- BMO Financial Group (Greenwood Village, CO)
- …advice related to assigned strategic initiatives and act as relationship management for assigned initiatives. + Builds effective relationships with internal/external ... stakeholders. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Gathers and formats data into regular and ad-hoc reports, and dashboards. + Leads the planning, coordinating and implementing… more
- Citizens (San Francisco, CA)
- …, located in San Francisco, CA, is hiring a proactive and detail-oriented Private Wealth Executive Assistant to directly support a Managing Director, ... needed. Primary responsibilities: + Provide day-to-day support to the Private Wealth Manager, including expense management , travel coordination, scheduling,… more
- Citigroup (New York, NY)
- The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, ... department + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive ...senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls… more
- Citigroup (New York, NY)
- …that cater to the increasing demand for digital assets within a holistic wealth management framework. Through expert guidance and proactive engagement, the team ... **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter...with digital asset and crypto industry stakeholders. + Develop executive materials and client-facing content, including briefing notes, internal… more
- University of Pennsylvania (Philadelphia, PA)
- …of health and wellness programs and resources, and much more. Posted Job Title Executive Assistant , Leonard Davis Institute of Economics Job Profile Title ... Executive Assistant B Job Description Summary Founded...and physical file systems, institutional recordkeeping, and internal knowledge management . Responsibilities also include managing archival materials; maintaining and… more
- World Insurance Associates, LLC. (Berwyn, PA)
- …Investment Advisors, the financial services division of World Insurance, is looking for an executive Assistant to join our team. Reporting to the President, the ... Executive Assistant will provide high-level strategic administrative...financial services firm dedicated to providing the industry's premier wealth management and retirement plan investment advisory… more
- Wellington (Boston, MA)
- …our clients. **About the Role** The Wealth team seeks an Executive Assistant (EA) to support the relationship management efforts of the firm's US ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...wealth business. The Executive Assistant plays an integral part of… more
- HUB International (Hato Rey, PR)
- …center of a vast network of risk, insurance, employee benefits, retirement, and wealth management specialists. We are committed to providing you with competitive ... financial security and career satisfaction. **The Opportunity** Join us today as a Client Executive Assistant ! HUB PR's Client Executive Assistant works… more
- Scotiabank (New York, NY)
- Executive Assistant , Investment Banking **Requisition ID:** 229809 **Salary Range:** 61,200.00 - 101,800.00 _Please note that the Salary Range shown is a ... committed to results, in an inclusive and high-performing culture. Title: Executive Assistant , Investment Banking, CIR (Consumer, Industrial, Retail) Global… more
- Brunswick (Mettawa, IL)
- …The Executive Assistant is a key partner in executive -level coordination, relationship management , and process excellence, ensuring the smooth execution ... will help transform vision into reality:** Position Overview: The Executive Assistant at Brunswick Boat Group is...for key events, including Town Hall meetings and Senior Management offsite meetings + Meets, greets and escorts external… more
- JPMorgan Chase (Dallas, TX)
- …is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Asset & Wealth Management , you will need to work well ... Become an integral part of the Asset & Wealth Management team where you will...output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.… more
- Scotiabank (New York, NY)
- Executive Assistant **Requisition ID:** 235195 **Salary Range:** 61,200.00 - 101,800.00 _Please note that the Salary Range shown is a guideline only. Salary ... team, committed to results, in an inclusive and high-performing culture. **Title: Executive Assistant ** **Global Banking and Markets** Global Banking and Markets… more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, ... Advisors will have access to a shared financial services assistant . Advisors will be eligible to have a dedicated...most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need… more
- HUB International (Wall Township, NJ)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... own unique, regional culture. We currently have an opportunity for an ** Assistant Account Executive .** **Specific responsibilities include:** + Processing policy… more
- HUB International (Fairfield, CT)
- …unique, regional culture. Our Northeast division is seeking an ** Assistant Account Executive ** to join our Risk Management commercial lines division in our ... casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you… more
- HUB International (Warwick, RI)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... you'll support clients spanning from middle market to emerging wealth and up to high net worth segments. You'll...office work experience + Experience with an automated agency management system + Excellent organizational skills and strong attention… more
- JPMorgan Chase (Philadelphia, PA)
- JP Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. The Market Executive role will lead the market and report directly… more
- Boston University (Boston, MA)
- ** ASSISTANT DEAN, Questrom Development & Alumni Relations** **Job Description** ** ASSISTANT DEAN, Questrom Development & Alumni Relations** **Category** Charles ... Development and Alumni Relations seeks an entrepreneurial, energetic, and collaborative ** Assistant Dean of Development and Alumni Relations for the Questrom School… more
- The New Jewish Home (Bronx, NY)
- …physician groups, area agencies for the elderly, faith-based organizations, property management companies, elder law attorneys and financial/ wealth advisors. . ... New Jewish Home is seeking a full time Account Executive to join our team. This position will sit...and revenue growth for our Private Pay Geriatric Care Management , Home Health Aide Services, and our Certified Home… more
- University of Pennsylvania (Philadelphia, PA)
- …Title Assistant Development Officer B Job Description Summary Reporting to the Executive Director, Parent & Family Giving, the Assistant Director is an ... prospect management , stewardship, and special projects as assigned by the Executive Director. The Assistant Director manages a portfolio of non-alumni (pure)… more