Financial Assistant (Public) jobs in Middlesex, NJ

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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Part-time Administrative Assistant
  • JOST Financial
  • Watchung, NJ PART_TIME
  • Part-time (20 hrs/wk) Administrative Assistant

    It is time to explore new challenges in your career. JOST Financial is an independent, privately-owned, financial services company in Watchung, NJ. We are looking to add a part-time (20 hrs/wk) administrative assistant to our team.

    Schedule: 20hrs/wk; M-F or M-R 10am-2pm or 11am-3pm; occasional evenings and weekends required to assist with client appointments and financial seminars (minimum of two week notice for evening and weekend work)

    The Expertise We’re Looking For:

    • Prior Administrative Experience (Required)
    • Proficiency with Microsoft Office suite, including Excel (Required)
    • Notary or willingness to become a notary with costs paid for becoming one (Required)
    • High school degree (Required)
    • Prior Experience Working in Financial Advisory Industry (Preferred)

    Key Traits of a Successful Administrative Assistant:

    • Able to communicate verbally and in writing
    • Able to learn and adapt to changes

    What You Will Be Responsible For:

    • Set and confirm calendar appointments
    • Greet consumers on the phone and in person with a warm and welcoming approach
    • Answer incoming calls and transfer all calls to the appropriate personnel
    • Communicate with clients on behalf of financial advisor and firm
    • Track prospect-to-client process
    • Assist with coordination and execution of marketing campaigns and events
    • Assemble meeting preparation documents pertaining to the client/prospect
    • Collect all vital information for all paperwork
    • Enter client information into the CRM system
    • Assist in completing new account paperwork and annuity and life insurance applications
    • Process new business applications with detail and accuracy and submit to appropriate carriers
    • Obtain necessary documents and signatures from clients for carrier approval
    • Track application process and new account set up
    • Perform other clerical duties such as filing, photocopying, collating, faxing etc.
    • Maintain and organize office files and documentation
    • All other duties as assigned

    Pay: $25-30/hr

    Check out our website: https://www.jostfinancial.com/ Find us on: Facebook & FOX 28

    If you feel like we would be a good fit for each other, apply now!

    Job Type: Part-time

    Application Question(s):

    • Are you comfortable managing heavy paperwork for data entry and processing? Exceptional organization for this type of work-flow will be required.
    • Will you be able to accommodate occasional weekend and evening hours if given at least two weeks notice?

    Education:

    • High school or equivalent (Required)

    Experience:

    • Administrative: 4 years (Required)
    • Microsoft Office: 4 years (Required)

    Ability to Commute:

    • Watchung, NJ 07069 (Required)

    Ability to Relocate:

    • Watchung, NJ 07069: Relocate before starting work (Required)

    Work Location: In person

  • 22 Days Ago

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Funding Assistant
  • Leaders Financial Company
  • Cranford, NJ FULL_TIME
  • Send RESUME TO resumes@leaders.com NJ Automobile Finance Company Seeking Funding Specialist. Experience Preferred but willing to Train. Duties: Verify All Loan documents and conduct verifications and ...
  • 11 Days Ago

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Funding Assistant (PT)
  • Leaders Financial Company
  • Cranford, NJ PART_TIME
  • Send RESUME TO resumes@leaders.comNJ Automobile Finance Company Seeking Funding Specialist Assistant.Experience Preferred but willing to Train.Duties:Verify All Loan documents and conduct verification...
  • 14 Days Ago

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Instructional Assistant
  • College Achieve Public Schools
  • Plainfield, NJ FULL_TIME
  • Responsibilities for Instructional Assistant Assist teacher with lessons and daily classroom activities Assist teacher with paperwork such as reports Communicate with children and help them understand...
  • 2 Days Ago

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Financial Representative
  • Integrated Financial Concepts
  • Red Bank, NJ FULL_TIME
  • Job Title: Financial Services Representative Company: Integrated Financial Concepts Are you an experienced and detail-oriented professional with a passion for helping & educating others? Integrated Fi...
  • 4 Days Ago

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Girls Varsity Assistant Soccer Coach
  • Linden Public Schools
  • Linden, NJ OTHER
  • Position Type: Athletics/ActivitiesDate Posted: 11/2/2023Location: Linden Public SchoolsDate Available: ImmediatelyClosing Date: Until Filled Description: Stipend PositionFor more information on this ...
  • 16 Days Ago

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0 Financial Assistant (Public) jobs found in Middlesex, NJ area

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Finance Associate
  • EPIC Public High Schools
  • Bronx, NY
  • South Bronx Community Charter High School is a high school borne out of the Young Men's Initiative in New York City, com...
  • 3/18/2024 12:00:00 AM

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Associate, Finance
  • Brookfield Renewable
  • New York, NY
  • Associate, Finance Reporting to the Director, Finance and Senior Director, Asset Development, the candidate will be resp...
  • 3/17/2024 12:00:00 AM

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Senior Accounting and Finance Associate
  • Greystone
  • New York, NY
  • Greystone Monticello, LLC and its affiliates ("Greystone Monticello") is a real estate and asset-based lender providing ...
  • 3/17/2024 12:00:00 AM

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Administrative Assistant- Finance
  • HOPES COMMUNITY ACTION PARTNERSHIP INC
  • Hoboken, NJ
  • Job Details Level Entry Job Location Hoboken, NJ - Hoboken, NJ Education Level High School Job Category Finance Descript...
  • 3/16/2024 12:00:00 AM

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HR/ Finance Assistant
  • Creative Financial Staffing
  • Queens, NY
  • HR / Finance Assistant About the Company & Opportunity: Leading nonprofit charter school seeking an HR & Finance Assista...
  • 3/15/2024 12:00:00 AM

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Finance Associate
  • Excel Sports Management
  • New York, NY
  • Excel Sports Management is an industry-leading sports agency representing top-tier talent, blue-chip brands and marquee ...
  • 3/15/2024 12:00:00 AM

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Financial Assistance Advisor
  • University Hospital New Jersey
  • Newark, NJ
  • Responsibilities The primary purpose of the Financial Assistance Advisor position is to ensure that pertinent and accura...
  • 3/15/2024 12:00:00 AM

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Bookkeeper/Finance Assistant
  • Jennifer Miller Jewelry
  • New York, NY
  • Job Description About Us: Jennifer Miller is a rapidly growing luxury boutique jewelry company, headquartered on the Upp...
  • 3/14/2024 12:00:00 AM

Middlesex is a borough in Middlesex County, New Jersey, United States. As of the 2010 United States Census, the borough's population was 13,635 reflecting a decline of 82 (-0.6%) from the 13,717 counted in the 2000 Census, which had in turn increased by 662 (+5.1%) from the 13,055 counted in the 1990 Census. Middlesex was incorporated as a borough by an act of the New Jersey Legislature on April 9, 1913, from portions of Piscataway Township, based on the results of a referendum held on May 6, 1913.[21] The borough's name derives from Middlesex, England.[22][23] According to the United States C...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$56,049 to $72,433
Middlesex, New Jersey area prices
were up 1.5% from a year ago

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