Top 35 Finance associate Jobs in Hudson, Nh

Financial Planning Associate/Paraplanner (Financial Administration)
METRO Financial Strategies —Bedford, NH
- $65,000 - $85,000 a year
- Full-time
- Background check
- Microsoft Excel
- Office
- Health savings account
- Health insurance
Quick Apply
Registered Wealth Management Client Associate
Bank of America —Manchester, NH
- $26.50 - $45.00 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Underwriter
The Andover Companies —Andover, MA
- $60,000 - $64,000 a year
- Full-time
- Office
- Analysis skills
- Travel
- Health insurance
- 401(k)
Quick Apply
Associate Banker II - Hudson, NH
TD Bank —Hudson, NH
- $22.00 - $27.75 an hour
- Weekends as needed
- Military
- Basic math
- Mid-level
- Health insurance
- Paid time off
Banker/Member Service Associate II
St Mary's Bank Credit Union —Nashua, NH
- $23.22 - $24.06 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Associate Banker II - Nashua, NH (DW Plaza)
TD Bank —Nashua, NH
- $23.00 - $27.75 an hour
- Part-time
- Military
- Basic math
- Mid-level
- Health insurance
- Paid time off
Associate Advisor
Benson Wealth Management —Amherst, NH
- From $60,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
3d
Revenue Excellence Financial Analyst Associate - Revenue Cycle - Full Time - Onsite
Elliot Health System —Manchester, NH
- Full-time
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
10d
Associate Banker I - 20 Hours - Amherst, NH
TD Bank —Amherst, NH
- $21.50 - $26.25 an hour
- Part-time
- Basic math
- Office
- High school diploma or GED
- Health insurance
- Paid time off
3d
Financial Customer Associate - Merrimack
Fidelity Investments —Merrimack, NH
- 8 hour shift
- High school diploma or GED
- 1 year
- Communication skills
- 401(k)
Corporate Development Associate
VulcanForms Inc. —Devens, MA
- $106,000 - $145,750 a year
- Full-time
- Mid-level
- Office
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Patient Financial Care Manager - Haas Dental Associates - Full Time - Derry Location
JAMES B HAAS DDS PA —Derry, NH
- Full-time
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
4d
Associate Banker II - Amherst, NH
TD Bank —Amherst, NH
- $22.00 - $27.75 an hour
- Weekends as needed
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
3d
Principal Financial Associate
Quantech Services —Hanscom AFB, MA
- $165,000 a year
- Full-time
- Bachelor of Science
- Research
- Office
Associate Banker II - Manchester, NH (South Willow St)
TD Bank —Manchester, NH
- $22.00 - $27.75 an hour
- Weekends as needed
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
10d
Associate Banker II (Part Time 30 Hour) - Derry
TD Bank —Derry, NH
- $22.00 - $27.75 an hour
- Part-time
- Military
- Basic math
- High school diploma or GED
- Health insurance
- Paid time off
Associate Banker II - 20 Hours - Manchester, NH (Franklin St)
TD Bank —Manchester, NH
- $22.00 - $27.75 an hour
- Part-time
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
10d
Associate Banker I - Leominster
TD Bank —Leominster, MA
- $22.00 - $27.75 an hour
- Weekends as needed
- Military
- Basic math
- Office
- Health insurance
- Paid time off
Associate Banker II - Tewksbury, MA
TD Bank —Tewksbury, MA
- $22.00 - $27.75 an hour
- Weekends as needed
- Military
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Customer Associate - Bilingual- Merrimack
Fidelity Investments —Merrimack, NH
- 8 hour shift
- Bilingual
- High school diploma or GED
- 1 year
- 401(k)

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finance associate jobs near hudson, nh

Financial Planning Associate/Paraplanner (Financial Administration)

METRO Financial Strategies
Bedford, NH

Quick Apply

Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Retirement plan

Qualifications

Microsoft Excel
Series 66
Microsoft Office
Series 7
Bachelor's degree
Organizational skills
Financial services
Budgeting
Productivity software

Full Job Description

Job Description

We are seeking a personable and detail-oriented Financial Professional to provide a wide variety of financial, analytical and support services to clients under limited supervision. We are a growing Independent Financial Advisory Office. As a Financial Administrator you will follow established procedures to perform standard tasks and resolve questions and problems. You will also maintain routine contact with clients and other team members to obtain, serve, clarify and provide facts and information as you project a professional image. Additional tasks of the Financial Administrator include:

Building relationships with clients and providing excellent customer service.

Providing office support including answering telephones, processing transferring paperwork, opening accounts, estate processing, updating cost basis, and resolving problems or inquiries Scheduling and coordinating meetings, events, and appointments. Preparing financial planning reports for client meetings. Performing banking activities, including depositing checks, sending out checks and ACH/Wires to Clients.

Calculating required client withdrawals and other analysis for financial planning purposes.

Preparing appointment material using financial planning software, excel, and word.

Generating custom client reporting and tax records. Entering trades with advisor instruction. Establishing, maintaining and updating files, databases, records and compliance documents.

Job Responsibilities

As a Financial Administrator, you will coordinate and perform a range of financial and operational support activities all to serve and support our clients.

Job Requirements

As an Financial Administrator, you must possess a professional and service-oriented demeanor with pleasant and business appropriate manners. Our ideal Financial Administrator works ethically and with integrity, maintains client and firm confidentiality and upholds a professional image with clients and the rest of the team. You much have excellent verbal communication, be able to multi task with changing priorities while paying attention to detail and organization skills to prioritize and complete work efficiently. You must also have effective problem-solving skills to resolve routine client questions.

Additional requirements for the Financial Administrator:

Bachelor Degree, preferably in a Business major.

Business Attire (Jackets required)

RJ and FINRA require all investment accounts be held in a RJ account for monitoring purposes

Minimum 7years experience in financial services. Proficiency with Microsoft Office Suite to produce professional documents and document client interactions. Ability to work on multiple projects simultaneously and follow instructions and adhere to deadlines.

Benefit Conditions:

Waiting period may apply

This Company Describes Its Culture as:

Detail-oriented -- quality and precision-focused
Outcome-oriented -- results-focused with strong performance culture
Team-oriented -- cooperative and collaborative

This Job Is:

A job for which military experienced candidates are encouraged to apply

Work Remotely

Job Type: Full-time

Pay: $65,000.00 - $85,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Retirement plan
Vision insurance

Application Question(s):

Why are you looking for a new position?
Do you have any licenses or certifications?
Are you willing to undergo a background check, in accordance with local law/regulations?
Do you have at least three years of work experience at one job?

Experience:

Microsoft Office: 7 years (Required)
Financial Services: 7 years (Required)
Service Oriented: 7 years (Required)

License/Certification:

7,66 (Required)

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in hudson, nh

Financial Planning Associate/Paraplanner (Financial Administration)

Registered Wealth Management Client Associate

Associate Underwriter

Associate Banker II - Hudson, NH

Banker/Member Service Associate II

Associate Banker II - Nashua, NH (DW Plaza)

Associate Advisor

Revenue Excellence Financial Analyst Associate - Revenue Cycle - Full Time - Onsite

Associate Banker I - 20 Hours - Amherst, NH

Financial Customer Associate - Merrimack

Corporate Development Associate

Patient Financial Care Manager - Haas Dental Associates - Full Time - Derry Location

Associate Banker II - Amherst, NH

Principal Financial Associate

Associate Banker II - Manchester, NH (South Willow St)

Associate Banker II (Part Time 30 Hour) - Derry

Associate Banker II - 20 Hours - Manchester, NH (Franklin St)

Associate Banker I - Leominster

Associate Banker II - Tewksbury, MA

Financial Customer Associate - Bilingual- Merrimack

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