- TEKsystems (Fort Myers, FL)
- JOB DESCRIPTION: Experience Level: Entry Level- Brokerage Client Assistant 2 Typical Responsibilities: + Clerical Tasks: Filing, data entry, document handling, ... scheduling. + Front Office Duties: Greeting visitors, managing appointments, handling phone calls. + Receptionist Role: Answering inquiries, directing calls, maintaining visitor logs. + Customer Service Representative (CSR): Assisting clients, resolving basic… more
- Truist (Tampa, FL)
- …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. ... with clients of all experience levels regarding securities transactions and brokerage accounts. 7. Effective time management skills. 8. Ability to communicate… more
- Anywhere Real Estate (Cape Canaveral, FL)
- The ** Assistant Branch Manager** is responsible for working closely with and supporting the Branch Manager in the growth of the office. Primarily, you will be ... agents thrive and want to grow their careers. The Assistant Branch Manager plays a critical role in achieving...in achieving the business goals of Coldwell Banker's local brokerage offices. This role is 100% in-office. **Responsibilities:** +… more
- Charles Schwab (Sarasota, FL)
- …"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 ... a 120 day condition of employment) + CFP(R) designation is preferred + Strong brokerage and industry knowledge **In addition to the salary range, this role is also… more
- Raymond James Financial, Inc. (Fort Myers, FL)
- …a highly successful, comprehensive financial planning practice. Our Financial Planning Assistant plays the critical role in analyzing and communicating information ... experience in processing securities typically gained by working for a brokerage firm, trust company, financial planner or bank + Exceptional communication… more
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... brain and a soul, Citi creates economic value that is systemically responsible and in our clients' best interests. As a financial institution that touches every region of the world and every sector that shapes your daily life, our Enterprise Operations &… more
- Citigroup (Tampa, FL)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. Citi enables clients to ... achieve their strategic financial objectives by providing them with cutting-edge ideas, best-in-class products and solutions, and unparalleled access to capital and liquidity. A critical enabler of Citi's mission to enable growth and economic progress is… more
- Regions Bank (Clearwater, FL)
- …and one (1) year applicable knowledge or experience in investment/portfolio management, brokerage , finance, or equivalent + Or High School Diploma/GED and three (3) ... years applicable knowledge or experience in investment/portfolio management, brokerage , finance, or equivalent **Preferences** + Bachelor's degree + Three (3) years… more
- First Horizon Bank (Miami Lakes, FL)
- …completeness, reading all comments from the Mortgage Loan Officer (MLO)/ Mortgage Loan Assistant (MLA), indexing all the docs in the unassigned section of the ... private banking, consumer, small business, wealth and trust management, retail brokerage , capital markets, fixed income, and mortgage banking services. First Horizon… more