Administrative Assistant Financial Advisor Jobs

Currently, there are no Administrative Assistant Financial Advisor jobs available which match this search. You may wish to explore similar job titles on the Administrative jobs page or view related jobs below.
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We are looking for a knowledgable candidate with immediate availability for an administrative assistant position opening. Responibilities will include: Filing Maintaining up to date client information Light typing, (Email correspondence, preparing client documents, creating Excel spreadsheets) Calendar managment/scheduling client meetings Follow up on client requestsCreating Excel spreadsheet...
Company Confidential Morristown, NJ
Administrative Assistant – Financial Services About the Job Certified Financial Planner® with leading Independent Firm seeks bright, organized, detail oriented, self starter to provide administrative support. The position will be an important part of a successful team that enjoys stability and growth. Planner provides highly personalized financial planning focused on unique goals and needs of c...
The Administrative Assistant will support two Financial Advisors with day-to-day operations as well as complete detailed projects and organize events. This position is great for someone looking for fast-paced and detail-oriented part-time work (flexible schedule: 10-25 hours per week). Candidates must be able to multi-task and meet crucial deadlines, as well as possess superior critical thinking a...
Purdue University West Lafayette, IN, 47996
Purdue Healthcare Advisors was established in 2005 with a mission to improve healthcare quality, safety and efficiency. The administrative assistant will support this mission by performing the following functions: develop and manage budgets; use and maintain databases; organize workshops and associated materials; facilitate registrations and follow-up evaluations; schedule meetings; process travel...
Company Confidential Evansville, IN, 47710
Job Purpose: Provides office services through administrative systems, procedures, and policies, and monitoring administrative projects. Duties: * Maintain Client Service Model (CSM) and client database, * Work one-on-one with Financial Advisor(s) to prepare client meeting materials and post-meeting follow-up, * Maintain daily correspondence logs and checks/securities logs, * Handle in-bound ...
About Ameriprise Focused on people, not just our bottom line. Here, you'll be part of an inclusive, collaborative culture that rewards you for your contributions. You'll work with other talented people who share your passion for doing great work that's in the best interest of our clients. And you'll have plenty of opportunities to make your mark at the office - and a difference in your community...
Marsh & McLennan Companies is a global professional services firm providing advice and solutions in the areas of risk, strategy and human capital. It is the parent company of a number of the world's leading risk experts and specialty consultants, including Marsh, the insurance broker and risk advisor; Guy Carpenter, the risk and reinsurance specialist; Mercer, the provider of HR and related financ...
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. This position completes tasks previously performed by the advisor, allowing the advisor to focus more time and energy on cl...
Q6 Advisors Inc www.q6advisors.com Job Title: Administrative Assistant Date: January 22, 2014 About the Job:If you are well-organized and professional and are seeking to work full-time in a friendly, fast-paced and successful financial services firm with personal growth opportunities, then do not miss this. We are searching for an Administrative Assistant who is eager to work with a dedicate...
Junior Administrative Assistant Supporting Executive Assistant to Chief Operating Officer & Chief Revenue Officer Company Information GV Financial Advisors is an Atlanta-based, privately-owned company that offers Guided Wealth™ (GW™) to successful families. This process is designed to help successful families use their wealth to create the life they desire, enhance the lives of the people they ...
Company Confidential Havertown, PA, 19083
Established and successful financial practice is seeking an agent support specialist who can interact with clients and has an eye for details. Our small office places a premium on teamwork and delivery of exceptional client service. The Administrative Assistant supports the Advisor in all aspects of our business. This role requires superior attention to detail, the ability to meet tight deadlines...
Company Confidential Ridgeland, MS, 39157
Well-established insurance and financial planning firm is looking for a positive and energetic person to support multiple advisors, who enjoys being part of a team and working. We serve high net worth individuals, business owners, and professionals. Primary Responsibilities: Scheduling appointments with clients Maintaining client data base and master calendar Maintaining website and additional...
Support an individual or a team in terms of general office duties such as monitoring and ordering standard office supplies; collating and assembling documents; accepting and delivering interoffice correspondence and reports. May also attend meetings and take and distribute minutes; schedule appointments and maintain supervisor's calendars; screen calls and visitors and make travel arrangements. Wi...
Company Confidential Campbell, CA, 95008
Fee-only, wealth advisory firm located in Campbell, CA is experiencing EXPLOSIVE growth and is in need of a Customer Service Representative and Administrative Assistant who will assume responsibility for maintaining and elevating the existing “client care” culture of our firm as well as some day to day operations. What will you be doing? Primary job duties:  Provide our clients exemplary custo...
JPMorgan Chase & Co. San Francisco, CA, 94118
At JPMorgan Securities "JPMS" we have been helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMorgan Securities offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors-among the most experienced and...
JP Morgan Austin, TX
140086036At J.P. Morgan, our mission is simple: first-class business…in a first-class way. In everything we do, excellence and integrity are the guiding principles. Excellence means more than 160 years of experience and knowledge that comes from solving the complexities of significant wealth, day in and day out. We augment this knowledge with some of the boldest, most innovative thinking today. In...
JP Morgan NY
140087563About JP Morgan Asset Management J.P. Morgan Asset Management, with client assets of %242.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,...
JP Morgan NY
140090973 At J.P. Morgan, our mission is simple: first-class business…in a first-class way. In everything we do, excellence and integrity are the guiding principles. Excellence means more than 160 years of experience and knowledge that comes from solving the complexities of significant wealth, day in and day out. We augment this knowledge with some of the boldest, most innovative thinking today. ...
JPMorgan Chase & Co. New York, NY, 10007
About JP Morgan Asset Management J.P. Morgan Asset Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternativ...
JP Morgan NY
140070208 At J.P. Morgan, our mission is simple: first-class business…in a first-class way. In everything we do, excellence and integrity are the guiding principles. Excellence means more than 160 years of experience and knowledge that comes from solving the complexities of significant wealth, day in and day out. We augment this knowledge with some of the boldest, most innovative thinking today. ...

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