Trust Administration Assistant jobs in Santa Maria, CA

Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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LEAD MEDICAL SUPPORT ASSISTANT
  • US Veterans Health Administration
  • Santa Maria, CA FULL_TIME
  • Duties

    This position is located at the Santa Maria VA Clinic, 1550 E Main St, Santa Maria, CA 93454.

    Duties include but not limited to:

    • Ensuring accurate and timely scheduling of appointments, including interpreting and verifying provider orders in accordance with VHA national scheduling guidelines. In addition, interpret and communicate requirements of VHA Scheduling Directives and complete accurate scheduling responsibilities: schedule, cancel no-show appointments and utilize the Electronic Waiting List accurately in a timely manner.
    • Providing guidance to staff members, to include changes in policies and procedures; creating and maintaining employee work schedules; and acting as a liaison among Advanced MSA staff, patients, and other interdisciplinary staff to resolve day-to-day conflicts.
    • The incumbent explains VA's mandate to collect insurance information to veterans, their families, and other eligible patients. Collects, scans, and updates health insurance information serving a major role in the revenue process. Promote veteran registration for and utilization of my Health eVet (MVH), online personal health record for veterans.
    • Performs receptionist duties, customer service and other duties assigned for the proper and timely treatment of patients and maintains appointment schedules for one or more outpatient clinics. Incumbent must screen / receive phone calls in a courteous and timely manner, determine the nature of requests and provide the information desire using privacy rules and established clinic processes.
    • Incumbent must assist with clinic access contingency plans by adjusting appointment times, locations, or dates as well as shift patients to the healthcare providers as conflict with staffing and / or coverage occurs.
    • Incumbent must use each interaction with the patient to validate and update patient demographic information, in-person, during check-in, or over the phone.
    • Daily review of active / pending consults, Electronic Wait List, Recall List and Audiocare communications for accuracy and disposition.
    • Performs timekeeping responsibilities for the assigned time and leave group(s) in accordance with all Veterans Health Administration policies, directives and procedures.

    Work Schedule: Full-time, Monday through Friday (8:00am - 4:30pm)
    Telework: Not available
    Virtual: This is not a virtual position.
    Relocation/Recruitment Incentives: Not authorized
    Permanent Change of Station (PCS): Not authorized
    Financial Disclosure Report: Not required

    Requirements

    Conditions of Employment

    • You must be a U.S. Citizen to apply for this job.
    • Selective Service Registration is required for males born after 12/31/1959.
    • Must be proficient in written and spoken English.
    • You may be required to serve a probationary period.
    • Subject to background/security investigation.
    • Selected applicants will be required to complete an online onboarding process.
    • Participation in the seasonal influenza vaccination program is a requirement for all Department of Veterans Affairs Health Care Personnel (HCP).
    • Participation in the Coronavirus Disease 2019 (COVID-19) vaccination program is a requirement for all Veterans Health Administration Health Care Personnel (HCP) - See "Additional Information" below for details.

    Qualifications

    Basic Requirements:
    • United States Citizenship: Non-citizens may only be appointed when it is not possible to recruit qualified citizens in accordance with VA Policy.
    • English Language Proficiency: MSAs must be proficient in spoken and written English in accordance with VA Policy.
    • Experience and Education:
    Experience: Six months experience of clerical, office, customer service, or other administrative work that indicates the ability to acquire the particular knowledge and skills needed to perform the duties of the position; OR,
    Education: One year above high school; OR,
    Experience/Education Combination: Equivalent combination of experience and education are qualifying for entry level for which both education and experience are acceptable.

    May qualify based on being covered by the Grandfathering Provision as described in the VA Qualification Standard for this occupation (only applicable to current VHA employees who are in this occupation and meet the criteria).

    Grade Determinations: In addition to the basic requirements above, all applicants must also meet the following grade requirement for a Lead Medical Support Assistant, GS-0679-07. They must have one (1) year of experience equivalent to the GS-06 grade level and also be able to demonstrate the KSAs listed below:
    • Advanced knowledge of medical terminology and a wide range of clinical flow processes relating to access to care across multiple clinics, specialties, and/or community resources.
    • Ability to utilize numerous advanced patient systems in support of multiple clinics in an interdisciplinary setting.
    • Ability to organize work, set priorities, and delegate tasks/responsibilities in order to meet deadlines.
    • Skill in communicating with individuals to obtain the desired effect [and coordinating with a variety of interdisciplinary care team staff
    • Ability to provide staff development and training.
    • Ability to manage staffing requirements, manage workflow priorities, and adjust the flow of work to meet team and patient needs. This includes the ability to follow-up on pending issues and demonstrate an understanding of the impact of incomplete work across multiple clinics.
    References: VA HANDBOOK 5005/117 PART II APPENDIX G45, dated August 1, 2019The full performance level of this vacancy is GS-07.

    Physical Requirements: ???????The work is primarily sedentary with prolonged periods of sitting. The work requires moderate lifting, carrying, pushing, standing; reaching above shoulder; use of fingers; ability to read without strain; ability to hear the whispered voice with or without hearing aid; emotional & mental stability.

    Education

    There is no education substitution for this grade level.

    Additional information

    Receiving Service Credit or Earning Annual (Vacation) Leave: Federal Employees earn annual leave at a rate (4, 6 or 8 hours per pay period) which is based on the number of years they have served as a Federal employee. Selected applicants may qualify for credit toward annual leave accrual, based on prior work experience or military service experience. This credited service can be used in determining the rate at which they earn annual leave. Such credit must be requested and approved prior to the appointment date and is not guaranteed.

    This job opportunity announcement may be used to fill additional vacancies.

    This position is in the Excepted Service and does not confer competitive status.

    VA encourages persons with disabilities to apply. The health-related positions in VA are covered by Title 38, and are not covered by the Schedule A excepted appointment authority.

    Pursuant to VHA Directive 1193.01, VHA health care personnel (HCP) are required to be fully vaccinated against COVID-19 subject to such accommodations as required by law (i.e., medical, religious or pregnancy). VHA HCPs do not include remote workers who only infrequently enter VHA locations. If selected, you will be required to be fully vaccinated against COVID-19 and submit documentation of proof of vaccination before your start date. The agency will provide additional information regarding what information or documentation will be needed and how you can request a legally required accommodation from this requirement using the reasonable accommodation process.

    If you are unable to apply online or need an alternate method to submit documents, please reach out to the Agency Contact listed in this Job Opportunity Announcement.


    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    How You Will Be Evaluated

    You will be evaluated for this job based on how well you meet the qualifications above.

    IN DESCRIBING YOUR EXPERIENCE, PLEASE BE CLEAR AND SPECIFIC. WE MAY NOT MAKE ASSUMPTIONS REGARDING YOUR EXPERIENCE. Your application, resume, C.V., and/or supporting documentation will be verified. Please follow all instructions carefully. Errors or omissions may affect consideration for employment.

    Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religions; spiritual; community; student; social). Volunteer work helps build critical competencies, knowledge, and skills and can provide valuable training and experience that translates directly to paid employment. You will receive credit for all qualifying experience, including volunteer experience.

    The Department of Veterans Affairs performs pre-employment reference checks as an assessment method used in the hiring process to verify information provided by a candidate (e.g., on resume or during interview or hiring process); gain additional knowledge regarding a candidate's abilities; and assist a hiring manager with making a final selection for a position.

    It is the policy of the VA to not deny employment to those that have faced financial hardships or periods of unemployment.

    Veterans and Transitioning Service Members: Please visit the VA for Vets site for career-search tools for Veterans seeking employment at VA, career development services for our existing Veterans, and coaching and reintegration support for military service members.

    • Benefits

      A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits.

      Review our benefits

      Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered.

    • Required Documents

      As a new or existing federal employee, you and your family may have access to a range of benefits. Your benefits depend on the type of position you have - whether you're a permanent, part-time, temporary or an intermittent employee. You may be eligible for the following benefits, however, check with your agency to make sure you're eligible under their policies.

      To apply for this position, you must provide a complete Application Package which includes:

      • Resume


      The following documents are accepted, and may be required if applicable to your eligibility and/or qualifications for this position. Please use this checklist to ensure you have included all documents required for your application, such as a copy of your transcript (if using education to qualify), SF-50's (current/former Federal employees), etc.

      • Cover Letter
      • DD-214/ Statement of Service
      • Disability Letter (Schedule A)
      • Disability Letter (VA)
      • License
      • Other (1)
      • PCS Orders
      • Performance Appraisal
      • Professional Certification
      • Resume
      • Separation Notice (RIF)
      • SF-15
      • SF-50/ Notification of Personnel Action
      • Transcript


      Veterans' Preference: When applying for Federal Jobs, eligible Veterans should claim preference for 5pt (TP), 10pt (CP/CPS/XP), or for Sole Survivor Preference (SSP) in the questionnaire. You must provide a legible copy of your DD214(s) which shows dates and character of service (honorable, general, etc.). If you are currently serving on active duty and expect to be released or discharged within 120 days you must submit documentation related to your active duty service which reflects the dates of service, character of service (honorable, general, etc.), and dates of impending separation. Additionally, disabled veterans and others eligible for 10-point preference (such as widows or mothers of eligible Veterans) must also submit an SF-15 "Application for 10 Point Veteran Preference" with required proof as stated on the form. Documentation is required to award preference. For more information on Veterans' Preference, please visit Feds Hire Vets - Veterans - Job Seekers - Veterans' Preference.

      If you are relying on your education to meet qualification requirements:

      Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

      Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.

    • How to Apply

      All applicants are encouraged to apply online. To apply for this position, you must complete the full questionnaire and submit the documentation specified in the Required Documents section below. The complete application package must be submitted by 11:59 PM (ET) on 02/19/2024 to receive consideration. To preview the questionnaire click https://apply.usastaffing.gov/ViewQuestionnaire/12308704.

      • To begin, click Apply Online to create a USAJOBS account or log in to your existing account. Follow the prompts to select your USA JOBS resume and/or other supporting documents and complete the occupational questionnaire.
      • Click Submit My Answers to submit your application package.

      NOTE: It is your responsibility to ensure your responses and appropriate documentation is submitted prior to the closing date.

      To verify your application is complete, log into your USA JOBS account, https://my.usajobs.gov/Account/Login, select the Application Status link and then select the more information link for this position. The Details page will display the status of your application, the documentation received and processed, and any correspondence the agency has sent related to this application. Your uploaded documents may take several hours to clear the virus scan process. To return to an incomplete application, log into your USA JOBS account and click Update Application in the vacancy announcement. You must re-select your resume and/or other documents from your USA JOBS account or your application will be incomplete.

      Agency contact information

      Michael Zimmerman

      Phone

      (858) 552-8585 X5350

      Email

      Michael.Zimmerman1@va.gov

      Address

      Greater Los Angeles Healthcare System
      11301 Wilshire Boulevard
      Los Angeles, CA 90073
      US

      Next steps

      Once your online application is submitted you will receive a confirmation notification by email. After we receive application packages (including all required documents) and the vacancy announcement closes, we will review applications to ensure qualification and eligibility requirements are met. After the review is complete, a referral certificate(s) is issued and applicants will be notified of their status by email. Referred applicants will be notified as such and may be contacted directly by the hiring office for an interview. All referred applicants receive a final notification once a selection decision has been made.

      You may check the status of your application at any time by logging into your USA Jobs account and clicking on Applications. Information regarding your application status can be found in the USAJobs Help Center.

      NOTE: Participation in the seasonal influenza program is a condition of employment and a requirement for all Department of Veterans Affairs Health Care Personnel (HCP). It is a requirement that all HCP to receive annual seasonal influenza vaccination or obtain an exemption for medical or religious reasons. Wearing a face mask is required when an exemption to the influenza vaccination has been granted. HCP in violation of this directive may face disciplinary action up to and including removal from federal service. HCP are individuals who, during the influenza season, work in VHA locations or who come into contact with VA patients or other HCP as part of their duties. VHA locations include, but are not limited to, VA hospitals and associated clinics, community living centers (CLCs), community-based outpatient clinics (CBOCs), domiciliary units, Vet centers and VA-leased medical facilities. HCP include all VA licensed and unlicensed, clinical and administrative, remote and onsite, paid and without compensation, full- and part-time employees, intermittent employees, fee basis employees, VA contractors, researchers, volunteers and health professions trainees (HPTs) who are expected to perform any or all of their work at these facilities. HPTs may be paid or unpaid and include residents, interns, fellows and students. HCP also includes VHA personnel providing home-based care to Veterans and drivers and other personnel whose duties put them in contact with patients outside VA medical facilities.

    • Fair and Transparent

      The Federal hiring process is set up to be fair and transparent. Please read the following guidance.

      • Equal Employment Opportunity (EEO) Policy
      • Reasonable accommodation policy
      • Financial suitability
      • Selective Service
      • New employee probationary period
      • Signature and false statements
      • Privacy Act
      • Social security number request

    Required Documents

    To apply for this position, you must provide a complete Application Package which includes:

    • Resume


    The following documents are accepted, and may be required if applicable to your eligibility and/or qualifications for this position. Please use this checklist to ensure you have included all documents required for your application, such as a copy of your transcript (if using education to qualify), SF-50's (current/former Federal employees), etc.

    • Cover Letter
    • DD-214/ Statement of Service
    • Disability Letter (Schedule A)
    • Disability Letter (VA)
    • License
    • Other (1)
    • PCS Orders
    • Performance Appraisal
    • Professional Certification
    • Resume
    • Separation Notice (RIF)
    • SF-15
    • SF-50/ Notification of Personnel Action
    • Transcript


    Veterans' Preference: When applying for Federal Jobs, eligible Veterans should claim preference for 5pt (TP), 10pt (CP/CPS/XP), or for Sole Survivor Preference (SSP) in the questionnaire. You must provide a legible copy of your DD214(s) which shows dates and character of service (honorable, general, etc.). If you are currently serving on active duty and expect to be released or discharged within 120 days you must submit documentation related to your active duty service which reflects the dates of service, character of service (honorable, general, etc.), and dates of impending separation. Additionally, disabled veterans and others eligible for 10-point preference (such as widows or mothers of eligible Veterans) must also submit an SF-15 "Application for 10 Point Veteran Preference" with required proof as stated on the form. Documentation is required to award preference. For more information on Veterans' Preference, please visit Feds Hire Vets - Veterans - Job Seekers - Veterans' Preference.

    If you are relying on your education to meet qualification requirements:

    Education must be accredited by an accrediting institution recognized by the U.S. Department of Education in order for it to be credited towards qualifications. Therefore, provide only the attendance and/or degrees from schools accredited by accrediting institutions recognized by the U.S. Department of Education.

    Failure to provide all of the required information as stated in this vacancy announcement may result in an ineligible rating or may affect the overall rating.


    Help

    This job is open to

    • The public

      U.S. Citizens, Nationals or those who owe allegiance to the U.S.

    Clarification from the agency

    Open to U.S. Citizens.

  • 7 Days Ago

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Administrative Support Assistant
  • US Veterans Health Administration
  • Santa Maria, CA FULL_TIME
  • Duties The incumbent performs administrative work, which includes management of an office's schedule or day-to-day plans. The major duties and responsibilities include but are not limited to the follo...
  • 1 Month Ago

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Medical Support Assistant (Open Continuous)
  • Veterans Health Administration
  • Santa Maria, CA FULL_TIME
  • The Greater Los Angeles VA Health Care System is seeking highly energetic candidates to fill multiple Medical Support Assistant vacancies throughout the Community Based Outpatient Clinic (CBOC). Ideal...
  • 11 Days Ago

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Plastic Surgery Physician Assistant
  • Physician Assistant Solutions
  • San Luis Obispo, CA FULL_TIME
  • Plastic Surgery Physician Assistant San Luis Obispo, CA Currently seeking an Physician Assistant/Nurse Practitioner for plastic surgery practice in the San Luis Obispo area. Central Coast of Californi...
  • 28 Days Ago

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Adv Med Support Assistant (Open Continuous)
  • US Veterans Health Administration
  • San Luis Obispo, CA FULL_TIME
  • Duties AMSAs interact with both internal and external customers providing exceptional customer service and ensuring overall customer satisfaction. Candidates will be reviewed for minimum qualification...
  • 11 Days Ago

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Adv Med Support Assistant (Open Continuous)
  • Veterans Health Administration
  • San Luis Obispo, CA FULL_TIME
  • The Greater Los Angeles VA Health Care System is seeking highly energetic candidates to fill multiple Medical Support Assistant vacancies throughout the Community Based Outpatient Clinic (CBOC). Ideal...
  • 12 Days Ago

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0 Trust Administration Assistant jobs found in Santa Maria, CA area

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Administrative Assistant to Executive Director, Foundation and Foundation Board of Directors
  • Cuesta College
  • San Luis Obispo, CA
  • Salary : $60,324.00 - $66,516.00 Annually Location : San Luis Obispo Campus, CA Job Type: Full Time - 12 Months/ 100% FT...
  • 4/16/2024 12:00:00 AM

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Substitute Administrative Assistant I
  • San Luis Obispo County Office of Education
  • San Luis Obispo, CA
  • Job Summary Perform a wide variety of specialized clerical and administrative duties requiring a sound knowledge of proc...
  • 4/13/2024 12:00:00 AM

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FT Data Entry Coordinator - Work From Home>
  • Maven Clinic
  • Santa Maria, CA
  • [Administrative Assistant / Fully Remote] - Anywhere in U.S. / $25 per hour - As a Data Entry Coordinator you'll: Transf...
  • 4/13/2024 12:00:00 AM

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FT Data Entry Clerk (Work From Home)>
  • Radon Solutions
  • Santa Maria, CA
  • [Administrative Assistant / Remote] - Anywhere in U.S. / Competitive Pay - As a Data Entry Clerk you'll: Transfer data f...
  • 4/13/2024 12:00:00 AM

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Data Entry Specialist (Work From Home)>
  • CareMetx
  • Santa Maria, CA
  • [Administrative Assistant / Fully Remote] - Anywhere in U.S. / Competitive Pay - As a Data Entry Specialist you'll: Main...
  • 4/13/2024 12:00:00 AM

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FT Data Entry Clerk (Work From Home)>
  • Radon Solutions
  • Nipomo, CA
  • [Administrative Assistant / Remote] - Anywhere in U.S. / Competitive Pay - As a Data Entry Clerk you'll: Transfer data f...
  • 4/13/2024 12:00:00 AM

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Administrative Assistant
  • O'Leary Wallace LLP
  • Atascadero, CA
  • We at O'Leary Wallace seek someone to join our team who loves customer service and organization. Responsibilities Provid...
  • 4/12/2024 12:00:00 AM

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Emergency Hire Administrative Support Coordinator I - Architecture
  • California State University
  • San Luis Obispo, CA
  • Emergency Hire Administrative Support Coordinator I - Architecture Job no: 537266 Work type: Staff Location: San Luis Ob...
  • 4/12/2024 12:00:00 AM

Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town". Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Administration Assistant jobs
$50,313 to $64,136
Santa Maria, California area prices
were up 2.5% from a year ago

Trust Administration Assistant in Boise, ID
Since that time, rapid progress towards improvement has been realised due to the commitment of the staff team and Senior Leadership Team.The Trust wishes to appoint an experienced administrator to join the Trust's dynamic administration team.
December 05, 2019
Trust Administration Assistant in Monterey, CA
Working as part of the wider Trust Finance Department, this is a great opportunity to join an experienced and supportive department.
February 20, 2020
Trust Administration Assistant in Lompoc, CA
Background to the Stephen Lawrence Charitable Trust.
February 09, 2020