Why You’ll Love Working With Us

• Weekly Pay

• Growth Opportunity

What Will You Be Doing

• Answering phones, directing clients, scheduling client meetings, data entry, customer service, entering data and assisting in preparing materials for the team, client project assistance.

• Data entry includes entering contracts and payments in QBs

• Wide variety of duties in a moderately paced but busy office so the day goes by quickly.

• Other clerical duties as assigned.

What You Bring to the Job

• Work history that includes Construction industry experience. (ideal)

• Clerical experience, MS office (Word and Excel)

• QuickBooks

• Proficiency using a Mac computer & OS

• Logging and tracking permits

• Comfortable working Tuesday - Saturday shift

$20/hr.

Communication

Good oral and written communication skills are required for this position. Information must be exchanged using tact and persuasion appropriately. The person in this position must be able to communicate with the clients, staff, and others; and contribute to a positive environment. The ability to communicate in Spanish, Creole, or both is a plus.

Key Responsibilities

• Ensures excellent quality, timeliness, and patient experience throughout all patient interactions.

• Knowledgeable about provider specialties, FQHC regulations, services available to all patients as resources including but not limited to sliding fee scale eligibility, social service programs, Pharmacy services.

• Responsible for the day-to-day operation of a multi-specialty medical clinic, to include planning and coordinating the work assignments of clinical staff and collaborating as necessary with Managers supervising non-clinical staff (i.e., front desk, Pharmacy, social services)

• Ensures employee compliance with policies and procedures promoting patient care with high levels of organizational efficiency, communication and safety.

• Prioritizes patient experience in finding alternate solutions for unexpected occurrences in provider availability (i.e., finding coverage from another provider, moving patients to another provider schedule, etc.)

• Recruit, hire and coordinate the training of new staff members to meet or exceed job requirements.

• Design and implement strategies to help the clinic meet the organizational goals.

• Manage staff requests for leave, approval of payroll in accordance with company policy.

• Perform quarterly and annual employee reviews and provide constructive feedback on their performance to help them meet professional goals.

• Assists in managing clinic budget to include medical and office supply inventory.

• Creates and sends purchase orders for approval and processing in accordance with company policy.

• Ensures medical equipment is calibrated and inspected in accordance with manufacturer recommendations.

• Ensures completion of required annual trainings (i.e., HIPAA, TB, Blood borne pathogen, etc.)

• Demonstrates critical thinking and organizational skills, leadership, and appropriate role modeling for office staff.

• Promotes and reinforces documentation requirements supporting UDS measurement capture and HEDIS quality initiatives.

• Ensures cross training of team members to support clinical and quality goals.

• Performs other duties and responsibilities as assigned.

• May occasionally need to travel from one clinic to another for coverage.

Competencies:

• Ability to work as part of a professional team and to collaborate effectively with individuals within the organization as well as outside contractors.

• Proficient in Windows operating systems and Microsoft Office Suite.

• Sound knowledge and understanding of medical terminology and body systems.

• Strong working knowledge of electronic scheduling systems, Electronic Medical Records (EMR), and case management programs.

Education & Training

• Associate degree. Bachelor’s degree with BSN or BS in healthcare/business management preferred.

• Active Florida unrestricted LPN or RN license preferred.

Experience

• At least 5 years work experience in a clinical office, or two years of FQHC experience.

Requirements

• Level 2 background clearance required

• Proof of immunizations for MMR, HEP B vaccination, and either a history of chicken pox (varicella), or documentation of the varicella vaccine, current Tdap, and a PPD Test at time of hire.

90k - 95k

The ideal candidate will have strong administrative abilities, excellent communication skills, and the ability to manage sensitive financial information with professionalism and discretion.

Compensation

Salary Range: $45,000 – $65,000 annually, depending on experience, licensing, and industry background. Potential bonus opportunities and benefits may also be offered. Salary ranges are aligned with comparable brokerage support and investment operations roles in the South Florida market.

Responsibilities

• Provide daily administrative and operational support to Financial Advisors and Brokers

• Prepare investment account paperwork, new account documentation, and client onboarding materials

• Coordinate client meetings, calendars, and follow-up communications

• Assist with trade processing, money movement requests, and account maintenance

• Maintain accurate client records and ensure compliance with FINRA and SEC regulations

• Generate investment reports, portfolio summaries, and presentation materials

• Communicate professionally with high-net-worth clients regarding account servicing needs

• Work closely with custodians, compliance teams, and internal operations departments

• Support advisors with client relationship management and business development initiatives

Qualifications

• REQUIRED: Previous experience working within an investment firm, brokerage, wealth management firm, private banking environment, or financial advisory office

• Minimum 2+ years of experience in a Broker Assistant, Client Services Associate, Investment Operations, or similar financial services role

• Strong understanding of investment accounts, securities, and financial terminology

• Experience with CRM systems and brokerage platforms preferred

• Proficiency in Microsoft Office Suite, particularly Excel and Outlook

• Excellent organizational skills with strong attention to detail

• Professional communication and client service abilities

• FINRA licenses (Series 7 and/or 66) are a plus but not required