- Umpqua Bank (Irvine, CA)
- … Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client ... Financial Service Sales Assistant Wealth Management...coordinating schedules and prepare correspondence and documents. + Relieve Financial Advisor (s) of a significant number of… more
- JPMorgan Chase (Irvine, CA)
- Join our fun, high-energy team as a Home Lending Assistant in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...significant impact on our business. As a Home Lending Assistant in Chase Home Lending, you will have the… more
- Robert Half Office Team (San Diego, CA)
- …Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide ... range of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between… more
- City National Bank (Los Angeles, CA)
- …Securities products and systems. Provide middle office support to Financial Advisors, Investment Relationship Officers, Assistant Investment Officers and ... OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and… more
- Bank of America (Walnut Creek, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Santa Clara Valley Water District (CA)
- …Salary See Position Description Location CA, CA Job Type Full-Time Job Number 01910-U Division Office of the Clerk of the Board Unit Office of Clerk of the ... and service-oriented leader to serve as the Board Support Officer (Classification: Assistant Officer) to the Board of Directors, a uniquely impactful role at… more
- AECOM (Oakland, CA)
- …world. Join us. **Job Description** AECOM is seeking a motivated professional for the Office of the Deputy Assistant Secretary of the Navy (Energy) to support ... + Provide specialized technical and strategic support to the Office of the Deputy Assistant Secretary of...and mission objectives. + Serve as a senior policy advisor providing expert guidance and senior level staff support… more
- Ross Stores, Inc. (Dublin, CA)
- …comparing and selecting AI services\. o Architect scalable and secure digital assistant and AI agent solutions leveraging Microsoft Copilot Studio, Azure OpenAI, ... data and event\-driven architectures\. * Develop the internal AI Financial Mgmt and Ops practices collaborating with the CoE,...AI tooling and practices\. * Act as an internal advisor and evangelist for AI transformation within the organization\.… more