- 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
- Citigroup (Irving, TX)
- …of new products to the end-to-end customer experience. + Strong knowledge of wealth management , broker dealer, investment adviser functions preferred. + Ideal ... and help Citi reach business goals. **Responsibilities:** + The Internal Audit Wealth team is responsible for providing independent assurance over the key risks… more
- Trustco Bank (Albany, NY)
- …Title:** Wealth Management Manager II - Investments **Reports to:** Wealth Management Assistant Vice President - Investments **FLSA Status:** Exempt ... EX04 ($55,000.00 - $70,000.00 annually) **Supervisory Responsibility:** No **SUMMARY:** The Wealth Management Manager is responsible for researching, reviewing,… more
- Trustco Bank (Albany, NY)
- **Job Title:** Trust Administrator **Reports to:** Wealth Management Assistant Vice President **FLSA Status:** Non-Exempt **Salary Grade:** NE18 ... **Supervisory Responsibility:** No **SUMMARY:** The Trust Administrator is responsible for maintaining and developing client accounts. Administers an account load for a group of Financial Service clients. Performs according to the Bank's core values to ensure… more
- PNC (Cherry Hill, NJ)
- …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 Cherry ... ensure they adhere to and support PNC's Enterprise Risk Management Framework. **Qualifications** Successful candidates must demonstrate appropriate knowledge,… more
- US Bank (Naples, FL)
- …new skills and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Universal Assistant is a service and support ... representative functioning as the primary, daily contact between Wealth Management , Trust, Banking, or Investment clients and US Bank. Working within delegated… more
- US Bank (Kansas City, MO)
- …and staff support services for an assigned group or manager in the Private Wealth Management line of business. Other duties may include: collects and interprets ... data to produce reports; conducts special projects; coordinates meetings, conferences, presentations and travel arrangements; and composes correspondence and other documentation as needed. Frequently uses personal computer software packages for word… more
- Columbia Bank (Greenwood Village, CO)
- Financial Service Sales Assistant Wealth Management Tacoma, Washington Greenwood Village, Colorado Irvine, California **Description** **About Us:** At ... liaison between Financial Advisor(s) and their clients. A sales assistant has a large influence on client satisfaction. +...+ Assist Financial Advisor with client support and time management . + Process confidential information + Open, maintain and… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …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 ... Become an integral part of 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
- 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
Recent Jobs
-
Sr. Clinic Assistant - Human Genetics- Cancer GCA
- University of Miami (Miami, FL)
-
Medical Assistant - Women's Health - Days
- Henry Ford Health System (Jackson, MI)
-
Operating Room RN Coordinator/Educator
- Trinity Health (Germantown, MD)
-
Transmission Planning Manager
- ENTRUST Solutions Group (Richmond, VA)