Financial Associate (Corporate) gathers and interprets financial data in order to assist in corporate financial decisions. Assists in determining scope and pricing of offering and developing plans. Being a Financial Associate (Corporate) identifies new investment, merger, or acquisition opportunities for the company. Provides details for the SEC registration of securities. Additionally, Financial Associate (Corporate) participates in negotiations with principles and others. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Corporate) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Corporate) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Registered Investment Advisor (RIA) is seeking an efficient, detail-oriented, and self-motivated Operations Associate to join a growing, client-focused financial services company. The prospective individual must have a friendly and pleasant demeanor and must be comfortable interacting with clients at all levels as they will be the first impression of the company. Additionally, qualified individuals will demonstrate ability to work independently and in a group environment.
Position Responsibilities:
· Comfortable interacting with individuals by phone, email, in-person, etc.
· Ability to handle sensitive and/or confidential documents and information
· Learn key software platforms used by the financial services industry
Position Qualifications:
· Strong written and verbal communication skills
· Analytical and detail oriented
· Ability to be flexible and work under deadlines
· Ability to take accountability & ownership of tasks
· Experience with Microsoft Excel, Word, PowerPoint, and Outlook is beneficial
· 1 year of office experience preferred
· 2 year college degree (Business or Math majors preferred)
· New graduates are welcome
Employee Benefits:
· Learn personal financial proficiency
· Full Medical, dental, and vision
· 401K profit sharing plan
· Paid holidays & vacation
· Educational & training courses provided
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
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Work Location: In person