Banking and Financial Services Jobs in Brooklyn Ny Flexible

Leading Privately Held Financial Services Firm - Office & Reception Manager – NYC

We are seeking a highly polished & organized Office & Reception Manager to oversee day-to-day office operations and front desk management for a Leading Privately Held Financial Services Firm in their New York location.

You would be supporting their Professional Services and Capital Solutions groups across two floors, ensuring a client-ready office environment, seamless visitor experience, and strong operational execution. You would lead office remodeling projects, furniture procurement, and vendor management to maintain a premium workplace experience.

Overview:

• Manage front desk operations including visitor experience, guest registration, mail/package handling, and phone/email routing.

• Own daily facilities operations across two floors, maintaining a professional, clean, and fully functional office environment.

• Serve as primary liaison with building management and coordinate service requests, repairs, and maintenance.

• Oversee conference room readiness, meeting setup, catering coordination, and hospitality support for client-facing meetings.

• Manage office vendors (cleaning, pantry, catering, maintenance, security, supplies) and monitor service quality.

• Lead office remodeling, refresh, and improvement projects including planning, vendor sourcing, project coordination & execution.

• Manage office furniture purchasing, including vendor selection, ordering, delivery coordination, and workspace setup.

• Support space planning, seating assignments, office moves, onboarding desk setup, and badge/access coordination.

• Partner with Finance/AP to manage invoices, purchase requests, and budget tracking for facilities and office operations.

It is an established organization which is experiencing significant growth which offer competitive benefits & growth potential.

The Media Supervisor is responsible for the negotiation and placement of all media for existing clients. As a Supervisor, you are responsible for all video, FEP, and advanced TV negotiations and account maintenance. The Supervisor will be part of a team assigned to specific clients and help manage the account from the start of negotiations to the final campaign wrap up and help manage a team of buyers assigned to the accounts. The Supervisor will mentor and train assistants and buyers. The successful candidate must also be a creative thinker, incorporating the latest media trends and innovations, including streaming video and online video. The Supervisor will learn to deal effectively with clients and work closely with our planning group in managing budgets, developing strategies, negotiating media buys, and executing customized enhancements. It is imperative that this candidate follows technology and creative work to stay on top of pertinent information and trends.

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• The Video Investments Supervisor will manage all aspects of the national buying process, including the development of branded content, detailed audience tracking, strategic negotiations, and tactical scheduling.
  
• Execution of Data-driven and Addressable TV and Video campaigns when applicable.
  
• Must deal effectively with clients and work closely with our media planning group in developing strategies and customized enhancements.
  
• The ideal candidate will also have some experience dealing with other outside agencies or have the desire to oversee partner agencies.
  
• Creative right brain thinker with a keen business sense.
  
• Ability to mentor, train and supervise the younger members of the team.
  
• Understands how to determine best KPI for client objectives and main metrics to evaluate for best KPI return. Can successfully pull in past or projected campaign metrics to support media recommendation
  
• Forms strong relationships with media vendors.
  
• Researches and reports on trends, innovations, and changes that affect media buying.
  
• Ability to present in person and virtually.
  
• Maintains Strong client relationships developed by participating in regular client/agency meetings.
  
• Ability to lead team in developing buys that are strategic, deliver on client objectives and meet goals.
  
• Ensure proper delegation and workflow for team on all projects
  
• Supports and delivers on MAGNA agency-wide media partnerships targets in a way that benefits client in a cost effective way.
  

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• Passionate about advertising and the ability to spread that passion to others
  
• Solid experience in developing, negotiating and executing National TV, Video and Digital Streaming campaigns
  
• Exposure to advanced TV and alternative currencies
  
• Multi-screen negotiation experience key
  
• Personal Computer proficiency; MS Office preferred including MS Outlook.
  
• Solid math and computer skills required, along with excellent writing skills.
  
• Experience with media buying and media research software
  
• Skilled communicator
  
• Ability to present to an audience
  

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• 3+ years of agency experience preferred
  
• Bachelor's degree in business administration/marketing preferred.
  
• Advanced Excel and PowerPoint skills preferred.
  
• Some management or supervisory experience preferred.
  

We offer a Total Rewards package that includes medical and dental coverage, 401(k) plans, flex spending, life insurance, disability, employee discount program, employee stock purchase program and paid family benefits to support you and your family.

The salary range for this position is posted below. Where an employee or prospective employee is paid within this range will depend on, among other factors, actual ranges for current/former employees in the subject position, market considerations, budgetary considerations, tenure and standing with the Company (applicable to current employees), as well as the employee's/applicant's skill set, level of experience, and qualifications.

It is our policy to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, ethnicity, gender, age, religion, creed, national origin, sexual orientation, gender identity, marital status, citizenship, genetic information, veteran status, disability, or any other basis prohibited by applicable federal, state, or local law.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The employer will make reasonable accommodations in compliance with the American with Disabilities Act of 1990. The job description will be reviewed periodically as duties and responsibilities change with business necessity. Essential and other job functions are subject to modification. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions.

For applicants to jobs in the United States: In compliance with the current Americans with Disabilities Act and state and local laws, if you have a disability and would like to request an accommodation to apply for a position with Mediabrands, please email .

Commercial Regulatory & Compliance Associate

A leading alternative finance platform is seeking a hands-on legal/compliance associate to support its commercial business. This role sits close to the deals and involves direct counterparty interaction, transaction diligence, and ongoing compliance oversight. Ability and experience participating in client calls, negotiations, staying on top of compliance and tracking documentation, and supporting regulatory and risk requirements across financing transactions. The ideal candidate thrives in a fast-paced environment, exercises strong business judgment, and takes ownership of processes from start to finish.

Qualifications:

• 3–10 years of experience in regulatory, compliance, or commercial finance

• Exposure to alternative lending or commercial receivables preferred

• Strong communication, organization, and follow-through skills

• J.D. preferred; Bachelor’s required

We represent a global investment manager looking to hire an attorney with 5-8 years of experience to provide legal advice in connection with all aspects of product development, launch and maintenance of private funds, including drafting, reviewing and negotiation of associated documentation.

• Provide advice on structuring and execution of fund investments.
• Draft, review and negotiate advisory and sub-advisory agreements for institutional and intermediary asset management business.
• Draft, review and negotiate vendor, confidentiality and other third party agreements.
• Review and negotiate investment documentation, including brokerage and trading agreements.

Basic Qualifications

• JD with 5-8 years asset management legal experience, including significant experience with private funds.

Preferred Qualifications

• Working knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940 and ERISA.
• Experience with credit funds. Law firm experience.
• Experience with structuring and execution of fund investments.
• Interest in and ability to work collaboratively in a global organization.
• Strong written and verbal communication and interpersonal skills.
• Law firm experience.

We represent a global asset manager looking to hire an attorney with 3-9 years of Private Equity/Investment Management experience to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for their institutional asset management business. The position will support two registered investment advisers focused on private equity fundraising and investing. This is an exceptional opportunity for a well-rounded investment management attorney who enjoys working on many different sophisticated matters and wants substantial business team and client contact.

Responsibilities: Provide legal advice relating to fund and separate account formation, as well as investment advisory services to private equity funds and institutional separate account clients.

Inside Sales Representative

Location: Manhattan, NY | Full-Time | Unlimited Earning Potential

Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture

Drive Your Success with Big Think Capital

You know how to sell—how to connect, close, and perform. Now it’s time to bring your talent to a company that matches your ambition and rewards your results.

At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, you’ll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success.

About Big Think Capital

We’re a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses served—and we’re just getting started.

• Named Top Business Lending Firm of 2024 by Financial Services Review
• #1 Finance Broker on Trustpilot
• Certified Great Place to Work
• A culture of collaboration, accountability, and growth

The Role: Funding Associate (Inside Sales)

As a Funding Associate, you’ll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. You’ll work exclusively with warm, pre-qualified leads—no cold calling—and leverage our proven sales infrastructure to achieve your goals.

This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance.

What You’ll Do

• Engage and convert warm inbound leads from business owners nationwide
• Build relationships, identify funding needs, and present tailored financial solutions
• Manage a full sales pipeline and close deals efficiently and ethically
• Deliver consultative sales experiences that build trust and long-term relationships
• Collaborate with leadership and peers to enhance performance and process
• Consistently meet and exceed performance goals

What We’re Looking For

• 2–7+ years of sales experience (inside sales, lending, or financial services preferred)
• Proven ability to meet or exceed sales targets in a fast-paced environment
• Exceptional communication, negotiation, and relationship-building skills
• Self-motivated, entrepreneurial, and goal-driven mindset
• Team player who thrives in a collaborative, performance-driven culture
• Familiarity with financial products or B2B sales is a plus

What You’ll Get

• Uncapped commission — you control your income
• Competitive base salary plus aggressive commission structure
• Warm inbound leads and curated prospecting lists
• Full benefits package — medical, dental, vision, PTO, 401(k), and more
• Continuous training, mentorship, and professional development
• Modern office environment with advanced CRM tools and sales technology
• Clear path to advancement into senior and leadership roles

Join a Team Where Success Pays Off

At Big Think Capital, your results drive your rewards. You’ll have the tools, support, and opportunity to scale your career—and your income—without limits.

If you’re ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move.

Apply today and take your career to the next level with Big Think Capital.

Senior Investment Operations Analyst - Investment Management
We are currently seeking candidates for a Senior Investment Operations Analyst opportunity with a top-tier Investment Management firm located in New York, NY.. The Senior Investment Operations Analyst will conduct portfolio accounting, support trade operations, perform reconciliations, and promote strong vendor relations. The ideal candidate will have 3+ years of investment operations, portfolio administration, and reconciliations experience in investment management or financial services industry.
This is a direct-hire opportunity offering a salary of $75,000–$85,000 (depending on experience) + bonus. This position supports a 100% remote work model, based out of New York, NY.
Responsibilities:

• Maintain and validate cash transactions through accurate data entry in the portfolio accounting system.
• Manage trade data flow from trading desks, ensuring settlement details are received, verified, and properly recorded.
• Oversee the seamless integration of trade information into the accounting platform and ensure timely reporting to custodians.
• Support the maintenance of securities master data, including accurate security attributes and market pricing for reliable valuation and performance reporting.
• Perform daily reconciliations of holdings and transactions across internal systems and custodian records, documenting and promptly resolving discrepancies.
• Generate and distribute reconciliation reports for internal teams and external stakeholders using various system tools.
• Produce standard and ad hoc reports to support internal operations and meet external client or regulatory requirements.
• Build and maintain strong relationships with vendors, custodians, and financial institutions, proactively addressing service issues and monitoring industry developments.

Qualifications:

• Bachelor's degree in Finance, Economics, or Business.
• 3+ years of experience in investment operations, with a strong focus on reconciliations.
• Proficiency with Microsoft Excel for data analysis and reporting.
• Solid understanding of fixed income and equity securities.
• Strong analytical thinking, problem-solving abilities, and organizational skills.
• Excellent written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence.
• Ability to work independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment.

If you are interested in learning more about this opportunity, please send your resume to .

Title: Senior Associate, Private Equity

Several investment professional opportunities at the Senior Associate level for NY based Middle Market and Lower Middle Market Private Equity and Growth Equity firms. Sector focus across industries, with spikes in Healthcare, Technology, Business Services, and Consumer.

Firm names are confidential. Detailed job description will be provided to individuals who meet the following criteria:

• Minimum 4 years professional experience, with at least 2 in relevant PE or Growth Equity investing roles (ideally 2 in investment banking, and 2 in PE or growth).
• Currently based in or able to relocate to New York area
• Sector experience across healthcare, technology, business services and/or consumer

Insurance Management Associate

New York City, Remote

Salary to $160K plus benefits

Our client is an insurance firm, who are now expanding their offices and now searching for an experienced risk management professional, who could have an interest to work for an insurance risk management firm to assist in driving the growth of the business.

Duties Include:

• Monitor investigations, reviewing insurance policies, analysis of statistical data related to providing all aspects of compliance or risk management for commercial lines, marketing, underwriting, audits, new coverage initiatives, underwriting issues, broker liaison, improving internal policies and procedures as well as presenting to smaller groups of professionals
• Manage national clients related to property and casualty and liaising with brokers
• Manage risk management process from start to finish
• Troubleshoot all settlements, fraud, subrogation, liens and resolutions related risk
• Assist with implementation of new policies and procedures for clients
• Work under little supervision
• Manage target budgets and minimizing risk of financial loss to the company.

Candidate Should Possess:

• At least 8 years+ of property and casualty insurance sector, working for a broker, consulting or law firm
• CPCU or ARM certification is helpful
• Strong written and verbal skills with above average computer skills
• Experienced in contract reviews/revisions and negotiating with brokers
• Comfortable to work in a smaller team-oriented environment
• Strong adherence to new policies and procedures directed by senior management.

This is a great opportunity for an insurance professional, looking for a quality of work/life balance, working with a great group of professionals. The company likes to promote from within and there is extensive ongoing training and career progression. Should you feel you meet the above criteria, please send a detailed cover letter (stating current salary and salary expectations) to:

Paul Feeney

Managing Director

Sanford Rose Associates – Wayne

Private practice with no doors and no overhead.

BetterHelp is one of the world's largest online therapy platforms for mental health professionals who want to focus on client care — not admin or overhead. You provide the expertise. We handle the rest.

Why Join BetterHelp

• Competitive hourly compensation.
• $650 Health Benefit Stipend: Eligibility for the Health Benefit Stipend requires a continuous commitment of 30 hours a week
• No insurance headaches. No clawbacks. No payment delays. We handle everything — you get paid weekly for every session. Ai documentation.
• Increase Caseloads: 70% of clients use insurance, helping you build and sustain a strong caseload.
• $500 first client bonus* — Earn when you see your first insurance client within 30 days of applying.
• $2,000 first month bonus* - Providers licensed in NY, VA, MD, DC, can earn an additional $2k in their first month.

Additional Benefits

• Work from the comfort of home (fully remote)
• Flexible schedule – you set your own hours.
• Free access to 390+ CEU courses
• Free BetterHelp membership for self-care
• Insurance + cash-pay clients available
• Additional bonuses & incentives for high performers
• Zero overhead: No fees are collected from the therapist, ever.
• Autonomy over clinical decisions
• Access and connect with our community of over 30,000 therapists

We're Looking For

• LCSW, LPC, LMFT, LMHC, Licensed Professional Counselor, or Psychologist / PsyD
• Experienced Mental Health Therapist or Counselor with a passion for helping adults, couples, or teens.

Requirements:

• 3+ years of mental health counseling experience
• Master's or Doctorate in Counseling, Psychology, Social Work, or Marriage & Family Therapy
• Fully independent license (LCSW, LPC, LMFT, LMHC, etc.) and can provide therapy without supervision.
• U.S. residency, private workspace, reliable internet, and liability insurance
• A private and professional environment for conducting sessions.
• Excellent written communication.
• Must have professional liability insurance.
• Reliable Internet connection.
• Currently residing in the US.

NOTE: Unfortunately, if you are an intern or if you require supervision to provide therapy services, you cannot be a provider on BetterHelp at this time. Also, we are unable to accept substance abuse counselors, school counselors, registered nurses, career counselors, Christian counselors, and business coaches (unless they have an additional license as a mental health counselor). Experience counseling adults, couples, and/or teens.

*The use of the word "bonus" refers to an incentive provided to independent contractors. It does not imply an employment relationship nor entitle any independent contractors to employee benefits. Bonuses vary state to state and are subject to changes and certain requirements must be met to qualify for bonuses.

Product Designer - Financial Services/Insurance (Data Visualization, Enterprise Apps/Software)
Position Overview
Our client, one of the largest providers of retirement solutions and life insurance products in the U.S., is looking for a Product Designer to join their new business platform team to help define the experience advisors have when creating a new policy.

This role is fully remote, 40 hours/week through the end of the year. Candidates MUST have financial Services or Insurance industry experience to be considered, as well as experience working with Enterprise Apps/Software and data visualization initiatives. Experience with Adobe Analytics is strongly preferred.

Key Responsibilities

• Design digital experiences and final deliverables with a relentless pursuit towards simplicity, delight, innovation, and measurable results while possessing a solid understanding of digital design best practices, methodologies, and artifacts.
• Utilize a detailed understanding of typography, color, and visual design language, interpret brand values and visual guidelines, and apply them to support users' needs and business goals.
• Consistently consider the holistic user experience, including potential states (e.g., errors, successes, dead-ends).
• Define an approach to best solve each project within your core team to deliver products and services while representing the voice of the user and considering the context of the solution. You will be defining a new procedure and the discipline and process of design.
• Utilize and contribute to the global design system and understand how, and when, to create reusable patterns.
• Quickly generate and validate team assumptions and produce rapid iterations based on research findings.
• Lead and design collaborative workshops, brainstorming, storyboarding, and wireframing sessions within your core team.
• Influence product direction within your core team. You will own your experiences and be able to partner on the roadmap with product owners.
• Deliver detailed reports tailored to the audience. Present clearly and persuasively to the core team and other designers.
• Be able to articulate, defend, and sell designs to the project team and product team leadership.

Qualifications

• At least 5 years of experience as a product designer, UX Designer, or related discipline.
• Prior experience in Financial Services, Banking, and Insurance industries, ideally supporting enterprise applications/software.
• Strong data visualization experience with examples on your portfolio site.
• Experience with Adobe Analytics, Glassbox, or other analytics platforms is a plus.
• Demonstrated proficiency in ADA / WCAG 2.0
• Experience with coding in HTML/CSS and/or JavaScript is a plus.
• Strong portfolio with a clean, modern aesthetic that showcases shipped products for multiple devices
• Well-versed in the context and limitations of mobile, tablet, and desktop.
• Solid application of design research methods, such as usability, ethnography, Competitive Audit, etc.
• Expert in design toolsets such as Sketch, Invision, Figma, Adobe Creative Suite, and UX Pin, and be comfortable using any design tool we pick up.
• Practical understanding of technical frameworks, data structures, API call strategies, as well as building within a SCRUM team and SCRUM methodology.

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information.

Benefits

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

CI Segall Bryant & Hamill Asset Management is an investment firm based in Chicago, Illinois with offices in Denver, CO, St. Louis, MO and Philadelphia, PA. Since our founding in 1994, we have grown to approximately $30 billion in assets under management as of June 30, 2025. We provide fee-based investment management of equity, fixed income, alternative and asset allocation portfolios. Our growing client list includes high net worth individuals/families, endowments, foundations, corporations, hospitals, public funds and multi-employer plans across the country. CI SBH is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, religion, sex, gender, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Overview:

CI Segall Bryant & Hamill seeks an Advisor Consultant to join our team. The Advisor Consultant, in partnership with a Director of Sales, will be responsible for building long-term partnerships with intermediary clients (Financial Advisors, RIAs, bank trust platforms and family offices) that maximize long-term holdings of CI Segall Bryant & Hamill investment solutions including mutual funds, ETFs and separately managed accounts.

Key Responsibilities:

• Develop client relationships, including expanding existing client relationships and developing new profitable relationships in multiple territories.
• Conduct consultative, relationship-building sales calls with financial advisors and investment research teams
• Partner with a Director of Sales to develop and implement a territory sales plan.
• Approach interactions with a consultative mindset, starting with client needs and effectively leveraging internal resources needed to meet those needs, including delivering insight-based education, coaching and portfolio construction consultations.
• Develop and execute on a data driven client segmentation, including consistent profiling of clients, timely and accurate recording of all client/prospect interactions into the firm’s CRM system and prospecting for new potential relationships.
• Handle daily territory management tasks to ensure maximum business efficiency and effective resource allocation across service offerings and firms.
• Travel as needed within territory to conduct meetings with clients, assist with client events, and attend industry conferences.

Qualifications:

• Bachelor's degree in a business-related major required
• 4-6 years of sales experience in financial services / investment management preferred
• FINRA Series 7 and 63 required
• A current understanding of capital markets, mutual funds, ETFs, separately managed accounts
• Consultative, client first approach, delivering solutions, not products, to meet client needs and drive results
• Ability to develop client relationships and strategic partnerships
• Strong attention to detail with the ability to manage multiple tasks effectively
• Proficient in Microsoft Office products, Salesforce CRM, Evestment, Ycharts preferred.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of Illinois. The pay range for this position is $120,000-130,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

• Competitive Compensation: Up to $70,000 base salary (DOE) equivalent for FT, with immediate part-time schedule (~30 hrs/week) and path to full-time
• 401(k) with potential match (company plan details to be shared)
• Comprehensive Benefits: Medical, Dental, Vision (FT conversion)
• Generous PTO & Paid Holidays (FT conversion)
• Collaborative Work Environment: Work cross-functionally with Chemistry, QA, and Micro teams; hands-on impact in a growing lab
• Work-Life Balance: Predictable daytime schedule with occasional weekend/evening work as needed
• 100% Onsite: Modern lab environment; learn end-to-end cGMP testing workflows

• Perform routine microbiology testing: microbial limit tests (USP /), method suitability, preservative efficacy (AET/PET), microbial ID, water testing, and bioburden monitoring
• Read, record, and analyze results in accordance with FDA cGMP and GDP standards; ensure data integrity and traceability
• Conduct peer review of data for accuracy and protocol compliance
• Maintain cultures; prepare media and perform growth promotion testing
• Manage day-to-day lab operations including inventory of media/supplies; clean and maintain equipment (incubators, refrigerators, freezers)
• Support method development and validation activities as needed
• Independently plan and manage daily workload to meet client timelines
• Adhere to all company policies, SOPs, and safety requirements

• Bachelor’s degree in a scientific discipline (Microbiology or Biological Sciences preferred)
• Minimum 2–3 years of relevant microbiology lab experience in a regulated/GMP setting
• Demonstrated proficiency with aseptic technique
• Hands-on experience with USP / microbial limit testing (or closely related compendial methods)
• Familiarity with FDA cGMP and Quality procedures; strong GDP documentation habits
• Ability to organize and maintain complete, compliant project records; deliver accurate, on-time results
• Team-oriented, reliable, and able to work occasional weekends/evenings
• Must be currently authorized to work in the US; local to South Plainfield, NJ; 100% onsite

• Strong Career Growth and Development with Established RCM Leaders
• Expanding, stable healthcare organziation based in Long Island
• Collaborative culture with friendly team
• Family environment where everyone will know your name

• 1+ year of Medical Coding in Outpatient Setting - Surgical Coding Ideal
• CPC Required
• Ability to utilize insurance websites proficiently
• Microsoft Office Suite: Word, Excel, Outlook, PowerPoint
• Works with Electronic Health Records