Financial Assistant (Public) jobs in Helena, MT

Financial Assistant (Public) provides assistance to the Public Financial Associates. Assists in the financing of taxable and tax-exempt bonds. Being a Financial Assistant (Public) prepares business reports, proposals, and presentations. Coordinates meetings and communications between all parties involved with transactions. Additionally, Financial Assistant (Public) verifies compliance with NASD and other regulations and completes all required filings for a deal. Familiar with underwriting policies, practices, and regulations. May require a bachelor's degree. Typically reports to a supervisor or manager. The Financial Assistant (Public) works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Financial Assistant (Public) typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Financial Administrative Assistant
  • McKenna Financial
  • Bozeman, MT PART_TIME,FULL_TIME
  • We are looking to add a new member to our team with a positive mindset, strong problem solving skills and desire to learn. We would like someone who is self-motivated, dependable and a people-oriented person as we serve individuals and families around the country with their insurance and financial needs.

    Qualifications

    · Excellent customer focus with 1-3 years preferred customer service experience

    · Intermediate computer skills including Microsoft Office (Word, Excel & Outlook), and the ability to learn and navigate multiple technology platforms while interacting with clients and advisors.

    · Excellent communication and problem-solving skills

    · Comfortable working in a small office environment

    · Must pass a background check and willing to have your fingerprints completed

    · Willing and able to become licensed in the future

    Responsibilities

    · Greeting and assisting clients (phone and in-person) with a prompt friendly and professional manner.

    · Core responsibilities are to provide clerical and administrative support to advisors which include but are not limited to:

    o Assisting clients and prospective clients by handling account and billing inquiries, service requests and scheduling meetings

    o Client outreach

    o Electronic filing

    o Record/profile maintenance

    o Completing and processing account service paperwork for multiple platforms

    o Running and sorting reports

    · Maintain a well-groomed appearance and clean workspace as well as general office appearance management

    Job Types: Full-time, Part-time

    Pay: $20.00 - $25.00 per hour

    Expected hours: 30 – 40 per week

    Benefits:

    • Flexible schedule
    • Health insurance
    • Life insurance
    • Paid time off
    • Retirement plan

    Schedule:

    • Monday to Friday

    Ability to commute/relocate:

    • Bozeman, MT 59715: Reliably commute or planning to relocate before starting work (Preferred)

    Application Question(s):

    • Can you work regular part time hours throughout the week/year?

    Work Location: In person

  • 12 Days Ago

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Administrative Assistant I – Public Works
  • Lewis and Clark County
  • Helena, MT PART_TIME
  • JOB POSTING FOR LEWIS AND CLARK COUNTY Position Title: Administrative Assistant I – Public Works Organization: Lewis & Clark County, Public Works Pay Rate: $18.20 per hour to $19.27 per hour Position ...
  • 1 Month Ago

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IT Specialist (Customer Support)
  • US Deputy Assistant Secretary for Information and...
  • Fort Harrison, MT FULL_TIME
  • Duties This is a bargaining unit position. The initial application review cut-off for this job announcement is 50 applications. The first 50 applications received will be considered first. Application...
  • 1 Month Ago

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General Education (Teacher Assistant)
  • Helena Public Schools
  • Helena, MT FULL_TIME
  • JobID: 2747 Position Type: Support Staff/ParaEducator (Teacher Assistant) Date Posted: 1/2/2024 Location: Hawthorne Elementary School Helena School District # 1 has openings for General Education Para...
  • 21 Days Ago

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Assistant Cook 2021-2022-144
  • Belgrade Public Schools
  • Belgrade, MT PART_TIME
  • Title: Assistant to the Head Cook 2021-2022-144 School: Ridge View Reports to: Head Cook and/or Director of Food Service Shift: 7:00 AM. - 1:00 PM 7 hours per school day School Year position/10 Month ...
  • 22 Days Ago

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Concessions Assistant 2021-2022-231
  • Belgrade Public Schools
  • Belgrade, MT FULL_TIME
  • Title: Concessions Assistant 2021-2022-231 Location: Special Events Center Reports to: Concessions Manager Shift: Shift varies due to game/event schedule. Shifts may include working entire events or p...
  • 23 Days Ago

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0 Financial Assistant (Public) jobs found in Helena, MT area

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Diagnostic Radiologic Technologist (CT)
  • Department of Veterans Affairs
  • Fort Harrison, MT
  • Summary This Diagnostic Radiologic Technologist (CT) position is assigned to the Diagnostic Imaging Service at VAMC Fort...
  • 3/28/2024 12:00:00 AM

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Meat Cutter
  • Albertsons
  • Helena, MT
  • Job Description A Day in the Life: As a Meat Cutter, you will be on the cutting edge with our beef, poultry, and other m...
  • 3/26/2024 12:00:00 AM

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Criminal Investigator (Special Agent) - Direct Hire 'AMENDED'
  • Department Of The Treasury
  • Helena, MT
  • Duties WHAT IS THE CRIMINAL INVESTIGATION (CI) DIVISION? A description of the business units can be found at: https://ww...
  • 3/26/2024 12:00:00 AM

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Senior Analyst, Adaptive Planning (Financial Information Systems Team) - Remote
  • Careerbuilder
  • Helena, MT
  • Evolent partners with health plans and providers to achieve better outcomes for people with most complex and costly heal...
  • 3/25/2024 12:00:00 AM

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Paralegal - Contract & Policy Specialist
  • The Staff Pad
  • Helena, MT
  • Job Description The Staff Pad is seeking a Paralegal - Contract and Policy Specialist. We are honored to partnered with ...
  • 3/25/2024 12:00:00 AM

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Human Resources Generalist (66085)
  • State of Montana
  • Helena, MT
  • This position is a PART TIME position. The first review of applications will be March 19, 2024. Please submit the follow...
  • 3/25/2024 12:00:00 AM

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Regional Nurse Consultant
  • Sage Search Group
  • Helena, MT
  • Some insight into the company: We are a regional operator of skilled nursing facilities in the Intermountain West founde...
  • 3/24/2024 12:00:00 AM

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Interdisciplinary
  • Department of Defense
  • Helena, MT
  • Summary This is a Direct Hire Authority (DHA) solicitation utilizing the DHA for Certain Personnel of the DoD Workforce,...
  • 3/24/2024 12:00:00 AM

Helena (/ˈhɛlɪnə/) is the state capital of the U.S. state of Montana and the county seat of Lewis and Clark County. Helena was founded as a gold camp during the Montana gold rush, and was established in 1864. Over $3.6 billion of gold was extracted in the city limits over a duration of two decades, making it one of the wealthiest cities in the United States by the late nineteenth century. The concentration of wealth contributed to the city's prominent, elaborate Victorian architecture. At the 2010 census Helena's population was 28,190, making it the fifth least populous state capital in the Un...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$42,936 to $55,487
Helena, Montana area prices
were up 3.1% from a year ago

Financial Assistant (Public) in Olympia, WA
Do you struggle to pay your family's dental bills? No dental benefits through your employer? Financial assistance is available if you meet the required criteria.
December 20, 2019
Financial Assistant (Public) in Honolulu, HI
Eligibility based on immigration status will need to be determined by one of our financial counselors.
January 28, 2020
Financial Assistant (Public) in Peoria, IL
The program provides financial counseling by specially trained staff familiar with artists’ employment cycles to determine eligibility for various insurance options – including government programs, or a sliding-scale fee-for-service arrangement.
January 23, 2020