Financial Reporting Associate jobs in Essex, VT

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Client Service Associate - Burlington, VT
  • Raymond James Financial, Inc
  • Burlington, VT FULL_TIME
  • Job Summary
    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!

    Essential Duties and Responsibilities
       Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
       Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
       With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
       Opens new client accounts and researches client and security information using internal databases and other technologies.
       For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
       Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
       Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
       Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
       Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
       May enter orders at the direction of the Financial Advisor.
       Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
       Performs other duties and responsibilities as assigned.

     

    Knowledge, Skills, and Abilities
    Knowledge of
       Company's working structure, policies, mission, and strategies.
       General office practices, procedures, and methods.
       Investment concepts, practices and procedures used in the securities industry.
       Financial markets, products and industry regulations.

    Skill in
       Client Relationship Management (CRM) software, or similar contact management software.
       Excel, including developing spreadsheets as needed and for ongoing reporting.
       Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)

    Ability to
       Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
       Analyze and research account information.
       Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
       Identify time sensitive items and assess competing priorities.
       Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
       Handle stressful situations and provide a high level of customer service in a calm and professional manner.
       Analyze problems and establish solutions in a fast paced environment.
       Use mathematics sufficient to process account and transaction information.
       Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
       Work both independently and as part of a cohesive team.
       Provide a high level of customer service.

    Educational/Previous Experience Requirements
    Education/Previous Experience
       High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
       OR ~
       An equivalent combination of experience, education, and/or training as approved by Human Resources.

    Licenses/Certifications
       None required

  • 3 Days Ago

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Financial Planner - Wealth Manager
  • Baystate Financial
  • Colchester, VT FULL_TIME
  • Your Career Path – Why Baystate Financial? Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we tr...
  • 23 Days Ago

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Financial Planner - Wealth Advisor
  • Baystate Financial
  • Colchester, VT FULL_TIME
  • Your Career Path – Why Baystate Financial?Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we tre...
  • 1 Month Ago

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Financial Advisor
  • Ameriprise Financial - Vermont
  • Colchester, VT FULL_TIME
  • Join WellBridge Wealth: Where Your Financial Expertise Meets Purpose!Are you a seasoned financial expert with an unwavering commitment to excellence? WellBridge Wealth, a premier boutique financial ad...
  • Just Posted

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Military/Veterans Group - Financial Advisor
  • Baystate Financial
  • Colchester, VT FULL_TIME
  • Did you know that Northeastern University has chosen the "Financial Advisor" career as the top career for veterans transitioning out of Military Service? https://www.northeastern.edu/bachelors-complet...
  • 17 Days Ago

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Internship Accounting & Reporting Namur
  • BDO Belgium
  • Isnes, VT INTERN
  • This job in a nutshell BDO offers you a dynamic internship that will introduce you to each stage in the life of a company, step by step. You will work independently, which also translates into respons...
  • 24 Days Ago

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0 Financial Reporting Associate jobs found in Essex, VT area

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Associate Chief Nursing Officer - Unity Hospital
  • Rochester Regional Health
  • Essex, VT
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

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Associate Chief Nursing Officer - Relocation Assistance
  • Rochester Regional Health
  • Essex, VT
  • HOW WE CARE FOR YOU: At Rochester Regional Health, we are dedicated to getting health care right. Our robust benefits an...
  • 3/29/2024 12:00:00 AM

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Internal Revenue Agent (Senior Employee Plans Agent-Examiner) 12-MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Burlington, VT
  • Duties WHAT IS THE TAX EXEMPT/GOVERNMENT ENTITIES (TEGE) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER (AMENDED)
  • Department Of The Treasury
  • Burlington, VT
  • Duties WHAT IS THE LARGE BUSINESS & INTERNATIONAL (LB&I) DIVISION? A description of the business units can be found at: ...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
  • Department Of The Treasury
  • Burlington, VT
  • Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
  • 3/27/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Montpelier, VT
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 3/27/2024 12:00:00 AM

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Director of Finance And Administration
  • Humane Society of Chittenden County
  • South Burlington, VT
  • POSITION SUMMARY The Director of Finance & Administration is a member of the senior management team responsible for the ...
  • 3/25/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Essex Junction, VT
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 2/26/2024 12:00:00 AM

Essex is the most populous town in the U.S. state of Vermont and the second most populous incorporated area in Chittenden County, Vermont and the entire state of Vermont, with the first (in both cases) being Burlington, Vermont at 42,452 according to a 2015 U.S. census estimate. Essex has an estimated population of 21,199 in 2016. The village of Essex Junction is located within the town, and that village is home to the state of Vermont's busiest Amtrak station and largest private employer, GlobalFoundries. Vermont Route 289 crosses the town from east to west. Essex is located in central Chitte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Reporting Associate jobs
$60,145 to $76,023
Essex, Vermont area prices
were up 1.6% from a year ago

Financial Reporting Associate in Lancaster, NY
Interact with employees at all levels and across all departments of the Company as necessary to ensure achievement of Finance and Company-wide goals.
October 03, 2022
Manage external reporting schedules and timelines for the Company's U.
April 08, 2023
Prepare the Company's quarterly, annual and other periodic SEC filings.
May 03, 2023
Financial Reporting Associate in New York, NY
Respond to requests and inquiries from Head Office and auditors and establish necessary operations to comply with the requirements.
January 21, 2023
Provide adequate guidance and training to the junior accounting staff regarding the operation as well as accounting standards and internal policies and procedures.
May 16, 2023
Financial Reporting Associate
Run monthly expense allocation process utilizing Hyperion Planning and prepare key control SOX compliant documentation for postings to the general ledger.
September 11, 2022
Participate in special project work including expense management programs, system implementations and other business critical initiatives.
December 28, 2022
Act as the primary business partner in cross functional expense efforts provide financial perspective, advisory and consultative support and various ad-hoc analytics.
February 02, 2023
Compile and analyze business critical monthly, quarterly and year-to-date expense data.
April 20, 2023