- Citizens (Tarrytown, NY)
- Description The Private Wealth Management Tax Administrative Assistant plays a role at every stage of the tax compliance process. As a PWM Tax ... Administrative Assistant , you will provide ...Education, Certifications and/or Other Professional Credentials + Effective Time Management and organization + Experience utilizing CRM Tax software… more
- Tompkins Community Bank (Ithaca, NY)
- Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... account status changes; account notes in the CRM system. + Perform administrative tasks including sorting and distributing mail; sending outgoing mail; monitoring… more
- JPMorgan Chase (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... investment advice and/or administrative functions for private investment funds and provides discretionary...experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a workforce of… more
- US Bank (Minneapolis, MN)
- …excel at-all from Day One. **Job Description** Provides a broad variety of administrative and staff support services for an assigned group or manager. Other duties ... diploma or equivalent - Five to eight years of experience in administrative and support staff activities **Preferred Skills/Experience** - Strong reading, writing… more
- Bank of America (Garden City, NY)
- Administrative Assistant III Garden City, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind… more
- Lockheed Martin (Moorestown, NJ)
- …Place to Work **WHO YOU ARE** We are looking for a team\-oriented Administrative Assistant with exceptional organizational skills to provide administrative ... and Business Operations\. This position requires a detail oriented Administrative Assistant that will perform a wide...work well with all levels of internal and external management and staff members\. In this role you must… more
- JPMorgan Chase (Jersey City, NJ)
- …As an Executive Administrative Assistant on the JP Morgan Wealth Management Technology Team, you will possess structure, attention to detail, quality ... Join our JP Morgan Wealth Management Technology Team, part of...part of Consumer and Community Banking, as an Executive Administrative Assistant , where you will have the… more
- TEKsystems (Garden Ridge, TX)
- Description: Administrative assistant supporting a wealth management office. responsibilities include: - Answering phone and greeting clients coming to ... the office - data entry and file upload for customers wealth management documents - filing and document organization Skills: administrative support, customer… more
- Dunham & Associates Investment Counsel, Inc. (Reno, NV)
- ADMINISTRATIVE ASSISTANT Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client's need, from ... custodial accounts and safekeeping of assets to family trusts, wealth management and investment options. Headquartered in...Loveland, Colorado. DTC is looking to hire a full-time Administrative Assistant who will be responsible for… more
- TIAA (Buffalo, NY)
- The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office ... Requirements** + Physical Requirements: Sedentary Work **Career Level** 2IC TIAA seeks an Administrative Assistant professional to join our team in our Buffalo,… more
- Federal Reserve Bank (St. Louis, MO)
- …Federal Reserve Bank of St. Louis Our Research Division is looking for an administrative assistant to join our team of economists, economic and data analysts, ... editorial and technical specialists, librarians, and administrative staff. The assistant will provide support...potential issues and resolve them or refer them to management for resolution + Provide back-up support to other… more
- Broadridge Financial Solutions (New York, NY)
- …the way, come join the Broadridge team. We are seeking a seasoned Executive Administrative Assistant in our 605 Third Avenue, NYC location to primarily support ... a SVP of Sales Managementand his direct reports. Executive Assistant Responsibilities + Provide administrative and related...includes, but is not limited to calendar and phone management . Must be able to distinguish urgent calls from… more
- University of Pennsylvania (Washington, DC)
- … of health and wellness programs and resources, and much more. Posted Job Title Administrative Assistant , Penn Washington Job Profile Title Staff Assistant C ... internal and external communications including correspondence, reports, and other documents. The Administrative Assistant works with all members of the Penn… more
- Plante Moran (East Lansing, MI)
- Administrative Assistant - East Lansing, MI +...one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, ... teams, to leveraging resources and optimizing firm operations, our administrative team plays a key role in the firm's...client invoices, utilizing hours and expense detail in firm management system + Attain expert level of knowledge in… more
- University of Pennsylvania (Philadelphia, PA)
- …health and wellness programs and resources, and much more. Posted Job Title Administrative Assistant B (Abramson Family Cancer Research Institute) Job Profile ... Title Administrative ...including updating databases/ systems, accounting and assisting in financial management . Job Description Provide administrative support for… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Administrative Assistant (Department of Hematology/Oncology) Job Profile Title ... Administrative Assistant A Job Description Summary The role of this...photocopying, scanning, hand deliveries, and express shipping. + Calendar Management + Assist with managing the website and internal… more
- HUB International (Charlotte, NC)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... + **Strong community support and involvement through HUB Gives** **SUMMARY:** The ** Administrative Assistant ** position is a support position that assists with… more
- JPMorgan Chase (Columbus, OH)
- …that is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Asset & Wealth Management Legal, you will need to ... Become an integral part of Asset & Wealth Management Legal team where you...capabilities, and skills** + At least five years of administrative experience + Advanced ability to organize + Discretion… more
- US Coast Guard (Camp Lejeune, NC)
- …workstations. Reviews, analyzes, and evaluates the accomplishments of various office administrative functions, such as records management , reports control, forms ... processes and procedures; maintaining files and records; assisting in the management of ongoing clerical and administrative support; drafting correspondence… more
- HUB International (Hunt Valley, MD)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. In addition to winning the Gold ... our talent. We currently have an opportunity for an ** Administrative Assistant ** to join the team in...Update account information and attach documentation in the agency management system as needed. + Assist with client review… more