IRA Services Representative, Sr. jobs in Sarasota, FL

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)

S
Activities Assistant
  • SR COMPANIES LLC
  • Sarasota, FL OTHER
  • Job Details

    Job Location:    The Heron Club at Prestancia - Sarasota, FL
    Position Type:    Full Time
    Salary Range:    Undisclosed
    Job Shift:    Day
    Job Category:    Other

    Activities Assistant for Memory Care

    Summary: Responsible and accountable for the organization, planning, development of all
    programming, and regular activities that are fun and exciting to our residents. These activities
    will be helpful in maintaining physical conditioning and overall health, improving appetite, and
    inspiring new friendships by performing the following duties.

    Duties and Responsibilities include the following. Other duties may be assigned.
    1. Creates and adheres to a monthly activity calendar.*
    2. Speaks to and interacts with residents at all levels of care while showing empathy, kindness, compassion, and respect.*
    3. Coordinates special events for residents, families, staff, and assists the community relations department as requested.*
    4. Transports and supervises residents on outings, shopping trips, and doctor’s visits.*
    5. Screens, recruits, trains, and coordinate’s all volunteers.*
    6. Always maintains a clean, safe, and orderly environment for all residents.*
    7. Provides training, guidance, and support to staff to meet established performance standards and expectations.*
    8. Acts as facilitator and takes minutes at resident council meetings.*
    9. Follows up on any concerns voiced and discussed at the resident council meeting with the appropriate department manager.*
    10. Provides resolution for reports and documents resolution at the next resident council meeting.*
    11. Observes and reports to supervisor daily all changes in the resident’s health and emotional condition.*
    12. Demonstrates the ability to set and manage priorities.*
    13. Responds promptly and courteously to resident's request for assistance including phone calls and requests from family members and visitors.*
    14. Communicates effectively in a language that each resident is capable of understanding.*
    15. Observes and reports safety hazards immediately to supervisor.*
    16. Practices good body mechanics and safe working habits.*
    17. Knows, understands, and follows established policy and procedures in emergency situations.*
    18. Responsible for being essential personnel during emergencies and/or inclement weather.*
    19. Works as a team player with other associates and management in accomplishing work assignments.*
    20. Demonstrates a positive and respectful attitude about work issues, policies, and procedures.
    21. Demonstrates a positive and respectful attitude with residents, families, visitors, associates, and management.*
    22. Complies with attendance and call off policy.*
    23. Attends, participates in trainings, in-service, and mandatory meetings.*
    24. Wears clean and appropriate dress per established dress code policy.*
    25. Refrains from discussing resident care issues with families and visitors and refers all inquiries to immediate supervisor.*
    26. Responsible for enhancing and improving the SRI experience specifically in zestful activities for residents.*
    27. Demonstrates and promotes SRI’s core value of the golden rule.*
    28. Treats others including residents, families, visitors, and associates in the same manner we would like to be treated.*
    29. Knows, understands, and complies with HIPAA regulations.*
    30. Assists in mentoring new employees.*
    31. Takes the initiative in work, seeks out additional information, offers solutions, and suggestions.
    32. Takes on special projects or assignments outside of regular duties.
    33. Serves and assist residents in the dining room at breakfast, lunch, and dinner daily.
    34. Assists residents with Activities of Daily Living when needed.
    35. Performs all other reasonable duties as assigned or as requested.

    Language Ability:
    Ability to read and interpret documents such as safety rules, operating and maintenance
    instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability
    to speak effectively before groups of customers or employees of organization.

    Math Ability:
    Ability to add and subtract two digit numbers and to multiply and divide with 10's and 100's.
    Ability to perform these operations using units of American money and weight measurement,
    volume, and distance.

    Reasoning Ability:
    Ability to apply common sense understanding to carry out detailed but uninvolved written or oral
    instructions. Ability to deal with problems involving a few concrete variables in standardized
    situations.

    Physical Demands:
    The physical demands 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 regularly required to stand, walk, use
    hands, reach with hands and arms, and talk or hear. The employee is frequently required to
    stoop, kneel, crouch or crawl and taste or smell. The employee is occasionally required to sit
    and climb or balance. The employee must occasionally lift and/or move up to 50 pounds.

    Work Environment:
    The work environment characteristics described here are representative of those an employee
    encounters while performing 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 occasionally exposed to blood borne
    pathogens.

    Qualifications


    Qualifications:
    To perform this job successfully, an individual must be able to perform each essential duty
    satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or
    ability required. Reasonable accommodations may be made to enable individuals with
    disabilities to perform the essential functions.

    Education/Experience:
    High school diploma or general education degree (GED); or one to two years related experience
    and/or training; or equivalent combination of education and experience.

  • 9 Days Ago

S
Caregiver
  • Sr Companies Llc
  • Sarasota, FL FULL_TIME
  • Summary: Responsible for enhancing and improving the SRIM experience specifically in heartfelt care for our residents and their families. Demonstrates and promotes SRIM’s core value of the golden rule...
  • 1 Month Ago

S
Medication Technician
  • Sr Companies Llc
  • Sarasota, FL FULL_TIME
  • Summary: Responsible for enhancing and improving the SRIM experience specifically in the Heartful Care for our residents and their families by performing the following duties. Duties and Responsibilit...
  • 1 Month Ago

T
Patient Services Representative
  • The Eye Associates
  • Venice, FL FULL_TIME
  • DescriptionThe Eye Associates, an affiliate of Eye Health America, is a growing, multi-specialty ophthalmology practice. Our focus is on excellence in patient care and creating an exceptional customer...
  • 2 Days Ago

B
Patient Services Representative
  • Bliss Dermatology
  • Englewood, FL FULL_TIME
  • Description About Bliss Dermatology: A Private Physician-Owned Practice in Southwest Florida, Bliss Dermatology is a working environment free from the confines of corporate structures. Founded by Dr. ...
  • 1 Month Ago

A
Healthcare Patient Services Representative
  • AMA Health Providers
  • Venice, FL FULL_TIME
  • AMA Health Providers in Venice, FL is calling all customer service rock stars to apply to join our team as a full-time Healthcare Patient Services Representative! WHY YOU SHOULD JOIN OUR TEAM We are a...
  • 29 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 IRA Services Representative, Sr. jobs found in Sarasota, FL area

V
Guest Services Rep
  • Vista Host, Inc.
  • Bradenton, FL
  • **POSITION TITLE:** Guest Service Representative **REPORTS TO:** Guest Service Manager/ Assistant General Manager / Gene...
  • 4/26/2024 12:00:00 AM

E
Customer Service Rep - Tampa FL
  • eQHealth Solutions, Inc.
  • Tampa, FL
  • ** Customer Service Rep - Tampa FL** **Job Category****:** Customer Support **Requisition Number****:** CUSTO001558 Show...
  • 4/24/2024 12:00:00 AM

S
Support Service Rep I - Payment Poster
  • Sarasota Memorial Health Care System
  • Sarasota, FL
  • Job Summary: Accurately posts payments for all physician services in a timely manner, reviews payments and verifies appr...
  • 4/24/2024 12:00:00 AM

H
Customer Service Representative - Work From Home>
  • Healthon
  • Sarasota, FL
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/24/2024 12:00:00 AM

H
Customer Service Representative - Work From Home>
  • Healthon
  • Bradenton, FL
  • [Customer Support / Fully Remote] - Anywhere in U.S. / Up to $25 per hour / Both PT & FT Available - As a Customer Servi...
  • 4/24/2024 12:00:00 AM

S
Support Service Rep II - Payment Poster
  • Sarasota Memorial Health Care System
  • Sarasota, FL
  • Job Summary: Accurately posts payments for all physician services in a timely manner, reviews and verifies appropriate u...
  • 4/23/2024 12:00:00 AM

S
CUSTOMER SERVICE REP
  • Spherion
  • Sarasota, FL
  • Spherion Staffing of Sarasota is looking to fill an experienced and dynamic customer service rep position $18.00 8:30am-...
  • 4/22/2024 12:00:00 AM

C
Customer Service Representative
  • Community Choice Financial Family of Brands
  • ST. PETERSBURG, FL
  • Overview: As a Customer Service Representative (“CSR”), you will use your love for business, people, and the community c...
  • 4/15/2024 12:00:00 AM

Sarasota (/ˌsærəˈsoʊtə/) is a city in Sarasota County on the southwestern coast of the U.S. state of Florida. The area is renowned for its cultural and environmental amenities, beaches, resorts, and the Sarasota School of Architecture. The city is at the southern end of the Tampa Bay Area, north of Fort Myers and Punta Gorda. Its official limits include Sarasota Bay and several barrier islands between the bay and the Gulf of Mexico. According to the U.S. Census Bureau, in 2013 Sarasota had a population of 53,326. In 1986 it became designated as a certified local government. Sarasota is a prin...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for IRA Services Representative, Sr. jobs
$44,880 to $52,383
Sarasota, Florida 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