- 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
- Mariner (El Segundo, CA)
- Job Description As a part-time tax administrative assistant , you will work directly with the tax team to maintain an accurate client database, work with clients ... to collect documents, support the team and client's administrative tasks. The successful associate will be client focused,...estate planning and more. You'll work together to solve clients' complex wealth management challenges and everyday… more
- Advisor Employee Services (Kennesaw, GA)
- …attention to detail and excellent customer service are paramount? Eissman Wealth Management LLC is seeking a dedicated Administrative Assistant to ... Administrative Assistant Do you thrive in...communication skills, both written and verbal Excellent organizational and time- management skills Proactive problem-solver with strong follow-through Friendly, professional,… more
- Marshall & Sterling, Inc. (Poughkeepsie, NY)
- …be based out of Marshall+Sterling's Poughkeepsie office. We're hiring for an Assistant Client Service Specialist to provide superior service and administrative ... client and carrier communications regarding coverages and exposures in the management system. Follow workflow procedures, adhere to agency guidelines, and promptly… more
- Colliers (Las Vegas, NV)
- …as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to ... a positive attitude to everything you do. As an Assistant Property Manager, you will be involved in all...tenants' needs to meet lease obligations. You support senior management by preparing regular ownership reports, budgets and other… more
- ApTask (New York, NY)
- …global financial services firm that provides a wide range of investment banking, securities, wealth management , and investment management services. It is a ... business continuity planning and due diligence investigations. Responsibilities: As an administrative assistant , you'll be expected to provide administrative… more
- Conagra Brands, Inc. (Chicago, IL)
- …in business management or related field, or training in executive assistant / administrative secretarial skills, office management or administrative ... Overview Conagra Brands is looking for an Executive Assistant to support the Executive Vice President, Chief...HR team, this role will perform a variety of administrative responsibilities for CHRO. Partnering with key stakeholders and… more
- University of California, Irvine (Orange, CA)
- …Orthopaedic Surgery Your Role on the Team The Orthopaedic Surgery Physician Assistant position will provide collaborative medical management to Orthopaedic ... Surgery patients at UCI Medical Center. The Physician Assistant provides routine care and management of...specialty of Orthopaedic Spine and General Orthopaedics. The Physician Assistant will report to Chief Administrative Officer… more
- Cetera Financial Group, Inc. (Cleveland, OH)
- …and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and ... and financial companies. The successful candidate is a sales assistant holding some licensing that may include Life, Accident...or 7, 66 (or 63/65 combo) Experience in an administrative or customer service role Strong time management… more
- Brown Brothers Harriman & Co. (Boston, MA)
- …discussions. Elevate high level risk issues and oversee Relationship Associate and Administrative Assistant 's efforts relating to the completion of client ... and partner well with colleagues (Team Leader, other RMs, Relationship Associates and Wealth Planners) this opportunity is right for you! Some of your key… 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
- 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
- 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
