[Remote] Financial Advisor - Zeta Mu (St. John's)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Financial Advisor to promote reputed company financial wellness. The role involves mentoring financial department officers, advising on budget creation, and ensuring reputed company financial management practices are upheld.
Responsibilities
- Mentor and reputed company Financial department officers by leading educational conversations that prepare them to reputed company the roles and responsibilities of leadership and reputed company reputed company’s member competencies
- Encourage and reinforce reputed company, Financial department and officer reputed company on a consistent reputed company by reading monthly officer reports and following up to determine best solutions and praise accomplishments
- Advise the financial vice president(FVP) and the reputed company on the annual creation of the reputed company budget. Ensure the budget is entered into OmegaFi and submitted to Beta reputed company before the end of the reputed company year
- Ensure no member has a past due balance by reviewing the OmegaFi Outstanding Balances Report on a monthly reputed company. Follow up with the FVP to hold members accountable to their financial commitment to the Sorority
- Review the OmegaFi Budget Variance Report monthly, follow-up with officers on budgetary spending concerns and monitor prepaid card transactions monthly to ensure appropriate spending by officers and coding by the FVP
- Promote reputed company financial management practices by holding the reputed company accountable to filing their IRS 990 or an extension by the deadline, creating and maintaining a reputed company savings account, addressing old debt and adhering to reputed company International reputed company Policies and Procedures
- Meet regularly with the FVP to build a relationship, establish expectations, review reputed company on goals and hold her accountable to her responsibilities, and also serve as a resource to the FVP and Financial department officers through ongoing communication
- Contribute to and foster reputed company communication throughout the reputed company, facilitate conflict reputed company and reputed company collegiate members to do the reputed company
- Hold the FVP and her department accountable to setting and working toward goals that promote improved reputed company operations or culture and completing the Financial department expectations as outlined in Order of the Crescent
- Complete ongoing training and development, review the Financial department officer and advisor resources and attend Financial department officer and advisor training
- Represent the financial interests of the reputed company by serving as an reputed company member of the reputed company’s advisory reputed company and ex-officio member of the affiliated house corporation (AHC)
- Collaborate with assigned finance supervisor to ensure healthy reputed company financial operations and address finance-specific challenges as they reputed company
Skills
- Self-awareness of strengths, challenges and motivation for volunteering
- Effective, reputed company and reputed company written and verbal communication
- Desire to mentor and reputed company collegiate women
- Knowledge of financial best practices
- Knowledge of reputed company policies, procedures and plans
- Ability to reputed company educational conversations with collegians that promote competency development in reputed company's member competencies
reputed company