Financial Assistant (Public) jobs in Orange, CA

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)

A
Underwriting Assistant I
  • AmTrust Financial
  • Irvine, CA FULL_TIME
  • Underwriting Assistant I
    Job Locations US-CA-Irvine
    Requisition ID 2024-16486 Category Underwriting Position Type Regular Full-Time
    Overview

    Summary


    Provides underwriting technical support to renewal underwriters. Main responsibilities include assisting with renewal file preparation, endorsement requests, follow up with agents, binding process, and miscellaneous tasks. Maintains a solid understanding of AmTrust's mission, vision, and values. Upholds the standards of the AmTrust organization.

    The salary range for this role is $20-22.80/HR. This range is only applicable for jobs to be performed in California. Base pay offered may vary depending on, but not limited to education, experience, skills, geographic location, travel requirements, sales and or revenue-based metrics. This range may be modified in the future.

    Responsibilities
      Insurance binder processing
    1. Renewal solicitation
    2. Provide instruction to processing department for new and renewal accounts
    3. Provide instruction to processing department for endorsement requests
    4. Fulfill brokers requests for, loss runs, copies of policies, copies of invoicing, etc.
    5. Agency support of general questions regarding renewal status, endorsement status, cancellation status, billing inquires, commission questions, etc.)
    6. Order and analyze work comp audits
    7. Performs other functionally related duties as assigned
    Qualifications

    Required:

    • Entry Level Underwriting Assistant that will support Workers' Compensation Underwriters
    • High School Graduate or GED as minimum education requirements.
    • Proven research and analytical skills to identify, gather and organize information to provide recommendations
    • Must be able to meet deadlines and work in a fast paced atmosphere
    • Proficiency in Microsoft Office Applications (Excel, Word, PowerPoint and One Note)
    • Ability to learn new software applications


    Preferred:

    • Some college preferred.

    This job description is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required in this position. AmTrust has the right to revise this job description at any time.

    #LI-EG1

    #LI-HYBRID

    What We Offer

    What We Offer
    AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include: Medical & Dental Plans, Life Insurance, including eligible spouses & children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off.

    AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities.

    AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future.

    Connect With Us!
    Not ready to apply? Connect with us for general consideration.

     

  • 1 Month Ago

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Legal Assistant II
  • AmTrust Financial
  • Irvine, CA FULL_TIME
  • Legal Assistant II Job Locations US-CA-Irvine | US-CA-West Hills Requisition ID 2024-16170 Category Legal Position Type Regular Full-Time Overview AmTrust Financial Services, Inc., a fast-growing comm...
  • 1 Month Ago

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Legal Assistant II - General Liability/Construction Defect
  • AmTrust Financial
  • Irvine, CA FULL_TIME
  • Legal Assistant II - General Liability/Construction Defect Job Locations US-CA-Irvine Requisition ID 2024-16364 Category Legal Position Type Regular Full-Time Overview AmTrust Financial Services, Inc....
  • 1 Month Ago

S
Public Safety Assistant
  • South Orange County Community College District
  • Irvine, CA FULL_TIME
  • Title: Public Safety Assistant Job Category: CSEA Job Opening Date: August 01, 2023 Job Closing Date: Location: Irvine Valley College Work Location: Irvine, CA Department: Police Department- Administr...
  • 1 Month Ago

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Executive Assistant/Bookkeeper
  • Jcap Financial Group
  • Costa Mesa, CA FULL_TIME
  • Job Overview: We are seeking a detail-oriented and organized individual to join our team as an Executive Assistant/Bookkeeper. Responsibilities: Bookkeeping Fund Management Investor Relations Assistin...
  • 18 Days Ago

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Loan Officer Assistant
  • TOTAL QUALITY FINANCIAL INC
  • Irvine, CA FULL_TIME
  • Total Quality Lending is dedicated in appreciating and valuing its employee’s. Our Core Values [Family, Character, Evolve, Lead by Example & Create a positive impact] are the key factors to our succes...
  • 28 Days Ago

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0 Financial Assistant (Public) jobs found in Orange, CA area

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Associate, Finance, Analysis & Reporting
  • Hackman Capital Partners, LLC
  • Culver City, CA
  • SUMMARY: We are looking for a highly motivated professional eager to grow in our Finance team. The Finance, Analysis and...
  • 4/23/2024 12:00:00 AM

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Public Finance Assistant/Paralegal
  • Stradling Yocca Carlson & Rauth LLP
  • Newport Beach, CA
  • Stradling Yocca Carlson & Rauth is a leading business law firm with more than 110 lawyers providing experienced counsel ...
  • 4/23/2024 12:00:00 AM

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Public Finance Assistant/Paralegal
  • Stradling Yocca Carlson & Rauth Llp
  • Newport Beach, CA
  • Stradling Yocca Carlson & Rauth is a leading business law firm with more than 110 lawyers providing experienced counsel ...
  • 4/23/2024 12:00:00 AM

H
Associate, Finance, Analysis & Reporting
  • Hackman Capital Partners Llc
  • Culver City, CA
  • SUMMARY: We are looking for a highly motivated professional eager to grow in our Finance team. The Finance, Analysis and...
  • 4/23/2024 12:00:00 AM

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Financial Analyst
  • Crittenton Services
  • Fullerton, CA
  • Position Summary Position supports agency process related to government contracts and grants, including financial transa...
  • 4/22/2024 12:00:00 AM

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Executive Assistant - Financial Services
  • Providence Financial and Insurance Services, Inc.
  • Los Angeles, CA
  • Job Description Job Description If you would love to work in the fast-paced yet friendly environment of a small privatel...
  • 4/21/2024 12:00:00 AM

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Financial Analyst
  • Crittenton Services
  • Fullerton, CA
  • Position Summary Position supports agency process related to government contracts and grants, including financial transa...
  • 4/20/2024 12:00:00 AM

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Finance Operations Associate (Military Veterans Wanted)
  • The Patriot Group, Inc.
  • Newport Beach, CA
  • Job Description Job Description Operations Finance Associate (Military Veterans Wanted) Work for a well-respected minori...
  • 4/20/2024 12:00:00 AM

Orange is a city located in Orange County, California. It is approximately 3 miles (4.8 kilometers) north of the county seat, Santa Ana. Orange is unusual in this region because many of the homes in its Old Town District were built before 1920. While many other cities in the region demolished such houses in the 1960s, Orange decided to preserve them. The small city of Villa Park is surrounded by the city of Orange. The population was 139,812 as of 2014. The city has a total area of 25.2 square miles (65 km2), 24.8 square miles (64 km2) of which is land and 0.4 square miles (1.0 km2) of which i...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$55,348 to $71,522
Orange, California area prices
were up 3.0% from a year ago

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