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)
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:
Experience level:
Schedule:
Education:
Experience:
License/Certification:
Ability to Commute:
Work Location: In person