Financial Assistant (Corporate) jobs in Petaluma, CA

Financial Assistant (Corporate) provides assistance to the Corporate Financial Associates. Collects data, prepares business reports, proposals, and presentations. Being a Financial Assistant (Corporate) coordinates meetings and other communications between associates and others involved in deals. Uses database, spreadsheet and other software to collect and manage data. Additionally, Financial Assistant (Corporate) may require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Corporate) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Corporate) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Administrative Assistant - Financial Services
  • Ameriprise Financial
  • Petaluma, CA PART_TIME
  • Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on client acquisition and deepening client relationships. The administrative assistant supports the many different tasks for which the practice is responsible and ties directly to the overall business plan of the practice. The administrative assistant allows the advisor the assurance he/she needs to know that his/her practice is being maintained and supported within Ameriprise Financial guidelines. This role provides administrative support by scheduling meetings, preparing presentations, preparing client communications and tracking new business correspondence. This role is responsible for responding to ad hoc requests, coordinating/tracking projects and/or managing business-as-usual projects such as filing, copying, researching printer problems, and/or organizing the logistics of a client seminar. Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor.

    Position Functions:

    90% Administrative assistance

    • Prepare correspondence for advisor signature
    • Copy and track all client and practice materials including business correspondence
    • Copy and follow-up with home office on related issues
    • Schedule client appointments and prepare agendas/ forms for appointments
    • Conduct client appointment reminder calls and check-in calls on follow up items
    • Assist the planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s)
    • Perform other allowable duties as assigned by the financial advisor(s) 10% Client care
    • Greet clients upon arrival and extend hospitality to clients
    • Set up and maintain client management system
    • Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
    • Document client contacts/calls
    • Track client special events and make appropriate contact per established client contact model

    Key Traits of a Successful Administrative Assistant:

    • Strong organizational and computer skills
    • Direct attention to detail and organization
    • Effective communication with clients and other advisors/staff
    • Effective and efficient time management
    • Polite and clear phone manner
    • Ability to multi-task
    • Ability to adhere to rules and regulations as stated and required by advisor and Ameriprise
    • Ability to support and provide guidance for compliance within the advisor’s practice
    • Positive attitude and sincere willingness to constantly learn and grow Education and Other Designations:
    • High school degree or higher

    Job Type: Part-time

    Pay: From $25.00 per hour

    Schedule:

    • 4 hour shift
    • Monday to Friday

    Experience:

    • Office: 2 years (Required)

    Ability to Relocate:

    • Petaluma, CA 94952: Relocate before starting work (Required)

    Work Location: In person

  • 4 Days Ago

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Financial Professional
  • New York Life
  • Petaluma, CA FULL_TIME
  • Financial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an insuranc...
  • 21 Days Ago

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Financial Analyst
  • Clover Sonoma
  • Petaluma, CA FULL_TIME
  • About the roleAn exciting and challenging position exists as a Financial Analyst. Reporting to the Financial Planning and Controller, the selected individual will provide critical support in the creat...
  • 10 Days Ago

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Financial Controller
  • GRATON RESORT & CASINO
  • ROHNERT PARK, CA FULL_TIME
  • Position Summary:The Financial Controller is responsible for financial reporting and maintaining the General Ledger and Fixed Asset systems. This position is responsible for the Accounting and Finance...
  • 11 Days Ago

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Registered Dietitian - Assisted Living
  • Crandall Corporate Dietitians
  • Rohnert Park, CA FULL_TIME
  • Registered Dietitian Assisted Living Communities Do you enjoy working with residents in senior living communities? Then this consulting opportunity is a perfect fit for you. Join our supportive and am...
  • 18 Days Ago

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Concierge (Part Time)
  • BEST UPON REQUEST CORPORATE INC
  • Petaluma, CA PART_TIME
  • Reports to: Regional Manager FLSA Status: Non-exempt Great Place to Work-Certified five years in a row, Best Upon Request Corporate, Inc. (BEST) is a growing, values-based company that creates life-en...
  • 3 Days Ago

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0 Financial Assistant (Corporate) jobs found in Petaluma, CA area

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Finance Specialist
  • Salvation Army
  • San Francisco, CA
  • OVERVIEW: The Finance Specialist will provide general accounting support to the Director of Business and/or County Coord...
  • 3/29/2024 12:00:00 AM

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Financial Assistant - Hard Rock Cafe San Francisco
  • Hard Rock International
  • San Francisco, CA
  • The Financial Assistant now has a dual direct reporting line to the general manager and the Director of Finance. All fin...
  • 3/28/2024 12:00:00 AM

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Corporate & Finance Associate (Senior Level)
  • Top Tier Reps LLC
  • San Francisco, CA
  • Yearly Salary: $370,000 to $415,000 The company is seeking senior associates to join our Corporate & Finance group in ou...
  • 3/27/2024 12:00:00 AM

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Personal Banker Bilingual Strawberry Village
  • WELLS FARGO BANK
  • Mill Valley, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Personal Banker - Roving Napa Sonoma District
  • WELLS FARGO BANK
  • Petaluma, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/26/2024 12:00:00 AM

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Director of Clinical Compliance and Risk Management (RN)
  • Petaluma Health Center
  • Petaluma, CA
  • The Petaluma Health Center's mission is to provide high quality health care with access for all in Southern Sonoma Count...
  • 3/26/2024 12:00:00 AM

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Personal Banker - Roving Napa Sonoma District
  • WELLS FARGO BANK
  • Rohnert Park, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

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Personal Banker - Roving Napa Sonoma District
  • WELLS FARGO BANK
  • Sonoma, CA
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

Petaluma /pɛtəˈluːmə/ is a city in Sonoma County, in California's Wine Country, part of the North Bay sub-region of the San Francisco Bay Area, located 37 mi (60 km) north of San Francisco. Its population was 57,941 according to the 2010 Census. The Rancho Petaluma Adobe, located in Petaluma, is a National Historic Landmark. Its construction started in 1836 by order of General Mariano Guadalupe Vallejo, then Commandant of the San Francisco Presidio. It was the center of a 66,000 acre (270-km²) ranch stretching from Petaluma River to Sonoma Creek. The adobe is considered one of the best preserv...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Corporate) jobs
$61,009 to $83,882
Petaluma, California area prices
were up 2.5% from a year ago

Financial Assistant (Corporate) in Cincinnati, OH
Job Description As an Administrative Assistant with the ability to assist the fund team, every day brings a new challenge so you’ll need to be a team player at heart, with an eye for detail, great organisational skills so you can prioritise your day.
December 04, 2019
Financial Assistant (Corporate) in Trenton, NJ
Ensure that financial reporting and property accounting activities reflects proper accountability and transparency.
February 09, 2020
Financial Assistant (Corporate) in Tacoma, WA
The branch ensures that financial resources are managed efficiently and reported in a clear and comprehensive manner, is maintaining the official centralized accounts and producing financial statements for the nations which present a true and fair picture of the financial situation of the Allied Command Operations.  Provides corporate functions ACO-wide and assumes full responsibilities for the Centralized Finance and Accounting services located at SHAPE HQ.
November 30, 2019