- Truist (Nashville, TN)
- …and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5. ... business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND… more
- WTW (Hartford, CT)
- Assistant Client Services Specialists - Surety are integral members of our account management teams who proactively obtain, compile and follow up on information ... Surety clients. This will involve building relationships and working closely with client -decision makers, executing deliverables on our client 's behalf in… more
- AON (Berkeley Heights, NJ)
- …and oversee the client team and project management. The Health Solutions Assistant Vice President will collaborate with the client Account Executive to ... plus years of client facing experience at an insurance company or brokerage /or consulting experience in the Health & Benefits discipline, with a strong emphasis… more
- Voyig LLC (San Antonio, TX)
- Overview We are seeking a highly organized and proactive Administrative Assistant to join our dynamic benefits brokerage firm. The ideal candidate will support ... team with various administrative tasks, ensuring smooth operations and excellent client service. This role requires strong communication skills, attention to detail,… more
- Owens Realty Services (Hornell, NY)
- Administrative Assistant Hornell, NY, United States of America $0.00 -$0.00 BackApply Now Back Apply Now Overview Established in 1990, Owens Realty Services is a ... full-service commercial brokerage , investment, management, maintenance, housekeeping and environmental services company....Job Skills / Requirements We have an exceptional Administrative Assistant opportunity for one of our portfolios. As a… more
- USG Insurance Services, Inc. (Minneapolis, MN)
- Production Assistant Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : Based on Experience Offices : At USG, we empower ... supportive community committed to nurturing your success. The Role Itself: A Production Assistant at USG plays a crucial role in our companies' growth and success… more
- Wells Fargo (Salt Lake City, UT)
- **About this Role:** Wells Fargo is seeking a Trading Enablement Assistant to work for its Investment Contact Center (ICC). In this role, you will assist ... brokerage clients via telephone. You will facilitate trades, service...compliance requirements **Required Qualifications, US:** + 2+ years of client service or trading experience, or equivalent demonstrated through… more
- Friedman Management Company (Farmington Hills, MI)
- Assistant Community Manager Job Details Job Location Corporate Office - Farmington Hills - Farmington Hills, MI Position Type Full Time Job Category Real Estate ... help with the day-to-day operations of an apartment community. In this client facing role, you will be responsible for establishing and maintaining business… more
- Truist (Houston, TX)
- …and/or a sales assistant role. 4. Knowledge of securities markets and brokerage accounts. 5. Knowledge of the features and attributes of annuity products. 6. ... business development assistance, and providing a consistent and effective level of client servicing when the FA is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Friedman Management Company (Euclid, OH)
- Assistant Community Manager Job Details Job Location Parkside Gardens - Euclid, OH Job Category Customer Service Description We are seeking an energetic, outgoing, ... help with the day-to-day operations of an apartment community. In this client -facing role, you will be responsible for establishing and maintaining business at… more
- Thrivent Financial (Bloomington, IL)
- …utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Office Professional ... (Administrative Assistant ) reports to and is employed by Heart of...various programs, and processing functions as needed + Drive client /member facing activity in the practice by scheduling meetings… more
- Thrivent Financial (Albany, NY)
- …supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative ... Assistant reports to and is employed by Paula-Christie Heighton....various programs, and processing functions as needed + Drive client /member facing activity in the practice by scheduling meetings… more
- ManpowerGroup (Irving, TX)
- ** Assistant Controller** **Location:** Irving, TX. (onsite) **Contract Duration:** 3 months + (possible contract to hire) **Rate:** $45 - 60 per hour Jefferson Wells ... is seeking an experienced and detail-oriented Assistant Controller to join our team for a contractual period of 3 months or longer, with a possibility to become a… more
- Anywhere Real Estate (Glendale, CA)
- **Sales Assistant ** 1.Current activities/tasks for Sales assistant + Training for Agents on our products: This task is crucial as training with agents vary in ... Equity Comp Site registry 2. Daily Activities for sales assistant + Farming Customer service: + Ordering, proofing and...with agent on other side to lead to new client Key activities that this will enhance more time… more
- Morgan Stanley (New York, NY)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, ... escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM, US Banks and IM Financial Crimes Risk Team is… more
- HUB International (Wall Township, NJ)
- …HUB International Northeast is a division of a leading international insurance brokerage selling and servicing all lines of insurance. We are currently seeking ... an Assistant Account Executive to join our Employee Benefits department...NJ. This position will assist Account Executives with daily client management issues such as claims, eligibility, and service… more
- Charles Schwab (Atlanta, GA)
- …"challenge the status quo" and transform the finance industry together._ As an Assistant Branch Manager (ABM) within Schwab's Branch Network, you have the unique ... business plan focused on growth of market share and client assets. As a branch leader, you will coach...of employment) + CFP(R) designation is preferred + Strong brokerage and industry knowledge **What's in it for you**… more
- Wells Fargo (Cincinnati, OH)
- …work experience, training, military experience, education **Desired Qualifications:** + Brokerage client support experience or financial services industry ... **About this role:** Wells Fargo is seeking an Administrative Assistant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our… more
- Morgan Stanley (Purchase, NY)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, ... escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM and US Banks Financial Crimes Risk Team is… more
- Morgan Stanley (Purchase, NY)
- …provides comprehensive financial advice and services to its clients including brokerage , investment advisory, financial and wealth planning, credit and lending, ... escalating potential money laundering and reputational risk issues associated with higher risk client types. The WM and US Banks Financial Crimes Risk Team is… more