Financial Assistant (Public) jobs in Iowa

Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Financial Assistant
  • Vision Financial Group
  • Des Moines, IA FULL_TIME
  • Description:

    Vision Financial Group, a dynamic, holistic financial services company in Des Moines, is seeking a candidate to fill the role of Financial Assistant. The successful candidate will have a strong attention to detail and excellent customer service skills.

    Duties include:

    • Properly establishing new client financial accounts by preparing required documentation for opening new accounts
    • Reviewing paperwork for completeness and accuracy
    • Preparing other required forms related to client accounts
    • Preparing forms for client meetings
    • Submitting of required documentation
    • Creating new customer files that are organized and compliant with regulations
    • Resolving simple internal and external customer inquiries
    • Maintaining team standards to complete work within timing and performance commitments
    • Providing excellent customer service to internal and external contacts
    Requirements:

    Qualifications include:

    • Associates degree in a related field, or equivalent experience
    • Solid organizational skills
    • Strong attention to detail
    • Ability to manage deadlines
    • Self-motivation to work efficiently & accurately
    • Ability to identify, meet, and follow through with team tasks and client needs
    • Excellent time management skills
    • Professional oral and written communication skills

    Physical Requirements:

    • Standing or sitting for extended periods of time in an office environment
    • Working on a computer for extended periods of time
    • Lifting up to 15 pounds
  • 2 Days Ago

D
Financial Decision Support Analyst
  • Des Moines Public Schools
  • Des Moines, IA FULL_TIME
  • Des Moines Public Schools is seeking a Financial Decision Support Analyst. Job Summary: The primary function of this position is to perform financial analysis, make accounting entries and maintain bal...
  • 17 Days Ago

C
Public Services Assistant 1
  • City of Waukee
  • Waukee, IA PART_TIME
  • Performs all standard operations of shelving and organizing library materials, assists with patron circulation services.Regular hours for this position will be:Monday - 5:00pm - 8:00pmWednesday - 4:00...
  • Just Posted

C
Administrative Assistant - Public Works
  • City of Dubuque, IA
  • Dubuque, IA FULL_TIME
  • Position Summary GENERAL SUMMARY: Perform routine clerical and administrative functions such as drafting correspondence, scheduling appointments, entering data, organizing, and maintaining paper and e...
  • 3 Days Ago

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Claims Assistant - Temporary
  • FBL Financial Group, Inc.
  • Des Moines, IA TEMPORARY
  • Claims Assistant – Temporary Who We Are: With Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars, and other property are protected. We value a cultu...
  • 23 Days Ago

P
Business Center Assistant Manager
  • PNC Financial Services Group
  • Varina, IA FULL_TIME
  • Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customer...
  • Just Posted

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Finance Associate
  • Mission Staffing
  • New York, NY
  • Finance Associate opening for a $80B AUM Real Estate Investment Manager. Looking for 3 to 7 total years of experience! C...
  • 3/28/2024 12:00:00 AM

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Associate Finance Director
  • Kellanova
  • Naperville, IL
  • If you’re passionate about collaboration, have world-class analytical skills, and are ready to bring your best to our gl...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • ING Group
  • New York, NY
  • Finance | Policies & Procedures | Associate | New York Finance, Associate, New York About ING: Ranked #8 on LinkedIn Top...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • Spencer Ogden
  • Our Client: As part of its carbon management business in 2021 to help advance the energy transition and curb rising glob...
  • 3/28/2024 12:00:00 AM

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Finance Associate
  • Tandym Group
  • New York, NY
  • A financial services company in NYC is currently seeking a Finance Associate to join their Finance team. Responsibilitie...
  • 3/27/2024 12:00:00 AM

T
Finance Associate
  • talisman advisory partners
  • Job Summary This position involves developing, implementing, and presenting financial analyses for evaluating capital in...
  • 3/26/2024 12:00:00 AM

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Associate Finance Director
  • Kellanova
  • Chicago, IL
  • Are you ready to take your career to new heights in the world of Finance? As Associate Finance Director, you will suppor...
  • 3/25/2024 12:00:00 AM

E
Finance Associate
  • Excel Sports Management
  • New York, NY
  • Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee ...
  • 3/25/2024 12:00:00 AM

Iowa (/ˈaɪəwə/ (listen)) is a state in the Midwestern United States, bordered by the Mississippi River to the east and the Missouri River and Big Sioux River to the west. It is bordered by six states; Wisconsin to the northeast, Illinois to the east, Missouri to the south, Nebraska to the west, South Dakota to the northwest and Minnesota to the north. In colonial times, Iowa was a part of French Louisiana and Spanish Louisiana; its state flag is patterned after the flag of France. After the Louisiana Purchase, people laid the foundation for an agriculture-based economy in the heart of the Corn...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$47,807 to $61,781

Financial Assistant (Public) in Santa Fe, NM
This report contains an application for financial assistance made by the Applicant for separate representation at a public inquiry.
February 01, 2020
Financial Assistant (Public) in Rochester, NY
If a patient is unable to afford the fee, a Financial Counselor is available to discuss payment options.
February 16, 2020
Financial Assistant (Public) in Cincinnati, OH
Everyone, regardless of ability to pay, can see a provider at one of our facilities, and financial assistance is available for those who need it.
December 05, 2019