• 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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  • 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 (05/01/25)
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  • Financial Service Sales Assistant

    Umpqua Bank (Tacoma, WA)
    Financial Service Sales Assistant Wealth Management Tacoma, Washington **Description** **About Us:** At Umpqua, we create a great place to work by offering a ... Advisor (s) and serve as a liaison between Financial Advisor (s) and their clients. A sales assistant has a large influence on client satisfaction. + Provide… more
    Umpqua Bank (07/02/25)
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  • CSI Investment Assistant II

    Citizens (Johnston, RI)
    …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 (07/10/25)
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  • Administrative Assistant

    Robert Half Finance & Accounting (Washington, DC)
    Description We are looking for a detail-oriented Administrative Assistant o 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 (06/15/25)
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  • Special Assistant

    Customs and Border Protection (Washington, DC)
    …(GS-13, Step 10) with promotion potential to $185,234 (GS-14 Step 10). As a Special Assistant you will be serving as principal advisor to Office of Trade, Office ... Customs and Border Protection, Office of Trade, Office of the Executive Assistant Commissioner. Additional selections may be made to include other organizational… more
    Customs and Border Protection (07/17/25)
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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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  • Assistant Coach, Men's and Women's Swimming

    University of Pennsylvania (Philadelphia, PA)
    …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Assistant Coach, Men's and Women's...accurately and on time. + Serves as a mentor and advisor to student-athletes, offering support both on and off the… more
    University of Pennsylvania (06/27/25)
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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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  • Assistant Coach, Women's Rowing

    University of Pennsylvania (Philadelphia, PA)
    …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Assistant Coach, Women's Rowing Job Profile Title ...administrative duties. + Serve as a role model and advisor , providing support to student-athletes and connecting them with… more
    University of Pennsylvania (06/27/25)
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