Financial Associate Salary in USA

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewPromote from within cultureWhy join this team? We employ approximately 300 associates and are responsible for more than $25+ billion of client assetsStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves to the highest standard of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You Will DoFinancial Associate will support one Financial Advisor who covers multiple Wintrust Bank locations throughout Chicago's North/Northwest neighborhoods. The primary location will be Ravenswood.Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables and is able to work independently.Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clientsFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the Financial Advisor is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Order supplies, keep marketing materials up to date, and keep the office running smoothly. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system. Cultivate a service environment targeted towards enhancing the client experience.Participate in monthly Financial Associate calls/meetings.Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Qualifications3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook;  knowledge of Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to startRelationship management skillsA thorough understanding of a client service environmentE.O.EFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years)    Competitive pay and discretionary or incentive bonus eligibleComprehensive benefits package including medical, dental, vision, life, a 401k plan with a generous company match, and tuition reimbursement, to name a fewPromote from within cultureWhy join this team? We employ approximately 300 associates and are responsible for more than $25+ billion of client assetsStrong track record of valuing and investing in existing talent by providing opportunities for growth and advancementWe hold ourselves to the highest standard of service and integrity in the industryWe have a strong reputation for quality service and impeccable ethicsWhat You Will DoAs a Wintrust Wealth Management Financial Associate, you will join one of our elite Chairman’s Club teams, supporting one Financial Advisor and working alongside one of our top Senior Financial Associates and Registered Financial Associates. The location is in our downtown Lake Forest, IL bank branch. Self-motivated team player who will oversee and ensure timely and accurate distribution of all deliverables and is able to work independently.Help in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clients.Facilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the Financial Advisor is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Order supplies, keep marketing materials up to date, and keep the office running smoothly. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for team in Salesforce system. Cultivate a service environment targeted towards enhancing the client experience.Participate in monthly Financial Associate calls/meetings.Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Qualifications3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook;  knowledge of Salesforce desirableFINRA Series 7 and 66 licenses requiredRelationship management skillsA thorough understanding of a client service environmentE.O.EFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.One of the largest and most established Chicago-based wealth management firms, Wintrust Investments, LLC, seeks a Financial Associate professional to join our sales team to provide sales and administrative support for our Financial Advisor located in Arlington Heights, Illinois.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team? We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityJob Description SummaryAs a Wintrust Wealth Management Financial Associate, you will be supporting our Financial Advisor in the Wintrust Arlington Heights location. What You’ll DoHelp in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clientsFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, and generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for the team in the Salesforce system. Cultivate a service environment targeted towards enhancing the client experience Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Knowledge/Skills/Background/Experience3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook; knowledge of First Clearing system and Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License requiredRelationship management skillsBenefitsMedical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, The Chicago Trust Company N.A., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $50 billion in assets.One of the largest and most established Chicago-based wealth management firms, Wintrust Investments, LLC, seeks a Financial Associate professional to join our sales team to provide sales and administrative support for our Financial Advisor located in the Greater Milwaukee Area.Why join us?An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)Competitive pay and discretionary or incentive bonus eligibleComprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a fewFamily-friendly work hoursWith 175+ community bank locations, we offer opportunities to grow and develop in your careerPromote from within cultureWhy join this team? We have a culture that encourages an entrepreneurial spiritWe offer multiple opportunities for development and upward mobilityJob Description SummaryAs a Wintrust Wealth Management Financial Associate, you will be supporting our Financial Advisor in the Wintrust Greater Milwaukee area location. What You’ll DoHelp in delivering client investment solutions by providing a full complement of administrative support, sales support, customer service, and other related resources to your financial advisors and clientsFacilitate new client onboarding process - open and maintain client accounts, manage account paperwork, track and record client correspondence, and generate various performance and activity reports, along with other operational activities.Schedule and manage client reviews.  Prep Financial Advisor for client review meetings, including preparing presentations and updating client profiles.  Enter and maintain CRM notes as directed.Ensure the team is compliant in following all processes and procedures; maintain clean and up-to-date compliance files. Work to deepen and enhance inter-company relationships. Manage banker referral flow activity for the team in the Salesforce system. Cultivate a service environment targeted towards enhancing the client experience Handle various client communications and mailings, including monthly newsletters, birthday cards, Christmas cards, etc.Knowledge/Skills/Background/Experience3+ years of relevant experience in the financial industry and customer service experience strongly preferredWorking knowledge of Microsoft Word, Excel, and Outlook; knowledge of First Clearing system and Salesforce desirableFINRA Series 7 and 66 licenses and Illinois Insurance License preferred, but not required to startRelationship management skillsBenefitsMedical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet InsuranceFrom our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago’s Bank and Wisconsin's Bank, we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.

OVERVIEW:Our client, a regional property & casualty insurer with a national reputation, seeks Associate Actuaries to join their Personal Lines Pricing and Commercial Lines Pricing teams. The Actuarial department provides insight and analysis to help solve complex business problems.ROLE AND RESPONSIBILITIES:• As an Associate Actuary, you will collaborate with other actuaries and colleagues across the company to solve important business problems. Potential projects include the following:• Perform pricing studies to evaluate the profitability of our Auto, Homeowners, and Workers’ Compensation insurance products.• Analyze rating variables and recommend pricing changes.• Perform competitor analysis to maintain awareness of pricing and product developments in the marketplace.• Collaborate with the Predictive Analytics team on modeling projects.• Partner with Marketing to help drive higher returns on advertising expenditure.• Analyze usage-based insurance (UBI) data and offer recommendations on pricing changes.• Perform trend analysis to understand changes in the frequency and severity of insurance claims.• Analyze the impact of crash-avoidance technology on Auto insurance claims.• This is a hybrid position with some on-site and telecommuting availability each week.MUST HAVE:• Minimum of 4 years’ experience in P&C (Property and Casualty Insurance)• ACAS credentialADDITIONAL INFO:• BONUS: Incentive bonus eligible up to 7.5% of base salary• Hybrid Schedule of 3 days onsite and 2 days remote (Department will determine Days in Office)

Harvard UniversityDescription: 27-Mar-2024Financial Associate I (Payroll Specialist)Harvard T.H. Chan School of Public Health 65296BRJob SummaryThe Payroll Specialist reports to the Manager of Payroll Operations, with the primary responsibility of processing the Faculty, Annual Appointees and Teaching Fellow payrolls at the Harvard T.H. Chan School of Public Health (SPH). This position reviews all payroll actions generated from the departments to ensure compliance with University/SPH policies and procedures, enters payroll actions into the payroll system, and serves as the expert for the Faculty, Annual Appointees and Teaching Fellow payrolls. The Specialist works as the liaison with all SPH employee types (faculty, staff and students), SPH's Office of Faculty Affairs, SPH's Human Resources Office, Central Payroll Office, Tax Office, International Office, Student Financial Services, etc. This position proactively reviews financial data for correct salary and retro-active payments, provides research, and investigates and resolves complicated issues. This role supports departments by addressing payroll questions and providing guidance; reconciles the Monthly and Teaching Fellow payroll transactions; serves as SPH Time Entry and Absence Management Systems Administrator; and provides back-up for other members of the payroll team. Position DescriptionAdditional duties and responsibilities include, but are not limited to, the following:Responsible for reviewing and approving all data fields on Wasabi personnel transactions to ensure adherence to personnel/payroll policies and procedures for the Faculty, Annual Appointees and Teaching Fellow payrolls Supports SPH departments by addressing Faculty, Annual Appointees and Teaching Fellow payroll issues and questions, as well as providing guidance on policies and procedures via formal or informal training as needed; participates in problem resolution of payroll operations issues; acts as primary back-up for the other payroll team memberServes as liaison between Financial Services and the SPH Community to resolve issues in a timely manner while maintaining productive and positive relationshipsSupports the Manager of Payroll Operations with payroll processingEnsures quality customer service to employees and departmentsEnsures financial compliance with University policies and procedures and applicable legal rules and regulationsPerforms other duties as assignedBasic Qualifications 3+ years of related experience required; a combination of education and experience may be consideredAdditional Qualifications and SkillsThe following job-specific skills and competencies are preferred:Bachelor's DegreeKnowledge of Microsoft Office, specifically Excel, Word and PowerPointExperience with financial systems; knowledge of HART and/or PeopleSoft is a strong plus Strong written and oral communication skillsExcellent interpersonal and organizational skills; experience setting priorties, meeting deadlines and multi-tasking with minimal supervisionExperience working independently and as part of a teamProven discretion with confidential informationProven customer service skills with a ready to adapt mindset The following cultural competencies are also preferred:Awareness of and aptitude to appropriately and effectively understand, respect, and adapt to cultural and identity-based difference within group environmentsKnowledge of and commitment to concepts and issues tied to social justice, diversity, equity, and inclusion Skills related to creating and supporting an environment that allows for inclusion, effective intercultural engagement, and personal humility and authenticityExperience fostering and reinforcing an environment that values unique experiences, cultures, backgrounds, and goalsAdditional InformationJoin the Harvard T.H. Chan School of Public Health to support our mission of health research and education, and to be a part of the oldest institution of higher learning in the country!----------The Harvard T.H. Chan School of Public Health does not provide visa sponsorship, now or in the future, for staff positions.Harvard University requires pre-employment reference checks and background screenings.This position has a 90 day orientation and review period.The O&R period will be waived for any internal Harvard employee transfers. ----------The health of our workforce is a priority for Harvard University. With that in mind, we strongly encourage all employees to be up to date on CDC-recommended vaccines. Work Format DetailsThis position is eligible for 100% remote work. Employees may work from any of the Harvard Registered Payroll States, which currently includes Massachusetts, Connecticut, Maine, New Hampshire, Rhode Island, Vermont, Georgia, Illinois, Maryland, New Jersey, New York, Virginia, Washington, and California (CA for exempt positions only). Certain visa types and funding sources may limit work location. Individuals must meet work location sponsorship requirements prior to employment.BenefitsWe invite you to visit Harvard's Total Rewards website (https://hr.harvard.edu/totalrewards) to learn more about our outstanding benefits package, which may include:Paid Time Off: 3-4 weeks of accrued vacation time per year (3 weeks for support staff and 4 weeks for administrative/professional staff), 12 accrued sick days per year, 12.5 holidays plus a Winter Recess in December/January, 3 personal days per year (prorated based on date of hire), and up to 12 weeks of paid leave for new parents who are primary care givers.Health and Welfare: Comprehensive medical, dental, and vision benefits, disability and life insurance programs, along with voluntary benefits. Most coverage begins as of your start date.Work/Life and Wellness: Child and elder/adult care resources including on campus childcare centers, Employee Assistance Program, and wellness programs related to stress management, nutrition, meditation, and more.Retirement: University-funded retirement plan with contributions from 5% to 15% of eligible compensation, based on age and earnings with full vesting after 3 years of service.Tuition Assistance Program: Competitive program including $40 per class at the Harvard Extension School and reduced tuition through other participating Harvard graduate schools.Tuition Reimbursement: Program that provides 75% to 90% reimbursement up to $5,250 per calendar year for eligible courses taken at other accredited institutions.Professional Development: Programs and classes at little or no cost, including through the Harvard Center for Workplace Development and LinkedIn Learning.Commuting and Transportation: Various commuter options handled through the Parking Office, including discounted parking, half-priced public transportation passes and pre-tax transit passes, biking benefits, and more.Harvard Facilities Access, Discounts and Perks: Access to Harvard athletic and fitness facilities, libraries, campus events, credit union, and more, as well as discounts to various types of services (legal, financial, etc.) and cultural and leisure activities throughout metro-Boston.Job FunctionFinance Department Office LocationUSA - MA - Boston Job Code400110 Financial Associate I Work FormatRemote Sub-Unit------------ Salary Grade054DepartmentOffice of Financial ServicesUnion55 - Hvd Union Cler & Tech Workers Time StatusFull-time Pre-Employment ScreeningCriminal, IdentityCommitment to Equity, Diversity, Inclusion, and BelongingAt the Harvard T.H. Chan School of Public Health, we believe that diversity is integral to the Harvard experience and our mission of improving public health education, research and policy. Diversity of cultural backgrounds, identities, lived experiences, perspectives, and ways of understanding the world enriches our community and enables us to best meet the public health needs of the United States and the world. Ongoing learning and development related to diversity allows for both individual and institutional growth, and is necessary to foster and sustain a culture of inclusion. To achieve this, we are committed to ensuring equitable access to opportunities for learning, living, and working at the Harvard Chan School. We maintain an unwavering dedication to diversity, inclusion, and belonging as core to our institutional values and to actively counter, minimize, and address racism, sexism, xenophobia, homophobia, gender bias, and all forms of discrimination.Learn more about the School’s mission, objectives, and core values, our Principles of Citizenship, and our diversity, inclusion, and belonging initiatives. EEO StatementWe are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy and pregnancy-related conditions, or any other characteristic protected by law.LinkedIn Recruiter Tag (for internal use only)#LI-JW1 PI238694266

DescriptionThe Institute for a Secure and Sustainable Environment located at the UT Conference Center in downtown Knoxville, TN, is seeking a Financial Associate interested in working in a team environment. Additional information regarding the department may be viewed here. https://isse.utk.edu/ UTK is recognized by Forbes magazine as one of America’s best places to work and offers competitive benefits that can be reviewed here: UT BenefitsReporting to the business manager, the Financial Associate performs financial, human resources, and administrative functions of the unit. This position represents the unit in a professional manner working with individuals and organizations both internal and external to the university. This position will handle deposits, department procurement, travel processes, effort certification processes, reconciliation of ledgers, and process fiscal transactions. Occasionally work directly with the Office of Sponsored Projects and Financial Management Compliance for pre and post award management, and process financial, academic, and HR transactions. This position ensures the processing and approval of personnel hiring documents and ensures and facilitates proper I-9 compliance and renewals for visas. Occasionally coordinate departmental events.QualificationsKnowledge, Skills and Abilities: • Knowledge of basic accounting principles.• Excellent communication, customer service and organization skills.• Ability to multi-task and work independently.• Ability to prioritize a heavy work load.• Excellent organizational and time-management skills.• Ability to multi-task and prioritize tasks based on needs of others and with time-sensitive deadlines.• Ability to work autonomously as well as within a team environment.• Sound interpersonal and communication skills.• Working knowledge of Microsoft Office.Required Education and Experience:• A high school diploma or GED with 4 or more years of experience in accounting and/or HR experience or an Associate’s degree in a field related to business, HR Management, or a degree related to the position’s duties with 2 or more years of accounting and/or HR experience.Preferred Education and Experience:• Bachelor’s degree in a field related to business, HR Management, or a degree related to the position’s duties with any accounting and or HR experience.• Experience in an academic environment.• Experience hiring foreign nationals and communicating with non-native English speakers.• Human resources specific experience related to recruiting, hiring or employee relations.Preferred Knowledge, Skills, and Abilities:• Knowledge of State and federal contract and grant financial requirements.• Working knowledge of UT fiscal and HR policies and procedures.• Knowledge of financial / personnel management applications such as SAP/IRIS.• Knowledge of personnel maintenance processes incl. hiring, I-9 e-verification, and USCIS (visa) processes.Application Process: For full consideration, applicants must electronically submit a letter of interest, resume, and the name,address, email, and phone number of three professional references to the Human Resources online Taleo SystemJob: Other Admin Asst/Secr/ClericalPrimary Location: US-Tennessee-knoxvilleOrganization: Inst Sec & Sust EnvrSchedule: Full-timeJob Posting: Mar 28, 2024, 12:18:27 PM

Eastern Florida State College is currently seeking applications for the full-time position of Financial Aid Specialist I on the Cocoa Campus in Cocoa, Florida.The Financial Aid Specialist works in a campus office to provide guidance and information about financial aid to current and prospective students and parents at Eastern Florida State College. The Specialist answers inquiries in person, via inbound and outbound phone calls, and via email. The Financial Aid Specialist quickly and accurately scans, tracks, and organizes incoming application documents. The Specialist periodically conducts outreach including financial aid workshops and recruitment events.The following minimum qualifications for this position must be met before any applicant will be considered:Associate’s degree from a regionally accredited institution.Excellent customer service skills and professional demeanor.Ability to work in a diverse community and meet the needs of diverse student populations.Ability to maintain confidentiality.Strong written and verbal communication skills.Must be comfortable speaking in front of groups of people.Ability to learn, understand, and explain complex financial aid regulations and policies.Ability to process incoming documents accurately, quickly and with attention to detail.Proficiency with Microsoft Word, Excel and Outlook.Prior financial aid and/or Banner experience preferred.Valid Florida Motor Vehicle Operator’s license required. For individuals unable to obtain a driver’s license, a valid Florida ID is required. Employees and/or volunteers unable to obtain a Florida driver’s license, will not be allowed to drive any college vehicle, golf cart or any other motorized vehicle on college property.This position will require successful fingerprinting and the candidate chosen will be required to pay (currently $37.25). This fingerprinting fee ($37.25) is non-refundable.Understanding of and commitment to Equal Access/Equal Opportunity.Official transcripts of all collegiate work will be required to be considered beyond the application phase. **High School Diploma or GED or transcripts or official transcripts of all collegiate work (as appropriate for the position) must be sent directly from the attended institution to the Human Resources Office prior to the first day of employment. All foreign degrees must have a course-by-course official evaluation and translation sent to the Human Resources Office directly from an evaluation company affiliated with the National Association of Credential Evaluation Services, Inc.Minimum physical qualifications:Must be able to talk, listen and speak clearly on a telephone.Ability to sit at a desk and view a display screen for extended periods of time.Ability to occasionally lift, push, pull and/or move up to 25 pounds.Occasional travel to other campuses or outreach venues is required.Ability to work evening and weekend hours as needed.The annual salary is $30,000. Successful internal candidates for external job postings should be aware that their current salary does not transfer to the new position. Salary will be as advertised in the job announcement. Full-time employees of Eastern Florida State College receive fringe benefits including health insurance and a retirement plan.Applications will be accepted from April 3, 2024 through April 15, 2024; however, the College reserves the right to extend or conclude searches without notice. Applications must be submitted prior to 5:00 p.m. on the closing day. This is a covered position under Chapter 295 Florida Statutes, which provides for Veterans’ Preference in employment for eligible veterans and eligible spouses of veterans.HOW TO APPLYAll applicants must apply on-line at the Eastern Florida State College Website in order to be considered for employment. If an applicant needs assistance in completing the on-line application, he/she should contact Human Resources. With at least 24 hours advance notice, EFSC can provide readers, Braille, audio cassettes, computer readers, sign language interpreters, and Scribes.NOTE TO APPLICANTApplications will not be considered after the deadline date unless justified and approved for exception by the Associate Vice President, Human Resources. All successful applicants must complete New Employee Orientation prior to beginning work.CONTACT HUMAN RESOURCESEastern Florida State College, Human Resources, 1519 Clearlake Road, Cocoa, FL 32922Telephone: (321) 433-7070 FAX: (321) 433-7065 Florida Relay: 1-800-955-8770Email: Eastern Florida State College is dedicated to providing a nondiscriminatory environment which promotes equal access, equal educational opportunity and equal employment opportunity to all persons regardless of age, race, national origin, color, ethnicity, genetic information, religion, sex, gender, sexual orientation, pregnancy, disability, marital status, veterans status, ancestry, or political affiliation in its programs, activities, or employment.About the collegeEastern Florida State College, located in the heart of Florida’s Space Coast, is a co-educational, publicly supported post-secondary institution that adopted its current name on July 1, 2013 with the addition of four-year Bachelor's Degrees.An accredited institution, EFSC is recognized as one of America's leading state colleges for quality instruction, organization and innovative, leading-edge programs.

DescriptionFinancial Associate 2, Department of Technology Solutions with UT System Market Range 05About the UT SystemThe University of Tennessee System is comprised of campuses at Knoxville, Chattanooga, Pulaski and Martin; the Health Science Center at Memphis; the Space Institute at Tullahoma; and the statewide Institute of Agriculture and Institute for Public Service. The UT System enrolls about 54,000 undergraduate and graduate students statewide, and more than 13,000 students graduate from UT campuses each year with bachelor’s, master’s, doctoral and professional degrees.The UT System has a presence in each of Tennessee’s 95 counties. Through the combined force of education, research and outreach, the University serves students, business and industry, schools, governments, organizations and citizens statewide.The University of Tennessee System, through its multiple campuses and institutes, serves the people of Tennessee and beyond through the discovery, communication, and application of knowledge. The System is committed to providing undergraduate, graduate, and professional education programs in a diverse learning environment that prepares students to be leaders in a global society. The UT System’s delivery of education, discovery, outreach, and public service contributes to the economic, social, and environmental well-being of all Tennesseans. The OpportunityThe purpose of the Financial Associate role within the UTSA DTS Business Office is to provide essential accounting and administrative support to ensure the smooth functioning of financial operations. This position serves as a vital liaison between internal stakeholders, external vendors, and management, facilitating efficient processes and maintaining accurate financial records. Key job duties are listed below in position responsibilities.  Additionally, the Financial Associate serves as a key point of contact for the Chief Information Officer and Business Manager.  In the absence of a Business Manager, this position assumes responsibility for overseeing day-to-day operations of the business office, ensuring continuity and efficiency in financial processes and administrative functions.Primary responsibilities will include:Accounting Functions:Accounts payable entry, charge backs, monthly ledger reconciliation, equipment inventory, procurement card reconciliation, and travel expense reporting.  Prepares monthly UT State Telecom invoices for payment by the budget and finance office.  May create specialized reports as needed. General Office Management:Assist with computer/equipment inventory, equipment maintenance, monthly copier readings, NetID sponsorship and guest travelers.  Updates DTS website and Share-point sites. Assists guest travelers with lodging, flights, ground transportation and expense reporting.  May schedule lunches and dinners with candidates coming to town for interviews. Assists with monitoring of a shared email folder for business office use. Coordinates all aspects of DTS internal events and trainings. Purchasing:Provides purchasing support through an informal bid process (RFP), entering requisitions in ESM, monitoring receipt of purchase, and processing payments. Ordering of office and computer supplies.HR Functions:This position is the point person for hiring student workers and will handle the entire hiring process for student workers.  This position also works with the students on time entry and may be the approver for student worker time.  Assists staff with UT Tower badge and parking hang tag requests. Facilitate on boarding of all new employees.Other administrative duties as neededQualificationsEducation/ExperienceThe successful candidate will hold a high school diploma or GED and a minimum of three years of relevant experience, or an equivalent combination of education, training and experience.The successful candidate will have:Willing to become proficient in all relevant DASH modules.Knowledge of standard office functions, accounting record keeping, and electronic spreadsheets.Knowledge of financial policies and procedures.Proficient in using a PC and Microsoft Office. Attention to detail.Ability to maintain accurate records and files.Ability to compare information and recognize discrepancies.Ability to provide excellent customer service.Ability to communicate effectively both in-person and in writing. The preferred candidate will hold an Associate’s Degree in accounting / Business Administration and minimum of two years of relevant experience.Application ProcessApplications MUST be accompanied by a resume, references, and a cover letter addressing interest in and qualifications for the role.Compensation Compensation for the position will be competitive and commensurate with qualifications and experience within the market range.BenefitsThe University offers a comprehensive benefits package that includes excellent healthcare and tuition benefits for employees and their families, generous retirement benefits, a wide variety of professional development opportunities, supportive work and family benefits and much more. Additionally, Tennessee residents do not pay a state income tax. Please visit our website to learn more about the generous benefits offered.Job: Other Admin Asst/Secr/ClericalPrimary Location: US-Tennessee-knoxvilleOrganization: Ut Department Of Technology SolutionsSchedule: Full-timeJob Posting: Apr 2, 2024, 7:11:10 AM

Financial Planning AssociateOur client, a wealth management practice based in the Greater Philadelphia area is hiring a Financial Planning Associate to help deliver a first class client experience, create financial plans and manage internal administrative processes.Primary Responsibilities [but not limited to]:Create financial plans for the practice. This includes interpreting data from client calls, using planning software and ensuring the recommendations and outputs align to the client's goals.Own the client onboarding experience through new account openings, insurance application processing and follow up to underwriting requests.Creating illustrations for insurance and annuity recommendations by interpreting and inputting data, using various software systems and being proactive with further research necessary for the client's needs.Eventually handle all investment client onboarding.Ensure all licensing and company registrations are in proper order.Triage client questions to get a timely and accurate response by your own knowledge, research or relaying more complex questions to other team members to answer.Assist existing clients with distributions, transfer of assets and other movement of money.Ensure all client files are updated in our CRM system.Managing other projects such as client appreciation, social media and other research projects.Qualifications:Bachelor's DegreeExperience with building financial plans and using planning software a plusExperience processing insurance applicants and investment account openings a plusState Life and Health Insurance LicenseMust obtain series 7 and 66 licenses within the first yearHigh attention to detailProactive problem solvingExcellent written and verbal communication skillsThis role is 4 days in office, 1 day remote to start.