Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Financial Planning Assistant - Towne Vacations

Expired Job

Towne Bank Virginia Beach , VA 23452

Posted 2 months ago

Essential Responsibilities:

  • Creates Towne Vacation-specific reports and documentation using MS Office Suite

  • Prepares and analyzes large amounts of data using Excel and summarizes findings

  • Prepares periodic portfolio reports using PowerPoint for use by Senior Management to assist with portfolio monitoring, board reporting, and external reporting

  • Supports the acquisition projects by working with members of the acquisition team to complete documentation and perform other activities as requested by the team

  • Assist with selection and review of industry peer metrics

  • Manages and coordinates calendars and emails

  • Reviews and evaluates all requests and communications forwarded to the Director and, where appropriate, summarizes, prepares responds and/or re-directs to appropriate channels, acting on behalf of the Director

  • Coordinates travel including air, hotel or flight arrangements

  • Coordinates meetings by scheduling, securing locations, assisting participants with equipment, maintaining supplies, and making catering arrangements

  • Attends meetings and prepares meeting minutes

  • Prepares the monthly reconciliation of corporate credit cards

  • Completes all other general administrative duties, including filing and file maintenance

  • Performs other duties as assigned

Minimum Required Skills and Competencies:

  • Excellent analytical, project management, interpersonal, organizational, planning, and PC skills

  • Ability to prioritize and multi-task to meet critical deadlines

  • Proficient in Microsoft Office Applications, computer literacy

  • Strong verbal and written communication skills

  • Strong customer service skills and telephone presence

  • Ability to exercise discretion and sound judgment when dealing with confidential information

  • Ability to work independently and as a team member

  • Ability to demonstrate flexibility as demands and priorities change

  • Ability to interpret and apply policies and guidelines effectively

Desired Skills and Competencies:

  • CPA or CPA candidate

  • Demonstrated ability to resolve conflicts with creativity and authority while maintaining a professional relationship

  • Ability to control situations or events in the absence of higher authority

  • Ability to make recommendations or decisions that affect office operations and activities

  • Demonstrated experience managing a complex calendar

#CB


See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
NonRegistered Client Service Assistant Towne Wealth Management

Towne Bank

Posted 5 days ago

VIEW JOBS 11/16/2018 12:00:00 AM 2019-02-14T00:00 Essential Responsibilities: * Answer telephones and screens calls for financial advisors * Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries * Researches client and security information through the back office system * Processes and follows up on client documentation for proper maintenance of accounts * Prepares letters, forms and spreadsheets to assist with servicing existing clients and prospecting for new clients * Creates and maintains records and files * Maintains databases and creates reports using portfolio software programs * Assists financial advisors with marketing efforts including seminars, etc. * Receives and processes securities * Trains other service associates when needed * Supervises other support staff when needed under direction of supervisor * Cross-trains on other operational functions and performs back-up in these areas as needed Minimum Required Skills and Competencies: * Must project an excellent customer service attitude * Good interpersonal skills to deal with clients, financial advisors and other staff * Strong written and verbal communication skills sufficient to deal with financial advisors, clients and other staff * Professional and pleasant appearance and demeanor to work with clients * Ability to work under pressure and meet daily deadlines * Ability to work independently * Good organizational skills to be able to prioritize tasks * Good analytical skills to be able to research account information * Mathematical abilities sufficient to process account and transaction information * Ability to operate general office equipment (copier, fax, etc.) * Computer skills adequate for creating/maintaining databases and the ability to learn various software packages * High School graduate or equivalent * Regular attendance is required Desired Skills and Competencies: * At least 5 years securities industry or related work experience preferred #CB #investments Towne Bank Virginia Beach VA

Financial Planning Assistant - Towne Vacations

Expired Job

Towne Bank