Support the Plan Coordination Department by overseeing operations, training, compliance, and documentation to ensure person-centered services for individuals with developmental disabilities.
Responsibilities
Assist with the coordination and oversight of services across agency programs.
Support the development, implementation, and review of person-centered habilitation plans.
Monitor documentation, including habilitation plans, monthly summaries, assessments, and compliance checklists, to ensure accuracy and timely completion.
Conduct internal audits and file reviews to ensure compliance with OPWDD, state, and federal regulations.
Provide guidance, training, and ongoing support to Plan Coordinators.
Support Advisor providing technical support to the existing client base of Pacific Northwest Consultants
Compensation
Pay Range: $70,000 - $90,000 | 40 hours per week (based on experience and performance) | Team-based incentive compensation is available
Responsibilities
Enter client information into various systems
Prepare and update financial plans and presentation material for client meetings
Enter information into financial planning software and prepare draft financial plans
Deepen and maintain existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
Performs work of moderate to complex nutrition case management of medically high risk individuals including physician prescribed dietary and nutrition regimens and intensive counseling (Medical Nutrition Therapy/MNT).
Compensation
Salary: $21.52 - $26.76 Hourly
Responsibilities
Performs work of moderate to complex nutrition case management of medically high risk individuals
Provides medical nutrition therapy and intensive counseling
Assesses nutrition status and develops nutrition plans
Interprets current research and provides technical assistance
The Wealth Planning Analyst is an essential member of the wealth management team and serves as the starting point in the advisor career path.
Responsibilities
Communicate with clients by answering basic questions, assisting with account access, and explaining reports or statements in a clear and professional manner.
Support client service activities, including preparing paperwork, coordinating money movement requests, and processing account maintenance tasks.
Provide overflow support to Client Service Associates during client onboarding, ensuring account documentation is complete, accurate, and timely.
Coordinate scheduling for client meetings (both onsite and virtual) and manage related logistics.
Prepare meeting agendas, assemble supporting materials, and ensure advisors are fully equipped for client discussions.
Requirements
Bachelor’s degree in Finance, Financial Planning or related field
Coordinate and oversee delivery of services for individuals eligible for the Home and Community-Based Services waiver program, including assessments, eligibility determinations, plan development, referrals, and monitoring of service provision.
Compensation
$24.422
Responsibilities
Coordinate and oversee delivery of services
Conduct assessments and eligibility determinations
Develop plans of services and supports
Provide appropriate referrals
Monitor provision of services
Requirements
Bachelor’s degree in education, psychology, social work, sociology, human services, or a related field
Responsible for researching and selecting appropriate education fairs, conferences and military unit visits to market Columbia Southern University to U.S. military, veterans and other entities.
Responsibilities
Research, select, plan and attend appropriate education fairs/conferences
Build and maintain relationships with educational staff/students at military installations and Learning Partners
Travel extensively (75 days per year) including some weekends and may include holidays
Contact Learning Partners to provide information and support; visit Learning Partners as time allows
Obtain referrals from students and prospects to augment paid advertising and enhance performance results
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