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)
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:
Qualifications:
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:
Experience:
Ability to Relocate:
Work Location: In person
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