- Bank of America (Portland, OR)
- Wealth Management Administrative Assistant III Portland, Oregon **Job Description:** Merrill Wealth Management is a leading provider of ... or relevant internship experience Knowledge of wealth management tools preferred **Skills:** + Administrative Services...wealth management tools preferred **Skills:** + Administrative Services + Attention to Detail + Customer and… more
- JPMorgan Chase (Rockville Centre, NY)
- …is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in JPMorgan Wealth Management , you will need to work well ... Become an integral part of JPMorgan Wealth Management team where you will...capabilities, and skills** + At least five years of administrative experience + Advanced ability to organize + Discretion… more
- Fox Rothschild LLP (Miami, FL)
- …the Client Service Specialist (CSS) Specialist is responsible for providing legal administrative support to a team of attorneys by performing complex, ... administrative assistance using specialized knowledge of the assigned practice...to ensure seamless transfer of information. + Facilitates the management of client specific data to enhance the overall… more
- Arrow Financial Corporation (Glens Falls, NY)
- …experienced professional to join the Trust and Wealth Services team as a: Wealth Management Support Admin Assistant This opportunity may be perfect for ... Trust and Wealth Services department in our Wealth Management Division, you would be responsible...excellent customer service and supporting Trust Officers with various administrative and transactional requests. This position is 100% in… more
- ManpowerGroup (Frederick, MD)
- …with account management and client facing? A very successful local Financial Wealth Management firm is seeking a highly organized and detail-oriented ** ... **_Seeking a Financial Wealth Admin Assistant ! This is a...Administrative Assistant ** to support their Financial Advisors...Administrative Assistant ** to support their Financial Advisors and enhance client… more
- Regions Bank (Birmingham, AL)
- …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
- ManpowerGroup (Minneapolis, MN)
- Our client in Banking Industry is seeking an Administrative Assistant to join their team. As an Administrative Assistant you will be part of the Global ... essential skills in Concur and Microsoft Office Suite. **Job Title:** Administrative Assistant **Location:** New York, NY **What's the Job?** + Registering… more
- Commerce Bank (Bloomington, IL)
- …more than a century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax planning, investment ... private banking and trust administration services. Our approach to wealth management means assembling a team of...for some roles. This compensation range is for the Administrative Assistant I & Administrative … more
- Thrivent Financial (Sioux City, IA)
- …of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Chad Robinson. Compensation ... Christian community and nonprofit organizations. Position summary: This position provides administrative support to Abide Wealth Advisors Thrivent Practice… more
- Thrivent Financial (Federal Way, WA)
- …support of client relations, and other administrative tasks as assigned. The Administrative Assistant reports to and is employed by Nick Dare. This position ... administrative support to Nick Dare of Ascend National Wealth Advisors. This role is critical to our member...processing client service requests promptly and accurately. + Handle administrative tasks related to account management and… more