Finance Assistant responsible for payment management, financial document handling, and administrative support. Join Avla's innovative team transforming the insurance market without the bureaucracy.
About the role
- Financial Solutions Advisor providing comprehensive financial advice and customized solutions at Bank of America. Responsible for client financial goals and investment planning in New York market.
Responsibilities
- Providing comprehensive advice and customized solutions to clients
- Triaging client leads and making referrals based on client needs
- Meeting clients to review financial and investment goals
- Building financial plans and recommending brokerage products
Requirements
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- At least one year experience in the investments industry
- Experience working in the financial service industry and/or a sales environment
- Sets and accomplishes goals
- Builds and nurtures strong relationships
- Collaborates effectively with others
- Communicates effectively and confidently
- Efficiently manages time and capacity
- Thoroughly incorporates relevant regulatory due diligence
Benefits
- Access to paid time off
- Industry-leading benefits
- Resources and support for employee wellness
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Finance Analyst providing key financial support for the Boeing Defence UK team. Collaborating with operations - facing finance teams and delivering project accounting support within a finance function.
Financial Analyst overseeing variable compensation plans at Computacenter. Collaborating cross - functionally with Finance, Sales, and HR to ensure accuracy in commission settlements.
Finance Executive managing accounts receivables and customer relationships at Gentoo Media. Ensuring timely collections and accurate financial reporting while fostering customer satisfaction and team collaboration.
Financial Analyst managing financial closing processes and cash flow activities at Teva Pharmaceuticals. Collaborating with internal teams and external stakeholders to ensure compliance and operational efficiency.
Area Director leading Asset Finance sales team in our Midlands, North West and Wales region. Driving new business and developing a sales team to achieve financial goals.
Legal Entity & Securitisation Assistant Finance Manager supporting financial control at Lloyds Banking Group. Emphasizing on problem - solving and process improvement in a hybrid working environment.
IT Assurance Manager managing SOX IT controls for Group Finance Risk. Leading assurance programme with a focus on technology improvements and project delivery.
IT Assurance Assistant Manager focusing on SOX compliance within finance risk at Lloyds Banking Group. Supporting the team in IT risk assessment and improving control environments.
Senior Financial Risk Analyst delivering best - in - class financial and regulatory reporting for Lloyds Banking Group. Shaping insights that drive strategic decisions and create meaningful change for customers.