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Practice Management Assistant Jobs in Florida (NOW HIRING)

Seacoast Bank

Wealth Management Assistant I

Winter Park, FL · On-site

$39K - $45K/yr

... practice management. * Responsible for performing general account maintenance and follow-up on ... * Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong ...

Seacoast Bank

Wealth Management Assistant I

Winter Park, FL · On-site

$39K - $45K/yr

... practice management. * Responsible for performing general account maintenance and follow-up on ... * Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong ...

Seacoast Bank

Wealth Management Assistant I

Winter Park, FL · On-site

$39K - $45K/yr

... practice management. * Responsible for performing general account maintenance and follow-up on ... * Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong ...

Pinnacle Wound Management

Practice Manager

Miami, FL · On-site

Revenue Cycle Management * Coordinate with billing andcoding teams to ensure timely claim ... Maintain compliance with companypolicies and applicable regulatory requirements. * Assist with ...

Pinnacle Wound Management

Practice Manager

Miami, FL

$65K - $80K/yr

Revenue Cycle Management * Coordinate with billing and coding teams to ensure timely claim ... Maintain compliance with company policies and applicable regulatory requirements. * Assist with ...

Bayfront Health

Supv, Medical Practice

Saint Petersburg, FL

$57K - $76K/yr

... Manager. Assist physician(s) with creation of strategies for efficiency and growth of the practice ... Provides management reports to physicians and administration for review, practice planning ...

Bayfront Health

Supv, Medical Practice

Saint Petersburg, FL

$57K - $76K/yr

... Manager. Assist physician(s) with creation of strategies for efficiency and growth of the practice ... Provides management reports to physicians and administration for review, practice planning ...

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Practice Management Assistant information

What is the difference between Practice Management Assistant vs Medical Office Assistant?

AspectPractice Management AssistantMedical Office Assistant
CredentialsMay require certification in practice management or administrative coursesTypically requires medical office administration certification or high school diploma
Work EnvironmentPrimarily in healthcare clinics, private practices, or medical officesIn hospitals, clinics, or outpatient medical facilities
Job ResponsibilitiesManaging practice operations, scheduling, billing, and staff coordinationFront desk duties, patient registration, appointment scheduling, and basic administrative tasks

While both roles support healthcare operations, Practice Management Assistants focus on overseeing practice functions and administrative management, whereas Medical Office Assistants handle direct patient interactions and clerical tasks. The roles often overlap but differ mainly in scope and responsibilities within healthcare settings.

What cities in Florida are hiring for Practice Management Assistant jobs? Cities in Florida with the most Practice Management Assistant job openings:
Practice Management Assistant jobs near you

Wealth Management Assistant I

Seacoast Bank

Winter Park, FL • On-site

$39K - $45K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Seacoast Bank rating

8.6

Company rating: 8.6 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

31st of 170 rated banks

Job description

JOB SUMMARY:
The Wealth Management Assistant is responsible for supporting a Wealth Advisor and coordinating the on-boarding and servicing of Seacoast Wealth Management relationships. The Wealth Management Assistant works closely with all partners of the Wealth Management team, as well as other lines of business within the Bank such as commercial banking, retail banking, and residential lending. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Work closely with designated Wealth Advisor in the servicing of accounts, client and prospect meeting preparation, calendar coordination, and overall practice management.
  • Responsible for performing general account maintenance and follow-up on pending issues.
  • Communicate with clients via telephone, face-to-face and written correspondence, using the highest level of service and compliance standards.
  • Provide marketing support in the form of prospecting, client reporting, and other sales efforts as required by the Wealth Management team.
  • Data entry for the Wealth Management Asset Secured Line of Credit and coordination of banking needs for Wealth Management clients.
  • Assist with CRM reporting, scheduling client and prospect meetings, and maintaining strong relationships with internal Bank partners.
  • Responsible for team logistics and ensuring that requested tasks have been handled by team members.
  • Understanding of governing instruments of clients to understand terms, responsibilities, and duties of the company.
  • Ability to manage multiple tasks with a high degree of accuracy.
  • Demonstrate a high level of emotional intelligence.
  • Maintain continuing education requirements and stay current with industry and regulatory trends, as well as vendor products and procedures.
  • Maintain client and prospect confidentiality at all times.
  • Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE:

  • High School Diploma or equivalent required.
  • 2 years of experience in the financial services industry or bachelor’s degree preferably in Finance, business, or related field.
  • Demonstrate excellent communication (written and verbal) and interpersonal skills.
  • Able to work independently and exercise a high degree of initiative.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.

      The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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