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)
Family Trust Financial Assistant II
About Achieva
At Achieva, we envision a community where all people can lead lives of personal significance. We are an organization of professionals and community partners that help people reach their individualized goals. For over 70 years, Achieva has been committed to the support and inclusion of those with disabilities.
New hire bonus : $2,000
Position type:
Function:
Maintains client accounting system for The Family Trust Account, including checking account. Coordinates the financial transactions of the trust accounts and reports to the Supervisor of Trust Accounting.
Responsibilities:
The equivalent of an Associate Degree or one plus years of experience in the maintenance of fiscal records. Must have an excellent working knowledge of computerized accounting systems and should be familiar with fiscal principles and practices.
Achieva is an affirmative action and equal opportunity employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity or expression, national origin, veteran status, or genetic information. Achieva is committed to providing access, equal opportunity, and reasonable accommodation for people with disabilities in employment, its services, programs, and activities. To request a reasonable accommodation, contact the Human Resource Department, 412-995-5000 x650, email jobs@achieva.info.
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