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Administrative Assistant Financial Advisor Jobs

Currently, there are no Administrative Assistant Financial Advisor jobs available which match this search. You may wish to explore similar job titles on the Administrative jobs page or view related jobs below.
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JSSI Job Posting Administrative Assistant, Client & Administrative Services Jet Support Services, Inc. (JSSI) is seeking a well-qualified Administrative Assistant, Client & Administrative Services to be based at our Chicago Corporate Headquarters. Company Description: Founded in 1989, Jet Support Services, Inc. (JSSI) is the world’s largest independent provider of hourly cost maintenance progr...
Company Description An established Financial Services firm is looking for a bright Administrative Assistant to support a group of Financial Advisors. Job Description Answering phones and screening calls for FAs, being the first point of contact for the advisors Helping new advisors/representatives get off to a good start Assisting with paperwork and office organization Qualifications Lookin...
One Nevada Credit Union has an excellent career opportunity for a Financial Advisor Administrative Assistant in our Member Investments department: POSITION STATEMENT The Financial Advisor Administrative Assistant plans, coordinates, and performs activities related to support and sales of various financial services and investment products for the Investment Group division to the members of One Ne...
One Nevada Credit Union has an excellent career opportunity for a Financial Advisor Administrative Assistant in our Member Investments department: POSITION STATEMENT The Financial Advisor Administrative Assistant plans, coordinates, and performs activities related to support and sales of various financial services and investment products for the Investment Group division to the members of One Ne...
Leading investment manager is seeking an Administrative Assistant with Series certifications and experience working in an administrative role within the Financial Services industry. Client Details Founded over 70 years ago, our client is an employee-owned investment manager. The firm manages equities, fixed income, private equity and hedge fund portfolios for institutions and advisors worldwide....
Since 1968, HMWC CPAs & Business Advisors has specialized in serving the financial and tax needs of privately-held businesses and their owners throughout Southern California. The depth and breadth of our experience — which includes such ancillary services as business consulting, business valuation, employee benefits and human resources services, estate planning and computer consulting — make us a ...
With the right company, life can be brilliant At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty ...
Overview & Responsibilities The Administrative Assistant’s role is to assist the Operations Manager by providing client support for operational and administrative issues. We are looking for someone who will enthusiastically create a fantastic client experience as a key part of the Operations team. The Administrative Assistant is responsible for: · Administrative duties including scanning, elect...
Executive Administrative Assistant/Client Services Kistler-Tiffany Advisors, a Registered Investment Advisor located in Berwyn, PA, is seeking a professional, executive assistant to support a Managing Partner. Kistler-Tiffany is a private wealth planning firm, specializing in financial services for affluent individuals. The firm’s services include investment management and advanced estate plannin...
Latitude Wealth Management (LWM) is a small, comprehensive wealth management firm located in Kennewick WA. Our mission is to help our clientele attain their most important financial and lifestyle objectives. We work tirelessly for the clients we serve, and we care more about their success than anyone who doesn’t share their last name. If you have a genuine interest in working on a team that is las...
Large Financial Services Firm with offices throughout New England seeks an Administrative Assistant to a Financial Advisors in its Wellesley, MA office. This will be a 40 hours per week position. Those hours will fall during normal business hours and can be flexible. Qualifications include superior verbal and written communication skills, a professional and friendly phone presence, strong organiz...
Large Financial Services Firm with offices throughout New England seeks an Administrative Assistant / Case Manager to a Financial Advisor in its Wakefield, MA office. This will be a full-time, 40 hours per week position. Those hours will fall during normal business hours (preferably 8:30am-5pm). Qualifications include superior verbal and written communication skills, a professional and friendly p...
Environmental & Safety Solutions, Inc. Job Description Division/Department Administrative Assistant Location Corporate Office of Environmental and Safety Solutions, Inc.- Woodlawn, OH Job Title Administrative Office Assistant Level/Grade Professional Type of position: Full-time Part-time Contractor Classification: Exempt Non exempt General Description The Administrative Office Assis...
Financial Sales / Registered Representative / Agent / Financial Adviser Career Description: Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality prod...
Job Description: Mary Kraft Staffing and HR Solutions is currently seeking a Financial Administrative Assistant for a client in Columbia and Owings Mills, Maryland. This individual will have responsibilities both for external clients and internal team members. Client Oriented Responsibilities :Perform banking activities including: cash management and reporting, QB accounting/reporting, vendor reb...
Office / Administrative Assistant position available at a Financial Office in Mission Valley, to begin immediately! This is a part-time position with the potential to go full-time. Hours: 20 hours per week Schedule: Monday -- Friday, 8:30 a.m. to 1:30 p.m. Main responsibilities include: - Director of First Impressions - Manage the administrative aspects of client accounts including creating ...
With the right company, life can be brilliant At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty ...
Position: Administrative Finance Assistant Location:Tucson, AZ (85741) Well established financial planning and investment advisory firm, located in Tucson, AZ has an immediate opening for a top-notch Administrative Finance Assistant with exceptional computer skills. This is an excellent opportunity for someone who has previous experience working in financial services. The Administrative Finance...
With the right company, life can be brilliant At Ameriprise, we’re not just in the business of managing our clients’ finances — we also help our advisors and employees reach their true potential, too. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty ...
Financial Administrative Assistant for a Wealth Management Advisor 20 hours a week. Monday – Fridays (8am to Noon) Overall Function The financial assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the advisor to focus his energy on building client relationships. The assistant is a liaison between the home office, network office, and c...