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...
Small, independent financial planning firm in Gaithersburg, MD is looking for an administrative assistant to support financial planners in the firm. This assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the financial representative to focus his/her energy building client relationships. The assistant is a liaison between home office, fi...
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...
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...
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...
Bank of the West Cornelius, OR
Qualifications Job Specifications Req Education or Equivalent Experience: • High school diploma or equivalent combination of education and work experience Required Experience: • Three + years of business experience Required License/Certification • Must obtain FINRA Series 7 and 63, 65 or 66 and life insurance licenses within the first six months of employment Field of Experience: • Knowledg...
Union BANK LOS ANGELES, CA
Financial Advisor, Assistant Vice President - UBIS - Cerritos Center-33005-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...
Junior Administrative Assistant Supporting Executive Assistant to Chief Operating Officer & Chief Revenue Officer Company Information GV Financial Advisors is an Atlanta-based, privately-owned company that offers Guided Wealth™ (GW™) to successful families. This process is designed to help successful families use their wealth to create the life they desire, enhance the lives of the people they ...
Company Confidential Campbell, CA, 95008
Fee-only, wealth advisory firm located in Campbell, CA is experiencing EXPLOSIVE growth and is in need of a Customer Service Representative and Administrative Assistant who will assume responsibility for maintaining and elevating the existing “client care” culture of our firm as well as some day to day operations. What will you be doing? Primary job duties:  Provide our clients exemplary custo...
Company Confidential Yardley, PA, 19067
FINANCIAL ASSISTANT - P/T 30 hrs/wk (9:30-2:30, Mon-Fri, Sept-June). Provide administrative support to financial advisor, including client services, marketing, and tax/ accounting. Proficient in MS Office. Bookkeeping exp. a plus. Min 2 years related exp. Email resumes to: *****...

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