Financial Associate (Public) jobs in Hialeah, FL
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)
Recently Added Financial Associate (Public) jobs
Client Service Associate
- Raymond James Financial, Inc.
-
Key West, FL
FULL_TIME
-
Client Service Associate-2401201Description
Job Summary
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!Essential Duties and Responsibilities
- Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
- Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
- With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
- Opens new client accounts and researches client and security information using internal databases and other technologies.
- For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
- Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
- Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
- Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
- Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
- May enter orders at the direction of the Financial Advisor.
- Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
- Company’s working structure, policies, mission, and strategies.
- General office practices, procedures, and methods.
- Investment concepts, practices and procedures used in the securities industry.
- Financial markets, products and industry regulations.
Skill in
- Client Relationship Management (CRM) software, or similar contact management software.
- Excel, including developing spreadsheets as needed and for ongoing reporting.
- Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
Ability to
- Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
- Analyze and research account information.
- Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
- Identify time sensitive items and assess competing priorities.
- Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
- Handle stressful situations and provide a high level of customer service in a calm and professional manner.
- Analyze problems and establish solutions in a fast paced environment.
- Use mathematics sufficient to process account and transaction information.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
- Work both independently and as part of a cohesive team.
- Provide a high level of customer service.
Educational/Previous Experience Requirements
Education/Previous Experience
- High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
- OR ~
- An equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
- None required
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Job Administrative & Support ServicesPrimary Location US-FL-Key West-Key WestOrganization EasternSchedule Full-timeShift Day JobTravel No#LI-LS1 - 17 Days Ago
WORK FROM HOME - Life Insurance Agent
- Viewpoint Financial
-
Hialeah, FL
FULL_TIME
- BONUS FEATURES of working with us: Zoom Dials where ever you are to work with Top Producers. Listen in on how they call and close clients. Have them listen to you and get feedback for FREE. Too many v...
- 19 Days Ago
Looking for Part Time Sales Reps
- Viewpoint Financial
-
Hialeah, FL
PART_TIME
- --------> 4 POSITIONS AVAILABLE BONUS FEATURES of working with us: Zoom Dials where ever you are to work with Top Producers. Listen in on how they call and close clients. Have them listen to you and g...
- 1 Month Ago
HIGHEST PAID REMOTE SALES POSITION.
- Viewpoint Financial
-
Hialeah, FL
FULL_TIME
- High End Insurance Sales Agency looking for top tier sales people who are self motivated, self managing, and don’t need their hand held. Who We Are NOT Looking For: - Agents who NEED to make money tha...
- 1 Month Ago
Looking for Career / Professional Insurance Sales Reps.
- Viewpoint Financial
-
Hialeah, FL
FULL_TIME
- High End Insurance Sales Agency looking for top tier sales people who are self motivated, self managing, and don’t need their hand held. Who We Are NOT Looking For: - Agents who NEED to make money tha...
- 1 Month Ago
LOOKING TO FILL VIRTUAL SALES POSITION.
- Viewpoint Financial
-
Hialeah, FL
FULL_TIME
- High End Insurance Sales Agency looking for top tier sales people who are self motivated, self managing, and don’t need their hand held. Who We Are NOT Looking For: - Agents who NEED to make money tha...
- 1 Month Ago
Filters
- Current Active Filter
- Hialeah, FL
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Financial Associate (Public) jobs found in Hialeah, FL area
Debt Finance Associate
- LHH
-
Miami, FL
- LHH is helping a top ranked AmLaw firm with its search for a debt finance associate. The ideal candidate has great acade...
- 4/24/2024 12:00:00 AM
Executive Assistant-Financial Services
- Leeds Professional Resources
-
Miami, FL
- Responsibilities Act as the point of contact among executives, employees, clients and other external partners Manage inf...
- 4/24/2024 12:00:00 AM
Finance Associate
- Global Empowerment Mission
-
Doral, FL
- Requirements Bachelor's degree in finance, accounting, business administration, or similar field. Minimum of 3 years' ac...
- 4/23/2024 12:00:00 AM
Project Finance Associate
- Consult Energy Usa
-
Miami, FL
- Project Finance Associate We are currently seeking a Senior Associate to join our Renewables Investment Team. As a Assoc...
- 4/23/2024 12:00:00 AM
Executive Assistant-Financial Services
- Leeds Professional Resources
-
Miami, FL
- Responsibilities Act as the point of contact among executives, employees, clients and other external partners Manage inf...
- 4/23/2024 12:00:00 AM
Project Finance Associate
- Consult Energy USA
-
Miami, FL
- Project Finance Associate We are currently seeking a Senior Associate to join our Renewables Investment Team. As a Assoc...
- 4/22/2024 12:00:00 AM
Debt Finance Associate
- Lhh
-
Miami, FL
- LHH is helping a top ranked AmLaw firm with its search for a debt finance associate. The ideal candidate has great acade...
- 4/22/2024 12:00:00 AM
Finance Associate
- Global Empowerment Mission
-
Miami, FL
- Requirements Bachelor's degree in finance, accounting, business administration, or similar field. Minimum of 3 years' ac...
- 4/21/2024 12:00:00 AM
About Hialeah, Florida
Hialeah ( /ˌhaɪəˈliːə/) is a city in Miami-Dade County, Florida, United States. With the population of 239,673 at the 2018 United States Census, Hialeah is the sixth-largest city in Florida. It is a principal city of the Miami metropolitan area, which was home to an estimated 6,012,331 people at the 2015 census. It is located west-northwest of Miami, and is the only place in the county, other than Homestead, Florida, to have its own street grid numbered separately from the rest of the county (which is otherwise based on Miami Avenue at Flagler Street in downtown Miami, the county seat).
Hialea...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$80,990 to $105,936
Hialeah, Florida area prices
were up 2.9% from a year ago
were up 2.9% from a year ago
What does a Financial Associate (Public) do?
Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020