></p> <p>Are you an organised, detail-driven professional with a passion for supporting financial services? We're looking for a <strong>Wealth Administrator</strong> to join our client's dynamic team in <strong> Edinburgh</strong>, where your skills will help ensure the smooth running of operations and exceptional client service.</p> <p><strong>What You'll Be Doing:</strong></p> <ul> <li>Supporting senior colleagues with day-to-day administration tasks</li><li>Communicating professionally with Financial Advisers and clients</li><li>Preparing and processing new client documentation and updates</li><li>Monitoring transfers of assets and cash</li><li>Handling ISA subscriptions, transfers, and client payments</li><li>Collaborating with Business Support to manage client accounts</li><li>Maintaining accurate records and electronic filing</li><li>Ensuring compliance with Conduct Risk standards</li></ul> <p><strong>What You'll Bring:</strong></p> <ul> <li>Previous administration experience (essential) - full training provided</li><li>Intermediate MS Word, Excel, and Outlook skills</li><li>Strong attention to detail and accuracy in written and numerical tasks</li><li>Clear, professional communication skills</li><li>A proactive mindset with the ability to meet deadlines and prioritise workload</li><li>A collaborative, flexible approach and willingness to support the wider team</li><li>Adaptability and a commitment to our core values</li></ul> <p><strong>On Offer:</strong></p> <ul> <li>Highly comprehensive salary DOE</li><li>Hybrid working</li><li>Pension contribution up to 12%</li><li>Group Life Insurance and Group Income Protection</li><li>Flexible benefits including PMI and Critical Illness</li><li>Share incentive scheme</li><li>Continual development and support</li></ul> <p><strong>Ready to make a difference?</strong></p> <p>If you're looking to grow your career in a supportive, professional environment, we'd love to hear from you. Submit your CV to avoid disappointment!</p> <p><strong>Apply now and become a key part of our client's success story.</strong></p>

Wealth Administrator

Cranleigh Personnel

<p><strong>Wealth Planning Administrator</strong></p><p><strong>Based Shaftesbury</strong></p><p><strong>Hours 9am-5pm</strong></p><p><strong>Salary up to £30000</strong></p><p><strong>Are you a Wealth Planning Administrator Looking for your next challenge?</strong></p><p><strong>Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?</strong></p><p><strong>Or are you feeling like your career isn't developing enough?</strong></p><p>If so, we have the opportunity for you .</p><p><strong>The company:</strong></p><p>Our client is a well established Wealth Management Practice, and is looking for their next wealth management administrator hire, to join their annual review department team</p><p>They are currently consisting of just over 50 within the company based over four offices. They have expanded consistently in the last few years, and so this has opened up <strong>opportunities for employee growth and development</strong>, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment, with great staff retention.</p><p>Although growing, they have been very conscious to keep the 'family feel' of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.</p><p><strong>The role:</strong></p><p>This role focusses on the more technical aspects of the admin support function, and has previously proven to be a desirable role for anyone who enjoys the technical aspects more so than the client servicing, and for anyone looking for exposure to annual review process as part of their development into a paraplanner. </p><p><strong>They offer a structured career development and exam plan based around your goals </strong>- whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.</p><p><strong>Please note due to the rural location you will need to be a driver.</strong></p><p><strong>They operate 5 days in the office working week.</strong></p><p>So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team - then please apply and then we can run through the role in more detail.</p>

Wealth Planning Administrator

USPI Saint Louis Regional Office (09008)

<b> United Surgical Partners International </b>, the country's largest ASC platform, is currently seeking a <b>SWAT (float pool) Administrator</b> to cover states in the <b>Midwest</b>.<br><br> The ideal candidate for this role will be an experienced Ambulatory Surgery Center (ASC) Administrator. <br><br> <b>Job Summary</b> <ul> <li> Responsible for directing, coordinating, and controlling all aspects of the operating functions, processes, and staff of the facility while demonstrating the primary goal of efficiently providing surgical services that exceed customer expectations and improve clinical and financial operations. </li> </ul> <b>Responsibilities and Expectations</b> <ul> <li> The daily operation of the facility. </li> <li> Serving, along with any committee appointed for the purpose, as a liaison between the Governing Board, the Medical Staff, and all departments of the facility. </li> <li> Reporting the pertinent activities concerning the facility to the Governing Board at regular intervals. </li> <li> Appointing a person responsible for the facility in the absence of the Administrator. </li> <li> Planning for the services provided by the facility and the operation of the facility. </li> <li> Overall management of the Partnership as outlined in the Operating or Limited Partnership Agreement as applicable. </li> <li> Lead discussion/presentation during Monthly Operations Review call with USPI's Home Office team. </li> <li>Up to <b>25% travel</b> required. Selected candidates will be required to pass a Motor Vehicle Record check. </li> </ul> <b>Business Operations</b> <ul> <li> Deploy, monitor, and ensure that USPI's EDGETM is the foundation of the facility's operational processes and appropriately integrated within the facility's QPI program. </li> <li> Ensure compliance with USPI's policies and procedures as related to internal controls. </li> <li> Develop, monitor, and control the staffing needs, operations budget, and capital budget. </li> <li> Develop, monitor, and control the purchasing plan to stay within the proposed budget and maintain compliance with group purchasing initiatives. </li> <li> Ensure compliance with government regulatory agencies and accrediting bodies. </li> <li> Negotiate and control all external contracts, such as those with physicians, ancillary services, plant maintenance, and purchasing agreements. </li> <li> Establish pricing for procedures based on cost analysis and local market standards. </li> <li> Foster positive work relationships among all departments of the facility and act as liaison between UPSI's Home Office and all staff at the facility. </li> <li> Develop and ensure compliance with appropriate departmental policy and procedure manuals for use by the staff. </li> <li> Closely monitor variations in the financial performance of the facility to avoid cash flow problems. </li> </ul> <b>Personnel Administration </b> <ul> <li> Hold monthly staff meetings outlining goals and priorities of the facility. </li> <li> Manage exempt and non-exempt employees in accordance with the facility policies utilizing sound principles of practice and fairness. </li> <li> Review employee performance as evaluated by their respective managers, ensuring that reviews occur as scheduled or at least annually for each employee. </li> <li> Review and approve the disciplinary action and/or discharge of employees. </li> <li> Evaluate management performance and other staff as designated. </li> <li> Approve the addition or deletion of positions as well as approve applicants for employment in new or vacant positions. </li> </ul> <ul> <li> Develop employee productivity analysis, utilizing USPI's Staff Tracker, and assure efficiency of staff levels through increases or reductions in the work force as necessitated by changes in surgical case volume. </li> <li> Implements a program of job-based orientation, training, and ongoing evaluation for all employees. </li> <li> Manage all employee files and records. </li> <li> Provide educational opportunities for professional staff development. Promote the implementation of positive customer relations by the employees and physicians. </li> </ul> <b>Clinical Services</b> <ul> <li> Ensure that the surgical programs and clinical services are in compliance with the respective components of regulatory body and accrediting body standards. Work in conjunction with the Medical Director and Medical Executive Committee in the evaluation and development of existing and new surgical services at the facility. </li> <li> Manage the clinical departments of nursing, central supply, medical records, and housekeeping, and supervise the contracted services of laboratory, radiology, pharmaceuticals, laundry, and biomedical engineering. </li> <li> Monitor the adequate function of surgical equipment and patient care equipment through contracted services and follow-up on repairs. </li> <li> Develop and implement a sales/marketing plan and lead the facility's sales team in accordance with USPI's Sales Plan and the business plan for the facility. </li> <li> Identify and develop new services defined as appropriate for ambulatory surgery centers. </li> <li> Foster positive public relations, marketing, and planning. </li> </ul> <b>Quality Improvement </b> <ul> <li> Develop, evaluate, and promote implementation of a continuous quality improvement program. </li> <li> Administer the infection control program and medical staff review of the quality improvement program. </li> <li> Identify and correct quality care issues. </li> <li>Develop statistical indicators to use in evaluating the overall operations and quality of care provided.</li> <li>Serve as a member of the Quality Improvement Committee.</li> </ul> <b>Medical Staff Relationships </b> <ul> <li> Process the credentialing of practitioners of the facility. </li> <li> Collaborate with the Medical Director in the review and revision of the Medical Staff Bylaws and Rules and Regulations on a biannual basis. </li> <li> Collaborate with the Medical Director and serve as a liaison in problem areas with the medical staff. Promote positive relationships between employees and practitioners. </li> <li> Develop a system whereby physician's needs and their patients' needs are defined in order to determine the proper mix of services and efficiencies. </li> </ul> <b>Administrative Representative</b> <ul> <li> Attend corporate administrative meetings representing the facility. </li> <li> Act in accordance with the vision, mission, and business philosophy of the facility. </li> <li> Maintain membership in professional associations relevant to ambulatory surgery facilities and healthcare administration. </li> <li> Stay current in changes in the healthcare environment, such as reimbursement, legislative issues and business law, and act accordingly in the best interest of the corporation. </li> </ul> <b>Personal Development and Professionalism</b> <ul> <li> Identify areas that require additional reinforcement through education, consultation, or practicum. </li> <li> Attend all mandatory in-services and meetings. </li> <li> Follow the facility's professional conduct and dress code policy. </li> <li> Maintain patient, physician, and employee privacy and confidentiality per policy. </li> <li> Communicate effectively and courteously with visitors, physicians and their office staff, patients, and employees. </li> </ul> <b>Criteria for Evaluation</b> <ul> <li> Patient/family/physician/employee feedback </li> <li> Annual Goals </li> </ul> <br><br><b>Required Experience:</b><br> <b>Qualifications </b> <ul> <li> Bachelor's degree or equivalent work experience. </li> <li> Minimum three years of experience in an Ambulatory Surgery Center (ASC) Administrator position. </li> <li> Good command of the English language, both verbal and written. </li> <li> Ability to work well with physicians, employees, patients, and others. </li> <li> The Governing Board may determine other qualifications as seen fit. </li> </ul> <b>Working Conditions and Physical Requirements</b> <ul> <li> Mobility to move about the facility to supervise employees and activities. </li> <li> Office environment typical, but frequent exposures to patient care areas. </li> </ul> <b> Travel: Frequent - Must be willing to travel to serve as Administrator within assigned region, as well as outlying regions based on need. This may include company provided temporary housing based on location. </b> <br><br> <em> USPI complies with federal, state, and/or local laws regarding mandatory vaccination of its workforce. If you are offered this position and must be vaccinated under any applicable law, you will be required to show proof of full vaccination or obtain an approval of a religious or medical exemption prior to your start date. If you receive an exemption from the vaccination requirement, you will be required to submit to regular testing in accordance with the law. </em> <br><br> Employment practices will not be influenced or affected by an applicant's or employee's race, color, religion, sex (including pregnancy), national origin, age, disability, genetic information, sexual orientation, gender identity or expression, veteran status or any other legally protected status. Tenet will make reasonable accommodations for qualified individuals with disabilities unless doing so would result in an undue hardship.<br><br>

SWAT Administrator

Johns Hopkins University Applied Physics Laboratory

<div><b>Description</b><div><br>
Are you searching for meaningful work on a total rewards team?</div><div></div><div><br>
Do you like contributing to transformational work and projects?</div><div></div><div><b><br>
If so, we're looking for someone like you to join our team at APL!</b></div><div></div><div><br>
We are seeking a Benefits Specialist to support APL&rsquo;s health and welfare plans, with a concentrated focus on APL's 403(b) and 401(a) retirement plans. As a member of APL's Talent Services team, you'll contribute to our core purpose to build community, ignite talent and partner to enable defining innovations.</div><div></div><div><b><br>
As a Benefits Specialist-Retirement Plans Administration you will&hellip;</b></div><ul><li>
Own the end-to-end participant experience and support across all retirement plan matters, exercising independent judgment to interpret plan provisions, resolve complex issues, and drive continuous improvement in processes and vendor performance. Advise participants on contributions, withdrawals, rollovers, and related transactions; partner with the record-keeper to execute transactions and resolve recordkeeping discrepancies. Lead the Military Make Up Contribution, Required Minimum Distribution (RMD), and Small Account Cash Out programs, including targeted communications to affected employees and retirees.</li><li>
Provide strategic oversight of the pension communications lifecycle; developing content, securing approvals, and scheduling/delivering educational seminars. In partnership with the Retirement Plans Administrator, direct the production of on demand &ldquo;how to&rdquo; self help videos and proactively brief internal stakeholders on upcoming communications.</li><li>
Provide leadership support on mandated compliance testing and audits, exercising judgment in issue resolution and documentation. Contribute to the preparation of Form 5500 filings, schedules, and related IRS forms, delivering draft work products for managerial review and certification.</li><li>
Co-lead the bi-weekly process to review pension contribution calculations and vendor remittance process.</li><li>
Serve as a co-lead for the administration of the Quarterly Loan Default process.</li><li>
In conjunction with Retirement Plans Manager and Retirement Plans Administrator, maintain Pension Inbox and respond to inquiries that funnel through this channel.</li><li>
Counsel staff members approaching retirement about the impact to their retirement plans. Facilitate and produce educational sessions on the Laboratory&rsquo;s retirement plans, in person or via Zoom.</li><li>
As part of rotational team, facilitate new staff orientation. Serve as a point of contact for new hire questions related to health and welfare benefits.</li><li>
Provide customer service support to staff on the pension plans, pre-retirement meetings and to retirees on pension and health &amp; welfare plans via phone and email. Resolve or raise issues to staff benefits team members.</li></ul>
<br>
<b>Qualifications</b><div><b><br>
You meet our minimum qualifications for the job if you...</b></div><ul><li>
Posses a Bachelor&rsquo;s Degree in Human Resources or related field or equivalent professional experience, plus 2 or more years of experience in retirement plan administration or health and welfare benefits. In lieu of degree, 5+ years of relevant experience in retirement plans and/or health &amp; welfare benefits areas</li><li>
Have superior customer service, teamwork and interpersonal skills</li><li>
Possess strong problem-solving skills with demonstrated proactive initiative in tackling issues</li><li>
Have demonstrated excellent verbal and written communication and presentation skills</li><li>
Have exceptional organizational skills, ability to meet deadlines and attention to detail</li><li>
Have the ability to conduct difficult conversations with staff and supervisors on sensitive topics</li><li>
Hold U.S. citizenship or permanent resident status, as required to access APL facilities and networks, subject to applicable laws</li></ul><div></div><div><b><br>
You'll go above and beyond our minimum requirements if you...</b></div><ul><li>
Possess a Master&rsquo;s Degree in Human Resources, Business Administration or related field</li><li>
Have formal benefits training such as CEBS or ASPPA courses or workshops</li><li>
Have obtained, or is willing to obtain, Certified Plan Sponsor Professional (CPSP) designation from Plan Sponsor Council of America (PSCA)</li></ul>
<br>
<b>About Us</b><div><b><br>
Why Work at APL?</b></div><div></div><div><br>
The Johns Hopkins University Applied Physics Laboratory (APL) brings world-class expertise to our nation&rsquo;s most critical defense, security, space and science challenges. While we are dedicated to solving complex challenges and pioneering new technologies, what makes us truly outstanding is our culture. We offer a vibrant, welcoming atmosphere where you can bring your authentic self to work, continue to grow, and build strong connections with inspiring teammates.</div><div></div><div><br>
At APL, we celebrate our differences of perspectives and encourage creativity and bold, new ideas. Our employees enjoy generous benefits, including a robust education assistance program, unparalleled retirement contributions, and a healthy work/life balance. APL&rsquo;s campus is located in the Baltimore-Washington metro area. Learn more about our career opportunities at http://www.jhuapl.edu/careers.</div><div></div><div><br>
All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, physical or mental disability, genetic information, veteran status, occupation, marital or familial status, political opinion, personal appearance, or any other characteristic protected by applicable law. APL is committed to providing reasonable accommodation to individuals of all abilities, including those with disabilities. If you require a reasonable accommodation to participate in any part of the hiring process, please contact Accommodations@jhuapl.edu.</div><div><br>
</div><div>The referenced pay range is based on JHU APL&rsquo;s good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level with consideration for internal parity. For salaried employees scheduled to work less than 40 hours per week, annual salary will be prorated based on the number of hours worked. APL may offer bonuses or other forms of compensation per internal policy and/or contractual designation. Additional compensation may be provided in the form of a sign-on bonus, relocation benefits, locality allowance or discretionary payments for exceptional performance. APL provides eligible staff with a comprehensive benefits package including retirement plans, paid time off, medical, dental, vision, life insurance, short-term disability, long-term disability, flexible spending accounts, education assistance, and training and development. Applications are accepted on a rolling basis.</div><br>
<br>
<b>Minimum Rate</b><br>
<br>
$62,900 Annually
<br>
<br>
<b>Maximum Rate</b><br>
<br>
$180,300 Annually</div>

Benefits Specialist - Retirement Plans Administration

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Benefits Specialist - Retirement Plans Administration