Financial Associate (Public) jobs in Louisiana
Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Financial Associate (Public) jobs
Client Service Associate/Manager Position
- Ameriprise Financial
-
Baton Rouge, LA
FULL_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. Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar. Key Responsibilities: 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: 50% Business Management Work with home office to ensure accurate account setup and resolve issues Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts Maintain files and records in accordance with the records retention policy Perform other allowable duties as assigned by the financial advisor such as QuickBooks Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice. 50% Client Care Maintain client management system Call clients or prospects to set up meetings or appointments Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation • Conduct transaction requests as directed by financial advisor Coordinate client appreciation events and seminars Answer unsolicited calls from prospects to schedule appointments or refer to advisor Key Traits of a Successful Client Service Associate/Manager 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, Ameriprise Financial 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: College degree or higher 2 years of similar experience Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance license Be QuickBooks proficient At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial Services, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
- 18 Days Ago
Sales Associate
- Spieldenner Financial Group
-
Abbeville, LA
FULL_TIME
- Spieldenner Financial Group is looking for our next business partner to help us revolutionize the Mortgage Protection Industry! The Day-To-Day: Setting Appointments: 6-8 hours per week: reaching out t...
- 1 Month Ago
Client Services Associate
- Summit Financial Wealth Advisors
-
Ruston, LA
PART_TIME
- Company Description:Summit Financial is a boutique financial advisory firm dedicated to providing personalized wealth management solutions to individuals, families, and businesses. With a commitment t...
- 30 Days Ago
Sales Associate- NO COLD CALLS
- Kemboi Financial Agency
-
Shreveport, LA
FULL_TIME
- Are you a top performer but you know you're not being paid like one? Maybe you're paid like one, but you're sacrificing precious time with your loved ones?Meron and Kemboi Financial Agency focuses on ...
- 1 Month Ago
Financial Services Associate
- Tulane University
-
New Orleans, LA
FULL_TIME
- The Financial Services Associate is responsible for bookkeeping functions as well as financial review and oversight of departmental expenses and revenue recognition. Under the supervision of the Direc...
- 22 Days Ago
Financial Center Associate 1
- Fidelity Bank LA
-
Slidell, LA
FULL_TIME
- Department: Slidell Branch Location: Slidell, LA This position is located in Slidell, LA 70461 Fidelity Bank is looking for competitive, self reliant, energetic individuals that are driven to succeed....
- 27 Days Ago
Financial Associate (Public) jobs at Popular Companies
Finance Associate - Finance Business Partnership
- 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
Associate Finance Director
- Kellanova
-
Naperville, IL
- If you’re passionate about collaboration, have world-class analytical skills, and are ready to bring your best to our gl...
- 4/22/2024 12:00:00 AM
Finance Assistant
- 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
Finance Associate
- 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
FINANCE ASSISTANT MANAGER
- 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
Assistant Finance Manager
- Nonotuck Resource Associates Inc
-
Northampton, MA
- Assistant Finance Manager Northampton, MA ABOUT US Nonotuck Resources Associates (www.nonotuck.com) is a community-based...
- 4/22/2024 12:00:00 AM
Finance Assistant
- DataXoom
-
Manchester, NH
- Are you looking for an opportunity to join a dynamic team in a friendly and supportive work environment? DataXoom is see...
- 4/22/2024 12:00:00 AM
Finance Associate
- LHH
-
- Growing real estate client is seeking a Financial Associate for a newly created opening due to growth. Highly visible ro...
- 4/21/2024 12:00:00 AM
About Louisiana
Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico.
The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast.
The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km)) and empties into the Gulf of Mexico; ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$80,147 to $104,834
Most Popular Cities in Louisiana for Financial Associate (Public) Jobs
What does a Financial Associate (Public) do?
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020
Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019