- HUB International (Coraopolis, PA)
- … wealth management & insurance community. POSITION SUMMARY : The Administrative Assistant will provide admin and clerical support to Office Management ... In a rapidly changing world, HUB Retirement & Private Wealth (RPW) advises businesses and individuals on how to...International as an integral member of our team. The Administrative Assistant will utilize their organizational, follow-through… more
- Robert Half (Randolph, NJ)
- …a passion for client service in the financial sector? We are seeking a Licensed Senior Wealth Management Assistant to join a growing wealth management ... Active Series 7, 66, and Life & Health licenses Strong administrative and organizational skills Excellent communication and client-service mindset Proficiency in… more
- University of Pennsylvania (Philadelphia, PA)
- …sports Staff Management Indirect supervision and coordination with team of Assistant Directors, Annual Giving of their related work activities based on sport ... Directors, Assistant Director for Data Analytics, Director of Annual Giving and Assistant Director of Event Management to advance the mission and goals of… more
- Robert Half Accountemps (Palm Beach Gardens, FL)
- Description We are looking for a dedicated Wealth Management Administrative Assistant to join our team in Palm Beach Gardens, Florida. This is a ... to manage multiple tasks simultaneously. * Familiarity with financial services or wealth management is preferred. * Demonstrated ability to handle sensitive… more
- Zions Bancorporation (Salt Lake City, UT)
- …Lake City** location. The Administrative Assistant will provide comprehensive administrative support to Wealth Management Leadership and other ... individual to join our team as an **_Administrative Assistant_** for Zions Bancorporation's Wealth Management Division. This position will be in-office at our… more
- JPMorgan Chase (White Plains, NY)
- …that is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Chase Wealth Management you will need to work well in ... Become an integral part of Chase Wealth Management team where you will...capabilities, and skills** + At least five years of administrative experience + Advanced ability to organize + Discretion… more
- HUB International (Moon Township, PA)
- … wealth management & insurance community. **POSITION SUMMARY** : The Administrative Assistant will provide admin and clerical support to Office ... In a rapidly changing world, HUB Retirement & Private Wealth (RPW) advises businesses and individuals on how to...Management and the Executive Administrative … more
- Robert Half Office Team (Randolph, NJ)
- …a passion for client service in the financial sector? We are seeking a Licensed Senior Wealth Management Assistant to join a growing wealth management ... Active Series 7, 66, and Life & Health licenses + Strong administrative and organizational skills + Excellent communication and client-service mindset + Proficiency… more
- PNC (Cincinnati, OH)
- …valued and have an opportunity to contribute to the company's success. As a Sales Assistant within PNC Wealth Management , you will be based in Cincinnati, ... in relevant systems/applications. Provides reports as needed. + May perform general administrative support. PNC Employees take pride in our reputation and to… more
- Citigroup (New York, NY)
- …degree or equivalent experience **Job Family Group:** Business Strategy, Management & Administration **Job Family:** Administrative Support **Time ... The Senior Executive Assistant provides support to another individual or group...and conference calls, making travel arrangements and providing other administrative tasks. **Responsibilities:** + Directly supports a C16 level… more
- Regions Bank (Houston, TX)
- …pertinent information to the assistant team, ensuring consistency across the Wealth Management function + Assists Relationship Teams with resolving complex ... internal partners and clients. The RTA will have direct management responsibility for assistant staff and may... Management associates + Supports Wealth Management Leaders, as needed, with other administrative … more
- Bank of America (Walnut Creek, CA)
- …a plus + Professional verbal and written communication + Administrative Assistant experience **Skills:** + Account Management + Client Management ... Wealth Management Client Associate Walnut Creek,...+ Business Development + Client Solutions Advisory + Pipeline Management + Prioritization + Administrative Services +… more
- Thrivent Financial (Lexington, KY)
- …enjoys working with people, and consistently holds themselves to high standards. The Administrative Assistant reports to and is employed by Inspired Wealth ... Summary This position provides administrative support to Inspired Wealth Advisors...+ Work experience in financial services, preferably at a wealth management or financial advisory firm +… more
- University of Southern California (Los Angeles, CA)
- Gift Services Administrative Assistant University Advancement is seeking a Gift Services Administrative Assistant to join its team. Reporting to the ... Minimum Qualifications + Bachelor's degree. + 3 years of related administrative assistant experience supporting leadership. + Combined experience/education as… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Administrative Assistant , Distribution Services (Space Planning & Operations) Job Profile ... Title Administrative Assistant B Job Description Summary Under...Excel, Outlook) and experience using database systems, electronic document management , and package tracking systems. Strong written and verbal… more
- Columbia Bank (Los Angeles, CA)
- Senior Wealth Advisor Wealth Management ...you focus more on client relationship and less on administrative tasks. Management 's role is to remove ... Advisors will have access to a shared financial services assistant . Advisors will be eligible to have a dedicated...most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need… more
- First Horizon Bank (Orlando, FL)
- …Lafayette, LA, New Orleans, LA, Dallas, TX. **Summary:** The Administrative Assistant receives direction from assigned management personnel. The incumbent in ... reservations + Performs a wide variety of complex, responsible, and confidential administrative duties for management personnel + Researches, compiles, and… more
- Scotiabank (Houston, TX)
- Administrative Assistant , Investment Banking **Requisition ID:** 243712 **Salary Range:** 52,000.00 - 86,700.00 _Please note that the Salary Range shown is a ... team, committed to results, in an inclusive and high-performing culture. **Title: Administrative Assistant , Power & Utilities, Investment Banking - Houston, TX**… more
- Matter Family Office (St. Louis, MO)
- …+ A strong academic performer; 4-year college degree preferred A successful Administrative Assistant will exemplify the following behaviors: + You Embrace ... helping families thrive for generations through three distinct service offerings: Investment Management , Wealth Planning and Coordination, and Family Culture and… more
- Wells Fargo (Chesterfield, MO)
- **About this role:** Wells Fargo is seeking an Administrative Assistant within Wealth Investment Management Team **.** Learn more about our career areas ... . **In this role you will:** + Support moderately complex administrative tasks + Assist in routine payroll processing, record keeping, and… more
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