Financial Associate (Public) jobs in Olive Branch, MS
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
Account Transfers Associate | Memphis, TN | 8am-5pm CT
- Raymond James Financial, Inc.
-
Memphis, TN
FULL_TIME
-
Account Transfers Associate | Memphis, TN | 8am-5pm CT-2400823Description
Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.Hours: 8am-5pm CT / Monday-FridayJob Summary:Under general supervision, uses developed skills obtained through experience and training to complete the process of exteranl transfers of client’s assets. This position is composed of researching complex problems, monitoring work flow, maintaining department statistical information and providing operational support to our clients. Associate in this role are expected to provide excellent customer service, professionalism and superior support to internal and external clients.
Essential Duties and Responsibilities:- Reviews and approve client requests to transfer accounts to and from contra firms.
- Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents.
- Scrutinizes information contained in all types of transfer forms and letters of authorization.
- Maintains detailed records/notes to ensure all client requests are completed within regulated time allotment.
- Reconciles client accounts accurately.
- Effectively creates and distributes client correspondence.
- Assists management in identifying procedures and policies that are outdated or ineffective.
- Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development.
- Answers mail, phone calls and email inquiries with exemplary Service 1st professionalism.
- Performs general clerical activities, including faxing, copying and filing.
- Assists other areas of the department with various functions when volume is high and/or staffing levels are low.
- Performs box count on a rotational schedule when needed.
- Occasionally leads monthly functional team meetings.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
- Each type of security held by the firm and an understanding of the similarities and differences of each security, especially in terms of their complexities.
- Various industry rules and regulations that must be followed when transferring accounts.
- Other Home Office Operations departments.
- Various required legal documentation needed to process requests.
Skill in:
- Organizational and time management to prioritize workflow and ensure duties and projects are completed by the stated deadline.
- Reasoning and problem solving to research and resolve complex problems.
- Operating standard office equipments and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.
Ability to:
- Work independently and in a team environment, seeks out supervisor when needed.
- Understand the firm risks when transferring clients assets.
- Effectively communicate and interact with all levels of management, other associates and counterparts at other firms.
- Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
- Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.
- Understand the various legal documents required by various companies in order to process client requests.
- Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system.
- Interpret financial statements.
Educational/Previous Experience Requirements:
- High School diploma or equivalent with a minimum of two (2) years of customer service and/or securities related experience preferred.
~or~- An equivalent combination of education, experience and/or training.
Licenses/Certifications:
- None required.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Job OperationsPrimary Location US-TN-Memphis-MemphisOrganization Operations & AdministrationSchedule Full-timeShift Day JobTravel NoEligible for Discretionary Bonus Yes#LI-CA1 - 1 Month Ago
Cost Basis Associate | Southfield, MI or Memphis, TN
- Raymond James Financial, Inc.
-
Memphis, TN
FULL_TIME
- Cost Basis Associate | Southfield, MI or Memphis, TN-2303328 Description Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our ...
- 29 Days Ago
Trading Support Associate III - Rebalance Support
- Raymond James Financial, Inc.
-
Memphis, TN
FULL_TIME
- Trading Support Associate III - Rebalance Support-2401087 Description Job Summary: Under limited supervision, uses advanced knowledge and skills obtained through experience and/or training to provide ...
- 1 Month Ago
ASSOCIATE DIRECTOR OF FINANCIAL AID
- LANE COLLEGE
-
Jackson, TN
OTHER
- Job Details Job Location: Lane College - Jackson, TN Position Type: Full Time Education Level: 4 Year Degree Salary Range: Undisclosed Travel Percentage: Up to 25% Job Shift: Day Job Category: Managem...
- 2 Days Ago
Associate, Managed Customer Accounts (Cash Distributions) | Memphis, TN | 7:30am-4pm CT
- Raymond James Financial, Inc.
-
Memphis, TN
FULL_TIME
- Associate, Managed Customer Accounts (Cash Distributions) | Memphis, TN | 7:30am-4pm CT-2400746 Description Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live w...
- 1 Month Ago
Voya Financial Advisor Jackson
- Voya Financial
-
Jackson, TN
FULL_TIME
- Voya Financial Advisors®, Inc., a leading independent broker-dealer in the retirement business, is currently seeking a Financial Professional to join our team in the Jackson, TN area to work with exis...
- 4 Days Ago
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0 Financial Associate (Public) jobs found in Olive Branch, MS area
Pricing Analyst
- Titan Brands
-
Memphis, TN
- About Titan Brands At Titan Brands, the focus is simple - it's about people. Our mission is to provide customers easy ac...
- 4/27/2024 12:00:00 AM
Dishwasher
- Arbor Opus East Memphis
-
Germantown, TN
- Arbor's Luxurious Assisted Living Community is Hiring Full-Time Dishwashers to Join Their Team! Located in Memphis, TN! ...
- 4/26/2024 12:00:00 AM
Vehicle Acquisition Specialist
- AutoNation, Inc.
-
Memphis, TN
- AutoNation Nissan Memphis Position Overview The We'll Buy Your Car (WBYC) In-Store Associate will be focused and specifi...
- 4/26/2024 12:00:00 AM
Financial/School Secretary
- Memphis Shelby County Schools
-
Memphis, TN
- Purpose and Scope: Supports an organization or department by performing secretarial and clerical services for school loc...
- 4/24/2024 12:00:00 AM
Human Resources Manager
- Arvato
-
Memphis, TN
- In this role, you will report directly to the Director of Human Resources and will own components of the overall HR Stra...
- 4/24/2024 12:00:00 AM
Sr. Financial Analyst - Supply Chain
- Williams-Sonoma, Inc.
-
Olive Branch, MS
- About Williams Sonoma - Memphis, TN & Olive Branch, MS Since it was founded in 1956, Williams - Sonoma has grown from Ch...
- 4/23/2024 12:00:00 AM
Third Party Risk Analyst
- Evolve
-
Memphis, TN
- Job Description: The role of the Third-Party Risk Analyst is to perform the activities necessary to identify, assess, mi...
- 4/23/2024 12:00:00 AM
Branch Office Administrator
- Edward Jones
-
Olive Branch, MS
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 4/15/2024 12:00:00 AM
About Olive Branch, Mississippi
Olive Branch is a city in DeSoto County, Mississippi, United States. The population was 33,484 at the 2010 census, up from 21,054 in 2000. Olive Branch is part of the Memphis Metropolitan Statistical Area, a region that consists of three counties in southwest Tennessee, five counties in northwest Mississippi, and two counties in eastern Arkansas. From 1990 to 2010 Olive Branch was the fastest growing city in the United States, with a growth rate of 838%.[dubious – discuss] Along with other rapidly growing suburbs in DeSoto County, Olive Branch attributes most of its growth and development to ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$78,630 to $102,850
Olive Branch, Mississippi area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Financial Associate (Public) do?
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