Financial Services Assistant Manager

3 weeks ago


Fort Collins, Colorado, United States Edward Jones Full time

Job Overview

">

In this Part Time Branch Office Administrator role, you will team up with Financial Advisors to help clients achieve their long-term financial goals. We're proud to serve over seven million clients, and our BOAs are a valued part of the client team.

">

Responsibilities

">
  • Provide Personalized Service to Clients
  • Assist with Annual Business Planning
  • Identify Opportunities for Additional Services

Our Culture

">

We value different viewpoints to achieve results and recognize individual efforts through a rewards program that promotes a long-term career, financial security, and your family's well-being. Our company offers a culture of continuous improvement and professional development, reflecting a respect for individuals and their unique contributions.

">

Salary Range

">

The hiring minimum salary for this role is $21.24 per hour, and the maximum is $24.83 per hour. There is also an opportunity for merit-based salary increases as you progress in the BOA role.



  • Fort Collins, Colorado, United States OneMain Financial Full time

    Company Overview:OneMain Financial is the leader in offering nonprime customers responsible access to credit, dedicated to improving the financial well-being of hardworking Americans. Since 1912, we have looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow.We meet customers where they want to be - in...


  • Fort Collins, Colorado, United States Village Practice Management Company, LLC (VillageMD) Full time

    Village Practice Management Company, LLC is hiring a Manager of Financial Services to oversee the revenue cycle operations and manage a team of specialists. The ideal candidate will have expertise in managing day-to-day operations of the revenue cycle, focusing on Billing, Collections, and Payment Integrity.The successful candidate will develop a deep...


  • Fort Collins, Colorado, United States Edward Jones Full time

    At Edward Jones, we're committed to helping our clients achieve their long-term financial goals. As a Branch Office Administrator (BOA), you'll play a critical role in building strong relationships with our clients and supporting our Financial Advisors.The BOA role requires a unique blend of skills and qualities, including the ability to deepen and broaden...


  • Fort Collins, Colorado, United States Canvas Inc Full time

    Company OverviewCanvas Credit Union is a dynamic financial institution dedicated to transforming the way people experience banking. We believe in providing exceptional service, innovative solutions, and a commitment to our members' financial well-being.With a passion for empowering individuals and families, we strive to make a positive impact on our...


  • Fort Collins, Colorado, United States Federal Protection Inc Full time

    Job ResponsibilitiesAs a Financial Services Engineer, your duties will include troubleshooting issues with bank equipment and security systems, using hand tools and following manufacturer's manuals. You will also be responsible for completing paperwork, including timesheets, in a timely manner.You will work closely with the Service Manager to ensure that all...


  • Fort Collins, Colorado, United States Erin LeVan - State Farm Agent Full time

    Job Title: Financial Services ConsultantEstimated Salary: $60,000 - $80,000 per yearAs a financial services consultant with Erin LeVan - State Farm Agent, you will have the opportunity to work with clients to understand their financial needs and provide personalized solutions. Your proficient knowledge of financial products will enable you to educate...


  • Fort Collins, Colorado, United States Columbine Health Systems Full time

    Columbine Health Systems seeks a skilled Financial Services Coordinator to join our dedicated team. As a key member of our financial services department, you will oversee admission, discharge, and financial systems, ensuring compliance with regulatory requirements and accurate documentation in electronic health records.You will communicate effectively with...


  • Fort Collins, Colorado, United States Verus Bank of Commerce Full time

    Job DescriptionThe Financial Services Associate role is a dynamic opportunity to join our team at Verus Bank of Commerce. As a key member of our operations department, you will be responsible for providing financial services to customers, including opening new accounts, processing transactions, and maintaining accurate records. This role requires strong...


  • Fort Collins, Colorado, United States Blue Federal Credit Union Full time

    Job OverviewThe Financial Services Representative is responsible for providing exceptional customer service to our members by greeting and acknowledging them in a courteous, professional, and timely manner. This role involves processing member financial transactions efficiently and accurately while maintaining a high level of member confidentiality.Key...


  • Fort Collins, Colorado, United States GPAC Full time

    Job SummaryA Financial Risk Manager plays a crucial role in helping our clients navigate the complexities of lending and credit. As a key member of our team, you will be responsible for analyzing credit lines, identifying potential risks, and providing recommendations to stakeholders.


  • Fort Collins, Colorado, United States Canvas Credit Union Full time

    Our culture is a top priority at Canvas Credit Union. We strive to balance hard work and high achievement with a fun, supportive environment that allows our employees to grow and thrive. We're dedicated to making a difference in the lives of our members and the community through our lending solutions and financial services.


  • Fort Collins, Colorado, United States Rustman Agency Full time

    If you are interested in starting a career in financial services, one of the most stable and lucrative industries in the world, we invite you to join our team at the Rustman Agency. As an Independent Life Insurance Agent, you will be responsible for providing life insurance information and quotes to clients who have requested assistance.Your estimated...


  • Fort Collins, Colorado, United States Elevated Financial Benefits Full time

    We are seeking a Territory Sales Manager to join our team at Elevated Financial Benefits. In this role, you will be responsible for managing a designated territory, identifying new business opportunities, and developing strategies to drive revenue growth. With a strong focus on building trust and rapport with clients, you will leverage your expertise to...


  • Fort Collins, Colorado, United States Canvas Inc Full time

    **About Canvas Credit Union**We're passionate about transforming financial services to benefit our members. At Canvas Credit Union, we strive to create a fun, supportive environment that encourages collaboration and innovation.The Teller role involves providing exceptional member service by greeting members, building relationships, and exceeding member...


  • Fort Collins, Colorado, United States First Western Full time

    Job Overview:Mortgage Loan Originators at First Western play a vital role in helping high-net-worth clients achieve their financial goals. As a member of our team, you will work closely with experienced professionals to deliver comprehensive solutions that exceed client expectations.Main Responsibilities:Analyze applicants' income, financial information, and...

  • Financial Analyst

    4 days ago


    Fort Collins, Colorado, United States Claire Myers Consulting Full time

    Claire Myers Consulting is looking for a Financial Analyst to support the firm's investment strategies. This role requires strong analytical skills, attention to detail, and the ability to work collaboratively with the team.Main ResponsibilitiesFinancial Planning: Assist in developing financial plans, including asset allocation, location, and performance...


  • Fort Collins, Colorado, United States Edward Jones Full time

    Work with UsWe are seeking a motivated and detail-oriented individual to join our team as a Branch Office Administrator. As a key member of our branch team, you will play a critical role in helping our clients achieve their long-term financial goals.The ideal candidate will have excellent communication and interpersonal skills, be able to work independently,...


  • Fort Collins, Colorado, United States Colorado City & County Management Association Full time

    About the RoleThe Colorado City & County Management Association seeks a visionary Senior Financial Strategist to drive business growth and lead financial operations in our city. This role plays a critical part in shaping our organization's financial future, ensuring long-term fiscal stability.Key ResponsibilitiesStrategic Planning: Develop and implement...


  • Fort Collins, Colorado, United States Axis Residential, LLC Full time

    Job DescriptionWe are hiring a skilled and people-focused Assistant Community Director to support and assist the Community Director in the overall operation of our 55+, active adult community- Affinity at Fort Collins. In this role, you will be responsible for administrative support of financial records and resident files, while assisting with leasing,...


  • Fort Collins, Colorado, United States Purpose Driven Financial Full time

    Job OverviewPurpose Driven Financial is a leading provider of supplemental insurance solutions for businesses and those that work with and for those businesses.We specialize in offering tailored insurance products and services to help our clients protect their assets and provide a backup plan for critical health issues.The estimated salary for this position...