Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Mark Aho Financial Group seeks a highly motivated Client Associate in Marquette, Michigan. As a Client Associate, you will provide exceptional customer service to current and prospective clients in-person, over the phone, and through email. Additionally, you will provide support to relationship managers as needed.
RESPONSIBILITIES
COMPENSATION/BENEFITS Mark Aho Financial Group puts great value in their Client Associate position by offering a salary of $40,000-$50,000 commensurate with knowledge and experience as well as an excellent benefits package including 401(k), profit sharing, health insurance and potential paid vacation.
QUALIFICATIONS
SOUND LIKE YOU? Take the next step and apply online. Click “Apply Now”.
ABOUT US. Our purpose is to help you build and protect wealth, so you can live abundantly and generously. When you’re confident about your finances, you can begin to live abundantly – which means you can live generously, too. Learn more at markahofinancial.com
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