Financial Associate (Public) jobs in Monroe, LA

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)

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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 to excellence and a focus on building long-term relationships, Summit Financial helps clients navigate complex financial landscapes and achieve their financial goals.

    Position: Part-time Client Services Representative

    Job Description:

    As a Part-time Client Services Representative at Summit Financial, you will play a crucial role in ensuring the highest level of service and support to our valued clients. This is a client-facing position that requires excellent communication skills, attention to detail, and a passion for helping others achieve financial success.

    Responsibilities:

    • Greet and assist clients in a professional and friendly manner
    • Answer phone calls and emails, directing inquiries to the appropriate team members
    • Schedule appointments and maintain calendars for advisors
    • Prepare and organize client files and documents
    • Assist in the preparation of client meetings, including printing reports and other materials
    • Conduct research and gather information for client presentations
    • Maintain and update client database and records
    • Assist in the development and updating of marketing materials, including brochures and presentations
    • Perform other administrative tasks as assigned

    Qualifications:

    • High school diploma or equivalent; college degree preferred
    • Previous experience in a customer service or administrative role is a plus
    • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
    • Excellent communication and interpersonal skills
    • Ability to multitask and prioritize in a fast-paced environment
    • Detail-oriented with strong organizational skills
    • Knowledge of financial services and products is a plus

    Schedule:

    This is a part-time position, with a schedule aligned with the operating hours of the stock exchange market (Central Standard Time). The specific schedule can be flexible based on the availability of the candidate and the needs of the business. Ideal for individuals seeking a part-time role with the opportunity for growth within a dynamic financial services firm.

    Join Our Team:

    If you are passionate about delivering exceptional client service and are looking to join a dynamic team of financial professionals, we invite you to apply for the Part-time Client Services Representative position at Summit Financial.

    Job Type: Part-time

    Pay: From $13.00 per hour

    Expected hours: 20 – 30 per week

    Schedule:

    • Choose your own hours
    • Monday to Friday

    Experience:

    • Client services: 1 year (Preferred)

    Ability to Relocate:

    • Ruston, LA 71270: Relocate before starting work (Required)

    Work Location: In person

  • 2 Days Ago

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Associate Financial Advisor
  • Edward Jones
  • Ruston, LA FULL_TIME
  • Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
  • 1 Month Ago

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Perfusionist
  • SpecialtyCare Associate Referral Program
  • West Monroe, LA FULL_TIME
  • Perfusionist SpecialtyCare is the largest provider of perfusion services in the United States. With our national presence and local professionals, we support 1 in 8 of all heart surgeries in the count...
  • 1 Month Ago

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Consumer loan specialist
  • OneMain Financial
  • West Monroe, LA FULL_TIME
  • At OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Special...
  • 20 Days Ago

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Payroll Specialist
  • Guidant Financial
  • West Monroe, LA FULL_TIME
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA The wag...
  • 9 Days Ago

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Onboarding specialist
  • Guidant Financial
  • West Monroe, LA FULL_TIME
  • This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US : AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO Th...
  • 1 Month Ago

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0 Financial Associate (Public) jobs found in Monroe, LA area

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Loan Review Specialist
  • BAFS
  • Monroe, LA
  • Job purpose To provide an objective appraisal to credit union management of Member Business Loans and applications for c...
  • 3/28/2024 12:00:00 AM

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Commercial Assistant Project Manager
  • The Lemoine Company
  • Monroe, LA
  • The Assistant Project Manager assists and supports the Project Management staff in the construction of one or more proje...
  • 3/28/2024 12:00:00 AM

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Physician -Primary Care - PACT
  • Department of Veterans Affairs
  • Monroe, LA
  • Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement ...
  • 3/28/2024 12:00:00 AM

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Sales Associate - Store 203
  • Conn's, Inc.
  • Monroe, LA
  • Join the Conn's HomePlus Team! Discover Our Benefits * Competitive Pay: Kickstart your journey with a blend of guarantee...
  • 3/28/2024 12:00:00 AM

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Part Time Sales Associate
  • General Nutrition Centers
  • Monroe, LA
  • Company Description As the global leader in health and wellness innovation since 1935, GNC motivates people to reach the...
  • 3/28/2024 12:00:00 AM

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Financial Planning Assistant
  • Oglesby Financial Group
  • Monroe, LA
  • Job description Given our unique business model our business is growing and so is our team! About the company: The Ogles...
  • 3/27/2024 12:00:00 AM

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Part Time - CSR I - University Center
  • Centric Federal Credit Union
  • Monroe, LA
  • Job Description Job Description Centric is committed to creating, encouraging, and nurturing a safe and inclusive work e...
  • 3/26/2024 12:00:00 AM

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Sales Associate - Chico's
  • Chico's FAS, Inc.
  • Monroe, LA
  • With approximately 1,300 boutiques and outlets throughout the U.S., as well as an online presence for each of our brands...
  • 3/24/2024 12:00:00 AM

Monroe (historically French: Poste-du-Ouachita) is the eighth-largest city in the U.S. state of Louisiana. It is the parish seat of Ouachita Parish. In the official 2010 census, Monroe had a population of 48,815. The municipal population declined by 8.1 percent over the past decade; it was 53,107 in the 2000 census. After a recheck in 2012, the Census Bureau changed the 2010 population from 48,815 to 49,147. Mayor Jamie Mayo, however, maintains that the Monroe population is more than 50,000 and indicated that he will pursue a continued challenge to the count. Monroe is the principal city of t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$75,764 to $99,102
Monroe, Louisiana area prices
were up 1.2% from a year ago

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
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020