- Tompkins Community Bank (Ithaca, NY)
- … Advisors/Trust Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. ... coordinating client events; client mailings and holiday gifts and notify Wealth Advisor /Trust Officer when set alerts/ticklers are triggered. + Assist financial… more
- US Bank (Madison, WI)
- …and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support representative ... problem resolution, escalating items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to… more
- Sponsors for Educational Opportunity (SEO) (New York, NY)
- Title: Career Development Advisor , Markets Department: SEO Career Reports to: Associate Director, Markets Compensation: $70,500 - $83,000 FLSA: Exempt Location: ... in both enrollment and impact . As Career Development Advisor , you will work directly with students to help...of relevant curricula, course content, and materials to the Assistant Director of Training & Development + Collaborate with… more
- DHS Headquarters (Washington, DC)
- …(TPLD). The primary purpose of this position is to serve as the Assistant General Counsel for R&D Acquisition. Non-BU: This is a non-bargaining unit position. ... Responsibilities As a Supervisory Attorney- Advisor (General), GS-0905-15, your typical work assignments may include:...supervisory experience is desired, but not required. As the Assistant General Counsel for R&D Acquisition you will be… more
- Morgan Stanley (New York, NY)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Assistant Vice President, Client ... TheAnalytics & Data (A&D) team within Morgan Stanley Wealth Management Client Solutions Groupowns all the management...leaders throughout the firm. We are searching for an Assistant Vice President to join the Client Engagement Products… more
- Citizens (Philadelphia, PA)
- …The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Assistant Registrar-Masters and Certificate Programs Job Profile Title Coordinator...be responsible for: + Student Record Management: Facilitate registration, advisor assignments, field of study updates, degree audits, and… more
- Raymond James Financial, Inc. (Duluth, MN)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. * Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . * Creates and maintains records and files utilizing Client Relationship… 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 ... help us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of the credit union environment providing support to… 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...the E-SIGN Act, UETA and/or Remote Online Notarization + Wealth management experience All candidates for roles in the… more
- Atria Wealth Solutions (Sacramento, CA)
- …CUSO Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Sales Assistant in the Sacramento, CA area. About Patelco Credit Union Patelco Credit Union is ... of attendees for seminars and workshops. + Assists Financial Advisor with travel arrangements and other travel-related items. +...+ Supports entire program and pitches in when other assistant (s) are out, if applicable. + Sets and keeps… more
- The Chicago Community Trust (Chicago, IL)
- …or is preferred + Five to seven years of experience working as a legislative assistant or advisor ; policy manager or communications staff for an elected official ... solutions that will enable equitable economic mobility by building individual and community wealth for under invested in communities. The Trust itself also acts in… more
- Western Washington University (Bellingham, WA)
- …recruitment and selection of all paraprofessional staff + Direct and support resident advisor /apartment advisor and inclusion assistant staff in the ... 12-month appointment , live-in position within University Residences reporting to an assistant director of residence life. RDs coordinate the management of a… more
- JPMorgan Chase (Miami, FL)
- JP Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources of one...You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture… more
- Kestra Financial (Deerfield, IL)
- …pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... we have been helping our clients protect their current wealth and create long-term financial plans for more than...to compliance standards + Build relationships with the personal wealth and retirement plan clients by acting as the… more
- National Science Foundation (Alexandria, VA)
- …click here. Responsibilities This position is in the Office of the Assistant Director (OAD), Directorate of Biological Sciences (BIO). The Directorate is responsible ... lead over time to the creation of new shared wealth and a better quality of life. BIO is...NSF data services within the directorate. Serve as BIO advisor and liaison to relevant Foundation-wide working groups, such… more
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