- Tompkins Community Bank (Ithaca, NY)
- Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/Trust Officers by preparing correspondence; review daily cash reports… more
- Citizens (New York, NY)
- …in the additional effort for a flawless outcome. Directly supporting the President of Wealth , the Senior Executive Assistant will have the ability to work ... Description In the Senior Executive Assistant role, this person will be a critical...the strategies and activities related to growing the Citizens Wealth business. This requires high attention to detail and… more
- Bank of America (Albany, NY)
- …Assistant -III\_25023898) **Job Description:** Merrill Lynch Wealth Management is a leading ... Administrative Assistant III Albany, New York **To proceed with...provider of comprehensive wealth management and investment products and services for individuals, companies,… more
- Citizens (Rochester, NY)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... pass your Series 7 and 66 exams. The Investment Assistant II works closely with the assigned Financial Advisor(s)...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Administrative Assistant , Investment Banking, CIR **Requisition ID:** 229809 **Salary...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Executive Assistant **Requisition ID:** 227582 **Salary Range:** 61,200.00 -...Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in- class service model,… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Executive Assistant **Requisition ID:** 229830 **Salary Range:** 61,200.00 -...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Broadridge Financial Solutions (New York, NY)
- …come join the Broadridge team. We are seeking an experienced Executive Administrative Assistant to support our Senior Vice President of Sales and their direct ... information + Organize events, staff and client meetings, including project management , budget oversight, space/IT coordination, and logistical support + Prepare and… more
- HUB International (Suffern, NY)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... is seeking an energetic, self-motivated individual who will serve as an Assistant Account Executive for our Long-Term Care division. **Functions & Responsibilities… more
- Live Nation (New York, NY)
- …and remain organized, with attention to detail. + Other duties as assigned by management WHAT THIS PERSON WILL BRING + BA/BS, or equivalent experience preferred. + A ... minimum of 2 years' experience as an assistant . + Experience in the music industry preferred. +...off including paid holidays, sick time, and personal days WEALTH : 401(k) program with company match, stock reimbursement program… more