- Insight Global (New York, NY)
- …supporting a Financial Advisor or wealth management company or Financial Advisor Assistant . 3+ years of experience as an executive or financial ... Job Description Insight Global is seeking a part-time Financial Advisor Assistant for a contract to possible perm job opportunity to sit remotely in the state of… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Customs and Border Protection (Doral, FL)
- …location(s) listed above. Responsibilities This position will serve as an Executive Assistant at the Southeast Regional office, Air and Marine Operations (AMO), US ... Regional Director and partners closely with the Lead Special Assistant . This position starts at a salary of $65,084.00...(GS-12 Step 10). Typical duties include: Serving as an advisor to senior executive leadership on all administrative management… more
- Umpqua Bank (Tacoma, WA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client satisfaction. + Provide… more
- Citizens (Malden, MA)
- …The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality… more
- Robert Half Finance & Accounting (Washington, DC)
- Description We are looking for a detail-oriented Administrative Assistant o join a reputable Wealth Management firm in Washington, District of Columbia. In this ... financial services sector. Responsibilities: * Coordinate scheduling for client meetings, advisor appointments, and company events using Outlook calendars. * Prepare… more
- North Carolina Central University (Durham, NC)
- **Posting Details** Position Information **Position/Classification Title** Associate/ Assistant Dean, Business **Working Title** Assistant Dean of Academic ... level and hospitality management, real estate, supply chain strategic management and wealth management at the graduate level. **Primary Purpose of Position** The … more
- Omni Hotels (Broomfield, CO)
- …of the Rocky Mountains, this year-round Colorado resort near Denver offers a wealth of on-site amenities. With its stunning panoramic views of the mountains or ... your perfect match. Job Description Omni Hotels & Resorts is seeking aOperations Assistant for the beautiful Interlocken Hotel & Spa. Located between Denver and… more
- 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 ... help us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of the credit union environment providing support to… 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...the E-SIGN Act, UETA and/or Remote Online Notarization + Wealth management experience All candidates for roles in the… more
- Citigroup (Tampa, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... implications of the application of technology to the current business environment + Act as advisor or coach to new or lower level analysts and work as a team to… more
- JPMorgan Chase (New York, NY)
- …etc.) + Perform other daily administrative and operational duties that support the Wealth Advisor (s) and clients including ad hoc requests. + Create and ... When you join JP Morgan Wealth Management you will have the opportunity to...management to create a seamless and integrated client and advisor experience. You will provide dedicated administrative support to… more
- TEKsystems (Herndon, VA)
- Description The Client Service Assistant provides direct support to the Wealth /Financial Advisor (s). The CSA's job is to help enhance the client experience ... the client's needs and providing administrative support to the Advisor in their daily business practices. Skills series 6,...review various reports on a routine basis with the advisor to include advisory reviews due, high/low cash, upcoming… more
- US Bank (Walnut Creek, CA)
- …and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative ... problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to… more
- Kestra Financial (Deerfield, IL)
- …pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... we have been helping our clients protect their current wealth and create long-term financial plans for more than...to compliance standards + Build relationships with the personal wealth and retirement plan clients by acting as the… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... administrative responsibilities. + Counseling/Mentoring - Serve as a role-model and advisor for student-athletes in a general capacity. Connect student-athletes to… more