- Advisor Employee Services (Phoenix, AZ)
- …talk to you! Our fast-paced financial firm is seeking to add a remote Client Services Administrative Assistant to our team! The ideal candidate for this role ... Industry experience required 2+ years working alongside a Financial Advisor in a fast-paced office environment...Employee Services Thank you for your interest in the Client Services Administrative Assistant role. Advisor… more
- Robert W Baird & Co (Seattle, WA)
- …Responsible for client onboarding coordination, which includes managing Financial Advisor (s) prospect pipeline, assisting with proposal generation, preparing ... As a Client Assistant , you will: Provide exceptional...Maintain Client Relationship Management (CRM) system for Financial Advisor (s), as well as leverage the… more
- Recruit Monitor (Mckinney, TX)
- …Dividends, Transfers, Settlement, and also Company Activities that directly affect the Client / Advisor profile. A professional's breakdown to interpret or refine ... Tasks Evaluation *Testimonial of membership contracts or transmission requests * Client / Advisor amount exemptions *Governing responsibilities (Instances: 2340 as… more
- Michael Page (New York, NY)
- …Identify opportunities for cost reduction, process improvement, and efficiency enhancements within financial operations. Serve as a trusted advisor to ownership ... Turnkey team & well established internal processes About Our Client Our client is a family-owned construction...projects. The commercial construction firm is looking for a Assistant Project Manager - Construction - NY, NY to… more
- Freshfields Bruckhaus Deringer (New York, NY)
- …of job This role is for a proactive and highly competent Executive Assistant who will provide professional, client -focused support to senior stakeholders in ... Overview of the Function The Executive Assistant to members of the global leadership have...additional duties may be assigned as needed, due to client or business need. Global Leadership Support Proactive management… more
- Cetera Financial Group, Inc. (Detroit, MI)
- … financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the ... Partners. The Financial Planning Consultant will also partner with a Financial Service Assistant (FSA) who will offer operational support, allowing the… more
- Spherion (Williamsport, PA)
- …and, whenever possible, handle received mail and packages on behalf of Advisor Prepare and mail outgoing correspondence, including client communications, ... Spherion Williamsport is hiring for a 1st Shift, Executive Assistant position in Williamsport, PA. The pay rate is...possible, handle received mail and packages on behalf of Advisor , Prepare and mail outgoing correspondence, including client… more
- JPMorgan Chase (Chicago, IL)
- …collaboration. Elevate your career with us and make a significant impact in the financial industry. As an Attorney in the JPMorgan Asset Management legal team, you ... can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we… more
- The Child Center of NY (Flushing, NY)
- … Advisor Department: Youth Development Reports To: Program Coordinator, Assistant Director, Program Director, Senior Program Director Effective Date: 7/1/21 FLSA: ... -Exempt Summary College and Career Advisor is responsible for working with students to develop...maintain and share information on colleges, college guides, scholarships, financial aid, and paying for college. * Publicize information… more
- Hantz Group (Ann Arbor, MI)
- Financial Planning Assistant Hantz Group is a...their licenses to grow their career or become a Financial Advisor . Essential Job Functions: + Assist in ... is why we offer a holistic approach to our client 's financial planning. Financial Planning...is the core of our holistic approach. As a Financial Planning Assistant , you will work as… more
- JPMorgan Chase (New York, NY)
- Join JPMC's dynamic team as a Global Financial Crimes Legal Advisor , where your expertise in AML and financial crime regulations will drive impactful change. ... empowers you to make a difference. As a Global Financial Crimes Legal Advisor in the Global...financial crime coverage areas. + Develop and maintain client relationships. + Translate complex legal concepts into practical… more
- Equitable (Woodbridge, NJ)
- …Assistant to join the team in our Jefferson, NJ office. The Producer Assistant assist the Advisor with developing and maintaining excellent relationships with ... Producer Assistant ( 250000DF ) **Primary Location** : UNITED...databases//files. A big focus will be on maintaining accurate client information, financial planning tools and preparing… more
- Citizens (Rochester, NY)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality...+ Serve as liaison between clients, financial advisor (s), and internal departments + Complete new client… more
- Robert Half Finance & Accounting (Washington, DC)
- …the financial services sector. Responsibilities: * Coordinate scheduling for client meetings, advisor appointments, and company events using Outlook ... Description We are looking for a detail-oriented Administrative Assistant o join a reputable Wealth Management firm in Washington, District of Columbia. In this… more
- Tompkins Community Bank (Ithaca, NY)
- …events; process expense reports; keep Wealth Advisors/Trust Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer ... is in compliance with rules and regulations. + Execute advisor marketing plans by coordinating client events;.../Trust Officer when set alerts/ticklers are triggered. + Assist financial planning by entering client information into… more
- Insight Global (New York, NY)
- … Marketing Assistant for a part time remote job opportunity to support a Financial Advisor client . This resource will be pivotal in driving teams growth ... with lead generation (LinkedIn, campaigns, program mailers, etc) -Experience supporting a financial advisor client -Familiar working with CPAs, estate… more
- MUFG (Tempe, AZ)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- Thrivent Financial (Ottawa, IL)
- …Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant ... Drive client /member facing activity in the practice by scheduling meetings with client /members on behalf of the practice's Financial Advisors + Update the… more
- JPMorgan Chase (San Francisco, CA)
- …lawyers. As a Private Bank Front Office Legal Attorney - Vice President, Assistant General Counsel within our Private Bank Legal team, you will support teams ... in a fast-paced, dynamic legal environment as a trusted advisor to our business. If you are a driven...succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate… more
- Cognizant (Plano, TX)
- …Consulting team is a high performing organization that is continually expanding our client base and increasingly being recommended by analysts such as Forrester and ... Retail Consumer Goods Consulting Practice is looking for an Assistant Vice President, Consulting to join us on our...knowledge and understanding of Cognizant's horizontal solutions to address client needs and requirements, to advise on and shape… more
