Current jobs related to Financial Services Assistant - Denver, Colorado - Moneta

  • Financial Services Representative

    1 month ago

    Denver, Colorado, United States UMB Financial Corporation Full time

    About the RoleAs a Personal Banker at UMB, you will be responsible for building and maintaining strong relationships with customers, identifying their financial needs, and providing personalized solutions to help them achieve their financial goals.Key ResponsibilitiesAsk personalized questions to convert transactions and routine service requests into...

  • Financial Planning Assistant

    4 weeks ago

    Denver, Colorado, United States Garden Street Financial Group LLC Full time

    We are seeking a detail-oriented and analytical individual to join our team at Garden Street Financial Group LLC as a Financial Service Advisor. In this role, you will have the opportunity to work closely with our clients, researching funds, understanding client portfolios, and assisting our advisors in providing in-depth financial plans. Your exceptional...

  • Financial Services Consultant

    3 weeks ago

    Denver, Colorado, United States Garden Street Financial Group LLC Full time

    We are seeking an exceptional professional to join our team as a Financial Service Advisor. In this role, you will have the opportunity to develop strong relationships with our clients and provide them with tailored financial plans to help them achieve their goals.Your responsibilities will include researching and recommending financial products and...

  • Financial Career Specialist

    4 weeks ago

    Denver, Colorado, United States Corebridge Financial Full time

    At Corebridge Financial, we're passionate about helping Americans plan for and enjoy a secure retirement. As a company, we've been dedicated to this mission for over five decades, providing industry-leading financial planning tools to community members working in various sectors, including healthcare, education, and not-for-profit institutions.As a Financial...

  • Financial Consultant I

    1 month ago

    Denver, Colorado, United States Principal Financial Group, Inc. Full time

    Key ResponsibilitiesWe are seeking a highly skilled Financial Consultant I to join our team. In this role, you will serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization.Key Responsibilities:Provide benefit event education to former participants,...

  • Financial Service Representative

    4 weeks ago

    Denver, Colorado, United States Inbank Full time

    Job Summary:We are seeking a highly skilled Financial Service Representative to join our team at InBank. As a key member of our team, you will be responsible for delivering exceptional customer service and building lasting relationships with our clients.Key Responsibilities:Provide top-notch customer service to our clients, addressing their inquiries and...

  • Financial Services Specialist

    4 weeks ago

    Denver, Colorado, United States D.A. Davidson & Co. Full time

    D.A. Davidson & Co., a leading employee-owned financial services firm, is seeking a detail-oriented and highly motivated Financial Services Specialist to join their Denver, CO branch. This team-critical role offers a unique opportunity to advance your career in the financial industry while working alongside experienced Financial Professionals to provide...

  • Senior Financial Services Manager, Banking

    2 weeks ago

    Denver, Colorado, United States Northern Trust Corporation Full time

    About Northern Trust Corporation:Northern Trust is a leading financial institution with a rich history of service, expertise, and integrity. As a Fortune 500 company, we provide innovative financial solutions to the world's most successful individuals, families, and institutions.Job Summary:This role involves coordinating account administration for Banking...

  • Senior Financial Services Professional

    1 month ago

    Denver, Colorado, United States Bank of America Full time

    Job Summary:This role is responsible for serving as the primary point of contact for financial center clients, helping to identify their personal banking needs and providing tailored solutions. Key responsibilities include building strong relationships with clients, offering platform services, and connecting them to specialists as needed. The ideal candidate...

  • Senior Financial Services Representative

    5 days ago

    Denver, Colorado, United States Bank of America Full time

    Job Summary:This role is responsible for serving as the primary point of contact for financial center clients, helping to identify and meet their personal banking needs. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client...

  • Director of Financial Aid

    4 weeks ago

    Denver, Colorado, United States Denver College of Nursing - Denver Full time

    Job SummaryThe Director of Financial Aid is responsible for overseeing the administration and management of federal, state, and local student financial assistance programs at Denver College of Nursing.Key ResponsibilitiesManage and provide processes and services to assist students in applying for all forms of student financial assistance.Provide entrance and...

  • Highly Skilled Financial Expert for Transaction Advisory Services

    4 weeks ago

    Denver, Colorado, United States Intrinsic LLC Full time

    About Intrinsic LLCWe are a majority employee-owned company headquartered in Denver, Colorado, that partners with private equity firms, their portfolio companies, and the office of the CFO to provide transaction advisory services, valuation advice, and accounting and finance support. Our team is dedicated to delivering an unparalleled client experience with...

  • Senior Data Integration Specialist

    5 days ago

    Denver, Colorado, United States Raymond James Financial Services Full time

    Job SummaryThe Enterprise Data & Analytics Analyst is a critical role within the Enterprise Data Team at Raymond James Financial Services. As a key player in developing Data Integration solutions, this position will support the growth of a leading Wealth Management Platform.Responsibilities:- Develop detailed business requirements for functional and...

  • Financial Counselor

    1 month ago

    Denver, Colorado, United States UC Health Full time

    Job Summary:Counsel patients and/or parties responsible for payment regarding payment responsibilities and options. Provide clear explanations of financial responsibilities, payment options, and collection procedures. Analyze and verify insurance benefits to determine patient liability. Recommend alternative sources of payment and/or financial assistance...

  • Supervisory Grants Evaluation Specialist

    4 weeks ago

    Denver, Colorado, United States Assistant Secretary for Public and Indian Housing Full time

    Job SummaryThis position is located at the Assistant Secretary for Public and Indian Housing. The successful candidate will be responsible for planning and supervising the technical functions and administrative duties of the AO Grants Evaluation Specialists. The role requires providing on-going assistance to the AO Administrator in resolving Division...

  • Financial Professional

    1 month ago

    Denver, Colorado, United States Harrison Gray Search & Consulting Full time

    Job OverviewHarrison Gray Search & Consulting is partnering with a leading Private Wealth Management firm to find a seasoned Financial Advisor. The ideal candidate will have 7-10 years of experience in financial services and a strong network of professionals in the industry.The Financial Advisor will play a critical role in developing new business...

  • Senior Financial Accounting Advisory Services Leader

    4 weeks ago

    Denver, Colorado, United States Intrinsic LLC Full time

    Job DescriptionAt Intrinsic LLC, we are seeking a highly skilled and experienced Managing Director to lead our Financial Accounting Advisory Services (FAAS) practice. As a key member of our team, you will be responsible for refining the strategic vision and path for the practice, defining the operational playbook, and executing engagements for clients in...

  • Private Wealth Manager

    4 weeks ago

    Denver, Colorado, United States BOK Financial Full time

    Role OverviewThe Private Wealth Banker is responsible for delivering a wide range of banking and financial services to high-net-worth clients and businesses. This includes commercial and individual lending, deposit services, brokerage, investment management, trust, and insurance services. As a trusted advisor, you will develop and implement a relationship...

  • Strategic Financial Leader

    4 weeks ago

    Denver, Colorado, United States Jewish Family Service of Colorado Full time

    Job Summary:This is a senior-level position responsible for overseeing and managing all financial operations at Jewish Family Service of Colorado. The successful candidate will work closely with the CEO and other senior leaders to develop and implement financial strategies that drive long-term growth and sustainability.Key Responsibilities:Develop and...

  • Financial Operations Manager

    5 days ago

    Denver, Colorado, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced Assistant Controller to join our team at Jobot. This pivotal role requires strong leadership and accounting skills to manage our financial operations, lead a team of accounting professionals, and drive the enhancement of our ERP system.Key ResponsibilitiesManage, mentor, and develop a team of...

Financial Services Assistant

4 weeks ago

Denver, Colorado, United States Moneta Full time
Job Overview

At Moneta, we strive to deliver exceptional service and attention to our clients. Our teams provide expert advice on investments, risk management, retirement planning, and more.

We are seeking Interns to work alongside our experienced colleagues and gain exposure to all areas of the firm. As an intern, you will work daily with team members on professional and client development.

Through our internship, we will provide you with the tools to develop your knowledge in finance and invest in your professional and personal growth.

Key Responsibilities:

  • Contribute to projects ensuring client data integrity
  • Assist with reception, scheduling, and office management duties
  • Conduct financial planning and research
  • Prepare written reviews with investment information for client meetings
  • Prepare documents for client signature
  • Gain exposure to financial planning software
  • Data management of signed client forms
  • Scanning, filing, and shredding of sensitive client documents
  • Participate in training activities
  • Special projects as required by team needs

Requirements:

  • Progress toward B.S. Business, Finance, or Accounting degree
  • Proficient in Microsoft Office applications
  • Ability to work in-office, this is an on-site in-person position

Additional Information:

  • Compensation is $20.00 per hour
  • This is a non-exempt, in-office position