IRA Services Representative, Sr. jobs in Rochester, NY

IRA Services Representative, Sr. processes IRA account openings, transfers, distributions, and closures according to government regulations and company policies. Responds to customer inquiries. Being an IRA Services Representative, Sr. may require a bachelor's degree in area of specialty. Typically reports to a supervisor or manager. To be an IRA Services Representative, Sr. typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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Assistant Residential Manager - Penn Yan IRA
  • Catholic Charities Family & Community Services
  • Penn Yan, NY OTHER
  • Job Details

    Level:    Experienced
    Job Location:    Penn Yan IRA - Penn Yan, NY
    Position Type:    Full Time
    Education Level:    High School Diploma or GED
    Salary Range:    $21.00 - $21.00 Hourly
    Job Shift:    Saturdays, Sundays, & Holidays
    Job Category:    Developmental Disability Services

    Description

    General Description

    Provides assistance and support to the Residential Manager in maintaining the general operations of the assigned Catholic Charities Community Services residential setting. In the absence of the Residential manager, provides for the supervision, assistance and instruction of all staff and individuals. Effectively supports ongoing and collaborative communication amongst all program staff and is responsible for ensuring a trauma informed care environment.

     

    Essential Duties and Responsibilities

    • Provide supervision, instruction and guidance to individuals in all activities of daily living.
    • Assist Manager in supervision of all staff, as assigned,
    • In coordination with Manager, provides orientation to new employees and on going training as needed.
    • Ensure all aspects of medication administration are done accurately and provide medication administration as needed.
    • Assess all medically related situations involving individual(s) as they occur, contact the on-call RN when necessary and assure all recommendations given by RN are properly followed.
    • Monitor the residence to assure it is adequately maintained and all hazardous conditions are reported and repaired in a timely fashion.
    • Participate in "on-call" on a rotating basis with Manager and other Assistant Managers, providing 24-hour accessibility.
    • Respond with appropriate actions to crisis situations and medical emergencies.
    • Participate in comprehensive service planning activities for each resident including concepts of integration, independence, individualization and productivity.
    • In conjunction with the Manager, maintains continuity of all individuals’ records including medical, behavioral, financial, life safety and all other plans of service.
    • Arrange and/or provide transportation as needed to individuals and oversee record keeping of mileage and vehicle maintenance.
    • Complete all required paperwork thoroughly and accurately.
    • Facilitate weekly staff meetings with residential team.
    • Participate in training as needed or requested by supervisor.
    • Assist the Manager in the oversight the overall budget for residence operations and assumes fiscal accountability of all expenditures.
    • Assist Manager in ensuring compliance of all applicable local, state and federal regulations and agency policies.
    • Participates in relevant Agency meetings and/or trainings
    • Actively pursues development of professional competencies related to job role performance through reading, supervision, in-service training and attendance at conferences and workshops.
    • Awareness and active support of the Agency's Mission, Vision, Values and Strategic Plan. Including, but not limited to, supporting the Agency's Core Competency initiatives of being Collaborative and Community Focused, Innovative and Entrepreneurial, and Culturally Competent and Diverse
    • Other duties as assigned

     

    Note: The above description is illustrative of tasks and responsibilities. It is not meant to be all inclusive. Employees are required to follow appropriate supervisory direction and perform other related duties as required.

    Qualifications


    • A high school diploma or equivalent and at least two (2) years of practical experience working with individuals

    with developmental disabilities

    -OR-

     

    • Associates degree or successful completion of at least sixty (60) hours of college study in human services field and at

    least one (1) year of practical experience with individuals with developmental disabilities

    –OR-

     

    • A Bachelor's degree in human services field and six (6) months of experience working with individuals with developmental disabilities

     

    Physical Demands/Work Environment: The physical demands/work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk, hear, stand, walk, use hands to type and/or perform light lifting. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. The noise level in the work environment is usually quiet.

     

    Compliance: Adheres to all applicable federal and state laws and regulations including, but not limited to, those governing confidentiality, privacy, program, billing, and documentation standards. All duties must be performed in accordance with CCFCS’s corporate compliance & ethics program.

     

     

     

     

    Additional Requirements:

    • Demonstrate ethical business practices, in conformance with all state and federal laws and regulations.
    • Possess excellent verbal and written communication skills.
    • Previous experience working with diverse populations, including low to moderate-income families.
    • Ability to multi-task and prioritize duties.
    • Ability to travel in all weather conditions throughout the counties served.
    • Willingness to foster agency, department and program wide cooperation and team work through use of positive/constructive communication techniques.
    • Ability to maintain absolute confidentiality in regards to all records reviewed including consumer records, employee records and billing records.
    • Proficiency and experience with PC’s and Microsoft applications.
    • Ability to analyze and interpret data and to handle problem resolution.
    • Maintain absolute confidentiality in regards to all records reviewed including individuals’ records, employee records and billing records.
    • Possession a valid NYS Driver’s license and a driver's record considered acceptable by agency and insurance carrier.
    • Continuous use of a reliable, registered and insured vehicle.
    • Demonstrate full adherence to the CCCS Code of Conduct and all policies/procedures related to compliance.
    • Demonstrate commitment to Agency Mission Statement.
    • Provide effective, equitable, understandable and respectful quality care and services that are responsive to diverse cultural health beliefs and practices, preferred languages, health literacy and other communication needs.
    • An ability to work efficiently and effectively and meet deadlines,
    • An ability to work under pressure,
    • Excellent verbal/written skills,
    • Ability to demonstrate behaviors and attitudes which support agency mission, philosophy, and policies.

     

  • Just Posted

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Public Safety Officer- Public Safety
  • Ira Davenport Memorial Hospital
  • Bath, NY FULL_TIME
  • MAIN FUNCTION: Under general supervision, performs duties to ensure the safety and security of Arnot Health patients, visitors, students and employees; applies crime risk and safety hazard prevention ...
  • 16 Days Ago

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Unit Director - Operating Room IDMH
  • Ira Davenport Memorial Hospital
  • Bath, NY FULL_TIME
  • MAIN FUNCTION: Coordinates activities between defined areas, and provides clinical and administrative leadership and expertise. Facilitates an atmosphere of interactive management and the development ...
  • 16 Days Ago

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Dietary Aide - Food & Nutrition
  • Ira Davenport Memorial Hospital
  • Bath, NY FULL_TIME
  • POSITION SUMMARY: Responsible for maintaining high cleaning procedure standards in assigned work area. Also for the careful treatment of all equipment and articles used in performing assigned duties. ...
  • 18 Days Ago

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Staff Development Instructor - Centralized
  • Ira Davenport Memorial Hospital
  • Bath, NY FULL_TIME
  • The centralized staff development instructor is a clinical expert responsible for Arnot Health's system-wide educational programs for staff to meet federal and state accreditation, regulatory mandates...
  • 18 Days Ago

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Sr. Business Development Representative
  • Premier Packaging Corporation
  • West Henrietta, NY FULL_TIME
  • DescriptionPOSITION SUMMARY: Responsible for prospecting and selling new business according to the Plant’s capabilities and niche markets within the folding carton and paper board packaging industry. ...
  • 3 Days Ago

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0 IRA Services Representative, Sr. jobs found in Rochester, NY area

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Guest Services Rep II
  • The University of Rochester
  • Rochester, NY
  • With general direction of the Ambassador Management Team and with latitude for independent initiative and judgment: Serv...
  • 3/28/2024 12:00:00 AM

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CUSTOMER SERVICE REP-PT
  • Wilmorite Inc
  • Victor, NY
  • Job Description Job Description CUSTOMER SERVICE Now Hiring! Do you enjoy working with people, have an outgoing personal...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • Applied Business Systems
  • Batavia, NY
  • Job Description Job Description Applied Business Systems is seeking a Full-Time Customer Service Representative to join ...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep
  • Applied Industrial Technologies, Inc.
  • Rochester, NY
  • ** Customer Service Rep** Location: Rochester, NY, US, 14606 Company: 1100-Applied Industrial Technologies As a leading ...
  • 3/27/2024 12:00:00 AM

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Guest Services Rep Full Time-104010
  • ESA Management, LLC
  • Rochester, NY
  • Requirements KNOWLEDGE, SKILLS, ABILITIES COMPETENCIES Ability to understand and communicate in English proficiently to ...
  • 3/27/2024 12:00:00 AM

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Customer Service Rep- 1st shift M-F
  • multi color corp
  • Batavia, NY
  • **Customer Service Rep- 1st shift M-F** Batavia, OH 45103, USA Req #3413 Monday, January 3, 2022 Multi-Color is one of t...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • Recovery Monitoring Solutions LLC
  • Rochester, NY
  • Job Description Job Description $500.00 hiring bonus at 90 days employment *This position is located in the Monroe Count...
  • 3/25/2024 12:00:00 AM

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Parking Service Representative
  • University of Rochester
  • Rochester, NY
  • Job Description Job Description Position Summary: Act as a representative in disseminating information concerning Parkin...
  • 3/24/2024 12:00:00 AM

Rochester is at 43°9′56″N 77°36′41″W / 43.16556°N 77.61139°W / 43.16556; -77.61139 (43.165496, −77.611504). The city is about 73 miles (120 km) east-northeast of Buffalo and about 87 miles (140 km) west of Syracuse and Albany, the state capital is 226 miles (360 km) to the east ; it sits on Lake Ontario's southern shore. The Genesee River bisects the city. Toronto, Canada is northwest 168 miles (270 km) and New York City is about 350 miles (560 km) to the southeast. According to the United States Census Bureau, the city has a total area of 37.1 square miles (96 km2), of which 35.8 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$46,522 to $54,299
Rochester, New York area prices
were up 1.5% from a year ago

IRA Services Representative, Sr. in Grand Forks, ND
Based on our compensation data, the estimated salary potential for IRA Services Representative will increase -18 % over 5 years.
January 10, 2020