Financial Assistant (Public) jobs in North Carolina

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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Part Time Financial Service Assistant
  • Pilot Financial
  • Greensboro, NC PART_TIME
  • FINANCIAL SERVICE ASSISTANT

    Part time (18-24 hours per weeks) in Greensboro, NC

    Flexible opportunity within the financial services industry.

    Looking for a highly organized and motivated individual interested in a long-term opportunity helping shape an already successful financial and insurance services practice. Individual must be detail and service oriented, an effective communicator, and able to prioritize and manage multiple projects.

    The following attributes are necessary for this position:

    · Strong verbal and written communication skills

    · Good listener

    · Enjoys working with the public, providing excellent client service

    · Cool and calm under pressure

    · Proficient in technology platforms, including Microsoft Outlook, Word, and Excel

    · Problem solving skills, ability to anticipate and understand future steps necessary to accomplish tasks

    · Excellent organizational skills, great attention to detail, and follow through.

    · Professionalism and enthusiasm.

    Work responsibilities include the following:

    · Manage incoming calls

    · Prepare for client meetings

    · Enter notes and tasks in CRM

    · Complete follow-up tasks in CRM timely.

    · Maintain and organize client records

    · Handle client service issues as they arise

    · Handle client meeting follow-up tasks as delegated

    · Track and manage application processes, including insurance underwriting process

    Hours and pay may be increased if individual demonstrates ability to handle a higher level of responsibility.

    Job Type: Part-time

    Pay: $23.00 - $30.00 per hour

    Expected hours: 15 per week

    Benefits:

    • Financial planning services
    • Flexible schedule
    • Health insurance
    • Paid time off

    Experience level:

    • 1 year

    Schedule:

    • Day shift
    • No weekends

    Education:

    • High school or equivalent (Required)

    Experience:

    • Financial Services: 1 year (Preferred)

    License/Certification:

    • Life Insurance or Securities License (Preferred)

    Ability to Commute:

    • Greensboro, NC 27401 (Preferred)

    Work Location: In person

  • 3 Days Ago

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Operations Assistant
  • Pilot Financial
  • Greensboro, NC PART_TIME
  • JOB DESCRIPTION: OPERATIONS ASSISTANT Goal and Scope Manage all building logistics and operations. Handle all mail/package shipping and receiving. Service providers/contractors’ management. Administra...
  • Just Posted

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Financial Assistant
  • Fleming Engineering, Inc
  • Colfax, NC FULL_TIME
  • Are you ready to embark on a rewarding career journey with a fast-growing civil engineering and land surveying company? FEI is seeking a dedicated and detail-oriented Financial Assistant to join our v...
  • 7 Days Ago

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Financial Assistant
  • A Caring Alternative
  • Morganton, NC FULL_TIME
  • Job Location: MorgantonPosition Type: Full timeWe offer a $3,000 sign on bonus with this position!Education and Experience Required:High School Diploma or equivalent2 years account experienceExcellent...
  • 1 Month Ago

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Executive Administrative Assistant
  • Synchrony Financial
  • Charlotte, NC FULL_TIME
  • Job Description:Roles Summary/Purpose: Provide comprehensive administrative and logistical support to the SVP Home & Auto Commercial & Integration Leader Independently handle administrative duties sup...
  • 1 Month Ago

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Assistant Director of Public Works
  • City of Shelby, NC
  • Shelby, NC FULL_TIME
  • This position assists in the planning, organizing, and coordinating of the activities and staff including solid waste collection and recycling, fleet maintenance, and street maintenance. Other duties ...
  • 20 Days Ago

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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

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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

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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

North Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the southeastern region of the United States. It borders South Carolina and Georgia to the south, Tennessee to the west, Virginia to the north, and the Atlantic Ocean to the east. North Carolina is the 28th-most extensive and the 9th-most populous of the U.S. states. The state is divided into 100 counties. The capital is Raleigh, which along with Durham and Chapel Hill is home to the largest research park in the United States (Research Triangle Park). The most populous municipality is Charlotte, which is the second-largest banking center in...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$47,956 to $61,974

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