- JPMorgan Chase (Chicago, IL)
- …collaboration. Elevate your career with us and make a significant impact in the financial industry. As an Attorney in the JPMorgan Asset Management legal team, you ... can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we… more
- The Child Center of NY (Flushing, NY)
- … Advisor Department: Youth Development Reports To: Program Coordinator, Assistant Director, Program Director, Senior Program Director Effective Date: 7/1/21 FLSA: ... -Exempt Summary College and Career Advisor is responsible for working with students to develop...maintain and share information on colleges, college guides, scholarships, financial aid, and paying for college. * Publicize information… more
- Hantz Group (Ann Arbor, MI)
- Financial Planning Assistant Hantz Group is a...their licenses to grow their career or become a Financial Advisor . Essential Job Functions: + Assist in ... is why we offer a holistic approach to our client 's financial planning. Financial Planning...is the core of our holistic approach. As a Financial Planning Assistant , you will work as… more
- JPMorgan Chase (New York, NY)
- Join JPMC's dynamic team as a Global Financial Crimes Legal Advisor , where your expertise in AML and financial crime regulations will drive impactful change. ... empowers you to make a difference. As a Global Financial Crimes Legal Advisor in the Global...financial crime coverage areas. + Develop and maintain client relationships. + Translate complex legal concepts into practical… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality...+ Serve as liaison between clients, financial advisor (s), and internal departments + Complete new client… more
- Robert Half Finance & Accounting (Washington, DC)
- …the financial services sector. Responsibilities: * Coordinate scheduling for client meetings, advisor appointments, and company events using Outlook ... Description We are looking for a detail-oriented Administrative Assistant o join a reputable Wealth Management firm in Washington, District of Columbia. In this… more
- Tompkins Community Bank (Ithaca, NY)
- …events; process expense reports; keep Wealth Advisors/Trust Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer ... is in compliance with rules and regulations. + Execute advisor marketing plans by coordinating client events;.../Trust Officer when set alerts/ticklers are triggered. + Assist financial planning by entering client information into… more
- Insight Global (New York, NY)
- … Marketing Assistant for a part time remote job opportunity to support a Financial Advisor client . This resource will be pivotal in driving teams growth ... with lead generation (LinkedIn, campaigns, program mailers, etc) -Experience supporting a financial advisor client -Familiar working with CPAs, estate… more
- Thrivent Financial (Streator, IL)
- …Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant ... Drive client /member facing activity in the practice by scheduling meetings with client /members on behalf of the practice's Financial Advisors + Update the… more
- Truist (Tampa, FL)
- …support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ... maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the appointments'...2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage… more
- JPMorgan Chase (San Francisco, CA)
- …lawyers. As a Private Bank Front Office Legal Attorney - Vice President, Assistant General Counsel within our Private Bank Legal team, you will support teams ... in a fast-paced, dynamic legal environment as a trusted advisor to our business. If you are a driven...succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate… more
- Cognizant (Plano, TX)
- …Consulting team is a high performing organization that is continually expanding our client base and increasingly being recommended by analysts such as Forrester and ... Retail Consumer Goods Consulting Practice is looking for an Assistant Vice President, Consulting to join us on our...knowledge and understanding of Cognizant's horizontal solutions to address client needs and requirements, to advise on and shape… more
- Thrivent Financial (Folsom, CA)
- …Position Roles/Responsibilities/Accountabilities + Scheduling appointments and maintaining calendar + Assist Financial Advisor in the preparation and follow up ... Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The administrative assistant… more
- Atria Wealth Solutions (Williston, VT)
- …, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is ... Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial ...for support and coordination of all activities related to client service, processing of paperwork, coordination of business development… more
- Cognizant (New York, NY)
- …uphold our values, and foster an inclusive culture. **About the role** As an Assistant Vice President - Manufacturing Consulting Lead, you will make an impact by ... collaborating with Cognizant's country leaders, industry leaders, and client partners to grow Cognizant's consulting business with existing and new clients in the… more
- MUFG (Jersey City, NJ)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- JPMorgan Chase (Plano, TX)
- …& Co., a leading global financial services firm, as a trusted legal advisor . Be part of a dynamic team that manages legal risks in marketing and advertising, ... hear from you. As a Marketing Legal Attorney - Assistant Vice President, Senior Counsel in the Marketing Legal...to build an exciting career in a leading global financial services firm and to play a key part… more
- Wells Fargo (Charlotte, NC)
- …company assessment (leverage, working capital), global market awareness -and internal client /LOB financial performance analysis + Ability to articulate issues, ... a Corporate and Investment Bank Fixed Income Capital Markets - Senior Assistant VP (Senior Business Execution Consultant) in Corporate & Investment Banking as… more
- Stanford University (Stanford, CA)
- Assistant Director of Student Services **Doerr School of...decisions. May have to escalate issues to a senior advisor . + Serve as a subject matter expert to ... as a member of the ESS administrative team. The Assistant Director of Student Services will be responsible for...and workflow. + May oversee, analyze, and assist in financial processes and development of budgets. + Serve as… more
- M&T Bank (Fayetteville, NY)
- …clients. Provide clients with product specific brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities ... processing paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to… more