Your search resulted in 32 "community coordinator" jobs in Hudson Valley, NY. Save Job SearchSave SearchSave Job Search: community coordinator
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Join Our Team as a Bilingual Program Coordinator!
Location: Rhinebeck/Red Hook, NY
Employment Type: Direct Hore
Position: Part-Time, Flexible Schedule
Compensation: $30 - $35 per hour
Language Requirement: Must speak Spanish
Experience Required: Education or Non-Profit Sector
Role Overview: We are seeking a dedicated and dynamic Bilingual Program Coordinator to join our team. This part-time role offers a flexible schedule and the opportunity to make a significant impact on our community. As a key player in our program, you will manage registration and serve as the vital link between our program and the school staff, ensuring a seamless experience for students and their families.
Bilingual Program Coordinator Responsibilities:
- Program Management: Oversee student registration during the school year and summer sessions.
- Liaison Role: Act as the primary contact for teachers, principals, and ESL educators.
- Record Keeping: Maintain accurate registration, medical, photo release forms, and attendance records.
- Parent Engagement: Build and sustain strong relationships with parents, providing essential communications in Spanish or English as needed.
- Event Coordination: Organize end-of-semester celebrations and parent information sessions.
Bilingual Program Coordinator Qualifications:
- Fluency in Spanish is a must.
- Prior experience in education or the non-profit sector is required.
- Strong organizational skills and attention to detail.
- Excellent communication abilities and interpersonal skills.
Why Join Us?
- Competitive hourly wage.
- Flexible part-time schedule.
- Opportunity to make a positive impact in the community.
- Collaborative and supportive work environment.
If you are passionate about education and community engagement, and meet the qualifications listed, we would love to hear from you. Apply today and help us continue to provide valuable services to our students and their families!
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $30 - $35 Hour
- Rhinebeck, NY 12572
- 6/21/24
Overview
ArchCare Program: ArchCare at Family Home Health Care- Westchester
Overview:
ArchCare cares for people of all ages and faiths where they are most comfortable and best able to receive it – at home, in the community and in nursing homes. As the Continuing Care Community of the Archdiocese of New York, we see enhancing the lives of our elders and others who need extra help to stay healthy and live life to its fullest as more than just a job. To us, it’s a privilege and our calling.
Benefits/Perks:
- Includes accrued vacation days, sick days, and holidays.
- Participation in 403 (b)
- Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
- Discounted memberships: Plum Benefits, NYSC Gym
- Pay for work-related eligible commuter expenses with pre-tax dollars
Responsibilities
Responsibilities:
The Nursing Supervisor is responsible for the planning,coordination and delivery of quality care services to the client and accountable for the agency’s adherence and compliance to federal, state, and local laws, accreditation, agency policies and standards.
- Uphold ethical nursing standards and develop efficient care methods.
- Provide leadership to maintain standards.
- Monitor changing client needs and document client activities promptly.
- Supervise treatment plan execution and coordinate overall care with resources.
- Maintain accurate client records.
- Engage with community health resources.
- Evaluate and oversee field employee skills and services.
- Participate in employee development and compliance.
- Assist in staff selection and orientation.
- Interpret policies to non-nursing personnel.
- Evaluate position performance, set goals, and support improvement plans.
- Provide hands-on nursing care in emergencies.
- Offer vacation coverage during RN absences at specific locations.
- Perform field visits to multiple locations during RN absences.
- Conduct Orientation and In-Service training for various roles.
- Administer vaccines to staff as needed.
- Serve as the "on-call" nurse during assigned weeks, including weekends, responding to emergencies and client visits.
Job Type: Full Time
Salary: $106,000 Annually
Qualifications
Qualifications:
• Current New York State license as a Registered Nurse.
Education:
• Bachelor of Science degree in Nursing from an approved school is preferred.
- Full Time
- Immediately
- Tarrytown, NY 10591
- 6/21/24
Overview
Overview:
ArchCare cares for people of all ages and faiths where they are most comfortable and best able to receive it – at home, in the community and in nursing homes. As the Continuing Care Community of the Archdiocese of New York, we see enhancing the lives of our elders and others who need extra help to stay healthy and live life to its fullest as more than just a job. To us, it’s a privilege and our calling.
Benefits/Perks:
- Includes accrued vacation days, sick days, and holidays.
- Participation in 403 (b)
- Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
- Discounted memberships: Plum Benefits, NYSC Gym
- Pay for work-related eligible commuter expenses with pre-tax dollars
Responsibilities
Responsibilities:
A Registered Nurse who, under the direction of the nursing leadership is responsible for planning, directing, implementing, coordinating, and evaluating nursing care for a specific unit during her/his shift.
- Receives report from previous shift, making sure that he/she has received all pertinent information on each resident.
- Continuously evaluates behavior, symptoms, reactions and progress of residents and discusses findings with Nurse Manager/Charge Nurse.
- Administers and documents all medications according to established policies and procedures, physician's orders and Department of Health regulations.
- Performs all treatments according to physician’s specific order and established policies and procedures.
- Discusses the need to discontinue or change a medication of treatment with the Nurse Manager/ Charge Nurse.
- Orders prescribed medications, notifies pharmacy of discontinued medications: and ensures accuracy of medications and dosages when received from pharmacy.
Job Type: Per Diem
Salary: $50.00 per hour
Qualifications
Qualifications:
- Current NY State Registered Nurse License
Education:
- Associate Degree
- BSN Preferred
- Immediately
- Rhinebeck, NY 12572
- 6/20/24
Overview
Overview:
ArchCare cares for people of all ages and faiths where they are most comfortable and best able to receive it – at home, in the community and in nursing homes. As the Continuing Care Community of the Archdiocese of New York, we see enhancing the lives of our elders and others who need extra help to stay healthy and live life to its fullest as more than just a job. To us, it’s a privilege and our calling.
Benefits/Perks:
- Includes accrued vacation days, sick days, and holidays.
- Participation in 403 (b)
- Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
- Discounted memberships: Plum Benefits, NYSC Gym
- Pay for work-related eligible commuter expenses with pre-tax dollars
Responsibilities
Responsibilities:
A Registered Nurse who, under the direction of the nursing leadership is responsible for planning, directing, implementing, coordinating, and evaluating nursing care for a specific unit during her/his shift.
- Receives report from previous shift, making sure that he/she has received all pertinent information on each resident.
- Continuously evaluates behavior, symptoms, reactions and progress of residents and discusses findings with Nurse Manager/Charge Nurse.
- Administers and documents all medications according to established policies and procedures, physician's orders and Department of Health regulations.
- Performs all treatments according to physician’s specific order and established policies and procedures.
- Discusses the need to discontinue or change a medication of treatment with the Nurse Manager/ Charge Nurse.
- Orders prescribed medications, notifies pharmacy of discontinued medications: and ensures accuracy of medications and dosages when received from pharmacy.
Job Type: Per Diem
Salary: $50.00 per hour
Qualifications
Qualifications:
- Current NY State Registered Nurse License
Education:
- Associate Degree
- BSN Preferred
- Immediately
- Rhinebeck, NY 12572
- 6/20/24
Overview
Overview:
ArchCare cares for people of all ages and faiths where they are most comfortable and best able to receive it – at home, in the community and in nursing homes. As the Continuing Care Community of the Archdiocese of New York, we see enhancing the lives of our elders and others who need extra help to stay healthy and live life to its fullest as more than just a job. To us, it’s a privilege and our calling.
Benefits/Perks:
- Includes accrued vacation days, sick days, and holidays.
- Participation in 403 (b)
- Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
- Discounted memberships: Plum Benefits, NYSC Gym
- Pay for work-related eligible commuter expenses with pre-tax dollars
Responsibilities
Responsibilities:
A Registered Nurse who, under the direction of the nursing leadership is responsible for planning, directing, implementing, coordinating, and evaluating nursing care for a specific unit during her/his shift.
- Receives report from previous shift, making sure that he/she has received all pertinent information on each resident.
- Continuously evaluates behavior, symptoms, reactions and progress of residents and discusses findings with Nurse Manager/Charge Nurse.
- Administers and documents all medications according to established policies and procedures, physician's orders and Department of Health regulations.
- Performs all treatments according to physician’s specific order and established policies and procedures.
- Discusses the need to discontinue or change a medication of treatment with the Nurse Manager/ Charge Nurse.
- Orders prescribed medications, notifies pharmacy of discontinued medications: and ensures accuracy of medications and dosages when received from pharmacy.
Job Type: Per Diem
Salary: $50.00 per hour
Qualifications
Qualifications:
- Current NY State Registered Nurse License
Education:
- Associate Degree
- BSN Preferred
- Immediately
- Rhinebeck, NY 12572
- 6/20/24
Overview
ArchCare Program: ArchCare at Ferncliff NH
Sign On Bonus up to $20,000
Overview:
ArchCare cares for people ofallages and faiths where they are most comfortable and best able to receive it –at home, in the community and in nursing homes. As the Continuing Care Community of the Archdiocese of New York, we see enhancing the lives of our elders and others who need extra help to stay healthy and live life to its fullest as more than just a job.To us, it’s a privilege and our calling.
Benefits/Perks:
- Includes accrued vacation days, sick days, and holidays.
- Participation in 403 (b)
- Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
- Discounted memberships: Plum Benefits, NYSC Gym
- Pay for work-related eligible commuter expenses with pre-tax dollars
Responsibilities
Responsibilities:
A Registered Nurse who, under the direction of the nursing leadership is responsible for planning, directing, implementing, coordinating, and evaluating nursing care for a specific unit during her/his shift.
- Receives report from previous shift, making sure that he/she has received all pertinent information on each resident.
- Continuously evaluates behavior, symptoms, reactions and progress of residents and discusses findings with Nurse Manager/Charge Nurse.
- Administers and documents all medications according to established policies and procedures, physician's orders and Department of Health regulations.
- Performs all treatments according to physician’s specific order and established policies and procedures.
- Discusses the need to discontinue or change a medication of treatment with the Nurse Manager/ Charge Nurse.
- Orders prescribed medications, notifies pharmacy of discontinued medications: and ensures accuracy of medications and dosages when received from pharmacy.
Job Type:Full Time, Night Shift
Salary: $38.00 - $39.93 per hour
Qualifications
Qualifications:
- Current NY State Registered Nurse License
Education:
- Associate Degree
- BSN Preferred
- Full Time
- Immediately
- Rhinebeck, NY 12572
- 6/19/24
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Job Title: Medical Assistant
Location: White Plains, NY
Pay Range: $20-$23 per hour
Work Schedule: Monday to Friday, 8:00 AM - 5:00 PM
Are you an experienced Medical Assistant seeking a fulfilling role? We're looking for a dedicated individual to join our team as a Medical Assistant in White Plains, NY. This position offers a competitive pay range of $20-$23 per hour and a Monday to Friday work schedule, allowing for a healthy work-life balance.
Medical AssistantRequirements:
- Proven experience as a Medical Assistant
- Completion of a Medical Assistant training program or relevant certification
- Strong communication and interpersonal skills
- Attention to detail and accuracy in recordkeeping
- Ability to handle sensitive and confidential information with professionalism
- Proficiency in using electronic medical records (EMR) systems
- Flexibility and adaptability in a fast-paced healthcare environment
- CPR certification (preferred)
Medical AssistantResponsibilities:
- Assist healthcare professionals in patient examinations and procedures
- Record and maintain accurate patient medical histories and vital signs
- Administer injections and medications under supervision
- Prepare patients for tests, procedures, and other medical treatments
- Schedule and coordinate patient appointments and follow-ups
- Perform routine laboratory tests and manage laboratory orders
- Maintain a clean and organized medical environment
- Collaborate with the healthcare team to provide quality patient care
If you're passionate about supporting patient care and meet the requirements outlined, we invite you to apply for this exciting opportunity. Join our team and contribute to delivering high-quality healthcare to our community. With a competitive pay range of $20-$23 per hour and a consistent Monday to Friday schedule, this role offers the potential for a rewarding and fulfilling career. Apply now and take the first step towards making a difference in patient lives as a Medical Assistant!
Why choose Ethan Allen Workforce Solutions? We are one of the largest and well-known employment agencies in the Hudson Valley. Job searching can be frustrating and often feel like a dead end. Because of our long-term relationships with our clients, we are able to put your resume right in front of the hiring manager, and our clients trust that we are sending them the top candidate for the position at hand.
Equal Opportunity Statement
Applications are considered on the basis of skills, experience and qualifications without regard to race, age, creed, color, nationality, gender, sexual preference, marital status, military background, disability or any other legally protected status. All employment related decisions, including hiring, advancement, promotion, compensation, training, discipline, termination and all other terms and conditions of employment, are made in accord with this policy.
- Full Time
- Immediately
- $20-$23 Hour
- White Plains, NY 10606
- 6/17/24
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It's Not Work When You're Doing What You Love! Woodland Pond at New Paltz is a CMS 5 Star Rated Continuing Care Retirement Community. Woodland Pond has an excellent reputation for quality care and exceptional service. If you are interested in our commitment to a positive, nurturing workplace environment for staff, we want to hear from you! We offer an excellent salary, benefits and perks.
Job Details Job Location: Woodland Pond Inc - New Paltz, NY Position Type: Full Time Salary Range: $21.47 - $21.47 Hourly Job Shift: Days/Eves Job Category: Health Care DescriptionGarden View Program Coordinator Responsible to Position Classifications Activities Director Hourly/Non-Exempt Directly Supervises and Evaluates None Is Back Up To: Activities Coordinator & Music Therapist Is Backed Up By: Activities Coordinator & Music Therapist WOODLAND POND CONFORMANCE STATEMENT In the performance of their respective duties and responsibilities, all employees are expected to conform to the following: Performing quality work with or without direct supervision Interacting professionally with other employees, residents, guests, and all others Working effectively and in accordance with the Woodland Pond Communication Fundamentals Completing tasks independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations Complying with all federal, state and local standards, guidelines and regulations as well as Woodland Pond policy and procedure at all times Position Summary The Program Coordinator is responsible for assisting in the development and provision of daily structured leisure services for the GV unit throughout the course of the day. Assists in coordinating residents, volunteers, and staff in such planning and implementation of programs and activities of the Health Center ESSENTIAL DUTIES AND RESPONSIBILITIES (*CF indicates Critical Function) Assists in planning, organizing and leading activities that promote dignity and independence while encouraging resident socialization and overall well-being (*CF) Enlists the assistance of the HHA/CNA that promote a set routine, cognitive stimulation, socialization and physical activity engagement (*CF) Provides guidance and oversight to HHA/CNA as it relates to their engaging residents in activities Participates in dementia training (*CF) Works collaboratively with all departments at Woodland Pond Assists in the development of resident and family orientation for new admissions Is a liaison with residents, families, and other departments to support resident engagement and quality of life (*CF) Conducts initial assessments and adheres to Resident Care and Service Plans and dietary orders (*CF) Communicates with family and care givers for support and to foster sense of community Actively participates in activity planning meetings; including presenting a standing report of challenges, successes and recommendations for upcoming events (*CF) Encourages residents to participate in activities based on known specific resident interest levels (*CF) Encourages social exchanges between residents through participation (*CF) Maintains daily resident attendance records Ensures resident newspapers and mail is delivered daily (*CF) Monitors and makes requests for necessary supplies/equipment; organize same and store securely Decorates monthly bulletin board and assists in publicity for events Assists in publicity of activities Contributes to the monthly newsletter Assists in initiating and maintaining personal music equipment for music and memory program Arranges and sets up virtual video calls according to schedule; updates list as needed Understands and follows the process/procedures related to resident outings Assists in the orientation of new volunteers; works collaboratively with same Escorts new Pet Therapy volunteers as directed Completes all required training and in-services All other duties as assigned GENERAL SKILLS AND ABILITIES Maintains high standards for work areas, attitude and appearance Understands that honesty and ethics are essential in the performance of duties Willing to learn and grow Demonstrates maturity in judgment and behaviors Demonstrated knowledge and skills necessary to provide programming to and communicate with primarily elderly population Demonstrated knowledge of the principles of growth and development over the life span Ability to assess data reflecting the resident’s status and interpret the appropriate information needed to identify each resident’s requirements Ability to read, analyze, and interpret general and professional periodicals and journals Ability to write reports, newsletters, and general correspondence, using standard word processing and publishing software Ability to respond to questions from groups of managers, residents, staff, and the general public Ability to remain calm in all types of situations, including emergencies Must be creative and energetic; willing to work as part of a team Ability to utilize various A/V equipment, computers, and systems as well as baking/cooking equipment to assist in the delivery of activity programming Demonstrate appropriate basic food handling skills and food safety knowledge Availability to work a flexible schedule including regular evening/weekend hours and alternating holidays Maintains predictable and reliable attendance QualificationsQualificationsHigh school diploma or HSE. Associates Degree preferredCertification as a Dementia Practitioner, or certification in progress is acceptableComputer proficiency, specifically with Microsoft Office programs.Current CNA certification, preferredMinimum one year related experience, experience working with people with dementia, desiredValid NYS driver’s license
- Full Time
- Immediately
- New Paltz, NY 12561
- 6/14/24
Overview
ArchCare Program: ArchCare at Home
Location: Ulster County
Overview:
ArchCare cares for people of all ages and faiths where they are most comfortable and best able to receive it – at home, in the community and in nursing homes. As the Continuing Care Community of the Archdiocese of New York, we see enhancing the lives of our elders and others who need extra help to stay healthy and live life to its fullest as more than just a job. To us, it’s a privilege and our calling.
Benefits/Perks:
- Includes accrued vacation days, sick days, and holidays.
- Participation in 403 (b)
- Voluntary Benefits: Short Term Disability, Life Insurance, Cancer Insurance, Pet Insurance
- Discounted memberships: Plum Benefits, NYSC Gym
- Pay for work-related eligible commuter expenses with pre-tax dollars
Responsibilities
Responsibilities:
- Responsible for evaluating the patient's level of physical functioning and providing training and/or assistive devices to eliminate or reduce areas of deficit.
- Develops a plan of care with patient and caregiver involvement and in collaboration with the nurse, identifying short and long-term goals.
- Evaluates, instructs and monitors specific functional exercise programs to increase strength, range of motion, and coordination of upper extremities.
- Teaches use of adaptive equipment to the patient, caregiver, and other appropriate health team personnel to assist the patient to achieve maximum independence.
- Maintains communication with the physician and other personnel involved in the patient’s care, through written reports, attendance at meetings, and confirmed telephone calls.
Job Type: Full Time
Salary: $91,000 to 93,000 per year
Qualifications
Qualifications:
- Current NYS license to practice as an Occupational Therapist
Education:
- Degree from Accredited Institute for Occupational Therapy
- Full Time
- Immediately
- Kingston, NY 12401
- 6/12/24
Hudson Valley Credit Union is currently recruiting for the position of Sales & Service Assistant. Primary Function: Perform administrative and sales support duties to ensure the execution of account transactions on behalf of the Financial Consultants to mutual fund/insurance companies. Provide direct support for financial advisors and wealth managers in serving existing and potential clients. Arrange and coordinate informative and educational seminars for members and clients of Wealth Management.
Responsibilities
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
Qualifications
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYLAH License or ability to attain within 6 months is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- High School Diploma, General Education Development (GED) certificate, or state authorized high school equivalent certificate required
- Series 6 or ability to attain within 6 months is required.
- Series 63 or ability to attain within 6 motnhs is required.
- NYLAH License or ability to attain within 6 months is required.
- Minimum 1 Year Administrative experience, preferably in a financial institution experience is requried.
Click here to view full job description
Why choose HVCU?
HVCU cares for our employees, members, and community. We actively seek to create an inclusive workforce by hiring people with diverse perspectives and experiences. We celebrate and embrace what makes each of us different and foster an environment where everyone feels that they belong. In commitment to our diversity, equity, and inclusion mission, we encourage members of historically underrepresented communities to apply, including those who identify as women, minorities, veterans, disabled and LGBTQ+.
Employee Perks:
- HVCU University & Academy; Professional Development Training
- Student Loan Repayment & Tuition Reimbursement Programs
- Medical, Dental, and Vision coverage (coverage starting as low as $20 per month)
- 401(k) with employer match and non-elective employer contribution
- Paid time off (PTO), holidays, and community volunteer time
- Life, Short-Term, and Long-Term Disability Insurance
- Discounted Loan Rates & Fees
Hudson Valley Credit Union is an AA/EEO employer committed to equal opportunity and employee diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, the status of being transgender, national origin, disability, military or veteran status, genetic information, marital or familial status, domestic violence victim status, or any other characteristic protected by law.
- Support Financial Advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning recommendations. Research complex situations and set client expectations,
while defining the actions necessary to resolve inquiries promptly. - Process and follow up on HVCU submitted Wealth Management referrals. Schedule appointments and manage Financial Consultants calendars, CRM management and assist the Financial Consultant in preparation for upcoming client meetings.
- Provide support for the Rep in partnering with Contact Center and branch management to educate employees on the benefits of Wealth Management and grow referrals within the network.
- Assist assigned financial consultants in managing their book of business by segmenting their clients, identifying client needs and providing direct administrative support tasks, working on behalf of the consultant with the client to maintain updated client records and files.
- Copy paperwork received from consultants including account applications, investment related documents or checks for overnight delivery to various mutual fund/insurance companies, ensuring accuracy and completion of paperwork, print corresponding air bills. Create report to record items sent. Log checks in check log in Compliance with broker/dealer requirements. Enter notes into client database of all activity related to account.
- Oversee seminars, secure venues, schedule consultants to appropriate seminar, create Excel Workbook to record and maintain reservations and costs associated. Prepare seminar material, arrange for delivery and return of material and equipment consultant will use.
- Maintain Wealth Management client correspondence and update information. Open and distribute daily mail.
Assist clients with questions or requests, executing purchases or redemptions when necessary. Oversee maintenance, transfers, and cash management of existing accounts. - Submit all advertising related to press releases, business cards, seminars and brochures to Advertising Compliance for approval and keep all approvals in Compliance folder for review during annual audit.
- Cross train in other functions of the Wealth Management at HVCU Department and perform them as required.
- Answer phone calls in a professional and courteous manner while providing phone coverage for department, as needed. Provide information about our services, referring caller to the appropriate Wealth Management Financial Consultant or Credit Union department and resolve operational inquiries with respect, tact and diplomacy.
- Actively pursue and satisfactorily complete development plans
- Adhere to all Credit Union policies, procedures, and regulatory agency requirements. Participate in all required and recommended training and development including, but not limited to, Bank Secrecy Act training (BSA) and demonstrate attained knowledge. Participate on Credit Union teams, projects and strategic initiatives when the opportunity arises. Perform additional duties and special projects as assigned.
- Embrace and apply HVCU’s guiding principles to all activities and responsibilities. This includes the Credit Union’s Mission, Vision, Core Values, Employee and Member Value Propositions, Sales and Service Model, and commitment to Lean Six Sigma practices. Support the Credit Union’s initiatives by demonstrating teamwork and professionalism.
- Responsible for regular and predictable attendance including punctuality.
- Full Time
- Immediately
- Poughkeepsie, NY 12603
- 6/11/24