- Insight Global (Wayne, PA)
- Job Description We are seeking a mid-level Administrative Professional to join our Operations and Advisor Support team. This role is ideal for an experienced ... operations professional in the Registered Investment Advisor (RIA) space who is detail-oriented, client-focused, and technologically adept. The individual will… more
- Kelly Services (San Juan, PR)
- …Advisory Team Lead **Overview:** Seeking a highly organized and detail-oriented Administrative Assistant to support an investment advisory team and deliver ... of administrative support experience, ideally in financial services or investment environments + Proficiency in Microsoft Office (Excel, PowerPoint, Word) +… more
- Thrivent Financial (Auburn, WA)
- …of Thrivent Financial. Position summary: The Director of Dedicated Planning & Investment Operations position will oversee the planning department including all ... with team members. The Director of Dedicated Planning & Investment Operations reports to and is employed...and job responsibilities of planning department team members + Lead training and development for department, and work with… more
- Wellington (Boston, MA)
- …Finance Director is a key leadership role responsible for overseeing all financial operations for the Investment platform. This leader will partner with the ... goals, this leader will create a strategic vision and direction for the Investment Platform finance operations . This will necessarily entail building strong… more
- JPMorgan Chase (Jupiter, FL)
- …administrative support. You will play a key role in supporting Advisors' business operations , from account opening to investment trades. You will also assist ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …senior leadership and gain exposure to diverse aspects of fund accounting, tax, investment operations , and financial reporting. This position offers a chance to ... organization focused on delivering risk-adjusted returns through a flexible, multi-strategy investment approach. Responsibilities: * Manage deal operations by… more
- CBRE (Ontario, CA)
- Client Services Team Lead - Administrative Job ID 219940 Posted 26-Sep-2025 Service line Advisory Segment Role type Full-time Areas of Interest Administrative ... for a team. Performs work related to CBRE's general business operations , interprets, and implements CBRE departmental policies and procedures, formulates and… more
- Raymond James Financial, Inc. (New York, NY)
- …of external relationships. Participate in the formulation and evolution of general investment policy. + Work on complex administrative processes and databases ... underlying procedures and monitoring their implementation. + Manage a range of investment portfolios through in-depth market and sector analysis while maintaining a… more
- CBRE Government and Defense Services (Santa Rita, GU)
- **Description** **Scope of Work:** The Supervisor II will oversee the daily operations and maintenance activities of HVAC, plumbing, and electrical systems on the ... members of his or her team. + Supervise and lead trades like HVAC, plumbing, and electrical technicians +...recommend procuring tools, equipment, and materials necessary for maintenance operations . + Ensures adherence to legal and company policies… more
- UNUM (Columbia, SC)
- …adherence to accounting/financial policies and procedures that will improve operations , consistency, controls, process efficiency, and effectiveness of the ... support the specific financial areas (eg, accounting, planning, and administrative systems). + Analyze financial data, identify issues/variances, provide… more
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