Financial Assistant (Public) jobs in Utah
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)
Recently Added Financial Assistant (Public) jobs
- 101 Financial
-
Orem, UT
FULL_TIME
-
We have over 800 in-home instructors meeting with students weekly. At times, our students may be overwhelmed with organizing their finances, updating balances, getting started and completing homework from Instructor-led classes.
You would be meeting with each student between their schedule classes to provide assistance, answer questions, give additional support and encouragement that the Instructor may not have time to provide.
Role
Tutor - You will work with the Instructor to assist their 101 Financial Student(s) in completing upfront Financial Analysis, completion of homework, answering questions and provide between class support.
Responsibilities
Schedule times to provide help and tutoring between classes to help Student be prepared for the next class. Update the Client Relationship Software as to Student progress.
Collaborate on a weekly basis with Instructor on student assistance. Facilitate student success. Maintain a culture and approach where the student feels supported and hopeful.
Help student graduate to whatever level of class or level of knowledge they want. Generate Post-course completion Referrals.
Requirements
Big heart and willingness to serve others
Experience
Positive OutlookAbility to validate and encourage othersBasic Spreadsheet knowledgeProof that you know how to help others
Education
HIgh School Graduate or GED
Benefits
HealthCare 80 / 20 plan with Nationally recognized Provider, Dental, Eyecare, HSA or 401KGym Membership
Category
Customer Service
Hours
Equal Opportunity Employer and Kalua Pig BBQ every Friday
Last updated : 2024-04-25
- Just Posted
- Taylor'd Financial
-
Sandy, UT
FULL_TIME
- The ideal applicant will possess exceptionally high standards and meticulous attention to detail alongside outstanding skills in communication, organization, and interpersonal relations. This individu...
- 1 Month Ago
- 101 Financial
-
Orem, UT
FULL_TIME
- We have over 800 in-home instructors meeting with students weekly. At times, our students may be overwhelmed with organizing their finances, updating balances, getting started and completing homework ...
- 13 Days Ago
- Wing Assistant
-
Manila, UT
FULL_TIME
- Please whitelist the domains "lever.co" and "hire.lever.co" with your email provider to make sure you get our emails.Disclaimer: This is a generic job description for the position stated below. Actual...
- 15 Days Ago
- US Office of the Assistant Secretary for...
-
Salt Lake, UT
FULL_TIME
- Duties Selectee(s) will report to an assigned DOL office location on a regular basis and be eligible for telework as determined by agency policy. This is not a remote position. Offices are located in:...
- 16 Days Ago
- FBL Financial Group, Inc.
-
Sandy, UT
FULL_TIME
- Administrative Assistant IVAre you a go-getter with high initiative and a positive attitude? Are you detail-focused with strong organizational skills? Are you able to work with limited direction? Do y...
- 30 Days Ago
Financial Assistant (Public) jobs at Popular Companies
- Wintrust Financial
-
Lake Forest, IL
- Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
- 4/26/2024 12:00:00 AM
- LHH
-
- Growing real estate client is seeking a Financial Associate for a newly created opening due to growth. Highly visible ro...
- 4/26/2024 12:00:00 AM
- ZS
-
Evanston, IL
- : ZS is a place where passion changes lives. As a management consulting and technology firm focused on transforming glob...
- 4/24/2024 12:00:00 AM
- Excel Sports Management
-
New York, NY
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- 4/24/2024 12:00:00 AM
- Wintrust Financial
-
Delafield, WI
- Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
- 4/23/2024 12:00:00 AM
- Nonotuck Resource Associates Inc
-
Northampton, MA
- Finance Assistant Northampton, MA ABOUT US Nonotuck Resources Associates (www.nonotuck.com) is a community-based agency ...
- 4/22/2024 12:00:00 AM
- DiD Agency
-
Philadelphia, PA
- Overview: Company Description We are an advertising agency committed to doing the right thing for our clients, employees...
- 4/22/2024 12:00:00 AM
- Coral Triangle Initiative
-
Fayetteville, AR
- ** FINANCE ASSISTANT MANAGER** Date: 09 June 2020 **Term of Reference** **FINANCE ASSISTANT MANAGER** The Coral Triangle...
- 4/22/2024 12:00:00 AM