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Administrative Assistant Financial Advisor Jobs

389 jobs

Auto req ID 3952BR Posting Title Administrative Assistant (Financial Services) Location Orange, CA Job Description One of our LPL Advisors in the Orange County area is seeking an experienced Sales Assistant. This individual will be responsible for client communication, both verbal and written. The position is the first and sometimes primary contact with clients; therefore, the position must mai...

One of our LPL Advisors in the Orange County area is seeking an experienced Sales Assistant. This individual will be responsible for client communication, both verbal and written. The position is the first and sometimes primary contact with clients; therefore, the position must maintain those relationships by delivering superior customer service, problem solving, and follow-up. Often is the liaiso...

Summary of responsibilities: This position provides administrative support to the advisor, interfacing with clients and maintaining operating efficiency with paperwork and software programs. ________________________________ Principal responsibilities: 1. Complete all forms correctly and submit them within one business day – follow up with advisor and/or client for any missing information 2. Co...

Overview: Eide Bailly LLP is one of the top CPA and business advisory firms in the nation. We offer staff challenging work with limitless potential to grow your career. Our vibrant culture encourages our 1,600 valued team members to pursue their own interests – both in the office and at home. Click here to learn more about why working at Eide Bailly LLP is more than just a career! We are current...

Do you have what it takes to be a Financial Administrative Assistant for one of Nashville’s Best Places to Work? Are you an unusually organized person? Do you have all your friends’ and family members’ birthdays in your calendar? Do you have a servant’s heart? Do you especially love helping other people get organized? If you answered yes to these questions, please read on. . . . The Endorsed Loca...

Company Confidential
Financial services and private wealth management company focused on financial planning and retirement needs of high net worth clients searching for an administrative assistant. We are an established family run business providing financial planning, investment management and insurance services. Due to continued success and growth, we are currently looking to add a mid/entry level staff member to ...

Administrative AssistantAre you dependable, highly detail-orientated, have great interpersonal skills and a passion for client satisfaction? If you are looking for career satisfaction with a dynamic company, we have the opportunity for you! Our successful financial planning firm in Edwardsville, IL is seeking an Administrative Assistant to ensure smooth day-to-day operations while providing superi...

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values-straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excell...

What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values-straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excell...

As a financial institution we definitely like numbers but, as a credit union, we love people even more. And especially the people we call Members. They need someone who's committed to making their banking simple, keeping them connected to their money wherever they are, and always watching out for their financial future, even when they aren't. That's why they need a Champion. Do you have what it ta...

Job Description A financial planning practice with Northwestern Mutual in midtown is seeking an individual to support with clients insurance and investment planning. Specific responsibilities include, but are not limited to, the following: handle all insurance underwriting prepare insurance and investment proposals handle all client service work schedule client meetings and maintain financia...

Qualifications Job Specifications Req Education or Equivalent Experience High school diploma or equivalent combination of education and work experience Required Experience One to two years of business experience FINRA Series 7 highly preferred Field of Experience: Knowledge of general office procedures Proficient in Microsoft Office software, including Word, Excel and Outlook, and ability ...

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 create change for the better – from forging more dynamic career paths, to driving progr...

JOB SUMMARY: You too can make a difference in our world. The work of the US Fish and Wildlife Service is meaningful and varied. Want to know more about what it is like to work for us? Click here to watch short podcasts called Meet Your New Boss ! and Diversity is our Strength As the Assistant Regional Director for Budget and Administration (ARDBAO), you will be a critical member of the Pacific So...

The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for management of existing business in the local markets. Actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. Key Responsibilities Development a...

The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for management of existing business in the local markets. Actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. Key Responsibilities Development a...

The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for management of existing business in the local markets. Actively solicits clients and prospects for business opportunities including cross selling of all bank and company products. Key Responsibilities Development a...

Senior Administrative Assistant (AAM)-1500052O Description and Qualifications Company and DivisionalDescription: This position will be with AEGON Asset Management, the organization which oversees asset management for many of Transamerica's insurance and operating companies as well as third party clients. The global AEGON Asset Management organization has operations in Europe, the United States ...

Administrative Assistant Job Number: : 3057968 Posting Date : Aug 26, 2015 Primary Location : Americas-United States of America-Ohio-Cincinnati Job : Wealth Management Employment Type: Full Time Job Level: Non-Exempt Description POSITION SUMMARY: The Non-Producing Branch Manager Administrative Assistant (NPBMAA) is responsible for providing overall administrative support for the Branc...

Immediate need for a talented Administrative Assistant. This is a 6 month month contract opportunity with long-term potential and is located in New York, NY. Please review the below job description and contact me ASAP. Job Description: The ideal candidate would be responsible for assisting with the research, due diligence, and recordkeeping functions associated with donor accounts and grants/dis...