- Zions Bancorporation (Salt Lake City, UT)
- …Lake City** location. The Administrative Assistant will provide comprehensive administrative support to Wealth Management Leadership and other ... individual to join our team as an **_Administrative Assistant_** for Zions Bancorporation's Wealth Management Division. This position will be in-office at our… more
- Wells Fargo (Chesterfield, MO)
- **About this role:** Wells Fargo is seeking an Administrative Assistant within Wealth Investment Management Team **.** Learn more about our career areas ... . **In this role you will:** + Support moderately complex administrative tasks + Assist in routine payroll processing, record keeping, and… more
- Fox Rothschild LLP (Atlanta, GA)
- …(CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative ... to ensure seamless transfer of information. + Facilitates the management of client specific data to enhance the overall...and summarize data for reports, find solutions to various administrative problems and prioritize work. + Must exhibit a… more
- Robert Half Office Team (Randolph, NJ)
- …a passion for client service in the financial sector? We are seeking a Licensed Senior Wealth Management Assistant to join a growing wealth management ... Active Series 7, 66, and Life & Health licenses + Strong administrative and organizational skills + Excellent communication and client-service mindset + Proficiency… 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, Wealth ... needed. Primary responsibilities: + Provide day-to-day support to the Private Wealth Manager, including expense management , travel coordination, scheduling,… more
- PNC (Cincinnati, OH)
- …valued and have an opportunity to contribute to the company's success. As a Sales Assistant within PNC Wealth Management , you will be based in Sharonville, ... in relevant systems/applications. Provides reports as needed. + May perform general administrative support. PNC Employees take pride in our reputation and to… more
- BMO Financial Group (Greenwood Village, CO)
- Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and ... direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking… more
- Citigroup (New York, NY)
- …degree or equivalent experience **Job Family Group:** Business Strategy, Management & Administration **Job Family:** Administrative Support **Time ... The Senior Executive Assistant provides support to another individual or group...and conference calls, making travel arrangements and providing other administrative tasks. **Responsibilities:** + Directly supports a C16 level… more
- Regions Bank (Houston, TX)
- …pertinent information to the assistant team, ensuring consistency across the Wealth Management function + Assists Relationship Teams with resolving complex ... internal partners and clients. The RTA will have direct management responsibility for assistant staff and may... Management associates + Supports Wealth Management Leaders, as needed, with other administrative … more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/ Wealth - Management -Client-Associate\_25037401) **Job Description:** Merrill Wealth Management… more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management ...you focus more on client relationship and less on administrative tasks. Management 's role is to remove ... 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 (Moon Township, PA)
- … wealth management & insurance community. **POSITION SUMMARY** : The Administrative Assistant will provide admin and clerical support to Office ... In a rapidly changing world, HUB Retirement & Private Wealth (RPW) advises businesses and individuals on how to...Management and the Executive Administrative … more
- Matter Family Office (St. Louis, MO)
- …. A strong academic performer; 4-year college degree preferred A successful Administrative Assistant will exemplify the following behaviors: . You Embrace ... to support our industry leadership through a variety of tasks across administrative , receptionist, communications and office management functions. The role has… more
- Wells Fargo (Plymouth Meeting, PA)
- **About this role:** We are seeking an Administrative Assistant to support a Financial Advisory Market Leader of Wells Fargo Wealth & Investment ... operational projects inclusive of market-wide communications, budgeting & expense management , staffing, recruiting, etc. + Be responsible for compiling information,… more
- Conagra Brands (Chicago, IL)
- As Administrative Assistant for our Brand organization, you will perform diversified and confidential administrative tasks supporting multiple business ... to a Vice President & General Manager. **Your Impact:** + Provide administrative support including calendar management , meeting, travel coordination, and… more
- HUB International (Troy, MI)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 20,000 employees in over ... organization. Our successes breed your opportunity! **Here's Where You Come In** The Administrative Assistant provides administrative support to a group of… more
- Kiewit (Albuquerque, NM)
- …**Employment Type:** Full Time **Position Overview** We are looking for an Administrative Assistant to support our Kiewit Albuquerque Program Office, providing ... role. **Responsibilities** Provide the office with day-to-day support with general administrative functions and team management needs including ordering… more
- JPMorgan Chase (Dallas, TX)
- …that 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...capabilities, and skills** + At least five years of administrative experience + Advanced ability to organize + Discretion… more
- Brunswick (Mettawa, IL)
- …contributions will help transform vision into reality:** Position Overview: The Executive Assistant at Brunswick Boat Group is a highly organized, proactive, and ... resourceful professional who provides comprehensive administrative and operational support to the Executive Vice President & President, as well as other assigned… more
- Edward Jones (St. Louis, MO)
- …posting may close early due to the volume of applicants. We are seeking an Administrative Assistant II to support the Field and Home Office Learning Functions! ... team members are upskilled and prepared to deliver industry-leading Human-Centered Complete Wealth Management . This is the first critical step in future-proofing… more