- Zions Bancorporation (Salt Lake City, UT)
- …Lake City** location. The Administrative Assistant will provide comprehensive administrative support to Wealth Management Leadership and other ... individual to join our team as an **_Administrative Assistant_** for Zions Bancorporation's Wealth Management Division. This position will be in-office at our… more
- JPMorgan Chase (White Plains, NY)
- …that is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Chase Wealth Management you will need to work well in ... Become an integral part of Chase Wealth Management team where you will...capabilities, and skills** + At least five years of administrative experience + Advanced ability to organize + Discretion… more
- Robert Half Office Team (Randolph, NJ)
- …a passion for client service in the financial sector? We are seeking a Licensed Senior Wealth Management Assistant to join a growing wealth management ... Active Series 7, 66, and Life & Health licenses + Strong administrative and organizational skills + Excellent communication and client-service mindset + Proficiency… more
- PNC (Cincinnati, OH)
- …valued and have an opportunity to contribute to the company's success. As a Sales Assistant within PNC Wealth Management , you will be based in Cincinnati, ... in relevant systems/applications. Provides reports as needed. + May perform general administrative support. PNC Employees take pride in our reputation and to… more
- Citigroup (New York, NY)
- …degree or equivalent experience **Job Family Group:** Business Strategy, Management & Administration **Job Family:** Administrative Support **Time ... The Senior Executive Assistant provides support to another individual or group...and conference calls, making travel arrangements and providing other administrative tasks. **Responsibilities:** + Directly supports a C16 level… more
- Regions Bank (Houston, TX)
- …pertinent information to the assistant team, ensuring consistency across the Wealth Management function + Assists Relationship Teams with resolving complex ... internal partners and clients. The RTA will have direct management responsibility for assistant staff and may... Management associates + Supports Wealth Management Leaders, as needed, with other administrative … more
- Thrivent Financial (Lexington, KY)
- …enjoys working with people, and consistently holds themselves to high standards. The Administrative Assistant reports to and is employed by Inspired Wealth ... Summary This position provides administrative support to Inspired Wealth Advisors...+ Work experience in financial services, preferably at a wealth management or financial advisory firm +… more
- University of Southern California (Los Angeles, CA)
- Gift Services Administrative Assistant University Advancement is seeking a Gift Services Administrative Assistant to join its team. Reporting to the ... Minimum Qualifications + Bachelor's degree. + 3 years of related administrative assistant experience supporting leadership. + Combined experience/education as… more
- Kelly Services (San Juan, PR)
- …+ 2+ years in administrative support (preferably in financial services/ wealth management /investments) + Strong proficiency in Microsoft Office (Excel, ... **Direct-Hire Opportunity: Investment Advisor Administrative Assistant ** **Location:** San Juan, Puerto Rico **Employment Type:** Full-time **Compensation:**… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Administrative Assistant , Distribution Services (Space Planning & Operations) Job Profile ... Title Administrative Assistant B Job Description Summary Under...Excel, Outlook) and experience using database systems, electronic document management , and package tracking systems. Strong written and verbal… more
- HUB International (Moon Township, PA)
- … wealth management & insurance community. **POSITION SUMMARY** : The Administrative Assistant will provide admin and clerical support to Office ... In a rapidly changing world, HUB Retirement & Private Wealth (RPW) advises businesses and individuals on how to...Management and the Executive Administrative … more
- First Horizon Bank (Raleigh, NC)
- …Lafayette, LA, New Orleans, LA, Dallas, TX. **Summary:** The Administrative Assistant receives direction from assigned management personnel. The incumbent in ... reservations + Performs a wide variety of complex, responsible, and confidential administrative duties for management personnel + Researches, compiles, and… more
- Matter Family Office (St. Louis, MO)
- …+ A strong academic performer; 4-year college degree preferred A successful Administrative Assistant will exemplify the following behaviors: + You Embrace ... helping families thrive for generations through three distinct service offerings: Investment Management , Wealth Planning and Coordination, and Family Culture and… more
- Wells Fargo (Plymouth Meeting, PA)
- **About this role:** We are seeking an Administrative Assistant to support a Financial Advisory Market Leader of Wells Fargo Wealth & Investment ... operational projects inclusive of market-wide communications, budgeting & expense management , staffing, recruiting, etc. + Be responsible for compiling information,… more
- First Horizon Bank (Little Rock, AR)
- …preferred. * 5+ years of related experience required in working in a Senior Administrative Assistant role supporting management and executives. * Advance ... : On site at the location listed in the job posting. **Summary** : The Administrative Assistant role supports the Director of Mortgage Sales. The incumbent in… more
- HUB International (Troy, MI)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over ... organization. Our successes breed your opportunity! **Here's Where You Come In** The Administrative Assistant provides administrative support to a group of… more
- Kiewit (Albuquerque, NM)
- …Type:** Full Time **Position Overview** We are looking for an exeprienced Administrative Assistant to support our Kiewit Albuquerque Program Office, providing ... role. **Responsibilities** Provide the office with day-to-day support with general administrative functions and team management needs including ordering… more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management ...you focus more on client relationship and less on administrative tasks. Management 's role is to remove ... Advisors will have access to a shared financial services assistant . Advisors will be eligible to have a dedicated...most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need… more
- JPMorgan Chase (Boston, MA)
- …is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Asset and Wealth Management -Private Bank, you will need to ... Become an integral part of Asset and Wealth Management team where you will...capabilities, and skills** + At least five years of administrative experience + Advanced ability to organize + Discretion… more
- JPMorgan Chase (Miami, FL)
- …that is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Asset & Wealth Management , you will need to work well ... Become an integral part of the Asset & Wealth Management team where you will...capabilities, and skills** + At least five years of administrative experience + Advanced ability to organize + Discretion… more