1 Financial Specialist Job in Plantation, FL
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VentureTech Solutions is Hiring a Financial Specialist Near Plantation, FL
- Facilitate financial education webinars and seminars in English and Spanish for Community Partners in South Florida’s Tri-County area.
- Facilitate financial education webinars and seminars to our financial literacy portal (KOFE) partners
- Review PowerPoint presentations and update them as needed
- Request marketing assets as needed
- Assist in the promotion of events with existing or prospective partners
- Prepare handouts and information for events as needed
- Provide handouts and webinar/seminar information to attendees
- Collect roster documents (Attendee list/demographics, handouts, booklets) and complete cover sheet for all events
- Conduct one-on-one coaching sessions when requested and enter information on CounselorMax and any other client management system.
- Facilitate First-time Homebuyer (FTH) orientations and workshops in English and Spanish
- Be the point of contact and maintain constant communication with partners and stakeholders.
- Attend community outreach events and promote Consolidated Credit services and programs
- Perform any other related duties assigned by the manager
- Must understand consumer credit, housing services, and financial matters.
- Bachelor's degree (B. A.) from a four-year College or university or two to three years of financial/credit/mortgage experience or an equivalent combination of education and
- experience is required
- General computer literacy, including Microsoft Office (Word, PowerPoint, Outlook, and Excel), GoToWebinar, Zoom, and Teams
- Must be able to adapt to using various client management systems
- Expected to pass certified credit counseling exam within 12 months of employment
- Strong verbal and written communication skills in English and Spanish are necessary.
- Excellent organizational skills
- Ability to manage and prioritize different tasks
- Ability to travel within the tri-county South Florida area
- Flexible with scheduling changes (some evenings, weekend days)
- Dependable
- Ability to identify needs and provide resources available
- Excellent work ethic
- Ability to interact and to work collaboratively internally, as part of a team, and across teams, especially with externals
- Ability to respond quickly and effectively to phone calls, emails, and requests
#ZR3
Job Summary
Full Time
IT Outsourcing & Consulting
01/04/2024
04/02/2024
venturetechsolutions.com
PLANTATION, FL
25 - 50
2007
HOWARD DVORKIN
<$5M
IT Outsourcing & Consulting
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Quotes from people on Financial Specialist job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Specialist jobs
Acquire an entry-level position at a bank or financial firm to learn how the market works and to understand how different products can help clients.
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Earning optional certifications such as the Chartered Financial Analyst designation for financial analysts can lead to better employment prospects and often to higher pay.
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Know the different types of financial analyst positions.
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Utilize the study sessions and register and obtain relevant licenses and certifications.
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Aspiring specialist will need to learn quickly and pick up whatever new skills are necessary.
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Step 3: View the best colleges and universities for Financial Specialist.
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