Administrative Assistant Wealth Management Jobs

447 jobs

Our wealth management firm, located in Madison, Wisconsin is seeking a full-time Operations Assistant to be part of our growing practice. A successful candidate will have strong communication skills, working knowledge of Cloud technology in the financial services industry supported by a foundation of customer service. Salary will be dependent upon experience. Job Summary: • Maintain client con...

Senior Administrative Assistant - Wealth Management (Job Number:1414712) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in ...

Senior Administrative Assistant - Wealth Management (Job Number:1506347) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in ...

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single poi...

Senior Administrative Assistant - Wealth Management (Job Number:1506347) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in ...

-Provide excellent telephone coverage including ability to manage priorities; handle urgent calls with professionalism and good judgment -Maintain calendars; schedule/reschedule meetings by partnering and coordinating with internal and external constituents; Schedule new support staff interviews. -Arrange large group meetings with responsibility for coordinating availability with all parties; re...

Executive Administrative Assistant - Chase Wealth Management - Columbus, OH-150045749 Job Description The Executive Administrative Assistant will provide administrative support to the Regional Director of the Midwest Market. The successful candidate will possess structure, attention to detail, quality focus, high energy and flexibility to a high-paced deadline driven group. This individual will ...

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single poi...

Senior Administrator - Wealth Management Job Label:TCG_SR ADM-4 The Colony Group seeks a motivated and qualified individual for the financial administrative position of Senior Administrator on a wealth management team in its Boston office. The individual selected for this opportunity will provide a broad range of technical and client management support to a wealth management team, assist with ma...

Wealth Management Advisor Assistant - St. Louis, MO (The Private Client Reserve)-150016598 At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we’re one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a dive...

Sales Admin Assistant - Wealth Management - Denver (Job Number:1501424) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 3...

Immediate opening at a growing local Wealth Management firm located in Rochester, New York. This full time position will handle administrative, operational and client services such as processing brokerage and insurance paperwork, opening new accounts, entering trades, inputting financial data and interacting with clients. Responsibilities Responsibilities include, but are not limited to: · Resp...

The Washington Trust Company has an exciting opportunity for a Wealth Management Investment Assistant in Westerly, RI. This position will support the Investment Management team both in Westerly and Providence with administrative, reporting, and system oriented tasks. This position will generate both client and internal reports and participate in the creation and production of client communication...

POSITION SUMMARY: Responsible for supporting the Manager of the Estate Settlement, Complex Trust and Special Asset division of Wealth Management, to review, respond and delegate internal and external communications and work flow. REQUIRED EDUCATION, EXPERIENCE AND SKILLS: College degree preferred Must have 3-5 years previous administrative or sales experience in financial services Superior organiz...

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single poi...

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. BNY Mellon can act as a single poi...

Assistant Portfolio Officer - Wealth Management (Job Number:1505308) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 c...

Assistant Portfolio Officer - Wealth Management - Newport Beach (Job Number:1505945) BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment ...

Maintains a high level of professionalism and customer service in supporting the daily activities of the Wealth Management team for Frank & Kraft, Attorneys at Law. Provides support for financial advisor(s) and works directly with client base. Department Frank & Kraft, Attorneys at Law in Indianapolis, IN, will help you with all aspects of your estate planning as well as other important planning...

The Wealth Management Assistant is responsible for maintaining a high level of professionalism and support to the Wealth Management team at Wiedeman Financial Services in Gering, NE. Delivering extraordinary service to Wealth Management clients is a key component to success in this role. Department Wiedeman Financial Services has been serving the financial needs of clients in the Nebraska Panhan...