- US Bank (Palm Beach, FL)
- …and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Assistant provides a broad variety of administrative and ... staff support services for the Regional Private Wealth Management Market Leader for the state of Florida and the Regional Banking Director - Eastern region. Other… more
- Commerce Bank (Kansas City, MO)
- …is looking for an organized, dynamic and service focused individual for our Wealth Management Administrative Assistant role. Commerce Trust, a division of ... compensation range for some roles. This compensation range is for the Administrative Assistant III job and contemplates a wide range of factors that are considered… more
- Citigroup (New York, NY)
- …Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling correspondence, managing ... calendars and appointments, arranging conferences and conference calls, making travel arrangements and providing other administrative tasks. **Responsibilities:** + Directly supports two to three C16 level managers + Manages day to day calendar(s) of senior… more
- Trustco Bank (Albany, NY)
- …**Job Title:** Wealth Management Manager II - Investments **Reports to:** Wealth Management Assistant Vice President - Investments **FLSA Status:** Exempt ... ($55,000.00 - $70,000.00 annually) **Supervisory Responsibility:** No **SUMMARY:** The Wealth Management Manager is responsible for researching, reviewing, and… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...of Work, as well as drive strategy across the Wealth program for operations. You will closely liaise with… more
- Columbia Bank (Greenwood Village, CO)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At Columbia, ... liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction. +...+ A minimum of 2 years' experience as an assistant in the financial services industry or related field… more
- JPMorgan Chase (Sacramento, CA)
- …that is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Wealth Management, you will need to work well in a team ... Become an integral part of the Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role… more
- JPMorgan Chase (Charlotte, NC)
- …is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Asset & Wealth Management-Private Bank, you will need to work ... Become an integral part of the Asset & Wealth Management-Private Bank team where you will have the opportunity to work in a fast-paced organization and each day will… more
- Wells Fargo (Frontenac, MO)
- Job Description **About this role:** Wells Fargo is seeking a **Senior** **Administrative Assistant ** for the ** Wealth Client Management team** . Learn more ... offsites, and/or business documentation + Interact with immediate Administrative Assistant team, functional area, and internal peers regarding routine administrative… more
- JPMorgan Chase (Jersey City, NJ)
- …and Assistant General Counsel. Support our Private Bank / Wealth Management Investment Solutions team and collaborate in developing innovative managed account ... Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel in the Private Bank / ...Assistant General Counsel in the Private Bank / Wealth Management Investment Solutions Legal team, you will provide… more