Financial Assistant (Public) jobs in Springfield, OR

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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Office assistant
  • IMA Financial Group
  • Springfield, OR FULL_TIME
  • What You'll Do Supports and demonstrates IMA's core values Values and understands the importance of diversity, equity, and inclusion among all IMA associat Issue On Demand Certificates of Insurance in all offices Review insured's contracts for insurance requirements needed for Certificates of Insurance.

    Assist each department with daily tasks including checking policies / delivery, submitting change requests, proposal packet and notebook assembly etc.

    Maintain electronic files in an orderly, up-to-date manner Service accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.

    Provide Full back-up coverage to the Office Administrator / Reception on multiple administrative duties including but not limited to Dailey phone coverage Scanning and attaching documentation in agency management system Distribution of e-docs Preparing expense submission and coding for payables Preparing deposits Assembling and photocopying department packets with accurate materials Faxing Word Processing- Excel, Word & Adobe Perform special projects at Director's request.

    Other duties may be assigned. You Should Have : 1 years of office or industry related experience preferred. Strong reasoning skills and the ability to analyze and interpret data and can clearly communicate ideas in a concise manner Good listening skills and attention to detail are important.

    Excellent written and communication skills, and the ability to present and articulate in a clear and concise manner The ability to handle and prioritize multiple tasks while meeting deadlines in a high volume, fast paced environment.

    Demonstrated the commitment to work through projects to completion The ability to be persuasive while maintaining good relationships with peers, carriers and clients A high degree of tact and diplomacy with the ability to maintain confidentiality Strong computer proficiency with Microsoft Office products and other programs The willingness to complete additional duties and take on additional responsibilities as the need arises This Job Description is not a complete statement of all duties and responsibilities comprising this position.

    The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

    LI-JS1 Compensation & Benefits Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life.

    Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

    This role is eligible for the following : Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life / AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off,Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.

    In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

    Why Join IMA? We've built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership?

    It's this unique ownership business model that makes working at IMA so appealing. We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best.

    And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

    We are recognized nationally as a leader in our industry. 2023 Inc. Magazine's Best Workplaces 2023 Denver Business Journal's Best Places to Work 2020-2022 Business Insurance Magazine Best Places to Work in Insurance 2021-2022 Inc.

    5000's List of Fastest Growing Companies 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies 2022 Kansas City Business Journal's Best Places to Work 2021-2022 Los Angeles Business Journal's Best Places to Work 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category 2021 Dallas Business Journal's Best Places to Work 2021 Alaska Journal of Commerce's Best Workplaces in Alaska 2021 Wichita Business Journal's Fastest Growing Companies List Employment Type : Full Time

    Last updated : 2024-03-27

  • Just Posted

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Escrow Assistant
  • First American Financial Corporation
  • Bend, OR OTHER
  • Who We AreJoin a team that puts its People First! First American's Direct division provides comprehensive title insurance protection and professional settlement services for real estate purchases, ref...
  • 1 Month Ago

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Client Support Specialist/Office Assistant
  • IMA Financial Group, Inc.
  • Springfield, OR FULL_TIME
  • What You’ll Do Supports and demonstrates IMA’s core values Values and understands the importance of diversity, equity, and inclusion among all IMA associat Issue “On Demand” Certificates of Insurance ...
  • 18 Days Ago

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Substitute Educational Assistant (Pool)
  • Springfield Public Schools
  • Springfield, OR PART_TIME
  • Have you thought about pursuing a career working with children? Would you like a flexible schedule that could work around your already busy lifestyle? How important is having nights and weekends off? ...
  • 21 Days Ago

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Education Assistant - Health Assistant - Part Time 6 hours - Page Elementary
  • Springfield Public Schools
  • Springfield, OR PART_TIME
  • Springfield Public Schools seeks outstanding candidates for the position of Education Assistant Health Assistant. The Health Assistant provides a variety of services to support student health monitori...
  • 19 Days Ago

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Educational Assistant - Transportation - 4.0 hpd
  • Springfield Public Schools
  • Springfield, OR PART_TIME
  • Position Summary The Transportation Assistant primarily works with the Bus/Van Driver in the safe and orderly transportation of students by providing student assistance, supervision and behavior manag...
  • 24 Days Ago

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0 Financial Assistant (Public) jobs found in Springfield, OR area

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Personal Banker Mohawk Centennial
  • WELLS FARGO BANK
  • Springfield, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/27/2024 12:00:00 AM

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Hospice Registered Nurse
  • Gentiva Hospice
  • Eugene, OR
  • Our Company: Gentiva Hospice is a member of the Gentiva family an industry leader in hospice, palliative, home health, a...
  • 3/26/2024 12:00:00 AM

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Hospice Registered Nurse
  • Gentiva Hospice
  • Junction City, OR
  • Our Company: Gentiva Hospice is a member of the Gentiva family an industry leader in hospice, palliative, home health, a...
  • 3/26/2024 12:00:00 AM

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Hospice Registered Nurse
  • Gentiva Hospice
  • Harrisburg, OR
  • Our Company: Gentiva Hospice is a member of the Gentiva family an industry leader in hospice, palliative, home health, a...
  • 3/26/2024 12:00:00 AM

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Personal Banker - Roving Tri Counties North District
  • WELLS FARGO BANK
  • Springfield, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

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Personal Banker - Roving Tri Counties North District
  • WELLS FARGO BANK
  • Eugene, OR
  • Why Wells Fargo: Are you ready for the next step in your career? This is where it begins - at a company known for our "W...
  • 3/25/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Lebanon, OR
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/18/2024 12:00:00 AM

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Branch Office Administrator
  • Edward Jones
  • Albany, OR
  • Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
  • 3/18/2024 12:00:00 AM

Springfield is a city in Lane County, Oregon, United States. Located in the Southern Willamette Valley, it is within the Eugene-Springfield Metropolitan Statistical Area. Separated from Eugene to the west, mainly by Interstate 5, Springfield is the second-most populous city in the metropolitan area after Eugene. As of the 2010 census, the city has a total population of 59,403. The Briggs family first settled the Springfield area, arriving in 1848. The community was incorporated as a city in 1885. The city was named after a natural spring located in a field or prairie within the current city bo...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$49,056 to $63,395
Springfield, Oregon area prices
were up 2.5% 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