- Morgan Stanley (Purchase, NY)
- …firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Investment Management . ... provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending,… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's ... validation, and excellent technical, leadership, and organizational skills. The Executive Assistant will support Model Risk Management executives in general… more
- Oppenheimer & Co. Inc. (New York, NY)
- …Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and ... & fixed income research, market making, trust services and investment advisory and asset management services. Job...of hire) 3+ years' experience working as a sales assistant /CSA in a corporate/brokerage environment Possess a high degree… more
- Tompkins Community Bank (Ithaca, NY)
- Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/Trust Officers by preparing correspondence; review daily cash reports… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Administrative Assistant , Investment Banking, CIR **Requisition ID:**...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
- Citizens (Rochester, NY)
- …in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment ... successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- Bank of America (Albany, NY)
- …Assistant -III\_25023898) **Job Description:** Merrill Lynch Wealth Management is a leading ... Administrative Assistant III Albany, New York **To proceed with...provider of comprehensive wealth management and investment products and services for… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Executive Assistant **Requisition ID:** 229830 **Salary Range:** 61,200.00 -...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Executive Assistant **Requisition ID:** 227582 **Salary Range:** 61,200.00 -...Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in- class service model,… more
- HUB International (Suffern, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... is seeking an energetic, self-motivated individual who will serve as an Assistant Account Executive for our Long-Term Care division. **Functions & Responsibilities… more
