• CSI Investment Assistant II

    Citizens (Westwood, MA)
    …about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality ... and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize revenue… more
    Citizens (09/05/25)
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  • Investment Sales Assistant

    Atria Wealth Solutions (Williston, VT)
    CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the ... products help us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of the credit union environment providing… more
    Atria Wealth Solutions (07/06/25)
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  • Administrative Assistant

    Scotiabank (New York, NY)
    Administrative Assistant , Investment Banking, CIR **Requisition ID:** 229809 **Salary Range:** 50,600.00 - 84,200.00 _Please note that the Salary Range shown is ... to results, in an inclusive and high-performing culture. Title: Administrative Assistant , Investment Banking, CIR (Consumer, Industrial, Retail) Global Banking… more
    Scotiabank (07/01/25)
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  • GPB Wealth Management Investment Solutions…

    JPMorgan Chase (Jersey City, NJ)
    …a difference in the world of wealth management. As a GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel in the ... Join JPMorgan Chase & Co.'s esteemed Legal Department as a Vice President and Assistant General Counsel. Support our Private Bank / Wealth Management Investment more
    JPMorgan Chase (08/23/25)
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  • Investment Services Client Representative

    Kestra Financial (Deerfield, IL)
    …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… more
    Kestra Financial (09/08/25)
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  • Executive Assistant - Investment

    Mizuho Corporate Bank (New York, NY)
    Banking Americas: Investment & Corporate Banking We are a premier investment and corporate bank dedicated to delivering innovative capital markets and advisory ... solutions to corporations, institutional investors and private equity clients. Our deep industry expertise, value-added ideas and best-in-class execution have made us a trusted partner to our clients. Summary : Provide administrative support to Managing… more
    Mizuho Corporate Bank (08/13/25)
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  • Investment Banking Client Strategy, Senior…

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking a Investment Banking Client Strategy Consultant, Senior Assistant Vice President (Senior Business Execution ... Consultant) in Corporate & Investment Banking as part of the Chief Operations Office...of the Chief Operations Office (COO), specifically aligned with investment banking coverage business management & strategy execution. Learn… more
    Wells Fargo (08/27/25)
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  • Sr. Administrative Assistant

    Truist (Atlanta, GA)
    …instruction. 4. May provide workflow and problem-solving guidance to other administrative assistant levels. 5. Establish and maintain files and records. 6. Screen ... calls/voicemails and handle or route to appropriate people. 7. Arrange and handle details related to travel arrangements, expense reports, departmental budgets, meetings and appointments. 8. Deal discreetly with confidential information. 9. Can make… more
    Truist (09/12/25)
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  • Senior Executive Assistant

    Citigroup (New York, NY)
    The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, ... arranging conferences and conference calls, making travel arrangements and providing other administrative tasks. **Responsibilities:** + Directly supports 3 C16 level managers and generally supports an entire department + Manages day to day calendar(s) of… more
    Citigroup (08/27/25)
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  • Assistant Manager, Investment

    AIG (New York, NY)
    …a market leader in critical lines of the insurance business. Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for ... equity, hedge funds, commercial/residential loans and equity securities. The Investment Accounting group's specific responsibilities include reconciliation of transactional… more
    AIG (09/04/25)
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  • Assistant Director, Investment

    AIG (New York, NY)
    …a market leader in critical lines of the insurance business. Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for ... also includes interest rate and other derivative instruments. The Investment Accounting group's specific responsibilities include reconciliation of transactional… more
    AIG (08/28/25)
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  • Assistant Controller - Investment

    Robert Half Finance & Accounting (San Francisco, CA)
    Description A privately held investment firm with a national footprint is seeking an experienced and detail-oriented Assistant Controller to join its finance and ... accounting team. The firm specializes in real estate investment , with a strong emphasis on affordable and workforce...both financial performance and social impact. Position Overview: The Assistant Controller will play a critical role in supporting… more
    Robert Half Finance & Accounting (09/07/25)
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  • Administrative Assistant

    Robert Half Office Team (San Diego, CA)
    Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate ... a wide range of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison… more
    Robert Half Office Team (08/08/25)
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  • AVP, Ventures Strategic Investment Manager

    Aflac (GA)
    …Company: Aflac Incorporated The Location: GA, US GA, US The Division: Global Investment Job Id: 7743 Assistant Vice President, Ventures Strategic Investments ... Global Ventures is a $400M fund in committed capital to pursue investment opportunities, sponsor proof-of-concept contracts directly with Aflac Business Units, and… more
    Aflac (08/11/25)
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  • Assistant Vice President Investment

    Citigroup (Chicago, IL)
    The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and… more
    Citigroup (09/13/25)
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  • Assistant Controller - Real Estate…

    Robert Half Finance & Accounting (San Francisco, CA)
    …Services is recruiting for a Senior Accounting Manager at a Thriving Real Estate Investment Firm. This is a full-time permanent role based in San Francisco with a ... Hybrid schedule. Step into a role where your work drives real impact in multifamily real estate. Join a small, collaborative team and gain broad exposure across the business while contributing to its growth. Take ownership, make a difference, and grow… more
    Robert Half Finance & Accounting (09/14/25)
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  • MBA Internship - Investment Management

    Vanguard (Malvern, PA)
    …Review Department - Investment Product Manager + Quantitative Equity Group - Assistant Portfolio Manager Special Factors + The start date for this program will ... the summer of 2026 Vanguard's MBA Internship Program - Investment Management Track is an opportunity to use your...influence strategic decisions at one of the worlds' leading investment firms. While we provide a summer assignment and… more
    Vanguard (09/02/25)
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  • Executive Administrative Assistant

    JPMorgan Chase (San Francisco, CA)
    …is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Commercial & Investment Banking, you will need to work well in ... Become an integral part of Commercial & Investment Banking team where you will have the...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
    JPMorgan Chase (09/14/25)
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  • Executive Administrative Assistant

    JPMorgan Chase (Boston, MA)
    …is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Commercial & Investment Banking, you will need to work well in ... Become an integral part of the Commercial & Investment Banking Team where you will have the...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
    JPMorgan Chase (07/30/25)
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  • Trading Enablement Assistant

    Wells Fargo (Salt Lake City, UT)
    **About this role:** Wells Fargo is seeking a Trading Enablement Assistant for the Investment Contact Center (ICC). **In this role, you will:** + Execute and ... confirm routine securities transactions initiated by customers + Provide quality customer service addressing issues, trading strategies, market terminology, and account status + Identify and recommend opportunities for process improvement and risk control… more
    Wells Fargo (08/21/25)
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