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Financial Sales Assistant Jobs in Puerto Rico (NOW HIRING)

Prepare journal entries and assist in month end close as needed to ensure proper accounting at the ... Compensation for non-exempt (hourly), non-sales roles may also include variable compensation from ...

Prepare journal entries and assist in month end close as needed to ensure proper accounting at the ... Compensation for non-exempt (hourly), non-sales roles may also include variable compensation from ...

Prepare journal entries and assist in month end close as needed to ensure proper accounting at the ... Compensation for non-exempt (hourly), non-sales roles may also include variable compensation from ...

PR · On-site

... sales, service, expense, and achieving profitability (grow the business); prioritizing Member ... This includes working closely with individual financial center managers and assistant managers to ...

PR · On-site

Primary responsibilities include financial analysis and financial reporting, budgeting/forecasting ... Ensures tax rates used for sales/use tax are current and proper amounts are collected and/or ...

Associate, Sales and Services

Dorado, PR · On-site

$13.25 - $17.50/hr

Assists clients with questions related to financial services. Continuously focused on developing ... Generates new accounts, loans and other products as defined and instructed to assist in meeting ...

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Financial Sales Assistant information

How does a Financial Sales Assistant typically support financial advisors and interact with clients on a daily basis?

A Financial Sales Assistant plays a key role in supporting financial advisors by preparing client documents, scheduling meetings, and managing account information. They often serve as a primary point of contact for clients, answering routine inquiries and helping resolve administrative issues. Daily responsibilities include processing transactions, updating client records, and ensuring compliance with industry regulations. Collaboration with advisors and other team members is essential to provide seamless service and help maintain strong client relationships, making organizational and communication skills crucial for success in this role.

What is the best entry-level finance job?

An entry-level finance job such as a Financial Sales Assistant typically involves supporting sales activities, client communication, and basic financial analysis. These roles often require strong communication skills, familiarity with financial software, and may offer opportunities for certification or further training to advance in the finance industry.

What is the difference between Financial Sales Assistant vs Financial Advisor?

AspectFinancial Sales AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or equivalent; some roles may need FINRA licensesRequires certifications like CFP, CFA, or Series 7/63 licenses
Work EnvironmentSupport role in banks, financial firms, or insurance companiesClient-facing role providing personalized financial planning
Employer & IndustryFinancial institutions, banks, insurance companiesFinancial planning firms, banks, independent practices
Search & Comparison IntentUnderstanding support roles in finance, entry-level positionsSeeking personalized financial advice, career in financial planning

The main difference is that a Financial Sales Assistant provides support and administrative assistance within financial firms, often with minimal licensing, while a Financial Advisor offers personalized financial planning and investment advice, requiring relevant certifications. Both roles are integral to the finance industry but serve different functions and client engagement levels.

What does a financial sales person do?

A financial sales assistant helps clients select and purchase financial products such as investments, insurance, or loans. They analyze clients' financial needs, provide product information, and assist with account management, often using sales and customer service skills. Certification or licensing may be required depending on the products sold.

What are the key skills and qualifications needed to thrive as a Financial Sales Assistant, and why are they important?

To thrive as a Financial Sales Assistant, you need strong numerical proficiency, attention to detail, and a background in finance or business, often supported by a relevant degree or certification. Familiarity with CRM software, financial analysis tools, and Microsoft Office Suite is typically required. Outstanding interpersonal skills, organization, and the ability to communicate complex financial information clearly help individuals excel in this role. These skills and qualities are crucial for supporting sales teams, ensuring accurate client information, and maintaining efficient operations in a competitive financial environment.

What are Financial Sales Assistants?

Financial Sales Assistants are professionals who support financial advisors, brokers, or sales teams in managing client accounts and delivering financial products or services. Their responsibilities often include scheduling meetings, preparing documents, responding to client inquiries, processing transactions, and ensuring compliance with industry regulations. By handling administrative and customer service tasks, they help financial professionals focus on building relationships and generating sales. Financial Sales Assistants play a crucial role in maintaining smooth operations within financial firms and enhancing client satisfaction.

What does a finance assistant do?

A finance assistant supports financial operations by preparing reports, managing records, processing transactions, and assisting with budgeting and invoicing. They often use accounting software and need strong organizational and communication skills to ensure accurate financial data management. The role may require basic knowledge of finance principles and attention to detail.

Can you make $500,000 a year in sales?

Financial Sales Assistants typically do not earn $500,000 annually through base salary alone, as this level of income is uncommon in entry- or mid-level sales roles. High earnings in sales usually depend on commissions, bonuses, and the volume of sales, which can vary widely based on industry, experience, and performance. Achieving such income generally requires advanced sales positions, significant client portfolios, or leadership roles in financial services firms.
What are the most commonly searched types of Financial Sales jobs in Puerto Rico? The most popular types of Financial Sales jobs in Puerto Rico are:
What are popular job titles related to Financial Sales Assistant jobs in Puerto Rico? For Financial Sales Assistant jobs in Puerto Rico, the most frequently searched job titles are:
What job categories do people searching Financial Sales Assistant jobs in Puerto Rico look for? The top searched job categories for Financial Sales Assistant jobs in Puerto Rico are:
What cities in Puerto Rico are hiring for Financial Sales Assistant jobs? Cities in Puerto Rico with the most Financial Sales Assistant job openings:
Financial P&A - P5

Financial P&A - P5

Boston Scientific

Dorado, PR • On-site

Other

Posted 19 days ago


Boston Scientific rating

8.5

Company rating: 8.5 out of 10

Based on 119 frontline employees who took The Breakroom Quiz

35th of 535 rated manufacturers


Job description

Additional Location(s):  N/A

Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance

At Boston Scientific, we'll give you the opportunity to harness all that's within you by working in teams of diverse and high-performing employees, tackling some of the most important health industry challenges. With access to the latest tools, information and training, we'll help you in advancing your skills and career. Here, you'll be supported in progressing - whatever your ambitions.           

Financial P&A - P5 (Principal Financial Analyst)

Responsible for financial planning, reporting and analysis.  Prepares financial plans and forecasts based on performance expectations.  Gathers and publishes financial information related to historical, current and future performance.   Performs financial analysis utilizing appropriate financial concepts and techniques.  Recommends alternative courses of action.

Responsibilities

  • Develop detailed financial forecasts incorporating historic, trended and current business information.
  • Monitor functional and departmental spending versus budget by highlighting material variances using system generated detail and trend reports.
  • Prepare journal entries and assist in month end close  as needed to ensure proper accounting at the functional and departmental level.
  • Prepare and distribute financial reports and packages by gathering and analyzing information related to current performance.
  • Perform financial analysis, as directed by management, and recommend alternatives courses of action by utilizing appropriate financial tools .  (e.g. EVA, NPV analysis).
  • Evaluate new business opportunities, potential acquisitions, new products, tax planning and spending initiatives by modeling alternative financial scenarios (e.g. revenues, profitability etc).
  • Prepare sensitivity analysis impact on revenue, expenses and profitability by modeling changes in key variables (recommending appropriate course of action).
  • Develop and utilize sound financial processes
  • Prepare monthly business metrics; lead pre-business review meetings; actively participate in full business unit review
  • Assist with month end financial close process for Dorado Operations including completion of journal entries, spending and variance analysis, and report preparation.
  • Key support to annual financial planning processes, including the Annual Operating Plan, Forecasts and Strat Plan, ensuring alignment with corporate goals and cross-functional business priorities.
  • Annual Budget / Forecast - Provide financial and analytical support to Mfg. Business Units for completion of budgets/forecasts.
  • Primary point of contact for financial analytics relating to operations cost improvement projects.
  • Partner with production, engineering, and quality engineering managers in analysis of business unit performance drivers, including but not limited to explanation of variances, metric results, and VIP recognition.
  • Focus on continuous improvement of all facets of reporting and analysis in Operations Finance.
  • Evaluate new product integrations and transfers 

Requirements:

  • Bachelor's Degree and 10+ years of related work experience
  • Effective Communication Skills (Written & Verbal) with peers and leadership
  • Experience in manufacturing finance or a similar role, with cost accounting experience strongly preferred.
  • Customer Service Oriented
  • Understanding of accounting processes, procedures and internal controls.
  • Strong research and analysis skills / ability.
  • Experience interfacing with and conducting business with various functional disciplines (Supply Chain, QA, Engineering, Operations, etc.).
  • Significant experience with SAP Business Systems 
  • Demonstrated experience in developing product standard costs, budgets and forecasts including variance analysis
  • Experience with Microsoft Office tools (Excel, PowerPoint, Word).
  • Must be Fully Bilingual (English/Spanish)
  • Process improvement oriented, with demonstrated ability to leverage AI, automation, digital tools, and analytics to enhance reporting and analysis.

Requisition ID: 631330 

Minimum Salary: $ 77300 

Maximum Salary: $ 146900 

The anticipated compensation listed above and the value of core and optional employee benefits offered by Boston Scientific (BSC) - see www.bscbenefitsconnect.com-will vary based on actual location of the position and other pertinent factors considered in determining actual compensation for the role. Compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, among other relevant business or organizational needs. At BSC, it is not typical for an individual to be hired near the bottom or top of the anticipated salary range listed above.

Compensation for non-exempt (hourly), non-sales roles may also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).

Compensation for exempt, non-sales roles may also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).

For MA positions: It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.

Boston Scientific transforms lives through innovative medical technologies that improve the health of patients around the world. As a global medical technology leader for more than 45 years, we advance science for life by providing a broad range of high-performance solutions that address unmet patient needs and reduce the cost of healthcare. Our portfolio of devices and therapies helps physicians diagnose and treat complex cardiovascular, respiratory, digestive, oncological, neurological and urological diseases and conditions. Learn more atwww.bostonscientific.comand follow us onLinkedIn.

Boston Scientific Corporation has been and will continue to be an equal opportunity employer. To ensure full implementation of its equal employment policy, the Company will continue to take steps to assure that recruitment, hiring, assignment, promotion, compensation, and all other personnel decisions are made and administered without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, gender expression, veteran status, age, mental or physical disability, genetic information or any other protected class.

Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status.  Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment.  Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements.   As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company's policies or protocols change with regard to COVID-19 vaccination.

Among other requirements, Boston Scientific maintains specific prohibited substance test requirements for safety-sensitive positions.  This role is deemed safety-sensitive and, as such, candidates will be subject to a prohibited substance test as a requirement.  The goal of the prohibited substance testing is to increase workplace safety in compliance with the applicable law.  


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