- Florida Atlantic University (Boca Raton, FL)
- …growth, sustainability goals, and space utilization initiatives. Serve as a key advisor on infrastructure investment , energy stewardship, and long-term service ... Operations and Infrastructure - Boca Raton, FL. Reporting directly to the Assistant Vice President for Facilities Management, the Senior Director of Facilities… more
- Kelly Services (San Juan, PR)
- …CEO / Advisory Team Lead **Overview:** Seeking a highly organized and detail-oriented Administrative Assistant to support an investment advisory team and ... of administrative support experience, ideally in financial services or investment environments + Proficiency in Microsoft Office (Excel, PowerPoint, Word) +… 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 in the ... us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part...the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position… more
- Columbia Bank (Los Angeles, CA)
- …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa...Advisors will have access to a shared financial services assistant . Advisors will be eligible to have a dedicated… more
- Columbia Bank (Greenwood Village, CO)
- …for one or more Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... systems, coordinating schedules and prepare correspondence and documents. + Relieve Financial Advisor (s) of a significant number of administrative details &… more
- Kestra Financial (Deerfield, IL)
- …basis in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our ... preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services… more
- University of Pennsylvania (Philadelphia, PA)
- …for a new Executive Assistant B to join our team. The Executive Assistant serves as a trusted advisor and critical operations partner to the Executive ... and resources, and much more. Posted Job Title Executive Assistant , Leonard Davis Institute of Economics Job Profile Title...Director, providing high-level, proactive administrative and strategic support to ensure the efficient and… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As ... and identified policies to process data, resolve issues and execute administrative tasks. Duties include providing support to Citi perimeter security infrastructure,… more
- Truist (Atlanta, GA)
- …general servicing and support of the Financial Advisors. This includes administrative and operational support, business development assistance, and providing a ... consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the… more
- Access Dubuque (Dubuque, IA)
- …Holy Family Catholic Schools Banking Services Intern Fidelity Bank & Trust Administrative Assistant for Teacher Education University of Dubuque Custodial ... management, and administrative operations. **Primary Responsibilities:** + Serve as chief advisor to the President and Board of Trustees on all financial and … more
- Bank of America (Walnut Creek, CA)
- …+ Referral Identification + Written Communications **Desired Qualifications:** + Administrative Assistant experience **Minimum Education Requirement:** High ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- Regions Bank (Houston, TX)
- …both internal partners and clients. The RTA will have direct management responsibility for assistant staff and may also directly support members of the advisor ... and/or identifies knowledge gaps + Disseminates pertinent information to the assistant team, ensuring consistency across the Wealth Management function + Assists… more
- City of Long Beach (Long Beach, CA)
- …+ 2030 Strategic Vision (https://www.longbeach.gov/citymanager/2030-strategic-vision/) + Elevate '28 Infrastructure Investment Plan The City of Long Beach fosters an ... regulations and performance outcomes. + Serves as liaison to the State Regional Advisor and other oversight entities to ensure compliance with federal and state… more
