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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Company Confidential Hartsville, SC, 29550
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 planning and solid investment and insurance products delivered by skill...
We are currently seeking an experienced or entry-level Administrative Assistant to support one of our financial advisors. The duties and responsibilities include the following: Position: Full-Time Administrative Assistant (40 hours per week) to a successful established Financial Advisor. Employer training provided, including basic training about the financial services industry. Salary is depende...
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...
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 planning and solid investment and insurance products delivered by skill...
Marten Transport Bethlehem, PA
Company DescriptionFull-service Financial Services firm serving the Lehigh Valley, Johnstown/Greater Cambria County, Phillipsburg NJ and the Tri-State Area Since 1985, Valley National has remained true to its goal of enabling people and organizations to meet their long-term financial goals. Helping our clients achieve their hopes, dreams and aspirations requires a delicate balance between the scie...
Marten Transport Erbacon, WV
Job DescriptionAre you dependable, highly detail-orientated, have great communication skills and a passion for winning? Our successful financial planning firm in Northfield IL is seeking an Administrative Assistant to ensure smooth day-to-day operations while providing superior customer service to the firm's prospects, clients and advisors. The ideal candidate will be comfortable in a fast-paced w...
Are you dependable, highly detail-orientated, have great communication skills and a passion for winning? Our successful financial planning firm in Northfield IL is seeking an Administrative Assistant to ensure smooth day-to-day operations while providing superior customer service to the firm's prospects, clients and advisors. The ideal candidate will be comfortable in a fast-paced work environment...
Position Summary: This is a non-supervisory role with a high degree of front-line customer contact. The position provides high quality personal service to prospective and established deposit and loan customers. This is accomplished primarily through in-branch appointments, phone conversations and email correspondence. This role will be assigned sales or alternative service delivery goals as it re...
TITLE: [The Best] Administrative Assistant [Ever] Job Purpose: Provide general office services to a small, but growing firm of financial advisors. Admin experience at a financial services (broker or insurance company) preferred, but NOT necessary. Duties (HOW YOU WILL WIN): * Warm, polite and professional personal, telephone and reception skills and attitudes. * Maintain workflow by learning,...
RESPONSIBILITIES: Kforce has a client seeking an Executive Administrative Assistant in Washington, District of Columbia (DC). The Executive Administrative Assistant will support a team of professionals in all facets of their daily business routine. The candidate will perform diverse administrative functions requiring confidentiality, initiative, thoughtfulness, and follow-through. Roles and Resp...
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...
HRM, Inc. is currently recruiting for an Administrative Assistant for a local client: Job Purpose: Serves as client support/client experience representative by providing product and service information; greeting visitors and coordinating general front office operations. Duties: * Attracts potential customers by answering product and service questions; suggesting information about other product...
Assist sales team in all aspects of daily business. Responsibilities include: Entering client trade orders Opening accounts Processing client requests for wires, checks, etc. Creating client presentations Assisting with organization of client events Administrative duties such as answering phones, travel coordination, expense reports Provide back up for other Sales Assistants when he/she is...
MarshBerry is currently seeking an Administrative Assistant for our Beachwood, OH office. The Administrative Assistant provides professional administrative support and value added service to internal customers. This position will provide support to assigned teams with preparing various client ready reports, correspondence, and presentations. Additional responsibilities include providing back-up co...
MarshBerry is currently seeking an Administrative Assistant for our Grandville, MI office. The Administrative Assistant provides 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 ...
Motivated and friendly sales and administrative assistant needed for busy estate planning firm in Canton, Ohio. During a typical day you will have a high level of interaction with clients and colleagues, handling both routine matters and unexpected client requests. The advisors you support will count upon you for promptness, consistency and accuracy in responding to clients, in an industry where r...
Wealth Management Advisor is looking for a Sales Administrative Assistant to join her team. Our firm specializes in providing financial plans to high net worth clients. Key responsibilities include sales support and providing an excellent client experience. Qualifications and Key Personality Traits: o Detail-oriented o Strong ability to multi-task and prioritize in fast paced environment o Exc...
Union BANK LOS ANGELES, CA
Financial Advisor, Assistant Vice President - UBIS - Goleta-32252-C Description Join a bank that’s as committed to your future as you are. At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our diverse colleagues are connected by a common ambition to creat...
Union BANK LOS ANGELES, CA
Financial Advisor, Assistant Vice President - UBIS - Camarrillo-31481-C Description Join a bank that’s as committed to your future as you are. At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our diverse colleagues are connected by a common ambition to c...
Bank of the West Portland, OR
Qualifications Job Specifications Req Education or Equivalent Experience High school diploma or equivalent combination of education and work experience BS/BA highly desired Required Experience Three + years of business experience Required License/Certification Must obtain FINRA Series 7, 63, and life insurance licenses within the first six months after the ninety (90) day probationary peri...

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