Administrative Assistant Financial Advisor Jobs

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63 Administrative Assistant Financial Advisor jobs found on Monster.

Jobs 1 to 20 of 63
The Part-Time Financial Advisor Assistant will support one Vice President/Financial Advisor 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 (20 hours per week). Candidates must be able to multi-task and meet crucial deadlines, as well as possess superior critical think...
Company Confidential Hartsville, SC, 29550
Marketing Administrative Sales Assistant for Financial Advisor Team Financial Advisor seeking help to strategically expand and take existing Team with a global reach to the next level. For over 75 years, we have been committed to helping investors develop and work toward financial goals designed to help them realize their life’s dreams. We do this by providing personal, comprehensive financial pla...
Company Confidential Irving, TX, 75039
Money Management firm located in Irving,Tx has immediate opening for top-notch registered sales assistant. Exciting opportunity for the individual who has great customer service and organizational skills and enjoys working in a small office environment. This individual will support a successful producer, handling daily administrative duties and interacting with clients and staff. Primary responsib...
Our expanding subsidiary of our international financial services institution is seeking a Licensed Financial Advisor Assistant. An incumbent in this position assists members with servicing issues; assists department with client related, technical or procedural queries and/or projects; provides administrative support to department. Complies with broker/dealer and UNFCU policies and procedures; and...
Company Confidential Tavares, FL, 32778
One of the top RIA firms in the country, with offices in Tavares and Winter Park, has an immediate opening for a top-notch advisor assistant with investment industry experience and exceptional computer skills. This is an exciting opportunity for an individual who has great communication and organizational skills and enjoys performing multiple tasks efficiently and with impeccable accuracy. It is a...
The Evolution of a Professional Lifestyle Financial advisors are forced to make a difficult business decision. Advisors must choose between working as a captive advisor at a wire house, or walk down the path of independence combining the role of an advisor with the day to day business operations & concerns of running an office. Golden State Wealth Management takes the best of both options and brin...
The Evolution of a Professional Lifestyle Financial advisors are forced to make a difficult business decision. Advisors must choose between working as a captive advisor at a wire house, or walk down the path of independence combining the role of an advisor with the day to day business operations & concerns of running an office. Golden State Wealth Management takes the best of both options and brin...
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...
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...
Administrative Assistant to Financial Advisor Responsibilities Schedule and maintain appointment calendar and clarify conflicts Responsible for customer service of client base. Taking calls/responding to emails from clients, answering their questions. Working with home office to resolve any policy issues. Review and organize incoming mail and emails Prepare correspondence Prepare applications pack...
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 cli...
Position title: Administrative Assistant Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as anemployee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily businessoperations. This position completes tasks previously performed by the advis...
Job Description: Growing Investment Advisor seeks administrative assistant for full-time position. This position will provide support to our office staff. The candidate must enjoy a fast-paced environment and be computer literate. Good telephone skills are also important. Hard work is expected and compensated. Duties Include: Scheduling meetings for client service staff to review portfolios and fi...
Administrative Sales Assistant/ Office Manager for thriving Financial Planning Firm Firm Description: Elite financial planning firm associated with a Fortune 500 company; our practice offers a team atmosphere and opportunities for growth. Qualifications:Client service experience to include excellent oral and written communication skills and demonstrated ability to maintain effective working relati...
Position Description Executive Administrative Assistant With roots dating back over 160 years, AIG Life and Retirement is keenly focused on our mission: to be the premier provider of protection, investment and income solutions needed for financial and retirement security. At AIG Life and Retirement we believe that our success depends on a world class team with diverse and unequaled expertise. We i...
Job Description ‐ Paraplanner / Associate Wealth Management Advisor A Team of Northwestern Mutual Wealth Management Advisors are looking for a licensed (FINRA Series 7, 66) Paraplanner with investment, financial planning and insurance experience. JOB SUMMARY The Paraplanner / Sales Assistant will support the firm in all aspects of the financial planning and investment process. This will include th...
Company Confidential Houston, TX, 77056
Privately held Wealth Management & Financial Planning Firm located in Houston, Texas is looking to add an organized person to our team who can manage administrative duties and assist the company’s president. Candidate will be immersed in a fast-paced, results-oriented atmosphere and will be exposed to the varying aspects of the wealth management industry. Industry experience and college degree are...
Company Confidential Dallas, TX, 75201
In this position you will play a vital role in client relationships. You will be the liaison between a specific group of financial advisors and the internal/external clients. Responsibilities: * Respond to client requests * Prepare presentations and reports * Manage advisor's calendars by scheduling meetings, appointments and travel plans * Answer phones for the group, write and edit correspondenc...
A Cutting Edge Recruiting Solutions client that has been in the Financial Services business for over 10 years is seeking a Financial Services Assistant. The Financial Services Assistant, with direct supervision from the Senior Financial Services Coordinator, has the responsibility to assist with the daily administrative operations of the financial planning practice, including but not limited to cl...
Summary of responsibilities This position provides administrative support to the financial advisor of a rapidly growing wealth management practice, interfacing with clients and maintaining operating efficiency with paperwork and software programs. Principal responsibilities Complete all forms correctly and submit them within one business day File client statements, correspondence, and agreements s...

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Is it ok to be a secretary when you are straight out of college?
I was an intern at an investment firm. I do not want to apply to be a financial advisor at the firm and am waiting until I find another job. Now, they have my title as "Client Service Associate" (an...
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