- Columbia Bank (Greenwood Village, CO)
- Financial Service Sales Assistant Wealth...Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... Provide administrative & operational support for one or more Financial Advisor (s) and serve as a liaison...+ A minimum of 2 years' experience as an assistant in the financial services industry or… more
- Atria Wealth Solutions (Williston, VT)
- CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union ... to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of...of the credit union environment providing support to the Financial Advisor and helping to build member… more
- JPMorgan Chase (New York, NY)
- Join our fun, high-energy team as a Senior Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...significant impact on our business. As a Home Lending Assistant , you will have the opportunity to work in… more
- Cognizant (Teaneck, NJ)
- …Navigate complex deal cycles by wearing multiple hats-acting as a strategist, sales leader, transformation advisor , and solution architect. + Collaborate ... ** Assistant Vice President, AI Training Data Services SME**...group, you will make an impact by leading the sales and promotion of our cutting-edge AI Training Data… more
- Access Dubuque (Dubuque, IA)
- …direction of the Director of Economic Mobility, the Economic Mobility Opportunity Special Assistant (EMO SA) serves as a senior-level advisor for advancing the ... Economic Mobility Opportunity Special Assistant (Limted-Term) **City of Dubuque** 1 Positions ID: 83411 Posted On 10/20/2025 **Job Overview** **Position Summary**… more
- JPMorgan Chase (Columbus, OH)
- …have direct impact on consumers. As a Consumer Banking Attorney - Vice President, Assistant General Counsel in the Consumer Banking Legal team, you will spend your ... time serving as a trusted advisor to the business that is responsible for consumer...and 4800+ physical branches that offer a range of financial products and services to Chase bank customers across… more
- Carnival Cruise Line (Miami, FL)
- …calendars, arranging complex and detailed travel itineraries. As an experienced Executive Assistant you will create efficiencies for the executive by screening phone ... reports or escalating when required. Job Functions: **Project & Financial Administration:** + Provide project administrative assistance (budgets, briefs,… more
- IHG (Chicago, IL)
- …required and advise department heads on the interpretation and analysis of financial data, recommending courses of action to maximize hotel profitability. + Assist ... in directing and administering the hotel's financial operations including, but not limited to,...members; hire, assesses, discipline, and document performance. Act as advisor to staff to help meet established schedules and/or… more
- Citigroup (Tampa, FL)
- …+ Create collaborative relationships with the client(s) and act as trusted advisor on service-related matters and proactively manage clients through the provision of ... to review operational issues log and MIS. + Support Sales /Client Executives in pre-RFP information requests and client due...or equivalent work experience + Experience in a global financial institution with broad end to end understanding of… more
- FirstBank PR (San Juan, PR)
- …opportunities, develops internal or external activities in conjunction with the Branch Sales Assistant Manager and participates in internal and external ... At FirstBank PR, we strive to be a trusted advisor to our clients and our employees are the...product, within the required timeframe. + Support the Branch Sales Assistant Manager/Branch Operations Assistant … more
- Truist (Atlanta, GA)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to...training. 2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities… more
- Principal Financial Group (Boston, MA)
- …of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain ... in the area. + Collaborate on the design and delivery for chatbot/ virtual assistant (AI/ML models, embedded apps, escalation logic) + Partner with design teams to… more
- JPMorgan Chase (Philadelphia, PA)
- …or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager Chase is a leading ... resources of one of the largest and most respected financial firms in the world. Our small size and...You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture… more
- Deloitte (Houston, TX)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... Additionally, Specialist Masters are expected to mentor/coach staff, contribute to sales activities, and develop eminence through writing papers and/or presenting at… more
- Air National Guard Units (Montgomery, AL)
- …Experience may have been gained in work such as computer operator or assistant , computer sales representative, program analyst, or other positions that required ... on business needs and practices and takes into consideration the organization's financial and other resources while developing capital investment plans designed to… more
- Air National Guard Units (East Granby, CT)
- …Experience may have been gained in work such as computer operator or assistant , computer sales representative, program analyst, or other positions that required ... JOB SUMMARY: The purpose of this position is to serve as a technical advisor to local base information technology (IT) and communications users in the area of… more
- Insight Global (San Francisco, CA)
- …on these introduction meetings, typically the end users of their AI-powered meeting assistant . You'll manage the full sales cycle, from setting follow ups, ... handling post-sale follow-ups. Their product is built specifically for financial advisors, offering real-time transcription, voice differentiation, and seamless… more
- PNC (Cleveland, OH)
- …be based in Cleveland, OH. In this role, you will support the Estate Settlement Advisor /s in all aspects of estate and trust administration and the delivery of an ... preferred. Individuals who have a background as a legal assistant /paralegal with experience in an estate planning or probate...STEM OPT for this position. **Job Description** + Provides sales , service and execution support for new and ongoing… more
- University at Albany (Albany, NY)
- …+ Provide information and guidance on the University's programs, admissions process, financial aid, and campus life to prospective students and families. + Build ... and Supervisory Relationships: + Each Regional Recruiter will report to the Assistant Director of Undergraduate Admissions but not have any direct reports. Job… more
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