Financial Assistant (Corporate) provides assistance to the Corporate Financial Associates. Collects data, prepares business reports, proposals, and presentations. Being a Financial Assistant (Corporate) coordinates meetings and other communications between associates and others involved in deals. Uses database, spreadsheet and other software to collect and manage data. Additionally, Financial Assistant (Corporate) may require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Corporate) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Corporate) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Responsibilities:
- Provide financial advice and guidance to clients in areas such as banking, asset management, investment management, and wealth management.
- Build and maintain strong customer relationships through effective communication and personalized service.
- Conduct research and analysis to identify suitable investment opportunities for clients.
- Assist clients with technical accounting and corporate accounting needs.
- Collaborate with sales teams to promote financial products and services.
- Stay updated on industry trends, regulations, and best practices in order to provide accurate and relevant financial advice.
Requirements:
- Previous experience in public accounting or financial services is preferred.
- knowledge of financial principles, investment strategies, and wealth management techniques.
- Excellent communication and interpersonal skills to effectively interact with clients.
- Ability to analyze complex financial data and provide clear recommendations.
- Proficient in using financial software and tools for research and analysis.
Note: This job description is a general overview of the responsibilities and requirements for the Financial Representative position. Additional duties may be assigned based on the specific needs of the organization.
Job Type: Full-time
Pay: From $1.00 per year
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Work Location: Hybrid remote in Forked River, NJ 08731
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