• CSI Investment Assistant II

    Citizens (Fall River, MA)
    …about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality ... and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize revenue… more
    Citizens (03/14/25)
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  • Investment Sales Assistant

    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 ... products help us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of the credit union environment providing… more
    Atria Wealth Solutions (04/06/25)
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  • Project Manager - Executive Assistant

    CBRE (Irvine, CA)
    Project Manager - Executive Assistant ( Investment Sales Team) Job ID 216270 Posted 17-Apr-2025 Service line Advisory Segment Role type Full-time Areas of ... United States of America As a CBRE Project Manager - Executive Assistant for an Investment Sales Team, you will support high-level executives and lead projects… more
    CBRE (04/18/25)
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  • Investment Delivery Manager,…

    Pacificorp (Salt Lake City, UT)
    Investment Delivery Manager, ( Assistant /Mid ) Salt Lake City, UT #113549 **Date:** Apr 21, 2025 **Location:** SALT LAKE CITY, UT, US, 84116 **Company:** ... written communication to communicate objectives and action plans. Requirements for **Mid-Level Investment Delivery Manager** also include; + A minimum of seven years… more
    Pacificorp (04/22/25)
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  • Executive Assistant - CBRE…

    CBRE (New York, NY)
    Executive Assistant - CBRE Investment Management Job ID 213764 Posted 04-Apr-2025 Service line REI Segment Role type Full-time Areas of Interest Investment ... - United States of America **About the Role:** As a CBRE Executive Assistant , you will provide support for business operations by conducting research, updating, and… more
    CBRE (04/06/25)
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  • Executive Assistant - Corporate…

    Santander US (New York, NY)
    Executive Assistant - Corporate and Investment Banking New York, United States of America USA Job Family Description: Develops, analyzes, implements and oversees ... and diplomacy with a high degree of confidentiality Polished executive assistant with professional maturity and previous corporate environment experience Ability to… more
    Santander US (04/11/25)
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  • Investment Services Client Representative

    Kestra Financial (Deerfield, IL)
    …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… more
    Kestra Financial (03/11/25)
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  • Facilitation Executive Administrative…

    JPMorgan Chase (New York, NY)
    …is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Healthcare, you will need to work well in a team environment, be ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
    JPMorgan Chase (04/10/25)
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  • Senior Administrative Assistant

    Raymond James Financial, Inc. (New York, NY)
    …Responsibilities: Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Respond to routine requests ... using form letters or emails; respond to more unusual requests by editing templates to create customized responses. Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following detailed instructions to facilitate… more
    Raymond James Financial, Inc. (04/04/25)
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  • Assistant Manager, Investment

    AIG (New York, NY)
    …a market leader in critical lines of the insurance business. Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for ... equity, hedge funds, commercial/residential loans and equity securities. The Investment Accounting group's specific responsibilities include reconciliation of transactional… more
    AIG (02/06/25)
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  • Assistant Controller - Investment

    Robert Half Finance & Accounting (San Francisco, CA)
    …Michelle Espejo with Robert Half Finance & Accounting is recruiting for an Assistant Controller at a fast-growing investment firm. This full-time, permanent role ... Requirements + 5-8 years in fund accounting, public accounting, or finance within investment firms + Strong grasp of private credit, private equity, and alternative… more
    Robert Half Finance & Accounting (04/26/25)
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  • Assistant Property Manager (Commercial)

    TevisHR (Pleasanton, CA)
    …brokers and property management groups to execute defined operating and investment objectives. ASSISTANT PROPERTY MANAGER PRIMARY RESPONSIBILITIES Financial * ... Embarcadero Capital Partners is a real estate investment and management firm based on the San Francisco Peninsula. We invest in dynamic, development-constrained US… more
    TevisHR (04/17/25)
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  • Investment Administrator

    Kelly Services (Willow Park, TX)
    **Administrative Assistant I - Investment Financial Administrator** **Location:** Willow Park, TX **About Us:** Our customer is a growing investment planning ... their financial goals. We're looking for a proactive and detail-oriented Administrative Assistant to support our team and enhance our operational efficiency. **Key… more
    Kelly Services (05/06/25)
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  • Senior Assistant General Counsel,…

    Raymond James Financial, Inc. (New York, NY)
    …education and experience, to manage legal matters involving Global Equities and Investment Banking . May lead major projects, programs or processes with significant ... Working collaboratively with in-house and outside counsel, advises rapidly growing Investment Banking operations. + Manages relationships with investment more
    Raymond James Financial, Inc. (04/05/25)
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  • Executive Assistant

    Wellington (Boston, MA)
    …that aligns our perspectives with those of our clients. **About the Role** Investment Strategy seeks an Executive Assistant to support the Portfolio Managers ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
    Wellington (04/24/25)
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  • Executive Administrative Assistant

    JPMorgan Chase (New York, NY)
    …our Commercial & Investment Banking team as an Executive Administrative Assistant , where you will have the opportunity to work in a high-paced, organization. ... to detail, and quality focus. As an Executive Administrative Assistant in Commercial & Investment Banking you...an Executive Administrative Assistant in Commercial & Investment Banking you will possess structure, attention to detail,… more
    JPMorgan Chase (05/02/25)
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  • Executive Administrative Assistant

    JPMorgan Chase (Chicago, IL)
    …with a focus on attention to detail and quality. As an Executive Administrative Assistant in our Investment Banking team, you will have the opportunity to ... Become an integral part of our Investment Banking team where you will have the...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
    JPMorgan Chase (04/12/25)
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  • Director, Investment Operations

    Robert Half Finance & Accounting (San Francisco, CA)
    …with Robert Half Finance & Accounting is recruiting for a Director of Investment Operations at a top-tier investment management firm. This full-time, permanent ... and families, commuter subsidies, and more. Responsibilities: + Oversee investment product operations, including reporting, accounting, fund expenses, performance… more
    Robert Half Finance & Accounting (05/04/25)
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  • Investment Banking Technology Coverage…

    JPMorgan Chase (New York, NY)
    …providing comprehensive business management support to the Global Heads of Technology Investment Banking, and Senior Business Manager. The role is based in New ... York alongside the Technology Investment Banking team and will operate in the following...Business Support Management on the delivery of all administrative assistant , technology, real estate, operational and other services to… more
    JPMorgan Chase (04/17/25)
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  • Negotiator, National Video Investment

    Publicis Groupe (New York, NY)
    …just media metrics, that will have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for our clients, but for our ... and steward National Video media buys **Responsibilities** + Oversee, train and mentor Assistant Negotiators + Mentor media trainees within the group + Negotiate and… more
    Publicis Groupe (04/26/25)
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