Financial Administrative Assistant jobs in United States
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Prudential Financial · 7 hours ago

Financial Administrative Assistant

Prudential Financial is seeking an ambitious and hardworking individual to join their team as a Financial Administrative Assistant. The role involves assisting in various financial activities, including analyzing investments, building financial plans, and managing client interactions to help grow the business.

Asset ManagementFinanceFinancial ExchangesFinancial ServicesHealth CareInsuranceRetirement
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H1B Sponsor Likelynote

Responsibilities

Assist in analyzing investments (you will learn how to do this, and will personally benefit a lot from it)
Assist in building financial plans (you will learn how to do this, and will personally benefit a lot from it)
Assist in documenting data on excel
Outreach to clients/prospects to schedule meetings (two hundred outgoing calls, average per day)
Assist with client paperwork
Assist with internal system management (various systems)
Assist in investment portfolio construction (you will learn how to do this, and will personally benefit a lot from it)
Assist with managing business relationships

Qualification

ExcelFinanceMicrosoft OutlookMultitaskingGreat communication skillsTime ManagementDetail oriented

Required

Proficiency in Excel and Microsoft Outlook
Understanding of finance and the stock market
Great communication skills (inbound and outbound calls)
Multitasking
Time Management
Detail oriented

Preferred

Bachelor's

Company

Prudential Financial

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Prudential Financial specializes in the fields of investment management, life insurance, and retirement benefits. It is a sub-organization of Prudential Financial.

H1B Sponsorship

Prudential Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (1)

Funding

Current Stage
Public Company
Total Funding
$1.25B
Key Investors
AM Best
2025-03-13Post Ipo Debt· $750M
2024-02-14Post Ipo Debt· $500M
2001-12-13IPO

Leadership Team

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Andrew Sullivan
Chief Executive Officer
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Yanela Frias
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase