- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/ Wealth - Management -Client-Associate\_25019098) **Job Description:** Merrill Wealth Management… more
- Robert Half Office Team (San Diego, CA)
- … wealth management firm, is seeking a detail-oriented and proactive Administrative Assistant to support their team of financial advisors and operations ... Requirements Qualifications + 2+ years of experience as an Administrative Assistant , preferably within financial services, banking, or wealth management .… more
- Zions Bancorporation (El Segundo, CA)
- …please see our website at www.zionscapitalmarkets.com We are currently hiring one ** Administrative Assistant to support the growing Zions Capital Markets team** ... middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed...**About the Role** : We are seeking an experienced Administrative Assistant to join our growing Zions… more
- Wells Fargo (San Francisco, CA)
- Job Description **About this role:** Wells Fargo is seeking an ** Administrative Assistant ** within ** Wealth Investment Management Team** **.** Learn more ... . **In this role you will:** + Support moderately complex administrative tasks + Assist in routine payroll processing, record keeping, and… more
- Robert Half Office Team (San Diego, CA)
- …organizational skills and attention to detail. * Industry experience is a plus in wealth management or financial services sector. * Ability to perform accurate ... Description Position Summary The Administrative & Investment Assistant supports the...renew W-8 forms; update client records Statement & Documentation Management + Print, reconcile, and distribute account statements and… more
- Umpqua Bank (Irvine, CA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At ... people. Together for business. Together for better. **About the Role:** Provide administrative & operational support for one or more Financial Advisor(s) and serve… more
- Live Nation (Beverly Hills, CA)
- …a fast-paced, professional environment. The role will focus on calendar management , meeting coordination, travel arrangements, and general administrative ... please read on! THE ROLE We are seeking a highly organized, proactive Executive Assistant to support one of our senior executives. This role is ideal for someone… more
- Live Nation (Beverly Hills, CA)
- …THE JOB We are seeking a proactive, highly organized, and professional Executive Assistant to support the President of Touring for the Live Nation Concerts division. ... other paperwork from beginning to end. + Provide general administrative support and perform diversified administrative duties;...and external clients + Other duties as assigned by management WHAT THIS PERSON WILL BRING + Minimum 2+… more
- City National Bank (Los Angeles, CA)
- …Maintain appropriate knowledge of other Bank products and services, particularly those of Wealth Management * Maintain a strong working knowledge of current ... Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the Financial Advisors and licensed… more
- Customs and Border Protection (Imperial, CA)
- …As a Border Patrol Agent (Sector Programs Agent), you will serve as an assistant advisor to USBP Sector Headquarters on matters regarding USBP Nation-wide and will ... that may include enforcement operations, intelligence collection and reporting, administrative and logistical support, development of training programs, technological… more