• Wealth Management Assistant

    Tompkins Community Bank (Ithaca, NY)
    … Advisors/Trust Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. ... coordinating client events; client mailings and holiday gifts and notify Wealth Advisor /Trust Officer when set alerts/ticklers are triggered. + Assist financial… more
    Tompkins Community Bank (07/16/25)
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  • Executive Assistant - Wealth…

    Charles Schwab (Austin, TX)
    …Retail department, you will provide administrative support to the Managing Director, Advisor Wealth Platforms, and additional managing directors in this ... candidates should have: **Required Qualifications:** + 5+ years of administrative assistant experience in supporting executives + Technically savvy, proficient in… more
    Charles Schwab (08/03/25)
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  • Wealth Management Client Associate

    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 friend ... must be 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 is… more
    Bank of America (07/31/25)
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  • Wealth Management Manager II - Investments

    Trustco Bank (Albany, NY)
    …**Job Title:** Wealth Management Manager II - Investments **Reports to:** Wealth Management Assistant Vice President - Investments **FLSA Status:** Exempt ... is responsible for researching, reviewing, and processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts… more
    Trustco Bank (08/03/25)
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  • Investment Assistant II

    Citizens (New Bedford, MA)
    …The Investment Assistant II works closely with the assigned Financial Advisor (s) to maximize revenue production by serving as the primary liaison between ... Description If you're passionate about a career in Wealth Management, Citizens Securities, Inc. is hiring for...Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality… more
    Citizens (08/03/25)
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  • Administrative Assistant

    Robert Half Finance & Accounting (Washington, DC)
    Description We are looking for a detail-oriented Administrative Assistant to join a reputable Wealth Management firm in Washington, District of Columbia. In this ... financial services sector. Responsibilities: * Coordinate scheduling for client meetings, advisor appointments, and company events using Outlook calendars. * Prepare… more
    Robert Half Finance & Accounting (07/25/25)
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  • Assistant Dean of Academic Assessment…

    North Carolina Central University (Durham, NC)
    **Posting Details** Position Information **Position/Classification Title** Associate/ Assistant Dean, Business **Working Title** Assistant Dean of Academic ... level and hospitality management, real estate, supply chain strategic management and wealth management at the graduate level. **Primary Purpose of Position** The … more
    North Carolina Central University (05/31/25)
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  • Investment Sales Assistant

    Atria Wealth Solutions (Williston, VT)
    CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at New England Federal Credit Union in the ... help us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of the credit union environment providing support to… more
    Atria Wealth Solutions (07/06/25)
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  • Private Bank Front Office Legal Attorney - Vice…

    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...the E-SIGN Act, UETA and/or Remote Online Notarization + Wealth management experience All candidates for roles in the… more
    JPMorgan Chase (07/01/25)
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  • Assistant Vice President, IT Business Sr…

    Citigroup (Tampa, FL)
    …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... implications of the application of technology to the current business environment + Act as advisor or coach to new or lower level analysts and work as a team to… more
    Citigroup (07/23/25)
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