Financial Assistant (Public) jobs in Montana

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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Escrow Assistant
  • Title Financial Corp
  • HAMILTON, MT FULL_TIME
  • Flying S Title & Escrow is a Title Financial Corporation (TFC) subsidiary. We are looking for an Escrow Assistant to join our team in Hamilton, MT. TFC is a family-owned company providing Title and Escrow Services Since 1905. We pride ourselves on taking great people and growing and developing them with employees who have spent their entire careers with us! This is a great position to begin learning and growing!

    If you want to work for a company where Everyone Counts, is committed to doing the Right Thing, Takes the Smart Risk, believes Attitude is Everything, and Everyone has the Opportunity to Make a Difference, then keep reading.

    The ideal team member:

    • Professional communication skills.
    • Is great with people and has demonstrated previous customer service experience.
    • Is very organized with attention to detail and has proven ability to meet deadlines.
    • Results-driven with the ability to set realistic goals.
    • Strong analytical and problem-solving skills.
    • Has the ability to prioritize tasks and to notify others when assistance is needed.
    • Ability to function well in a high-paced environment.
    • Proficient with Google or Microsoft Office Suite or related software.
    • Basic to advanced computer skills, including demonstrated ability to learn new programs.

    Position Requirements:

    • Must be at least 18 years of age 
    • Must have a valid driver’s license and have the ability to pass an MVR and background check
    • High school diploma or equivalent
    • At least one year of relevant work experience.
    • Previous experience using a personal computer, including data entry, accessing data, or other relevant experience.

    About the position

    This position reports to the Vice President / County Manager.

    Job Duties Include:

    • Answers telephone calls and routes to appropriate individuals or departments.  Takes accurate messages.
    • Assist escrow staff in preparing for closing by requesting pay-off statements and figuring out loans, lien releases, insurance, commissions, and legal records and/or necessary documents to ensure that lender instructions coincide with the purchase agreement.  
    • Communicate and send lender packages according to closing instructions. Disburses funds in accordance with standard accounting procedures and customer requirements.
    • Input, access, and retrieve data relevant to closings timely and accurately.
    • Professionally and courteously greet clients and address their questions and concerns. Direct clients to appropriate individuals or departments as needed.
    • Upload all necessary documents into document retention software and complete all required information.
    • Perform a variety of clerical tasks, which may include mail duties, filing, ordering supplies, typing documents, making copies, scanning of documents, recordings, obtaining assessments, and light bookkeeping.
    • Communicate effectively and professionally with company employees and customers by phone, in person, or through correspondence.
    • Supports corporate core values, purpose, goals, and culture.
    • React to change positively and productively, including as a result of expanding job responsibilities and expectations.
    • Adheres to all company policies and standards, including the expectation of prompt, predictable, and regular attendance.
    • Develop and maintain a client base by attending local events and creating marketing opportunities.
    • May use a company car or personal car to deliver information to clients, customers, banks, courthouse, etc.
    • Other job duties as required.

    We offer:

    Competitive benefits plan including paid medical, dental, vision, basic life insurance, and short-term disability coverage for employees.  In addition, we offer a 401(k) with a competitive discretionary match, discount on closing fees, early paycheck access, wellness program, pet insurance, and voluntary plans, including accident, hospital plans, and more!  New employees receive 24 hours of FTO on their first check with additional accrual for a total of three weeks of Flexible Time Off each year.  In addition, employees receive 11 paid holidays, Volunteer Time Off, Parent Leave, Grandparent leave, and more!

    Flying S Title & Escrow and Title Financial Corporation is an equal employment opportunity employer.  Reasonable accommodation will be made to enable individuals with disabilities to perform the essential function of the position.  Applicants offered a position must be able to pass a pre-employment background and MVR check.  

     

     

     

     

     

  • 4 Days Ago

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Front Desk Coordinator / Title Assistant
  • Title Financial Corp
  • SHELBY, MT FULL_TIME
  • Flying S Title and Escrow is a subsidiary of Title Financial Corporation (TFC). We seek a Front Desk Coordinator / Title Assistant to join our team in Shelby MT and Conrad, MT. TFC is a family-owned c...
  • 19 Days Ago

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Administrative Assistant with Public Information Duties
  • Miles City Unified School District
  • Miles, MT FULL_TIME
  • ESSENTIAL FUNCTIONS: Gathers and edits information for releases to the District website, media outlets, and/or social media. Prepares, under the direction of the superintendent, news releases, article...
  • 14 Days Ago

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Financial Services Assistant II
  • Avantax
  • Great Falls, MT FULL_TIME
  • Position SummaryAvantax Planning Partners is seeking a Financial Services Assistant II who will handle all client inquiries and correspondence. This individual will also prepare all client review mate...
  • 4 Days Ago

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Senior Assistant Financial Controller
  • Oracle
  • Bozeman, MT FULL_TIME
  • Job DescriptionMaintain general accounting systems, policies, and procedures to ensure that proper information is reported in accordance with Generally Accepted Accounting Principles.As a member of th...
  • 7 Days Ago

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Assistant Director of Financial Aid
  • Rocky Mountain College
  • Billings, MT FULL_TIME
  • Rocky Mountain College, a small, private, comprehensive institution grounded in the liberal arts, located in Billings, Montana, is accepting applications for an Assistant Director of Financial Aid.Key...
  • 11 Days Ago

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Financial Associate
  • Wintrust Financial
  • Delafield, WI
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/12/2024 12:00:00 AM

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Finance Associate
  • Graphic Packaging International
  • West Monroe, LA
  • Job functions include,but are not limited to the following. Performs a wide range of accounting, accounts payable & acco...
  • 6/11/2024 12:00:00 AM

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Finance Assistant
  • Franciscan Ministries
  • Lindenhurst, IL
  • Overview: The Village at Victory Lakes Lindenhurst, IL / Finance Assistant Rate starts at $18.00 (based on experience) D...
  • 6/10/2024 12:00:00 AM

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Finance Associate
  • Claire Myers Consulting
  • Redwood City, CA
  • Our client is a firm of financial architects with deep expertise in the tech sector and stock-based compensation. They h...
  • 6/10/2024 12:00:00 AM

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Associate - Finance
  • RR Donnelley
  • Chicago, IL
  • Company Description RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that ele...
  • 6/9/2024 12:00:00 AM

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Finance Associate
  • Aurora Contractors
  • Ronkonkoma, NY
  • Job Description Job Description Finance Associate Responsible for assisting in the billing process, accounts payable and...
  • 6/9/2024 12:00:00 AM

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Finance Associate
  • Evolution Credit Partners
  • Boston, MA
  • Evolution Credit Partners manages approximately $3 billion across a range of synergistic alternative credit strategies i...
  • 6/8/2024 12:00:00 AM

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Finance Associate
  • Musicow
  • Beverly Hills, CA
  • At Musicow US, we are a diverse group of music enthusiasts, tech innovators, savvy investors, and dedicated team players...
  • 6/8/2024 12:00:00 AM

Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place". Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$46,930 to $60,644

Financial Assistant (Public) in Santa Fe, NM
This report contains an application for financial assistance made by the Applicant for separate representation at a public inquiry.
February 01, 2020
Financial Assistant (Public) in Rochester, NY
If a patient is unable to afford the fee, a Financial Counselor is available to discuss payment options.
February 16, 2020
Financial Assistant (Public) in Cincinnati, OH
Everyone, regardless of ability to pay, can see a provider at one of our facilities, and financial assistance is available for those who need it.
December 05, 2019