- Alcohol and Tobacco Tax and Trade Bureau (Washington, DC)
- …Bureau (TTB), Office of Chief Counsel, Tax and Trade Division, functioning as a principal assistant and senior expert legal advisor to an Assistant Chief ... or private sector including acting independently as a lead agency or client representative in administrative or judicial proceedings, preparing drafts of legal… more
- The Child Center of NY (Flushing, NY)
- … Advisor Department: Youth Development Reports To: Program Coordinator, Assistant Director, Program Director, Senior Program Director Effective Date: 7/1/21 FLSA: ... -Exempt Summary College and Career Advisor is responsible for working with students to develop...maintain and share information on colleges, college guides, scholarships, financial aid, and paying for college. * Publicize information… more
- Morgan Stanley (New York, NY)
- …our culture. The Digital Client Experience & Platforms team drives and defines the client and advisor experience at Morgan Stanley. As a key part of the ... Morgan Stanley is a leading global financial services firm providing a wide range of...Morgan Stanley sponsored benefit programs. **Job:** **Business Analysis* **Title:** * Assistant Vice President, Digital Client Experience &… more
- Hantz Group (Traverse City, MI)
- Financial Planning Assistant Hantz Group is a...their licenses to grow their career or become a Financial Advisor . Essential Job Functions: + Assist in ... is why we offer a holistic approach to our client 's financial planning. Financial Planning...is the core of our holistic approach. As a Financial Planning Assistant , you will work as… more
- Thrivent Financial (Raleigh, NC)
- …growth plans of the Advisor Group and the plans for community impact, client engagement and growth of the Thrivent Member Network. + Provides leadership to a ... The Assistant Mgr, Engagement (AME) reports to the Leader,...marketing plans are high quality and lead to improved client engagement and growth for the advisor … more
- Thrivent Financial (Gig Harbor, WA)
- …society, we're here solely to help others. We help every day through the financial solutions we offer, the client activities we support, and the resources ... information + Basic understanding of our products, services, and Thrivent Financial Competencies + Planning/Organizing + Client Focus + Communication… more
- Research Foundation CUNY (New York, NY)
- …acumen, and the ability to mentor and guide staff in delivering high-quality client services. The Assistant Director is also responsible for identifying emerging ... Job Title: Assistant Director PVN ID: LE-2411-006564 Category: Managerial and...client caseload, providing one-on-one advisement on business planning, financial projections, marketing, and other business strategies. Support staff… more
- Atria Wealth Solutions (Sacramento, CA)
- …planning, and tracking of attendees for seminars and workshops. + Assists Financial Advisor with travel arrangements and other travel-related items. + ... and supports relationships with clients. + Listens effectively and empathetically to Financial Advisor , prospects, and clients, gathering facts, making written… more
- Citizens (Johnston, RI)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality...+ Serve as liaison between clients, financial advisor (s), and internal departments + Complete new client… more
- Raymond James Financial, Inc. (Holland, MI)
- …office. * With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... reports and client -specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client … more
- Kestra Financial (Huntsville, AL)
- …hours per week,) In this role, you will provide essential support to a Financial Planner at Prudent Wealth, by managing client interactions, ensuring operational ... efficiency, and delivering an exceptional client experience. You will act as the primary contact...support business operations, all while creating capacity for the advisor . Our practice works with engineers and analytical people,… more
- Colorado State University (Fort Collins, CO)
- …to support Colorado State University ( CSU ) community members with professional, client centered service, expertise, and technology in the pursuit and conduct of ... in America, among other select recognitions:http://www.fcgov.com/fcfacts. Position Summary The Assistant Vice President for Research Administration ( AVPRA ) at… more
- WSP USA (Oakland, CA)
- …our market share to fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Manages local client coordination and cross-selling efforts ... **This Opportunity** WSP seeks to hire an Assistant Vice President to be leader in WSP's...delivery. + Drives growth through excellence in delivery and client relationship management and being a "trusted advisor… more
- MUFG (Tempe, AZ)
- …heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across ... 120,000 colleagues, striving to make a difference for every client , organization, and community we serve. We stand for...With a vision to be the world's most trusted financial group, it's part of our culture to put… more
- Truist (Fayetteville, NC)
- …support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ... maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the appointments'...2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage… more
- JPMorgan Chase (San Francisco, CA)
- …lawyers. As a Private Bank Front Office Legal Attorney - Vice President, Assistant General Counsel within our Private Bank Legal team, you will support teams ... in a fast-paced, dynamic legal environment as a trusted advisor to our business. If you are a driven...succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate… more
- Atria Wealth Solutions (Williston, VT)
- …, you become part of the credit union environment providing support to the Financial Advisor and helping to build member relationships. This position is ... Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial ...for support and coordination of all activities related to client service, processing of paperwork, coordination of business development… more
- The Research Foundation for SUNY at the University at Albany (Albany, NY)
- …relative to their role. Preferred Qualifications: + Prior experience as a business advisor , associate / assistant director or a director of a SBDC regional ... critical support to the administrative functions, SEED Program operations, client facining training development, and outreach/stakeholder engagement for the Albany… more
- Truist (Doral, FL)
- …impression. 13. Submit and process certain operational requests as instructed by the financial advisor and/or client . These may include: funds distributions, ... data in SalesForce, create meeting agendas and summaries. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
- WSP USA (Costa Mesa, CA)
- …across the globe. **This Opportunity** WSP is currently initiating a search for an ** Assistant Vice President Civil Engineer - Solid Waste** to sit from any of our ... a part of a growing organization that meets our client 's objectives and solves their challenges. The selected candidate...professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. +… more
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