Administrative Assistant Financial Advisor Jobs

RSS

80 Administrative Assistant Financial Advisor jobs found on Monster.

Jobs 1 to 20 of 80
FINANCIAL ADMINISTRATIVE ASSISTANT THE COMPANY We are a growing Financial Planning firm with great people. We are a business that likes to treat employees like family and have a track record of doing so. We are long-term, strategic thinkers, and our company vision spans decades, not just weeks or months. We’re a privately-held, independent company and we intend to stay that way. Our future is brig...
MarshBerry is currently seeking an Administrative Assistant/Junior Financial Analyst for our Dana Point, CA office.This position is responsible for administrative duties including, but not limited to, management of Company’s database, preparing and formatting reports and presentations, making travel arrangements, responding to correspondence for the Executive Vice President, assisting with meeting...
We are looking for talented administrative professional to support several advisors in our Mayfield Heights, Ohio office. You will assist advisors in servicing clients in an administrative capacity. Outstanding customer service skills are a must. The successful candidate will demonstrate the ability to work independently to organize, prioritize and complete tasks. Duties of this position include,...
Financial planning office in Henniker NH is seeking an Administrative Assistant. Step into an instrumental role providing administrative support for an independent advisor franchisee with Ameriprise Financial. Position involves general front office/clerical duties, answering phones, scheduling appointments, and assisting advisor and other staff members with projects and presentations. Candidate mu...
Job Description: The part-time Administrative Assistant will 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 role provides client relationship support through interacting directly with clients, actin...
Required Skills front desk, switchboard, Administrative Assistant, word, Outlook, Excel Preferred Skills front desk, switchboard, Administrative Assistant, word, Outlook, Excel DESCRIPTION Greets vendors, customers, job applicants and other visitors, and arranges for transportation services, when needed. May operate a switchboard to route incoming calls and place outgoing calls. Requires a high sc...
Slaten Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We are America’s Most Trusted Retirement Advisor. We have an immediate opening for a full-time administrative assistant to perform a variety of administrative and clerical duties with regards to the daily operations of the management company. ADMINISTRATIV...
Company Confidential Severna Park, MD, 21146
Job Summary: Financial Advisor in Severna Park, Maryland currently has an opening for a part time assistant. This is an exciting opportunity for a self-motivated person to assist a financial advisor and learn and grow in the financial services business. Duties: The ideal candidate: Is extremely client-service oriented Has polished, professional phone and verbal/written communication skills Is deta...
Administrative Assistant Seeking motivated individuals with a positive attitude and a desire to gain experience in the financial services industry. This is an entry level position with potential for growth working with a team of financial advisors in a Registered Investment Advisory and Wealth Management firm. The successful candidate for this Administrative Assistant position will support a team...
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...
Company Confidential Honolulu, HI, 96813
Admin Assistant at Financial Services Firm (Downtown Honolulu) Compensation: Hourly $12-$15 (based on experience) FULL-TIME Pay: Starting at $12 Job Requirements · College degree (Business preferred) · at least 5 years of administrative experience · Proficiency in Microsoft Office: Access, Outlook, Word, and Excel · Must be sensitive to time deadlines and ensure work is accomplished without detail...
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...
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. Integrity m...
Company Confidential Honolulu, HI, 96813
Admin Assistant at Financial Services Firm (Downtown Honolulu) Compensation: Hourly $12-$15 (based on experience) FULL-TIME Pay: Starting at $12 Job Requirements · College degree (Business preferred) · at least 5 years of administrative experience · Proficiency in Microsoft Office: Access, Outlook, Word, and Excel · Must be sensitive to time deadlines and ensure work is accomplished without detail...
A growing financial services company in the North Houston/Spring area is offering an exciting opportunity for an experienced Receptionist with strong administrative skills. This is a full-time office based administrative position that supports the entire office. This position serves as the first point of contact for our client visits and calls. A professional demeanor and appropriate business atti...
Administrative Assistant- Client Management – MMA – Anchorage – ANC0002W Description Marsh & McLennan Agency LLC, a subsidiary of Marsh Inc., the world’s leading insurance broker and risk advisor, was established in 2008 to meet the needs of mid-sized businesses in the U.S. The firm operates independently from Marsh to offer commercial property, casualty, personal lines and employee benefits to cl...
Title: Associate - Temp Position Department: Operations - Sales Reporting Company Overview: Department Overview: Sales Reporting team oversees the flow of daily client trade information and maintains proper matching of trades to correct RM territories. The team also maintains quality of data in Sales Logix by ensuring accuracy and completeness of records. Job Description: * Oversee processing and...
MarshBerry is currently seeking an Administrative Assistant for our Grandville, MI office. TheAdministrative Assistantprovides professional administrative support and value added service to internal customers. Responsibilities include all administrative duties including, but not limited to, preparing and formatting reports and presentations, making travel arrangements, answering phone calls and em...
MarshBerry is currently seeking an Administrative Assistant for our Willoughby, OH office. TheAdministrative Assistantprovides professional administrative support and value added service to internal customers. This position will provide support to the Administrative Support Manager and Executive Assistant with preparing various client ready reports, correspondence and presentations. Additional res...
Company Confidential West Hartford, CT, 06107
We are a premier West Hartford wealth management group seeking an exceptional Administrative/Sales Assistant to work hand-in-hand with one of our partners. You’ll help him serve his high net worth clients by providing operations, service, and administrative support. You’ll enjoy our fast paced, client-first, collaborative team environment at our office in West Hartford’s most vibrant area. Respons...

Get new jobs by email for this search
We'll keep looking and send you new jobs that match this search.
email me

Upload your resume and let employers find you!
It's that simple!
For Employers: Post Jobs | Search Resumes | Advertise
About Monster | Work for Monster | Advertise with Us | AdChoices | Partner with Us | Investor Relations | Social Media
Terms of Use | Privacy Center | Accessibility Center | Help | Security | Contact Us | Sitemap | Mobile
©2014 Monster - All Rights Reserved U.S. Patents No. 5,832,497; 7,599,930 B1; 7,827,125 and 7,836,060 MWW - Looking for Monster Cable? - V: 2014.4.35.42-217
eTrustLogo