- City National Bank (Los Angeles, CA)
- …experience with a financial institution such as a broker/dealer and/or registered investment adviser. * For Wealth Management Compliance roles, experience ... RELATIONS ANALYST* WHAT IS THE OPPORTUNITY? Responsible for working with Associate Director ("AD") to coordinate end-to-end regulatory activity within CNB and… more
- Robert Half Office Team (San Diego, CA)
- …across a wide range of responsibilities, including executive support, family office services, investment operations , and client service. This role serves as a ... Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial...daily and strategic tasks. Reports to the CEO's Advisory Associate . Key Responsibilities Family Office & Client Administration +… more