- Truist (Lake Mary, FL)
- …servicing clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2 . Receive and place orders ... and/or a sales assistant role. 3. Knowledge of securities markets and brokerage accounts. 4. Knowledge of the features and attributes of annuity products. 5.… more
- USG Insurance Services, Inc. (Minneapolis, MN)
- Production Assistant Hours : 8:30-5:00 Local Time Location : Remote or hybrid, depending on your area Compensation : $22.00 - $31.25 / hour Offices : At USG, we ... supportive community committed to nurturing your success. The Role Itself: A Production Assistant at USG plays a crucial role in our companies' growth and success… more
- Wells Fargo (Salt Lake City, UT)
- …understand function, policies, procedures, and compliance requirements **Required Qualifications, US:** + 2 + years of client service or trading experience, or ... Wells Fargo is seeking a Trading Enablement Assistant to work for its Investment Contact Center...Contact Center (ICC). In this role, you will assist brokerage clients via telephone. You will facilitate trades, service… more
- Friedman Management Company (Farmington Hills, MI)
- Assistant Community Manager Job Details Job Location Village Club of Farmington Hills - Farmington Hills, MI Position Type Full Time Job Category Real Estate ... help with the day-to-day operations of an apartment community. In this client facing role, you will be responsible for establishing and maintaining business… more
- Aston Carter (Sterling, VA)
- Job Title: Administrative Assistant Job Description The Export/Import Admin will be responsible for handling job assignments as determined by the Team Leader or ... Import documents must be prepared for distribution to the brokerage department and/or Customers' Broker. The Admin will coordinate...+ Data entry skills. + Proficiency in Excel. + 2 to 3 years of admin or supply chain… more
- Thrivent Financial (Louisville, KY)
- …supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The Administrative ... Assistant reports to and is employed by Odyssey Financial...various programs, and processing functions as needed + Drive client /member facing activity in the practice by scheduling meetings… more
- Owens Realty Services (New Haven, CT)
- Administrative Assistant (Part-Time) (CCO) New Haven, CT, United States of America $20.00 -$22.00 BackApply Now Back Apply Now Overview Established in 1990, Owens ... Realty Services is a full-service commercial brokerage , investment, management, maintenance, housekeeping and environmental services company. Our comprehensive… more
- Thrivent Financial (Folsom, CA)
- …supplies, utilizing Thrivent Financial computer systems and programs in support of client relations, and other administrative tasks as assigned. The administrative ... assistant reports to and is employed by Melanie Morat....Advisor in the preparation and follow up for the client /member meetings (DocuSign) + Prepares or coordinates the preparation… more
- HUB International (Lakewood, NJ)
- …and endorsements to clients after policy check has been completed **Qualifications:** + 2 + years servicing experience preferably with a brokerage company + Must ... is seeking an energetic, self-motivated individual who will serve as an Assistant Account Executive for our Long-Term Care division. **Functions & Responsibilities… more
- Citigroup (Irving, TX)
- …including consumer banking and credit, corporate and investment banking, securities brokerage , transaction services, and wealth management. As a bank with a ... and ensuring our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure, reliable, and… more
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