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)
Our goal is to hire the right person to join our fantastic financial planning team. You will be joining a support team that manages the administrative tasks for a team Financial Planners.
Daily responsibilities and tasks take on a wide array of duties to help support the advisors and our clients. Financial services experience and licenses are not required but a plus.
Please include details if these apply.)
Qualifications :
Bachelors degree preferred
Competencies :
We anticipate this role will pay $30.00 per hour (depending upon qualifications) and it offers a quarterly and annual bonus.
To learn more about this opportunity, please email your resume to lorelei.kaetterhenry@prudential.com. I look forward to sharing more details with you!
Last updated : 2024-04-23