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Administrative Assistant Financial Advisor Jobs

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About us: Hajek Advisory Consultants, LLC. is an independent Registered Investment Adviser in St. Petersburg that specializes in offering investment planning to small to mid-size businesses. Our innovative, faced paced, office is looking for the right person to join our team. This full or part time positionprovides benefits and requires the ability to multi-task and to quickly shift priorities. ...
Office Administrative Assistant Intelliplan Financialis an independent financial planning firm located in Columbus Ohio. We take a comprehensive approach to financial planning utilizing a “foundational” planning model that allows our clients to be financially secure in any economic environment. We are currently seeking candidates for a full-time Office Administrative Assistant. The position repo...
We are seeking Seasonal Administrative Assistants to join our Administrative team in our St. Cloud office. Primary Responsibilities: Maintain a working knowledge/competency of appropriate systems applications utilized by firm, including Word, Adobe, Excel and Outlook, in particular. Effectively file resources and/or documentation according to CliftonLarsonAllen standards. Assemble tax returns ...
Part-Time Administrative Assistant (Financial Services) One of our LPL Offices in Bayonne, NJ is seeking a driven, personable and professional individual providing administrative support to executives in the financial investment industry Key strengths should include: -Ability to organize, plan and manage several concurrent initiatives with varying priorities with a high degree of efficiency -M...
Part-Time Administrative Assistant (Financial Services) One of our LPL Offices in Bayonne, NJ is seeking a driven, personable and professional individual providing administrative support to executives in the financial investment industry Key strengths should include: -Ability to organize, plan and manage several concurrent initiatives with varying priorities with a high degree of efficiency -M...
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...
A leading financial services company in the northern Cleveland metro area is seeking an individual to serve as the right hand to company owner. Previous experience working with life insurance and/or annuity paperwork is required. This position will service and support clients for a registered investment advisor and insurance agency, and responsibilities require a high level of independence. • Ma...
Join a top Financial Services company as an Administrative Assistant! Must be immediately available to begin work. Experience as an Administrative Assistant in a Financial Services company is required! Client Details Top tier Financial Services firm is seeknig an immediately available Financial Services Administrative Assistant! Description Work with visually impaired financial advisors. Dutie...
The PFE Group, a United Capital Financial Partners company and a national leader in retirement plan investment advisory services and financial education, is seeking an Administrative Assistant to join our team. Learn more about The PFE Group and all of our services at www.pfegroup.com. The candidate must have exceptional organizational skills, be detail oriented and flexible in job responsibiliti...
Executive Administrative Assistant Kistler-Tiffany Advisors, a Registered Investment Advisor located in Berwyn, PA, is seeking an experienced, professional, executive assistant. Kistler-Tiffany is a private wealth planning firm, specializing in financial services for affluent individuals. The firm’s services include investment management and advanced estate planning. Kistler-Tiffany has experienc...
Arthur J. Gallagher & Co., one of the world's largest insurance brokers, provides a full range of retail and wholesale property/casualty (P/C) brokerage and alternative risk transfer services globally, as well as employee benefit brokerage, consulting, and actuarial services in the United States. We also offer claims and information management, risk control consulting, and appraisal services to cl...
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Boutique wealth management firm seeking a part-time receptionist and administrative assistant to support investment advisors. Job responsibilities include: - answering phones and greeting guests - scheduling meetings and interacting with clients on administrative matters - maintaining files and a clean, organized office environment - coordinating with back office staff to process administrativ...
Financial Sales / Registered Representative / Agent / Financial Adviser Career Description: Financial Professionals help clients identify and achieve their financial goals. We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy. New York Life and its affiliates are dedicated to prudent financial management, high quality prod...
Job Listing Information Job Title: Project Assistant Location: Marlborough, MA Job Type: Full-Time Job Category: Consulting How to Contact: Apply on our website or email resume, cover letter, transcripts (for recent grads) Hours/Shift: 40 + hours/week; Monday – Friday, 9:00 am – 5:30 pm Wages/Salary: Competitive Salary (Non-exempt) and Bonus Start Date: Immediate Concentric Energy Advisor...
Administrative Assistant 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. We are seeking experienced full time Administrative Assistant. The successful candidate will have...
Financial Planning Assistant What we do: - As an advisor I help people plan for their future. We create a strategy that takes into account a client’s investments, ability to save, and need for protection. We help clients get from point A to point B in as direct and efficient a manner as possible. We then put systems in place to implement that strategy. We work with and maintain relationships wit...
Administrative Assistant The Company FMV is one of the nation’s preeminent firms offering a broad range of financial advisory services to private and public companies, and their advisors. For over two decades, the firm has served its clients by providing intricate and highly specialized financial opinions, property appraisals, complex litigation support, tax and business valuations, as well as i...
Description The basic purpose of the Personal Financial Services Assistant is to work closely with the Director and Management Team of Personal Financial Services. The Personal Financial Services Assistant will support the work of the department by providing excellent client service, conducting analysis, and performing limited office management duties. The Essential Duties and Responsibilities A...
Financial Assistant A Hefren-Tillotson Financial Assistant provides support to financial advisors in a fast-paced, multi-task environment by acting as the liaison between the client and operational/administrative tasks such as: respond to client calls; open and process new accounts; maintain and monitor account and portfolio information; research and resolve client issues and requests; organize a...
Education NEW CAREER LISTING More information on these positions as well as how to apply can be found at: www.siu.edu/jobs FACULTY AG-230 Assistant Professor (Human Nutrition), effective 8/16/2016, Department of Animal Science, Food, and Nutrition, by 3/1/2016 or until filled. COE-922-PN Instructor or Assistant Instructor (Prevention Initiative Family Educator), effective 3/1/2016, Department of C...