2w
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Plan Examiner Trainee
New York City, New York, United States
$60k-$69k/yr OnsiteFull Time
Bachelor's in engineering/architecture/related field or master's in architecture; review plan submissions and ensure compliance; strong attention to detail and organizational skills.
Microsoft Office
3w
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Treatment Plan Coordinator
Old Saybrook, Connecticut, United States
OnsiteFull Time
1+ YOE1 year dental experience, strong customer service and scheduling skills, proficiency with Microsoft Office and dental software, ability to multitask, conduct case presentations, and assist with insurance and payment planning.
Microsoft Office
1mo
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Treatment Plan Coordinator
Garden City, New York, United States
$24-$28/hr OnsiteFull Time, Part Time
Dental office experience required; dental insurance knowledge, treatment plan presentation, scheduling, pre-authorizations, financial coordination, Microsoft Office and Dentrix experience preferred, strong communication and project coordination skills.
Microsoft Office, Dentrix
1mo
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Senior Specialist, Plan Design
Austin or Scottsdale or New York or King of Prussia
$75k-$85k/yr HybridFull Time
5+ YOE5+ years experience with qualified/non-qualified plans, subject-matter expertise in ERISA/DOL/IRS rules, strong communication, Excel and Office proficiency, experience drafting plan documents and supporting plan design and compliance.
Microsoft Excel, Microsoft Office, Google Workspace, FT William, Datair, ASC, Sungard Relius, Application Programming Interface (API), SalesForce
1mo
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Retirement Plan Administrator, (UBP)
Melville or United States
$70k-$80k/yr RemoteFull Time
2+ YOEBachelor's degree required; 2+ years retirement plan administration experience (TPA preferred); strong ERISA and compliance testing knowledge; Datair and Microsoft Office 365 proficiency; ASPPA credentials preferred.
Datair, Microsoft Office 365, Microsoft Excel, Microsoft Word, Microsoft Outlook
1mo
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Retirement Plan Services Onboarding Lead
New York City or United States
$140k-$150k/yr RemoteFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years in retirement plan administration/TPA or related services, strong knowledge of qualified plans, project management, analytical skills, FT Williams and Microsoft Office experience preferred.
FT Williams, Microsoft Office
1mo
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Director, Senior Stock Plan Administrator
Denver or San Francisco or Chicago or New York
$156k-$196k/yr OnsiteFull Time
7+ YOEBachelor's degree in finance, accounting, HR, or related; 7+ years in stock plan administration; strong knowledge of equity plan structures; advanced Excel; experience with Equity Edge Online/E*TRADE, Workday, DFIN, EDGAR Next, DocuSign; CEP preferred; ability to advise executives and leverage emerging technologies/AI.
Equity Edge Online, E*TRADE, Workday, DFIN, EDGAR Next, DocuSign, Microsoft Excel
1mo
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Stock Plan Manager
Tempe or New York
$111k-$146k/yr HybridFull Time
4+ YOE4+ years equity administration with a US public company, experience with Fidelity or Shareworks, 3+ years SEC/IRS requirements, Workday and advanced Excel skills, strong communication and project management.
Fidelity, Shareworks, Workday, Microsoft Excel, G Suite
2d
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Stock Plan Administrator
San Francisco or Jacksonville or Charlotte or Seattle or Cottonwood Heights or New York City or Frisco
$106k-$198k/yr OnsiteFull Time
3+ YOE3-5 years public company equity administration experience; Bachelor’s required; CEP or ECA preferred; Fidelity NetBenefits (SPS) and advanced Microsoft Excel required; familiarity with Alteryx, Python, SQL; strong critical thinking.
Fidelity NetBenefits (SPS), Microsoft Excel, Alteryx, Python, SQL
1mo
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Treatment Plan Coordinator
Fishkill or Brewster or Yorktown Heights
OnsiteFull Time
1+ YOEHigh school diploma, 1+ year front office experience (dental preferred), proficiency with Microsoft Office Suite and dental software, experience with dental insurance, strong communication skills.
Microsoft Office Suite, dental software
1mo
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Treatment Plan Coordinator
Fishkill or Brewster or Yorktown Heights
$24-$28/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year front office experience (preferably dental), proficiency with Microsoft Office and dental software, experience with dental insurance, strong communication and scheduling skills.
Microsoft Office
1mo
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Treatment Plan Coordinator
Fishkill or Brewster or Yorktown Heights
$24-$28/hr OnsiteFull Time
1+ YOEHigh school diploma, 1+ year front office experience (preferably dental and dental software), proficiency in Microsoft Office, experience with dental insurance, strong communication and administrative skills.
Microsoft Office
2mo
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Retirement Plan Admin
Weehawken, New Jersey, United States
$70k-$93k/yr OnsiteFull Time
2+ YOEIdeally 2+ years in administrative or operational client support within financial services; strong organization, attention to detail, written/verbal communication; proficiency with Excel, CRM, reporting and document management tools.
Microsoft Excel, CRM systems, reporting dashboards, document management tools
3mo
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Lead Retirement Plan Specialist
New York, New York, United States
$100k-$150k/yr OnsiteFull Time
5+ YOE5+ years of ERISA operational experience; senior operator; plan design, onboarding, and compliance; NYC-based or willing to relocate.
ADP/ACP, SECURE 2.0, ERISA, TPA coordination
3mo
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Health Plan Partnership Specialist
Queens, New York, United States
$50k-$60k/yr OnsiteFull Time
3+ YOEBuild and manage relationships with managed care plans; market CBWCHC services; analyze data; coordinate marketing; ensure patient access.
Excel, PowerPoint, Healthcare management tools
1mo
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Retirement Plan Consultant - Hybrid (Armonk, NY)
Armonk, New York, United States
$160k-$200k/yr HybridFull Time
2+ YOEDesign and manage qualified retirement plans, own a book of business, exceed sales goals, possess securities license, 2+ years retirement-plan experience, ERISA knowledge, Microsoft Office and CRM proficiency, travel up to 25%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, Salesforce
2mo
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Dental Treatment Plan Coordinator
New York, New York, United States
$33-$35/hr OnsiteFull Time
3+ YOE3+ years as a Dental Treatment Coordinator or sales-focused dental role; proven ability to present and close treatment plans; strong knowledge of dental procedures and patient education; experience with insurance billing and third-party financing; proficient with Open Dental preferred; strong communication and organizational skills.
Open Dental, Asana, Zoom, Google Suite
1mo
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VP, Retirement Plan Services - NY - Uniondale
Uniondale, New York, United States
$100k-$125k/yr OnsiteFull Time
3+ YOESenior-level retirement plan sales leadership; 3+ years in financial services; Series 6/7, 63 and 65/66 licenses; travel up to 25%
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
6d
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Care Plan Nurse RN
Forest Hills, New York, United States
$35-$55/hr OnsiteFull Time
0+ YOECurrent New York RN license required; long-term care/skilled nursing experience preferred; strong communication, organizational and documentation skills; ability to collaborate with interdisciplinary team and ensure regulatory compliance.
4w
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Internal Retirement Plan Counselor
New York City, New York, United States
$105k-$169k/yr OnsiteFull Time
Bachelor's degree required. Sales experience and strong communication skills. FINRA SIE required to apply; Series 7 and 66 required or must be obtained upon hire. Interest in defined contribution marketplace and ability to make outbound sales calls.
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