- 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 ... a liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on...+ Assist Financial Advisor with client support and time management . + Process confidential information + Open, maintain and… more
- JPMorgan Chase (Columbus, OH)
- …Regulatory Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, you will provide critical analysis and discussion ... of wealth management -specific regulatory issues, ongoing support of...direct advice and support to internal Wealth Management and Products Solutions clients, including Advisors, Sales… more
- JPMorgan Chase (Plano, TX)
- …As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on legal ... The US Wealth Management Legal team is seeking...You will directly support senior internal Wealth Management and Products Solutions clients, including Advisors, Sales… 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 ... to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of...We deliver a clear path to the future of wealth management with the open-minded agility, senior-level… more
- HUB International (East Longmeadow, MA)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... maintain their own unique, regional culture. We currently have an opportunity for a ** Sales Assistant ** . **Overview:** Responsible for assisting PL Sales … more
- Scotiabank (Tampa, FL)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Assistant Manager, US Cash Management Operations...Scotiabank's Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and… more
- Bank of America (Minneapolis, MN)
- …teammates throughout Bank of America, including Investment Banking, Foreign Exchange and Wealth Management and collaborates with product specialists to advance ... Assistant Vice President; GCB Relationship Manager Minneapolis, Minnesota...design and deliver financial solutions, including credit, payments, risk management , investment banking and wealth and consumer,… more
- Insight Global (New York, NY)
- … management companies Experience supporting a Financial Advisor or wealth management company or Financial Advisor Assistant . 3+ years of experience as an ... 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 New… more
- Citizens (Malden, MA)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s)...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- Benco Dental (Pittston, PA)
- …including office design, equipment repair, practice coaching, financing and project management , wealth management and dental-specific technology solutions. ... Executive Administrative Assistant , Marketing Location: Pittston, PA Business Unit: Marketing...and verbal expertise + Exceptional phone etiquette + Strong time- management skills with demonstrated ability to manage multiple projects… more
- Scotiabank (Houston, TX)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... team, committed to results, in an inclusive and high-performing culture. **Executive Assistant , Mortgage Capital Management - Houston, TX** **Global Banking and… more
- DriveTime (Tempe, AZ)
- …the Hood** DriveTime Family of Brands is the largest privately owned used car sales finance & servicing company in the nation. Headquartered in Tempe, Arizona and ... Nice, But What's the Job?** In short, As an Assistant Director of IT, you will be responsible for...You and your Team Leads will oversee the end-to-end management of IT support requests, incidents and escalations ensuring… more
- Zions Bancorporation (El Segundo, CA)
- …in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital ... see our website at www.zionscapitalmarkets.com We are currently hiring one Administrative Assistant to support the growing Zions Capital Markets team. The position… more
- HUB International (Charlotte, NC)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... in Mergers and Acquisitions. **SUMMARY:** Your impact as an Assistant Broker will be directly tied to you meeting...teams and leaders. + Contribute to and support strong sales culture. + Knowledge and career development through internal… more
- Wells Fargo (Fort Lauderdale, FL)
- …feels valued and inspired. **About this role:** Wells Fargo is seeking an **Administrative Assistant ** in ** Wealth and Investment Management ** as part of ... the business line staff in the areas of reporting, customer/business documentation, sales and service goals + Interact with other Administrative Assistants, internal… more
- Comerica (Houston, TX)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Job Description Senior Lending AssistantThe Senior Lending Assistant will assist assigned lending department and officers in administering routine operational… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... line of defense for wholesale and counterparty credit risk management and works with Independent Risk teams to ensure...development. + Work in close coordination with Front office sales & trading, in-business risk managers, second line risk… more
- Berkshire Bank (New Lebanon, NY)
- …Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth , Insurance, Cash Management and Mortgage. Lead through lobby ... and account maintenance. 35% + Assists Financial Center Manager in building/managing sales culture to achieve branch goals and Bank-wide initiatives. Bring out the… more
- First Horizon Bank (Lake Charles, LA)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Extensive reporting for markets around sales and other initiatives + Coordinates manager's schedule and makes… more
- BlackRock (Chicago, IL)
- …Advisory ("USWA") is responsible for building and maintaining relationships with wealth management firms and platforms, distributing BlackRock's alpha-seeking ... **About this role** **Administrative Assistant - US Wealth Advisory** BlackRock is...will support our Head of Distribution and other USWA sales leaders in the Chicago office. **About BlackRock and… more
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