- Fidelity TalentSource LLC (Merrimack, NH)
- …time will be spent in the Executive Assistant role to individuals on the senior sales management team and 50% of your time will be spent in the manager role for the ... their broader development needs, encouraging standard processes and consistency across the administrative support provided. In this role you will engage with at… more
- Creative Financial Staffing (New York, NY)
- Wealth Management Associate About our client: Our client is a boutique investment management firm located in Manhattan. They are working with high-net ... have been in business approximately 20 years. They're looking for a results driven administrative professional to join the team to support its Founder This role is a… more
- Fidelity TalentSource LLC (Westlake, TX)
- Fidelity TalentSource is hiring an Associate Compliance Analyst at Fidelity Investments. This position is a one-year contract located in Westlake, TX. This is an ... transactions in a timely and efficient manner with a low number of errors. Associate Compliance Analyst As an Associate Compliance Analyst, you will responsible… more
- Fidelity TalentSource LLC (Westlake, TX)
- …your next temporary role at Fidelity Investments. We are currently sourcing for an Associate Compliance Analyst to work in Westlake, TX! The Role As an Associate ... accuracy and quality You possess excellent organizational, operations, and process management skills You can handle multiple tasks and priorities simultaneously You… more
- Fidelity TalentSource LLC (Durham, NC)
- …without compromising quality customer serviceEffective organizational, time management , facilitation and prioritization skillsStrong personal computing skills, ... of appropriate corrective action and/or continuous efficiency improvement.Accountable for management of administration to perform to standards or performance… more
- Fidelity TalentSource LLC (Boston, MA)
- …experienceProven track record to effectively interact with senior level management and have excellent communication skillsAdvanced administrative skills ... Job Description:The administrative staff at Fidelity plays a vital role...You will work directly with, and provide support to, management at all levels of the company and frequently… more
- Fidelity TalentSource LLC (Durham, NC)
- …Fidelity Health s Clients you will combine strong consultative account management skills with a deep knowledge of reimbursement account plan administration ... implementation and onboarding into ongoing service and support. You will provide administrative services and serve as the primary communication point for clients… more
- Fidelity TalentSource LLC (Durham, NC)
- …internal initiatives. This role will serve as a team leader assisting in associate development, workflow management and operational quality assurance. They will ... Benefit domain expertise with a passion for teamwork, innovation and client management . This role is primarily responsible for establishing a team environment by… more
- Fidelity TalentSource LLC (Westlake, TX)
- …client specific configurable variations to support a client plan and/or administrative requirementsPerforming root cause analysis to determine gaps or trends for ... these additional skills; Client Data- Conversion\\Single Client Feed Proactive data management with a focus on straight through processingStreamline and implement… more
- Fidelity TalentSource LLC (Chicago, IL)
- Job Description:Senior Executive AssistantRoleThe administrative staff at Fidelity plays a vital role in the company's success, and the individuals serving in these ... a polished calm demeanor and professionalism to be proactive and collaborate with management across all levels within Fidelity; as well as the ability to maintain… more
- Fidelity TalentSource LLC (Durham, NC)
- …Power Virtual Agents, Power Automate, Dataverse, Security Roles and Access Management , Ribbon, and Workbench. Delivers new and enhanced applications. Identifies and ... migration tools -- Metalogix and Sharegate; designing enterprise content management system architecture using SharePoint online; migrating SharePoint on-premises… more
- JPMorgan Chase (New York, NY)
- …employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required ... with required licenses, hire will move into Private Client Investment Associate title **What you will receive**...Groups, Backup Child Care, Tuition Assistance Programs and Career Management , just to name a few. INVESTMENT … more
- JPMorgan Chase (Morristown, NJ)
- …solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, ... and administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors book of business including but not… more
- JPMorgan Chase (Fayetteville, NY)
- …team is the right place for you. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service operational ... marketing and administrative support to the primary Private Client Advisor(s), within...or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is… more
- JPMorgan Chase (Columbus, OH)
- …employment + Unlicensed or partially licensed hires will hold the Private Client Investment Associate Licensing title until licensing is obtained within required ... Once fully licensed with required licenses, hire will move into Private Client Investment Associate title Chase is a leading financial services firm, helping… more
- Navy Federal Credit Union (Pensacola, FL)
- Overview To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To ... provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (eg, merchants, financial… more
- Truist (Charlotte, NC)
- …FL 5130 Parkway Plaza Blvd, Charlotte, NC 303 Peachtree Street, Atlanta, GA Associate is tasked with providing sales and operational support to Omni Channel, ... including Investment Care Center and Client Advisory Center. Responsible for...servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing… more
- Citigroup (New York, NY)
- …of target schools for both summer and full-time recruiting and support the Investment Banking Summer Associate program. Responsibilities include, but are not ... training, events, appraisal process and offers + Support program management processes including rotations, placements, performance management , compensation,… more
- CalSTRS (Sacramento, CA)
- … Investment Support Analyst State Teachers' Retirement System JC-430176 - Investment Support Analyst ASSOCIATE GOVERNMENTAL PROGRAM ANALYST $5,684.00 - ... is seeking an experienced individual to work as an Associate Governmental Program Analyst on the Investment ... Data Solutions units to provide general analytical and administrative support and is expected to exercise a high… more
- Robert Half Finance & Accounting (Chicago, IL)
- …technically sound with knowledge of financial markets and some knowledge of investment management operations. * Support Financial Reporting managers as needed ... rapidly thru acquisitions) 5) And more Job Purpose The Investment Operations Associate will be responsible for...initiating the workflows and processes related to our document management system. * Cash management duties -… more
