- Robert Half Accountemps (Palm Beach Gardens, FL)
- Description We are looking for a dedicated Wealth Management Administrative Assistant to join our team in Palm Beach Gardens, Florida. This is a ... to manage multiple tasks simultaneously. * Familiarity with financial services or wealth management is preferred. * Demonstrated ability to handle sensitive… more
- TIAA (Roseland, NJ)
- The Administrative Assistant provides administrative support and coordinates activities for specific individuals or teams, ensuring efficient office ... + Physical Requirements: Sedentary Work **Career Level** 2IC TIAA seeks an Administrative Assistant professional to join our team in our **Hackensack,… more
- HUB International (Moon Township, PA)
- … wealth management & insurance community. **POSITION SUMMARY** : The Administrative Assistant will provide admin and clerical support to Office ... In a rapidly changing world, HUB Retirement & Private Wealth (RPW) advises businesses and individuals on how to...Management and the Executive Administrative … more
- Fox Rothschild LLP (Atlanta, GA)
- …(CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative ... to ensure seamless transfer of information. + Facilitates the management of client specific data to enhance the overall...and summarize data for reports, find solutions to various administrative problems and prioritize work. + Must exhibit a… more
- Robert Half Office Team (Randolph, NJ)
- …a passion for client service in the financial sector? We are seeking a Licensed Senior Wealth Management Assistant to join a growing wealth management ... Active Series 7, 66, and Life & Health licenses + Strong administrative and organizational skills + Excellent communication and client-service mindset + Proficiency… more
- Citizens (San Francisco, CA)
- …, located in San Francisco, CA, is hiring a proactive and detail-oriented Private Wealth Executive Assistant to directly support a Managing Director, Wealth ... needed. Primary responsibilities: + Provide day-to-day support to the Private Wealth Manager, including expense management , travel coordination, scheduling,… more
- PNC (Dallas, TX)
- …valued and have an opportunity to contribute to the company's success. As a Sales Assistant within PNC Wealth Management , you will be based in Dallas, ... in relevant systems/applications. Provides reports as needed. + May perform general administrative support. PNC Employees take pride in our reputation and to… more
- BMO Financial Group (Greenwood Village, CO)
- Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and ... direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are followed, while seeking… more
- Citigroup (New York, NY)
- …degree or equivalent experience **Job Family Group:** Business Strategy, Management & Administration **Job Family:** Administrative Support **Time ... The Senior Executive Assistant provides support to another individual or group...and conference calls, making travel arrangements and providing other administrative tasks. **Responsibilities:** + Directly supports a C16 level… more
- Regions Bank (Houston, TX)
- …pertinent information to the assistant team, ensuring consistency across the Wealth Management function + Assists Relationship Teams with resolving complex ... internal partners and clients. The RTA will have direct management responsibility for assistant staff and may... Management associates + Supports Wealth Management Leaders, as needed, with other administrative … more
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