• Morgan Stanley (Clayton, NC)
    …policies, procedures and digital capabilities that will allow them to interact with Financial Advisor teams as well as new and existing clients. In order to perform ... procedures and risk awareness * Input orders on behalf of Financial Advisor * Perform administrative duties that support Financial Advisors in daily business… more
    Neuvoo (11/08/18)
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  • Client Associate

    Bank of America (Northbrook, IL)
    …complaints and determining which issues require immediate elevation to the Financial Advisor (FA) or a member of the branch management team, Account administration ... business in addition to prospecting existing clients for new product and service offerings, Determine which clients are most...life they envision through a one-on-one relationship with an advisor committed to their needs. We believe trust comes… more
    Bank of America (08/26/18)
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  • Administrative Assistant

    Foundation Partners Group (La Mesa, CA)
    …and/or procedures + Responsible for ordering, tracking, delivery, and location product and document maintenance + Assists Location Leader and Funeral Directors ... and that any account discrepancies are addressed and resolved + Completes product inventory + Completes monthly administrative processes to include: reconcile P-Card… more
    Foundation Partners Group (10/12/18)
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  • Assistant to the Associate Vice Chancellor…

    University of Alaska (Fairbanks, AK)
    …and confidential work environment, and a professional and timely work product . Evaluates incoming materials and communications; uses discretion whether the AVCFS''s ... Facilities Services, promoting a positive image of the university. Functions as an advisor to and supporter of the AVCFS in a demanding, high pressure, fast-paced,… more
    University of Alaska (10/17/18)
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