- Top Talent Consulting (Mesa, AZ)
- …to helping good people do more good . We believe that by building wealth through strategic asset management , our clients can positively impact the world. ... About the job Assistant Property Manager Assistant Property Manager:...exceptional service, eager to learn the ropes of property management , and committed to helping others succeed? If you're… more
- NFP (Austin, TX)
- …and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a ... people-first approach. To learn more, please visit: https://www.NFP.com. The Administrative Assistant reports to the Chief Compliance Officer and Associate… more
- State Street Corporation (Clifton, NJ)
- …Reviewing monthly bank reconciliations and post journal entries. Reviewing quarterly management fee calculations. Review and/or preparation of various client related ... communication, interpersonal, and organizational skills, which includes excellent time management and prioritization skills Candidates must demonstrate initiative, be… more
- TemPositions (New York, NY)
- Seeking Administrative and Executive Assistants for non-profit organizations, for long term temporary positions. Duties: C-suite level scheduling of meetings ... (in-person and virtual), calls and conferences; Management of communications with external stakeholders and department staff to ensure prompt response time… more
- Copa Health (Phoenix, AZ)
- …Assistance : Access 6 free coaching and 6 free therapy sessions, plus a wealth of wellness content and services. Additional Insurance Options : Aetna Medical, Delta ... and more! Join our dedicated and compassionate team as a Program Assistant supporting behavioral health services. In this vital dual-role position, you'll provide… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... and business etiquette Minimum of 5 years' experience in an Executive Administrative Assistant role Tact and good judgment in confidential situations… more
- AllianceBernstein Holding LP (Nashville, TN)
- …product development and mutual fund and ETF creations/launches. Assist with administrative projects including uploading and managing Board materials to Diligent and ... fund records for assigned funds, including electronic document and file management . Maintaining up-to-date listing of Officers and portfolio managers for our… more
- Zions Bancorporation (Salt Lake City, UT)
- …organized and proactive individual to join our team as an Administrative Assistant for Zions Bancorporation's Wealth Management Division. The ... Administrative Assistant will provide comprehensive administrative support to Wealth Management Leadership and other Wealth Management team… more
- US Bank (Chicago, IL)
- … and staff support services for an assigned group or manager in the Private Wealth Management line of business. Other duties may include: collects and interprets ... diploma or equivalent + Five to eight years of experience in administrative and support staff activities **Preferred Skills/Experience** + Strong reading, writing… more
- Robert Half Finance & Accounting (Washington, DC)
- …looking for a detail-oriented Administrative Assistant o join a reputable Wealth Management firm in Washington, District of Columbia. In this role, you ... will play a key part in providing administrative and operational support to a team of Financial...support company initiatives. All interested candidates in the Admin Assistant opportunity and other fulltime opportunities please send your… more
- Wells Fargo (Westlake Village, CA)
- …is seeking a motivated Administrative Assistant to join Wells Fargo Wealth & Investment Management team. This position will provide high-level support to ... Client Associates. **In this role, you will:** + Support moderately complex administrative tasks + Assist in routine payroll processing, record keeping, and reports… more
- US Coast Guard (Washington, DC)
- …(PEO Surface and Chief Engineer (Naval)) (CG-SEA), Major Systems Acquisition Assistant PEO-Surface (CG-SEA-A), Fast Response Cutter Program Management Office ... located in Washington, DC. Responsibilities You will serve as a Logistics Management Specialist and be responsible for the planning, organization, execution, 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
- 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
- ManpowerGroup (Frederick, MD)
- **Financial Wealth Management Admin Assistant ! - Frederick, MD** **_This is a full-time, permanent opportunity with excellent benefits (health, dental, ... your next career step!_ A very successful local Financial Wealth Management firm is seeking a highly... firm is seeking a highly organized and detail-oriented ** Administrative Assistant ** to support their Financial Advisors… more
- US Bank (Gresham, OR)
- …grow with us** US Bank is hiring for a service and support WM Specialist Assistant to support our Private Wealth Banking customers and US Bank. Working within ... and/or standard department guidelines, handles day-to-day daily contact between Private Wealth Banking customers and US Bank client calls and transactions and… more
- Fox Rothschild LLP (Atlanta, GA)
- …of two (2) years of professional work experience, to support the Tax and Wealth Planning Department. **SUMMARY:** The Practice Assistant is a direct support ... **ESSENTIAL FUNCTIONS:** + Manage and process all tax and wealth planning related administrative tasks including: +...Prepare and open files in the firm's proprietary case management software. + Photocopy and scan estate documents in… more
- Citizens (New York, NY)
- …in the additional effort for a flawless outcome. Directly supporting the President of Wealth , the Senior Executive Assistant will have the ability to work ... Description In the Senior Executive Assistant role, this person will be a critical...the strategies and activities related to growing the Citizens Wealth business. This requires high attention to detail and… 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\_25019098) **Job Description:** Merrill Wealth Management… more
- Bank of America (Milwaukee, WI)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Milwaukee/ Administrative - Assistant -III\_25023455-2) **Job Description:** Merrill ... Administrative Assistant III Milwaukee, Wisconsin **To... Management is a leading provider of comprehensive wealth management and investment products and services… more
