Administrative Assistant Wealth Management Jobs

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71 Administrative Assistant Wealth Management jobs found on Monster.

Jobs 1 to 20 of 71
-We are looking for a Wealth Management Services Professional to participate in delivery of financial planning and wealth management to our clients. The financial planner is a key member of the client relationship team with an emphasis on formulating and implementing advice. MAJOR DUTIES AND RESPONSIBILITIES: • Gather data and analyze client’s financial goals, develop financial plans based on anal...
Job Description: To provide administrative support for salespersons in the Neuberger Berman sales channels. Responsibilities: - Assist in answering high volume of multiple phone lines for several members of the sales force. Expected to take coherent, efficient and detailed messages and to maintain professional demeanor on at all times. High profile contact with clients, correspondents, intermediar...
Job Description ‐ Paraplanner / Associate Wealth Management Advisor A Team of Northwestern Mutual Wealth Management Advisors are looking for a licensed (FINRA Series 7, 66) Paraplanner with investment, financial planning and insurance experience. JOB SUMMARY The Paraplanner / Sales Assistant will support the firm in all aspects of the financial planning and investment process. This will include th...
The Evolution of a Professional Lifestyle Financial advisors are forced to make a difficult business decision. Advisors must choose between working as a captive advisor at a wire house, or walk down the path of independence combining the role of an advisor with the day to day business operations & concerns of running an office. Golden State Wealth Management takes the best of both options and brin...
The Evolution of a Professional Lifestyle Financial advisors are forced to make a difficult business decision. Advisors must choose between working as a captive advisor at a wire house, or walk down the path of independence combining the role of an advisor with the day to day business operations & concerns of running an office. Golden State Wealth Management takes the best of both options and brin...
Must have “personality plus”, professional appearance, be responsible, energetic, have ability to adapt, desire to learn, and have attention to detail. Successful prior similar experience a plus. Previous experience in the investment management or investment advisory industry would be a big plus. This person should be very organized, and be able to take immediate ownership of his/her work. A proac...
Administrative Assistant- Advisory Group Job Description 2014 MAI Wealth Advisors, LLC, a Cleveland based investment management firm with over $3 billion AUM is seeking an Administrative Assistant to support the Advisory Group. Reports to: Tom Schrock/Laura Moran Position: Administrative Assistant Position Summary: Responsibilities include supporting the Advisory Group team by contributing in many...
Description: Under general supervision, the Senior Administrative Assistant supports Key Accounts and other senior leaders in Sales with their administrative needs such as travel and expense management. This individual prepares documents and analysis using intermediate level of proficiency with the Microsoft Office product suite to produce a wide range of material, which may include page layouts,...
Our client is seeking an Administrative Assistant in NYC. As an Administrative Assistant, you will support a team of professionals in all facets of their daily business routine. You will perform diverse administrative functions requiring confidentiality, initiative, thoughtfulness, and follow-through. Roles and Responsibilities: Facilitate the on-boarding and on-going coordination of client mainte...
Administrative Assistant - Temp to Perm Salary: $50K Wealth Management firm in NYC is looking for an experienced Administrative Assistant to join the office and assist with special projects, as well as handle events for certain departments. The role will also involve heavy research and compliance responsibilities. This firm is looking for a go-getter with a positive attitude, who needs little dire...
Benco Dental, the largest privately owned, full-service dental distributor in the United States, has remained in the family since 1930—a family that now includes our more than 30,000 customers and 1,300 associates in 40 states. It’s our mission to deliver success smile after smile. We provide more supply and equipment options than any other full-service distributor, an offering enhanced by a compr...
General Information Position Title: Administrative Assistant Location: Palo Alto/Redwood City, CA FISA Status: Exempt Department: Executive Reports to: CEO Company Overview: Attensity helps the world’s leading brands leverage customer conversations as a business asset. Using Attensity’s integrated suite of customer analytics and response applications, organizations can tap the wealth of data store...
Description: The Administrative Assistant, TRS Product and Services and is responsible for providing support to several mid-level managers within TRS Product and Services. Responsibilities include: · Primary responsibilities include meeting support (calendaring, securing rooms/dial-in, scheduling video bridges, etc.) as well as travel and expense management support, including reconciling corporate...
Description: Prudential Capital Group is one of the largest asset managers of privately placed securities with $66 billion of private debt and equity investments in more than 1,000 companies worldwide (as of March 30, 2013). Prudential Capital Group typically invests $10 to $12 billion annually in privately placed senior and mezzanine financings to middle market companies. Known for investing in r...
Company Confidential Palm Coast, FL, 32137
Wealth Management & CPA Firm in Palm Coast, FL is looking to add an administrative assistant to our team on a full time basis (37.5 hours/ week). Candidate will be responsible for answering and directing phone calls, greeting clients, document management (scanning, filing), receiving and distributing mail, scheduling appointments, and processing reports. Job Requirements: Intermediate Basic Office...
Company: Strategic Financial Associates Position: Administrative Assistant Overview Strategic Financial Associates, LLC, is a highly successful wealth management firm located in Bethesda, Maryland. We are expanding our team, and interviewing for a role that will combine reception, and administrative support for our marketing director. This is a great opportunity to join a team that values your int...
Company Confidential New York, NY, 10017
Description: Administrative Assistant Job Description: Our New York City Wealth Management Firm - is seeking an administrative assistant to support our client service teams within our Investment Advisory group . The teams operate within a multi-family office environment advising ultra-high net worth clients and a fund of funds. The firm has total assets under advisement of approximately $2.6 billi...
Our client, a small wealth management office in the northern suburbs, is seeking an experienced Administrative Assistant for a long term contract role. Interested candidates must have the following: - Strong MS Office skills including Word, Excel, PowerPoint and Outlook - A minimum of 3 years of administrative experience - Flexibility and willingness to manage a variety of tasks from reception cov...
Benco Dental, the largest privately owned, full-service dental distributor in the United States, has remained in the family since 1930—a family that now includes our more than 30,000 customers and 1,300 associates in 40 states. It’s our mission to deliver success smile after smile. We provide more supply and equipment options than any other full-service distributor, an offering enhanced by a compr...
Position title: Administrative Assistant Position Description: Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as anemployee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily businessoperations. This position completes tasks previously performed by the advis...

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