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Administrative Assistant Wealth Management Jobs

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Job Description Title: Administrative Assistant (entry level) Phoenix, AZ KeatsConnelly We are an expanding, innovative financial services organization seeking to add an entry level Administrative Assistant to our team. We are seeking someone to support our financial planning department and serve in a wide range of responsibilities. The right candidate will possess excellent multi-tasking and org...
Job Description Advantage is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the largest global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a large corporate environment. Previous financial industry exp...
Job Description Established and growing wealth management practice located in Crystal Lake, IL is seeking a detail oriented, organized Administrative Assistant to deliver knowledgeable and exceptional client service. As an integral part of the support team, this Administrative Assistant will be charged with handling the client service and support functions for clients of the wealth management tea...
Job Description Advantage is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the largest global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a large corporate environment. Previous financial industry exp...
Venable LLP is seeking a professional and savvy Legal Administrative Assistant to support our thriving Tax and Wealth Planning practice group in our growing Century City office. The ideal candidate will be responsible for... Managing corporate & personal calendars, complex travel (including international) and scheduling engagements Keeping track of meeting information, timelines and timeframes ac...
Investment Management Division - Private Wealth Management - Administrative Assistant Job id 44252 Location New York Full/Part Time Full-time Job Summary Responsibilities In Private Wealth Management (PWM), we help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Goldman Sachs. We work closely with...
In Private Wealth Management (PWM), we help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Goldman Sachs. We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities...
Description Supports one or more Financial Advisor or Private Financial Advisor (Advisors). Works closely with Advisor(s) to meet the needs and objectives of the client(s). Assists customers with trades (if licensed), requests for information, research, account problems etc. – all types of customer service. Assist with all operational requests. Utilizes tools and resources to help Advisor(s) with...
Description Provides administrative support to individuals or department. Performs general clerical and general office duties involving typing, record and file maintenance, mail distribution, answering telephones, writing memos, etc. as directed. Can also input data into spreadsheets and/or databases. Follows established procedures, methods and practices. Devotes more than 20% of time to clerical...
Executive Administrative Assistant, Private Wealth Management (Atlanta, GA)-W431594 Description Provides administrative support to individuals or department. Performs general clerical and general office duties involving typing, record and file maintenance, mail distribution, answering telephones, writing memos, etc. as directed. Can also input data into spreadsheets and/or databases. Follows estab...
Part -Time Administrative Assistant, Private Wealth Management (Ft.Lauderdale, FL)-W431205 Description Supports one or more Financial Advisor or Private Financial Advisor (Advisors). Works closely with Advisor(s) to meet the needs and objectives of the client(s). Assists customers with trades (if licensed), requests for information, research, account problems etc. – all types of customer service....
One of our LPL Branch Offices located in Maplewood, NJ (a Registered Investment Advisor firm) is seeking an Administrative Office Assistant. This office offers comprehensive wealth-management, retirement planning and investment management services to individuals, families and small institutions with an average of $1M in investable assets. The role/responsibility of the Office Manager has several c...
Job Description: Wealth Management Associate $60k-$65k Plus BonusElite Placement Group is recruiting for a prominent Wealth Management firm that is searching for talented individuals to join their professional team of Financial Advisors.• Communicate investment process and services thoroughly to clients, prospects and intermediaries regarding stock, bond, mutual fund and hedge fund portfolios, bot...
Description The Senior Administrative Assistant will support an individual or group by providing an in-depth knowledge of administrative procedures and tools required. Incumbent has basic understanding of the business service area, clients, key terms and service offerings. May handle sensitive information with professionalism and integrity while communicating openly and often among team members....
Description The purpose of this position is to provide general administrative support to senior-level manager(s) and/or a department under limited supervision. May coordinate projects with other administrative and executive assistants. Administrative Responsibility Provides general administrative support to department. Makes travel, appointment, and meeting arrangements. Manages schedules and pri...
Requisition Number 16-1155 Title Accounting Administrative Assistant City Seattle (Bellevue) State WA Description We are seeking a Client Service Assistant for our Seattle (Bellevue), WA office. This high energy individual will provide administrative and client service support to principals, managers, and staff. The individual also ensures that timely and courteous service is provided to all clien...
Administrative Assistant – Wealth Services Revised Date: November 2016 Department: Wealth Services Reports To: Advisory Operations Manager Status: Non-Exempt JOB SUMMARY Provide administrative support to Financial Advisor(s) by preparing reports, scheduling client meetings, opening and processing new accounts, data entry, filing/scanning, handling all client service requests, fielding client phon...
Company Overview About TD Bank, America's Most Convenient Bank® TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida....
One of our LPL offices in the Rancho Bernardo, San Diego, CA area is actively seeking an experienced Administrative Assistant. We are looking for an organized, professional, self-motivated and energetic individual to join our team to provide administrative, operational, and customer service support. Duties include: * Manage general office communications * Setting appointments with clients and pros...
About Us 1st Source Bank is the largest locally controlled financial institution headquartered in the northern Indiana-southwestern Michigan area. 1st Source operates more than 80 banking centers in 17 counties, 22 1st Source Bank Specialty Finance Group locations nationwide, nine Trust and Wealth Management locations and eight 1st Source Insurance offices. We deliver a comprehensive range of ban...