- Bank of America (Walnut Creek, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Columbia Bank (Irvine, CA)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At ... liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction. +...+ Assist Financial Advisor with client support and time management . + Process confidential information + Open, maintain and… more
- Robert Half Office Team (San Diego, CA)
- Description Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate ... range of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as...to detail. * Industry experience is a plus in wealth management or financial services sector. *… more
- Zions Bancorporation (El Segundo, CA)
- …in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital ... see our website at www.zionscapitalmarkets.com We are currently hiring one **Administrative Assistant to support the growing Zions Capital Markets team** . The… more
- Wells Fargo (San Francisco, CA)
- …**About this role:** Wells Fargo is seeking an **Administrative Assistant ** within ** Wealth Investment Management Team** **.** Learn more about our ... manage a busy calendar and appointments + Experience working with project management + Ability to handle confidential material in a professional manner +… more
- City National Bank (Los Angeles, CA)
- …SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting ... of City National Securities. Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment ...of other Bank products and services, particularly those of Wealth Management * Maintain a strong working… more