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)
The Role
Guidant Financial is looking for a Remote Account Representative I. Our Account Representatives support small business owners who utilize our 401(k) plan administration services.
A large part of the role is taking inbound client calls, answering questions, and assisting clients in resolving 401(k) plan related issues.
The role also requires reviewing the documents submitted by our clients and proactively updating the system to reflect all changes.
Collaboration is required with other members on the team, such as Plan Administrators and Compliance Specialists, to get clients 5500 filings, distribution requests, loan requests, and other documents completed in a timely manner.
What You'll Be Doing
Additional Functions
Requirements
Other Requirements
For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment.
These include 1) a space to work out of (i.e., home office) and 2) High speed internet.
Benefits
Be able to disconnect with Paid Time Off of 3 weeks and 11 Paid Holidays.
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 wage for this position is $21 / hr or $43,680 annually
Last updated : 2024-04-22
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