- Canandaigua National Bank & Tr (Sarasota, FL)
- …Trust Company of FloridaWealth Management AssistantWe seek a professional with superior client service expertise to assist our Wealth and Trust and Estate ... Estate Administration support experience a plus. Our organization has delivered extraordinary client service for over 125 years and our corporate culture is second… more
- Moss Adams (San Francisco, CA)
- …the world s most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. ... benefit plans, outsourced accounting, contract compliance and sustainability audits. This is a seasonal position estimated to work a minimum of 40 hours per week and… more
- Bank of America (New Orleans, LA)
- Wealth Management Seasonal Client Associate New Orleans, Louisiana **Job Description:** **_Business Overview_** _Merrill Lynch Wealth Management ... the banking convenience of Bank of America._ **Description** The Wealth Management Client Associate (CA)...the most frequent point of contact with Merrill Lynch. Seasonal support for peak periods, which typically last 3-6… more
- Bank of America (Irvine, CA)
- Wealth Management Seasonal Client Associate Irvine, California **Job Description:** Business Overview Merrill Lynch Wealth Management is a ... leading provider of comprehensive wealth management and investment products and services for individuals, companies,...the banking convenience of Bank of America. Description The Client Associate (CA) role is a sales support position,… more
- Bank of America (Leawood, KS)
- Wealth Management Seasonal Client Associate - Part-time Leawood, Kansas **Job Description:** **Business Overview** Merrill Lynch Wealth Management ... is a leading provider of comprehensive wealth management and investment products and services for individuals, companies,...the banking convenience of Bank of America. **Description** The Client Associate (CA) role is a sales support position,… more
- Bank of America (Henderson, NV)
- Wealth Management Seasonal Client Associate Henderson, Nevada **Job Description:** Business Overview Merrill Lynch Wealth Management is a leading ... provider of comprehensive wealth management and investment products and services for individuals, companies,...the banking convenience of Bank of America. Description The Client Associate (CA) role is a sales support position,… more
- Bank of America (Santa Monica, CA)
- Wealth Management Seasonal Administrative Assistant (Temporary) Santa Monica, California **Job Description:** There is an immediate temporary opening for a ... to join the Merrill Lynch Leadership Team for the Wealth Management & Investment Group, based in...motivated to positively impact the business and deliver excellent client service both internally and externally. The ideal candidate… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- Canandaigua National Trust Company of Florida Administrative Assistant - Wealth Management We seek a professional with superior client service expertise to ... support experience a plus. Our organization has delivered extraordinary client service for over 125 years and our corporate...skills. + Prior financial services experience and interest in Wealth Services a plus + Highly proficient PC skills… more
- Moss Adams LLP (San Francisco, CA)
- …provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. ... **Assurance Senior Manager - Seasonal ** **Description** Why Moss Adams? Moss Adams brings...Focus. **Responsibilities** : + Collaborate with Partners to set client strategy/engagement, including risk assessment, audit plan programs and… more
- Moss Adams LLP (Walnut Creek, CA)
- …provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. ... **Assurance Senior - Seasonal ** **Description** Why Moss Adams? Moss Adams brings...on pre-audit planning and field work for engagements, reviewing client accounting and operating procedures + Perform internal control… more
- Grant Thornton LLP (San Francisco, CA)
- …Provision preferred. * Ability to work additional hours and travel to various client sites as needed. **Title:** * Seasonal SALT Senior Associate* **Location:** ... Seasonal SALT senior associate POSITION SUMMARY: Grant Thornton's...international tax services, state and local tax services, private wealth services, tax reporting and advisory, partnership taxation, not-for-profit… more
- Broadridge Financial Solutions (Edgewood, NY)
- …utilize great time management skills to handle extremely high seasonal volumes QUALIFICATIONS:* Strong client services background.* Excellent written and ... through May with training in December.CORE COMPETENCIES:* Communication* Teamwork/Cooperation* Client Management FUNCTIONAL COMPETENCIES:* Multi-Tasking* Time … more
- Moss Adams LLP (San Francisco, CA)
- …provide the world's most innovative companies with specialized accounting, consulting, and wealth management services to help them embrace emerging opportunity. ... **Assurance Manager - Seasonal ** **Description** Why Moss Adams? Moss Adams brings...Results Focus. **Responsibilities:** + Manage external audit engagements including client expectations, budgets and financial reporting + Deliver detailed… more
- PKF O'Connor Davies (Philadelphia, PA)
- Our client , a prestigious wealth management company in Philadelphia, PA is seeking a Tax Associate to join their team. The position is primarily responsible ... for the upwards communication to the Tax Manager and Tax Director for seasonal progress reporting (ie tax admin process work steps, return prep/completion, K-1… more
- Broadridge Financial Solutions (Edgewood, NY)
- …of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. At Broadridge, we do well by ... Chain-the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better… more
