Financial Services Associate

7 days ago


Lynchburg, Virginia, United States Truist Inc Full time

Our company, Truist Inc., is seeking a talented Financial Services Associate to join our team. As a key member of our operations department, you will be responsible for providing exceptional support to our financial advisors and clients.

This is an in-office position located in Lynchburg, VA. Our ideal candidate will have a strong background in the securities industry and excellent communication skills.

The successful candidate will assist financial advisors in servicing clients, including preparing financial plans, conducting investment research, and completing client trades and transactions. They will also receive and place orders as directed by financial advisors and assigned clients, reply to queries regarding general market information, and process corporate actions where a license is warranted.

In addition, the Financial Services Associate will schedule and confirm client appointments, enter data in SalesForce, create meeting agendas and summaries, prepare/coordinate marketing events, and perform general administrative functions such as answering and returning calls, managing expense reports, preparing routine client correspondence, and performing maintenance of client records.

We are looking for a self-directed individual with exceptional telephone skills and the ability to interact effectively with clients of all experience levels regarding securities transactions and brokerage accounts. The successful candidate will also have effective time management skills, the ability to communicate professionally with clients, managers, and other teammates, and the ability to evaluate, assimilate, and utilize detailed and complex written and verbal technical information.

We offer a competitive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.


  • Financial Analyst

    7 days ago


    Lynchburg, Virginia, United States L3 Technologies Full time

    Join our team of dedicated professionals who are passionate about delivering exceptional results through innovative solutions and teamwork.We are seeking a highly motivated and detail-oriented Sr. Associate Program Finance team member to join our Managed Services (After-Market Services) group.Key Responsibilities:Develop and implement financial plans and...


  • Lynchburg, Virginia, United States L3Harris Full time

    As a Senior Financial Associate at L3Harris, you will be responsible for supporting the Engineering and Sales/Marketing portfolios with forecasting, budgeting, and strategic planning. You will also lead weekly financial reviews over Engineering projects, monitor actual spend vs. forecast, and drive cost mitigations to achieve Sector targets.You will work...


  • Lynchburg, Virginia, United States Level 3 Communications, Inc Full time

    Job Title: Financial Analyst Sr Associate Job Code: 20194 Job Location: Lynchburg, VA Job Schedule: 9/80: Employees work 9 out of every 14 days - totaling 80 hours worked - and have every other Friday off Job Description:Our PSPC (Public Safety) Sector of L3Harris is looking for an experienced Finance professional to join our FP&A team with a focus on...


  • Lynchburg, Virginia, United States Walmart Full time

    Job SummaryWe are seeking an Environmental Services Associate to join our facilities team at Walmart. In this role, you will be responsible for maintaining a safe and clean environment for our members and associates.Main ResponsibilitiesClean all areas of the facility, including floors, windows, restrooms, and trash receptacles.Maintain a safe and clean...


  • Lynchburg, Virginia, United States Beacon Credit Union Full time

    **Company Overview**We are a dynamic and customer-centric organization dedicated to providing exceptional financial services. Our mission is centered around our members' financial success, and we're seeking a talented individual to join our team as a Float Teller.


  • Lynchburg, Virginia, United States Beacon Credit Union Full time

    OverviewAt Beacon Credit Union, we strive to deliver outstanding service to our members, embodying the principles outlined in our mission statement. As a Teller, you will play a vital role in helping us achieve this goal by providing exceptional service and support to our members.ResponsibilitiesThis role involves several key responsibilities,...


  • Lynchburg, Virginia, United States L3 Technologies Full time

    L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our...


  • Lynchburg, Virginia, United States L3Harris Full time

    L3Harris is dedicated to recruiting and developing high-performing talent who are passionate about what they do. Our employees are unified in a shared dedication to our customers' mission and quest for professional growth. L3Harris provides an inclusive, engaging environment designed to empower employees and promote work-life success. Fundamental to our...


  • Lynchburg, Virginia, United States BWX Technologies Full time

    About the RoleBWX Technologies is seeking an experienced Finance Manager to lead the Technical Services Group division. This role will oversee financial reporting, accounting, and analysis, ensuring accuracy and compliance with industry standards.The ideal candidate will have a strong background in government contracting, Cost Accounting Standards, and...


  • Lynchburg, Virginia, United States L3Harris Full time

    Job DescriptionThis is an exciting opportunity to join L3Harris Technologies as a Senior Finance Associate. The ideal candidate will have excellent financial skills and experience in accounting systems.The successful candidate will report to the Sector level Finance Director and will be responsible for:Preparing accounting requests for contract setups,...


  • Lynchburg, Virginia, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...


  • Lynchburg, Virginia, United States VCHA Full time

    Job OverviewVirginia Community Healthcare Association is seeking a highly experienced and skilled Chief Financial Officer (CFO) to join our team. As a key member of our leadership team, the CFO will be responsible for leading our financial operations and ensuring we achieve our financial goals and objectives.Main ResponsibilitiesFinancial Leadership: The CFO...


  • Lynchburg, Virginia, United States VCHA Full time

    About This RoleWe are seeking a highly experienced and skilled Chief Financial Officer (CFO) to join our team at Virginia Community Healthcare Association. As a key member of our leadership team, the CFO will play a critical role in shaping our financial strategy and direction.Main ResponsibilitiesFinancial Planning: The CFO will lead the development of our...

  • Accounting Associate

    4 weeks ago


    Lynchburg, Virginia, United States BMS Direct, Inc. Full time

    Accounting AssociateLocation: Lynchburg, Virginia Reports To: Accounting Manager Job Type: Full-Time Job Summary The Accounting Associate plays a key role in ensuring accurate financial operations within the printing and mailing industry. This position is responsible for overseeing postage reconciliation, supporting general accounting functions, and...


  • Lynchburg, Virginia, United States Ulta Beauty Full time

    About This RoleWe're seeking a talented Sales and Service Associate to join our team at one of our stores! As a key member of our team, you will be responsible for:Providing personalized recommendations and product knowledge to drive sales and customer satisfactionBuilding and maintaining strong relationships with our guests through regular communication and...

  • Financial Advisor

    4 days ago


    Lynchburg, Virginia, United States Member One FCU Full time

    About the RoleWe are seeking a skilled and dedicated Financial Advisor to join our team at Member One FCU. As a Financial Advisor, you will play a crucial role in establishing value-added relationships with our members, understanding their financial needs, and offering tailored solutions to meet those needs.Key ResponsibilitiesPursue new business...


  • Lynchburg, Virginia, United States VCHA Full time

    Join to apply for the Chief Financial Officer (CFO) role at Virginia Community Healthcare AssociationVirginia Community Healthcare Association provided pay rangeThis range is provided by Virginia Community Healthcare Association. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay...


  • Lynchburg, Virginia, United States VCHA Full time

    Join to apply for the Chief Financial Officer (CFO) role at Virginia Community Healthcare AssociationVirginia Community Healthcare Association provided pay rangeThis range is provided by Virginia Community Healthcare Association. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay...


  • Lynchburg, Virginia, United States VCHA Full time

    Join to apply for the Chief Financial Officer (CFO) role at Virginia Community Healthcare AssociationVirginia Community Healthcare Association provided pay rangeThis range is provided by Virginia Community Healthcare Association. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay...


  • Lynchburg, Virginia, United States Beacon Credit Union Full time

    Job Responsibilities">As a key member of our team, you will:">Efficiently handle transactions and verify customer informationReport any discrepancies immediately and maintain accurate recordsStay knowledgeable about all Beacon CU products and servicesRecommend appropriate solutions to meet members' financial needsDeliver exceptional service and support to...