IRA Services Representative, Sr. jobs in the United States

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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Patient Services Representative
  • Seldovia Village Tribe IRA
  • Seldovia, AK FULL_TIME
  • INSTRUCTIONS FOR APPLYING: Candidate must provide all information requested on the application page.  Follow instructions carefully when preparing and uploading information.  Please submit Resume and Cover Letter as PDF files only to ensure readability.  All materials must be written in English.  Resumes must include employment history with dates of employment and include details that show how you as a candidate satisfy the requirements of this position. 


    Job Title: Patient Services Representative        

    Work Schedule: Monday-Friday  • 40 Hrs/Week         

    Classification: Full-Time          

    Location: Homer (See Job Requirements for Required Travel)


    Position Overview  

    This position is responsible for providing quality service to our patients and customers.   The Patient Services Representative (PSR) supports the administrative functions of SVT Health & Wellness such as coordinating and directing patient registration, scheduling and cashiering.  The PSR is responsible for effective, clear communication on the phone and in person.


     Duties and Responsibilities

    • Greet patients and visitors. Determine their needs and direct them accordingly.
    • Complete check in/check out and patient registration process. Update patient files and accounts as necessary.
    • Maintain strict confidentiality for all clients and their families in conformity with HIPAA regulations. Protect the security of all patient medical and dental records to ensure that confidentiality is maintained following HIPAA and PPI regulations as outlined in SVTHW policy and procedures.
    • Responsible for compliance with ICWA and Mandatory Reporting laws.
    • Schedule patients and manage schedule/patient flow for Providers.
    • Collect patient fees, issue receipts, count and balance daily till.
    • Possess and utilize professional telephone techniques. Answer telephone, handle and direct calls appropriately.
    • Explain office policies, procedures and programs to patients.
    • Assist patients in gathering data and completion of forms and applications.
    • Maintain medical record system, patient files, scanning of records, copying and faxing of records or information as directed. Prepare appropriate forms for patient visits as needed.
    • Attend scheduled meetings and trainings to update and enhance skills related to medical and dental office administrative, billing and coding functions.
    • Possess ability to work cooperatively and productively in a team environment and enjoy working within a fast paced health and wellness care setting.
    • Familiarize and maintain working knowledge of Medicare, Medicaid, private insurance, PPOs and private pay accounts.
    • Open and close medical reception office as directed. Secure cabinets and doors after clinic hours.
    • Serve on SVTHW committee as requested. At times, may be asked to chair or co-chair a committee.
    • Perform other tasks as required by SVTHW Director or Supervisor.


    Job Requirements

    Along with the list below, the ideal candidate should meet the following expectations to be successful.  Timely, sensitive and clear communication is essential to the success of this position. The ideal candidate must possess the ability to constantly and politely communicate verbally and in written form, with people of varying backgrounds and cultures. Regular, consistent and on-time attendance is critical to the success of this position.  The ideal candidate can accept and follow direction from others, as well as self-motivate when necessary.  They can work well in a team environment, contributing in an equal and supportive manner.  The ideal candidate would be described as a people person and possess strong interpersonal skills with coworkers and the general public.  Cash handling experience, medical/dental terminology knowledge, and basic understanding of human anatomy a plus.


    • All candidates must successfully pass a post-offer, pre-employment drug test
    • All candidates must successfully pass a background check
    • Minimum educational requirement is a high school diploma or GED.
    • 1 years in a medical office setting preferred
    • Must be able to travel between Homer, Seldovia and Anchor Point by car, boat, or plane.  Travel to other communities is conducted as day-trips but inclement weather may require overnight stays on a very rare occasion.  
    • Must be able to operate general office equipment such as computers and keyboards, photocopier, fax, scanners, multiline phone systems.  Should be familiar with Microsoft Office products like Excel and Word.  Experience with Electronic Health Record (EHR) systems a plus.
    • Ability to count money is required.



     This job requires the ability to wear PPE (Personal Protective Equipment), Hazmat Mask, Ear and Eye Protection, and disposable gloves as necessary or applicable.  One-time initial PPD Testing is provided by Seldovia Village Tribe to employees. 


     Work Environment

    Seldovia Village Tribe is a drug-free, alcohol-free, and tobacco-free work environment. An individual in this position may be exposed to communicable diseases or hazards common to a healthcare setting, including but not limited to needle stick wounds, chemicals, and tuberculosis. Background check and fingerprinting required for all employees. Preemployment, random, and scheduled drug-testing will occur.  SVT Health & Wellness health centers are well maintained primary care facilities.  This position requires the ability to sit for prolonged periods of time working at a computer.  This job is considered stressful but highly rewarding.


  • 14 Days Ago

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Financial Services Associate
  • IRA Club, LLC
  • Chicago, IL FULL_TIME
  • Position: Financial Services Associate Schedule: Monday - Friday, 8:00 AM - 4:00 PM Location: In office, Chicago Loop You will report directly to the company Treasurer. In addition, this role provides...
  • 6 Days Ago

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Legislative Aide/Policy Services
  • Office of State Representative Phil Skaggs
  • Lansing, MI FULL_TIME
  • Description The Legislative Aide/Policy Services performs research and assists with the development of legislation to help the Member accomplish their legislative agenda. The ideal candidate is famili...
  • 3 Days Ago

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IRA Customer Service Representative
  • Hired by Matrix
  • South Jordan, UT CONTRACTOR
  • Do you want more than just another job? Are you ready to team up with an organization that values your contributions? Then Hired by Matrix is for you! Working with some of the US’ premier companies, w...
  • 9 Days Ago

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Director of Resident Services
  • Sr Companies Llc
  • Fort Walton Beach, FL FULL_TIME
  • Summary: Responsible for enhancing and improving the SRIM experience specifically in Heartful Care for our residents and their families by performing the following duties. Duties and Responsibilities ...
  • 11 Days Ago

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Sales Representative
  • SR Solar LLC
  • Myrtle, SC FULL_TIME
  • About Us:At SR Solar we are committed to helping homeowners bridge the gap from relying on local utility companies for electricity by providing homeowners with effective renewable energy solutions and...
  • 3 Days Ago

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Patient Financial Service Rep 3
  • Inova Health System
  • Fairfax, VA
  • Job Description The Patient Financial Services Representative 3 performs the duties of a Patient Financial Services Repr...
  • 3/28/2024 12:00:00 AM

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Service Representative
  • City Sofive Soccer Inc
  • Columbia, MD
  • City-Sofive is a soccer center operator: a modern sport complex dedicated to soccer, with multiple small-sided soccer fi...
  • 3/28/2024 12:00:00 AM

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Customer Service Rep
  • HomeServe USA Corp.
  • Fairfax, VA
  • ** Customer Service Rep** **Job Category****:** Cropp **Requisition Number****:** CUSTO005024 Showing 1 location **Job D...
  • 3/27/2024 12:00:00 AM

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Guest Services Rep Part Time-104020
  • ESA Management, LLC
  • Sterling, VA
  • 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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Patient Service Rep II - Bilingual
  • Howard University
  • Washington, DC
  • The Talent Acquisition department hires qualified candidates to fill positions which contribute to the overall strategic...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • The Midtown Group
  • Washington, DC
  • Job Description Job Description Customer Service Rep./Visitor Services Representative One of our local museum clients is...
  • 3/26/2024 12:00:00 AM

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Veterans Service Officer
  • Vietnam Veterans of America
  • Silver Spring, MD
  • Job Description Job Description Summary The role and responsibilities of the Veterans Service Officer (VSO) is to assist...
  • 3/26/2024 12:00:00 AM

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Customer Service Representative
  • UASA
  • Bristow, VA
  • As a Customer Service Representative, you are a key member of the team and represent our members on client support calls...
  • 3/25/2024 12:00:00 AM

Income Estimation for IRA Services Representative, Sr. jobs
$47,192 to $55,082