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)
Fort Financial Credit Union fosters a positive culture that prioritizes the well-being and development of its employees. Being a community-focused organization, we believe that investing in employees not only enhances individual health and potential, but it also contributes to the overall success of our organization and community.
The Financial Advisor Assistant plays a crucial role in supporting the Financial Advisor in their day-to-day operations, providing administrative assistance, client support, and ensuring a smooth workflow within the financial advisory department. The ideal candidate will possess a basic understanding of financial concepts, excellent organizational skills, strong attention to detail, a commitment to accuracy, and personable customer service.
Job Type: Part-Time
Location: Fort Wayne, IN
Schedule: Business Hours Monday-Friday
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