Senior Associate in Financial Due Diligence working with healthcare clients at RSM. Involved in financial analysis and diligence services for M&A engagements across various states.
NI
Hybrid Personal Assistant – e-Communication, Financial Planning, Quotations
Posted 2 months ago
About the role
- Assistenz in der Finanz- und Versicherungsbranche, die Unterstützung in e-Kommunikation und Finanzplanung bietet.
Responsibilities
- Sort, respond to, and archive email inbox
- Prepare quotations
- Financial planning (Copy + Paste)
- Schedule appointments
- Monitor CRM activities
- Participate in an external back office as needed
Requirements
- IHK-certified vocational training as an Insurance and Finance Clerk OR
- Knowledge of common templates/patterns for the main types of insurance coverage
- Willingness to learn
Benefits
- Accelerated learning in finance, taxes, wealth management and insurance coverage that will be valuable
- 100% remote
- Opportunity to earn income and expand your skills
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Manager in Financial Due Diligence within RSM's Transaction Advisory Services team. Working with corporate and private equity clients on M&A advisory and financial analyses.
Intern assisting with accounting tasks at Westcor Land Title Insurance Company. Gaining real - world experience and developing skills in financial and accounting strategies.
Senior Associate in Financial Due Diligence at RSM, servicing M&A clients for corporate and private equity with analytical and financial due diligence responsibilities.
Senior Financial Analyst optimizing financial processes within the Global Distribution Group at Paramount. Responsible for revenue processing and analytical support in TV licensing sales activity.
Manager overseeing financial operations at USAA, responsible for processing financial transactions and team management. Ensuring compliance with regulations and maximizing team productivity in San Antonio, TX.
Investment Fund Analyst responsible for reviewing simplified prospectus and disclosure filings for investment funds regulated in Alberta. Engaging with issuers and providing regulatory compliance oversight.
Financial Analyst analyzing financial statements and cost reports for healthcare organizations. Collaborating with departments to maintain effective financial models and reporting standards.
Financial Consultant at Manulife John Hancock delivering financial solutions and retirement goals to clients. Responsible for assessing client needs and providing informed investment decisions.
Collections Strategy Director at LendingClub transforming access to credit through digital marketplace solutions. Leading collections strategy and team performance to enhance member financial journeys.