Also referred to as: Public Financing Team Administrative Assistant
Requirements and Responsibilities

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) gains or has attained full proficiency in a specific area of discipline. Works under moderate supervision. To be a Financial Assistant (Public) typically requires 1-3 years of related experience.

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