- Citizens (Fall River, MA)
- …about a career in Wealth Management, Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality ... and support to successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s) to maximize revenue… more
- 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 ... products help us to consistently exceed NEFCU members' expectations. As an Investment Sales Assistant , you become part of the credit union environment providing… more
- CBRE (Irvine, CA)
- Project Manager - Executive Assistant ( Investment Sales Team) Job ID 216270 Posted 17-Apr-2025 Service line Advisory Segment Role type Full-time Areas of ... United States of America As a CBRE Project Manager - Executive Assistant for an Investment Sales Team, you will support high-level executives and lead projects… more
- Pacificorp (Salt Lake City, UT)
- Investment Delivery Manager, ( Assistant /Mid ) Salt Lake City, UT #113549 **Date:** Apr 21, 2025 **Location:** SALT LAKE CITY, UT, US, 84116 **Company:** ... written communication to communicate objectives and action plans. Requirements for **Mid-Level Investment Delivery Manager** also include; + A minimum of seven years… more
- CBRE (New York, NY)
- Executive Assistant - CBRE Investment Management Job ID 213764 Posted 04-Apr-2025 Service line REI Segment Role type Full-time Areas of Interest Investment ... - United States of America **About the Role:** As a CBRE Executive Assistant , you will provide support for business operations by conducting research, updating, and… more
- Santander US (New York, NY)
- Executive Assistant - Corporate and Investment Banking New York, United States of America USA Job Family Description: Develops, analyzes, implements and oversees ... and diplomacy with a high degree of confidentiality Polished executive assistant with professional maturity and previous corporate environment experience Ability to… more
- Kestra Financial (Deerfield, IL)
- …in pursuit of business objectives + Other responsibilities as assigned by the Registered Investment Assistant or the Advisor in order to support our client needs ... Requirements + Bachelor's degree in a business-related field preferred + The ideal candidate will have 2+ years of experience in administrative support in a professional environment. + Previous experience in financial services a plus + Advanced computer skills… more
- JPMorgan Chase (New York, NY)
- …is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Healthcare, you will need to work well in a team environment, be ... spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing… more
- Raymond James Financial, Inc. (New York, NY)
- …Responsibilities: Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Respond to routine requests ... using form letters or emails; respond to more unusual requests by editing templates to create customized responses. Schedule appointments, make arrangements for meetings and conferences, and organize travel plans, following detailed instructions to facilitate… more
- AIG (New York, NY)
- …a market leader in critical lines of the insurance business. Corporate Finance - Investment Accounting The Investment Accounting group at AIG is responsible for ... equity, hedge funds, commercial/residential loans and equity securities. The Investment Accounting group's specific responsibilities include reconciliation of transactional… more
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