- JPMorgan Chase (Chicago, IL)
- …collaboration. Elevate your career with us and make a significant impact in the financial industry. As an Attorney in the JPMorgan Asset Management legal team, you ... can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we… more
- The Child Center of NY (Flushing, NY)
- … Advisor Department: Youth Development Reports To: Program Coordinator, Assistant Director, Program Director, Senior Program Director Effective Date: 7/1/21 FLSA: ... -Exempt Summary College and Career Advisor is responsible for working with students to develop...maintain and share information on colleges, college guides, scholarships, financial aid, and paying for college. * Publicize information… more
- Hantz Group (Ann Arbor, MI)
- Financial Planning Assistant Hantz Group is a...their licenses to grow their career or become a Financial Advisor . Essential Job Functions: + Assist in ... is why we offer a holistic approach to our client 's financial planning. Financial Planning...is the core of our holistic approach. As a Financial Planning Assistant , you will work as… more
- JPMorgan Chase (New York, NY)
- Join JPMC's dynamic team as a Global Financial Crimes Legal Advisor , where your expertise in AML and financial crime regulations will drive impactful change. ... empowers you to make a difference. As a Global Financial Crimes Legal Advisor in the Global...financial crime coverage areas. + Develop and maintain client relationships. + Translate complex legal concepts into practical… more
- Citizens (Cranston, RI)
- …66 exams. The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison ... Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality...+ Serve as liaison between clients, financial advisor (s), and internal departments + Complete new client… more
- Robert Half Finance & Accounting (Washington, DC)
- …the financial services sector. Responsibilities: * Coordinate scheduling for client meetings, advisor appointments, and company events using Outlook ... Description We are looking for a detail-oriented Administrative Assistant to join a reputable Wealth Management firm in Washington, District of Columbia. In this… more
- Tompkins Community Bank (Ithaca, NY)
- …events; process expense reports; keep Wealth Advisors/Trust Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer ... is in compliance with rules and regulations. + Execute advisor marketing plans by coordinating client events;.../Trust Officer when set alerts/ticklers are triggered. + Assist financial planning by entering client information into… more
- Thrivent Financial (Streator, IL)
- …Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative Assistant ... Drive client /member facing activity in the practice by scheduling meetings with client /members on behalf of the practice's Financial Advisors + Update the… more
- Truist (Tampa, FL)
- …support, business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ... maintenance of client records. 5. Manage the financial advisor 's calendar to maximize the appointments'...2. Experience in the securities industry and/or a sales assistant role. 3. Knowledge of securities markets and brokerage… more
- JPMorgan Chase (San Francisco, CA)
- …lawyers. As a Private Bank Front Office Legal Attorney - Vice President, Assistant General Counsel within our Private Bank Legal team, you will support teams ... in a fast-paced, dynamic legal environment as a trusted advisor to our business. If you are a driven...succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate… more