Financial Associate (Public) jobs in Nebraska

Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Investment Advisory Operations Associate
  • Renaissance Financial
  • Omaha, NE FULL_TIME
  • About Renaissance Financial

    Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.

    The mission of this is a full-time position is to provide support for new account opening and review, money movement processing, account maintenance, and following up on outstanding work items.

    Primary Responsibilities:

    • Review new account paperwork daily.
    • Monitor and communicate to resolve issues and alerts from Schwab.
    • Answer incoming calls on the IA Service Line and emails to the IA Service Group.
    • Process client checks for deposit at Schwab or Pershing.
    • Assist Financial Advisors and Administrative Assistants with Cost Basis maintenance.
    • Process money movement requests for Schwab and Pershing which include ACH, wires and journal.
    • Monitor and track daily tasks for accuracy and completion.
    • Data entry of IA & Brokerage activity into database.
    • Assist with onboarding new clients using DocuSign system.
    • Scan paperwork for submission to custodians and for processing service requests.
    • Update MAPS portfolios and run reports in Morningstar.
    • Build trusted, collaborative relationships with our custodian’s operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately.
    • Function as a liaise to our Financial Advisors and follows up on the status of outstanding issues and requirements from our custodians.
    • Develop expertise in our firm’s technology and software tools and platforms.

    Essential Characteristics:

    • Must have a high level of interpersonal skills to handle sensitive and confidential situations.
    • Enjoy collaborating and being a part of a team that puts clients first.
    • This position requires demonstrated poise, tact, patience, and diplomacy.
    • Must be able to interact and communicate with individuals at all levels of the organization.
    • Work requires attention to detail and organization in such things as composing, typing, and proofreading materials, establishing priorities and meeting deadlines.
    • Eager to learn about the industry and our firm and enjoy working in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
    • Tech savvy, with the proficiency to quickly learn new technology tools, platforms and software.
    • Open to feedback and coaching.

    Education, Training & Experience:

    • College degree preferred; must have high school diploma.
    • One or more years of experience in an office environment.

    Registrations Required:

    Renaissance pays for the exam fees for required registrations. The company also allows for paid study time off for taking the classes offered to help pass the tests.

    • SIE
    • Series 7
    • Series 66

    Computer Equipment and Software:

    • Microsoft Office Products
    • Databases
    • Internet

    Working Conditions:

    • This position requires working in an office environment.
    • This position usually works a standard work week.
    • This position may require you to work occasional overtime hours.
    • This position may require occasional travel.

    Benefits and Incentives:

    • Employer Paid Medical Insurance
    • 10% Employer 401k match up to 5% of salary once eligible to participate.
    • Potential for Annual Variable Compensation and Bonuses.
    • Employer Licensing Coverage and Growth Opportunities.

     

  • 27 Days Ago

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Middle School Financial Literacy Teacher
  • Grand Island Public Schools
  • Grand Island, NE FULL_TIME
  • Middle School Financial Literacy Teacher JobID: 325 Position Type: Middle School Teaching/Financial Literacy Date Posted: 2/26/2023 Location: Barr Middle School Date Available: 08/09/2023 Closing Date...
  • 10 Days Ago

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Associate Actuary, Model Development, Long Term Care
  • Genworth Financial
  • Nebraska, NE FULL_TIME
  • At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet famil...
  • 23 Days Ago

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Accounting Associate
  • OCI Insurance & Financial Services
  • Elkhorn, NE FULL_TIME
  • Description Our Mission: Insurance Made Simple. Culture Code: Humble, Hungry, and Smart (people smart) individuals who Serve, Grow, and Retain our Agents, Carriers, and Team. The OCI Experience: Our m...
  • 1 Day Ago

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Sales Associate
  • Spieldenner Financial Group
  • Bellevue, NE FULL_TIME
  • Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! The Day-To-Day: Setting Appointments: 6-8 hours per week: reaching out t...
  • 17 Days Ago

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Client Service Associate
  • Callahan Financial Planning
  • Omaha, NE FULL_TIME
  • Job Description: Callahan Financial Planning is seeking to hire a Client Service Associate. This position will work in a high-quality service environment within the financial services industry. They w...
  • 19 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

The state is bordered by South Dakota to the north; Iowa to the east and Missouri to the southeast, across the Missouri River; Kansas to the south; Colorado to the southwest; and Wyoming to the west. The state has 93 counties and is split between two time zones, with the state's eastern half observing Central Time and the western half observing Mountain Time. Three rivers cross the state from west to east. The Platte River, formed by the confluence of the North Platte and the South Platte, runs through the state's central portion, the Niobrara River flows through the northern part, and the Rep...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$78,935 to $103,251

Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020
Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019