Top 38 Fiduciary Jobs in Charlotte, Nc

Residential Group Home Manager
Be Well Therapy PLLC —Charlotte, NC
- Weekends as needed
- Management
- Current TB test
- Experience working with individuals with disabilities
Quick Apply
Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Charlotte, NC
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
2d
Group Home Associate Professional
Be Well Therapy PLLC —Charlotte, NC
- Full-time
- Basic math
- HIPAA
- English
- Mileage reimbursement
Quick Apply
Director of InReach
ROOF ABOVE INC —Charlotte, NC
- 8 hour shift
- 3 years
- Driver's License
- Bachelor's degree
Controller – Investment & Fiduciary Services
U.S. Bank National Association —Charlotte, NC
- $143,905 - $169,300 a year
- Full-time
- CPA
- Office
- Finance
- Paid holidays
- Disability insurance
PT Leasing Professional
Fiduciary Real Estate Development —Charlotte, NC
- Part-time
- Clean driving record
- OSHA
- Driver's License
Quick Apply
9d
Legal Practice Assistant
Maynard Nexsen —Charlotte, NC
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Service Account Manager
icon Mechanical —Charlotte, NC
- $75,000 - $120,000 a year
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Support Specialist II (Floating- Charlotte/Winter Park/Nashville)
Truist Bank —Charlotte, NC
- Full-time
- English
- Mid-level
- Office
- AD&D insurance
- Paid holidays
Relationship Manager, Retirement & Private Wealth
HUB International —Charlotte, NC
- Full-time
- Up to 50% travel
- 5 years
- Finance
- Wellness program
- Paid parental leave
PWM Private Wealth Advisor
U.S. Bank National Association —Charlotte, NC
- $126,820 - $175,000 a year
- Full-time
- 8 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Senior Tax Manager, Private Client Services/HNWI
Aprio —Charlotte, NC
- $125,000 - $227,999 a year
- Full-time
- Remote
- CPA
- Master's degree
- Analysis skills
- Profit sharing
- Wellness program
2d
Settlement Officer II, Estate Settlement
Bank of America —Charlotte, NC
- Full-time
- Bachelor of Science
- Writing skills
- Mid-level
Retirement Plan Sales Director (SE Region)
Lincoln Financial —Charlotte, NC
- $215,000 - $480,000 a year
- Online Application
- Remote
- Up to 50% travel
- 5 years
- Bachelor's degree
- Tuition reimbursement
- Paid time off
Director, Assistant Treasurer (Hybrid)
Belk —Charlotte, NC
- $140,000 - $175,000 a year
- 7 years
- Data analysis skills
- Finance
Group Home Clinician
Be Well Therapy PLLC —Charlotte, NC
- Full-time
- Hybrid work
- LMFT
- Nursing
- Clean driving record
Quick Apply
Trade Ops Group Manager
Citizens Financial Group —Charlotte, NC
- $170,000 - $190,000 a year
- Full-time
- Background check
- Office
- Finance
- Health insurance
- Dental insurance
Director, Project & Development Services
Cushman & Wakefield —Charlotte, NC
- $127,500 - $150,000 a year
- Full-time
- Engineering
- Master's degree
- Analysis skills
- Health savings account
- Disability insurance
Quick Apply
1d
Chief Financial Officer
Finzly —Charlotte, NC
- CPA
- Bachelor of Science
- Research
- Health savings account
- Paid holidays
Retirement Consultant
LPL Financial —Fort Mill, SC
- $77,700 - $129,500 a year
- Full-time
- 5 years
- Bachelor's degree
- Training & development
- Health insurance
- 401(k)
Quick Apply
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fiduciary jobs near charlotte, nc

Residential Group Home Manager

Be Well Therapy PLLC
Charlotte, NC

Quick Apply

Job Details

Full-time

Qualifications

Disability support services
Experience working with individuals with disabilities
Copy machines
Employee relationship building
High school diploma or GED
Driver's License
Fax machines

Full Job Description

Purpose of Position:

Ensure that consumers living in the residential facility are receiving services that are safe, therapeutic, and support the consumer in achieving his/her personal goals

Work Schedule:

Hours vary based upon clients’ needs. These hours will include varying shifts and days per week to include weekends, as needed. This schedule is coordinated through the immediate supervisor.

Functions:

Service Delivery

Provide services to clients in a manner consistent with Agency’s mission statement
Ensure that services are delivered, consistent with the consumers service plan
Ensure that the residential environment is safe
Knowledgeable of all services provided to the clients in that residence
Ensures that clients attend all doctor’s appointments.
Correctly maintain petty cash fund, and client’s funds, to include proper documentation of the funds.
Responsible for groceries for the residence, within a budget, and receipts.

Supervision

Knowledgeable of all agency requirements for providing services.
Supervise Residential Counselors for the residence
Assist in training staff in the implementation of client’s treatment plan, as needed
Schedule staff for the residence and ensure that all shifts are covered, while keeping overtime to a minimum

Documentation

Accurately document services provided at the time of service
Ensure that all support staff documentation is submitted to the local office on each Monday
Responsible for all medications; MAR’s, count sheets, refills, and to ensure they are available for distribution

Communication

Report any contact with Case Manager to the Program Director, as soon as possible
Ensure effective and regular communication with Program Director.
Model appropriate communication for staff and consumers
Notify Program Director of any observed or reported situation that does not follow company policy, or endangers a client.
Assist other staff in problem solving situations with the clients
Express ideas clearly and be able to plan and execute work effectively

Quality Assurance and Improvement

Review data to make sure that it is correct and complete, on a regular basis
Review timesheets and make sure they are complete.
Monitor licensing checklist on a weekly basis.

Performance Expectations:

Ensure that the residents are free from abuse, neglect, and exploitation
Ensure that the home is a clean, safe, the therapeutic environment
Serve as a role model to support staff, by consistently conducting him/herself in a professional and ethical manner in all situations, including but not limited to promptness of completing assignments, verbal/nonverbal communications, maintaining professional boundaries, representing Agency with a professional image, wearing appropriate attire (See Employee Handbook), serving as a “team player,” complying with Federal AntiKickback Laws, and not engaging in, or coercing others to engage in, any fraudulent behavior (see Federal AntiKickback Laws and Medicaid Fraud Defined)
Submission timesheets, including supporting service documentation for the services provided, at designated times.
Establish and maintain effective professional relationships with colleagues, employees, clients, and guardians.
Have or develop a working knowledge of various forms of substance abuse and/or mental illness, along with common accompanying issues of both disability areas
Have or develop a working knowledge of rules, service definitions, and statutes governing the provision of the services provided
Have or develop a working knowledge of all applicable Agency policies and procedures, documentation requirements, and billable tasks
Have or develop an understanding leading to consistent practice of HIPPA confidentiality rules
Have or develop a working knowledge of local community resources, both public and private
Maintain a personcentered focus throughout service provision
Provide services according to the philosophy, standards, values and ethics set forth by Agency
Follow all Agency’s Policies and Procedures
Participate in all required team meetings, committees, and audits as required
Maintain current training and certifications/licensure requirements, as applicable
Other duties as required by the Residential Services Coordinator or Team Leader

Required Minimum Education and Training: High School diploma or GED and experience serving people with disabilities.

Preferred Education and Training: Working as a Residential Counselor for Agency, experience training staff, supervisory skills, and working as a team player.

Training, Licenses or Certifications Required for the Position: Privileged within the agency.

Other Requirements: Valid drivers license, reliable automobile with insurance, current TB test, training up to date and a clean State Bureau of Investigations report.

Accuracy Required In Work And Consequence Of Error: The Home Manager is responsible for insuring systems are in place to address the on-going facilitation of services to each consumer, as well as oversees the collective services of his/her caseload , which has the potential to severely affect the health and safety of consumers and staff. This position has a fiduciary responsibility to Agency including but not limited to billing, in which errors could result in significant funding infractions for the agency

Supervision and Training Provided To Employee: The local office will provide initial training. On-going training and supervision is provided on an on-going basis by the supervisor.

Physical Effort: Ability to sit, stand and/or drive for duration of shift, bend, reach, climb stairs, lift to 30 pounds and the manual dexterity to operate standard office machines, such as, computers, fax machines, copiers and telephones. From time-to-time travel will required, which may include out-of-town travel.

In the residential setting employees' workstation is usually a home-like environment. Odors and noise are often present due to the functioning level of the client. Behavior problems of persons served, such as aggression, or lifting could cause bodily injury for employees in some settings. Providing transportation could result in accidents or injuries. Employees must be able to perform emergency physical restraint, if necessary.

Direct Supervisor for this position:

Immediate supervisor Executive Director

Salary Range: To be negotiated.

Quick Apply

Refine Your Search

fiduciary jobs in charlotte, nc

Residential Group Home Manager

Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Group Home Associate Professional

Director of InReach

Controller – Investment & Fiduciary Services

PT Leasing Professional

Legal Practice Assistant

Service Account Manager

Wealth Support Specialist II (Floating- Charlotte/Winter Park/Nashville)

Relationship Manager, Retirement & Private Wealth

PWM Private Wealth Advisor

Senior Tax Manager, Private Client Services/HNWI

Settlement Officer II, Estate Settlement

Retirement Plan Sales Director (SE Region)

Director, Assistant Treasurer (Hybrid)

Group Home Clinician

Trade Ops Group Manager

Director, Project & Development Services

Chief Financial Officer

Retirement Consultant