Financial Assistant (Public) jobs in South Carolina

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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Executive Admin Assistant
  • LPL Financial
  • Fort Mill, SC FULL_TIME
  • Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

    Excited to learn more? If so, then this could be the role for you!

    LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

    Job Overview:

    We are currently looking to hire an Executive Administrative Assistant within the Human Resources (HR) organization. This position will primarily provide support to the Executive Vice President (EVP), Total Rewards and support a team of Senior Vice Presidents (SVP) and the overall needs of the Human Resources department

    Responsibilities:

    • Executive administrative support for the EVP, with primary day-to-day responsibilities including travel coordination in conjunction with the corporate travel department, scheduling meetings, maintaining calendars and files, expense reporting, board materials, among others. May help in preparation of documents for meetings and communications (ex. agendas, reports)
    • Provide support scheduling meetings, travel coordination and expense reporting for the SVPs, and departmental support which includes coordinating large team meetings, engagement activities, ordering office supplies, as well as handling catering logistics for on-site events.
    • Management of expenses: organize receipts and input in Concur to ensure timely reconciliation of expense reporting deadlines.
    • Special projects as needed and opportunity to expand development by assisting other HR departments as capacity allows
    • Serve as a go-to resource for executive and other staff members.
    • Create solid working relationships with other administrative staff and others within the department
    • Work professionally with senior executives and clients, think and work independently, be proactive, handle confidential information and work effectively and efficiently.
    • Other ad hoc projects as assigned.
    • Hybrid (3 days per week) working environment within office requirement when supported leadership is in the office


    What are we looking for?

    We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

    Requirements:

    • Minimum of 5 years’ experience in an executive assistant role, comfort working with high-level executives (high visibility position)
    • Proactive in meeting and exceeding needs of leader and handling confidential information.
    • Ability to meet deadlines and manage multiple competing priorities in a fast-paced environment.
    • Exceptional knowledge of all Microsoft applications: Excel, PowerPoint, Outlook, Word


    Core Competencies:

    • Extensive experience and comfort working with high level executives; this is a high visibility position
    • Exceptional travel arrangement experience with proven success working across multiple time zones
    • Exceptional knowledge of all Microsoft applications - Excel, Outlook, Word
    • Ability to prioritize and work efficiently in a fast-paced environment
    • Interact well with peers, senior managers, and other staff in the department
    • Excellent organizational and customer service skills
    • Superior writing and editing ability
    • Excellent oral and written communication skills
    • Must be proactive in meeting and exceeding needs of leader and handle confidential information
    • Ability to meet deadlines and multi-task in a fast paced environment


    Preferences:

    • Associate's or Bachelor's degree
    • Project management experience
    • Concur platform experience
    • Power Point experience


    Pay Range:

    $25.42-$38.13/hour

    Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

    Why LPL?

    At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

    We are one team on one mission. We take care of our advisors, so they can take care of their clients.

    Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

    Want to hear from our employees on what it’s like to work at LPL? Watch this!

    We take social responsibility seriously. Learn more here

    Want to see info on our benefits? Learn more here

    Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

    Information on Interviews:

    LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
  • 8 Days Ago

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Executive Administrative Assistant
  • LPL Financial
  • Fort Mill, SC FULL_TIME
  • Are you an experienced Executive Assistant? Do you thrive working in a fast-paced environment supporting multiple Executives? Would you describe yourself as someone that is detail oriented, extremely ...
  • 12 Days Ago

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Assistant VP, Succession & Protection Consulting
  • LPL Financial
  • Fort Mill, SC FULL_TIME
  • Do you have a passion for delivering innovative solutions and results for clients? Do you desire to positively impact thousands of financial advisors and help them plan for the future, protect their l...
  • 7 Days Ago

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Assistant General Counsel, Alternative Investments
  • LPL Financial
  • Fort Mill, SC FULL_TIME
  • LPL Financial is searching for a VPII, Assistant General Counsel, Alternative Investments to join our legal team, working out of Boston, MA, Fort Mill, SC or San Diego, CA.Your primary responsibility ...
  • 1 Day Ago

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Financial Assistant
  • Fairview Baptist Church
  • Spartanburg, SC PART_TIME
  • OverviewA financial position reports directly to the Senior Pastor and collaborates closely with the church treasurer's, ministry staff and finance committee.Essential Duties and Responsibilities: (in...
  • 18 Days Ago

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VP, Assistant General Counsel, Brokerage, Product and Business Support
  • LPL Financial
  • Fort Mill, SC FULL_TIME
  • Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that...
  • 1 Day Ago

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FINANCE ASSISTANT MANAGER
  • Coral Triangle Initiative
  • Fayetteville, AR
  • ** FINANCE ASSISTANT MANAGER** Date: 09 June 2020 **Term of Reference** **FINANCE ASSISTANT MANAGER** The Coral Triangle...
  • 6/11/2024 12:00:00 AM

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Finance Associate
  • Saicon
  • El Segundo, CA
  • Description The Opportunity: currently seeking a Contractor for the US Sales Finance team in El Segundo, CA. This role i...
  • 6/11/2024 12:00:00 AM

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Finance Associate
  • US Tech Solutions, Inc.
  • Boston, MA
  • Job Title: Finance Associate Location: Boston, MA Duration: 6 months contract (Hybrid) Responsibilities: · The Finance A...
  • 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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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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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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Financial Associate
  • Wintrust Financial
  • Delafield, WI
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/7/2024 12:00:00 AM

South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River. South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868. South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Assistant (Public) jobs
$47,432 to $61,293

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