Administrative Assistant Wealth Management Jobs

RSS

54 Administrative Assistant Wealth Management jobs found on Monster.

Jobs 1 to 20 of 54
Boulay, one of Minnesota's largest regional accounting and consulting firms located in Eden Prairie, is currently seeking a talented, enthusiastic individual to join our firm as a Wealth Management Administrative Assistant. This position is entrusted with the administrative functions as well as the coordination of account activities for our Wealth Management clients, including the following: Provi...
Company Confidential West Hartford, CT, 06107
We are a premier West Hartford wealth management group seeking an exceptional Administrative/Sales Assistant to work hand-in-hand with one of our partners. You’ll help him serve his high net worth clients by providing operations, service, and administrative support. You’ll enjoy our fast paced, client-first, collaborative team environment at our office in West Hartford’s most vibrant area. Respons...
The incumbent is responsible for assisting the assigned Sales Professional(s) in pre and post-sales operations. He/she provides administrative support in an efficient and well-organized manner in the areas of marketing, prospecting, and opening new business via IM&T processes. Roles and Responsibilities: ?Initiate new account openings. ?Maintain and update files for new prospects and continued sal...
Are 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 Aurora, IL, is seeking a Administrative Assistant to ensure smooth day-to-day operations while providing superior customer service to the fir...
About TD Bank, America's Most Convenient Bank® TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD...
Slaten Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We are America’s Most Trusted Retirement Advisor. We have an immediate opening for a full-time administrative assistant to perform a variety of administrative and clerical duties with regards to the daily operations of the management company. ADMINISTRATIV...
Administrative Assistant Seeking motivated individuals with a positive attitude and a desire to gain experience in the financial services industry. This is an entry level position with potential for growth working with a team of financial advisors in a Registered Investment Advisory and Wealth Management firm. The successful candidate for this Administrative Assistant position will support a team...
Description: Experienced Administrative Assistant/Director of Client Relations needed for Wealth Management Advisor. This professional has over 26 years of experience as a full service financial planner. He manages investments, estate planning, life and disability insurance, long-term care insurance, and retirement planning for high net worth individuals and small businesses. The Director of Clien...
Executive Assistant NOLA wealth management firm specializing in providing advice to high-net-worth individuals, and trustees of charitable foundations and ERISA Plans seeks experienced, full-time Administrative Assistant with exceptional client service skills and a high degree of professionalism. Candidate must be able to work effectively with other staff members, clients, and the Team. This posit...
Full-Time Administrative Assistant (Orange, CA) Company Strategic Alliance Financial Advisors, Inc. Location Orange, CA Job Type Full-Time M-F (40 hours per week) Employee W-2 Years of Experience Required:At least 1 year of Financial Advisory/Planning, Wealth Management, Financial Services & Insurance experience Skills Needed Strong knowledge of Windows OS and MS Office: Word, Excel, PowerPoint an...
A growing financial services company in the North Houston/Spring area is offering an exciting opportunity for an experienced Receptionist with strong administrative skills. This is a full-time office based administrative position that supports the entire office. This position serves as the first point of contact for our client visits and calls. A professional demeanor and appropriate business atti...
We are seeking an experienced Administrative Assistant to assist Portfolio Managers and ensure Client's are dealt with professionally and courteously. Maintaining Outlook and physical calendars, arranging meetings, conference calls and events, coordinating travel arrangements, managing incoming calls and mail from Clients and day to day office responsibilities round off this position. Advanced Pow...
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 Executives and client service team. The teams operate within a multi-family office environment advising ultra-high net worth clients in tax, financial planning and investment advisory services. The firm has total assets under advisement of approxim...
Rabobank, N.A. has an exciting opportunity for a Administrative Assistant Senior in our Wealth Management Division! The Administrative Assistant Senior performs a wide variety of administrative and staff support services to relieve departmental manager of administrative details. Duties may be complex and confidential in nature and involve sensitive information or application. Responsibilities will...
Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset – their people. Mercer's 20,000 employees are based in more than 40 countries. If you thrive on challenge, are passionate about ideas, love solving problems and truly enjoy connecting with people, we encourage...
Job Offering Description: Executive Administrative Assistant: To be considered for the position, please submit a cover letter along with your resume. We are currently looking for an enthusiastic and organized individual interested in filling an executive administrative assistant role within the commercial real estate industry. The individual must be willing to work in a small business atmosphere a...
Description: CLIENT EXPERIENCE ASSOCIATE Prosperous and expanding financial advisor seeks an energetic and self-starting Client Experience Associate. This is a newly created, full-time salaried plus bonus, position in Brookfield, WI. Education: Completion of some college coursework or attainment of an Associate or Bachelor’s degree desired but not required. Work Experience: Candidate must have a m...
Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and performance of their most vital asset – their people. Mercer's 20,000 employees are based in more than 40 countries. If you thrive on challenge, are passionate about ideas, love solving problems and truly enjoy connecting with people, we encourage...
Description: If you want to achieve more in your mission of health care, you have to be really smart about the business of health care. Challenge yourself, your peers and our industry by shaping what health care looks like and doing your life's best work.(sm) Positions in this function include traditional administrative support roles including: answering the telephone, creating documents, correspo...
Description: If you want to achieve more in your mission of health care, you have to be really smart about the business of health care. Challenge yourself, your peers and our industry by shaping what health care looks like and doing your life's best work. (sm) Positions in this function include more traditional executive administrative/clerical support roles including: answering the telephone, typ...

Get new jobs by email for this search
We'll keep looking and send you new jobs that match this search.
email me

Upload your resume and let employers find you!
It's that simple!

Popular Administrative Assistant Wealth Management Articles

Meeting Planning 101 Article Rating
Learn how to plan big meetings for your employer with flair. These tips from admin pros will help you avoid the pitfalls.
How Admins Can Network Article Rating
Making connections is essential to your career. Check out these tips to find specific ways admin pros like you can get networking.
For Employers: Post Jobs | Search Resumes | Advertise
About Monster | Work for Monster | Advertise with Us | AdChoices | Partner with Us | Investor Relations | Social Media
Terms of Use | Privacy Center | Accessibility Center | Help | Security | Contact Us | Sitemap | Mobile
©2014 Monster - All Rights Reserved U.S. Patents No. 5,832,497; 7,599,930 B1; 7,827,125 and 7,836,060 MWW - Looking for Monster Cable? - V: 2014.4.35.42-220
eTrustLogo