Investment Assistant Jobs
We are looking for that "one-in-a-million" Executive Assistant to work for the COO of our investment bank. This position has so much opportunities, upward mobility, and a real mentor to learn and grow with. We only want the best. We need only 2 - 5 years experience in a corporate setting. We want someone who has really learned how to take charge of an EA position, someone who thinks one step ahead...
Our client, a large Financial Institution is seeking an Assistant Manager, Investment Accounting for its New York office. The right individual will prepare subsidiary financial statements in accordance with GAAP (FSP 115, FSP 157 etc.) and ensure the timely and accurate recording of all investment related transactions in the investment accounting systems. This person will also prepare inter-compan...
Registered Administrative Investment Assistant Oregon Community Credit Union—Eugene, OR To see a full job description and to apply, please visit us at: https://www.oregoncommunitycu.org/about-us/careers/registered-administrative-investment-assistant. Close Date: As soon as a qualified candidate is found Oregon Community Credit Union has an opening for a dynamic Registered Administrative Investment...
Investment Assistant Company: Summit Financial Resources Location: NJ – Parsippany Status: Part Time, Employee – 20 hours Hours: Flexible Job Category: Investment - Background check required Salary: Salary will be based on experience and knowledge. Job Description Summit Financial Resources, a premier financial planning firm, is seeking a computer-savvy individual with previous administrative expe...
This firm offers a highly competitive salary of $80K to $85K. Global Investment Firm is actively seeking an Administrative Assistant to support a highly motivated Managing Partner who is always “on the go”, traveling and creating opportunities for the firm. As the Administrative Assistant, you will liaise with a dynamic administrative team as you manage a complex executive calendar and schedule, b...
The Private Client Direct business is a part of JPMorgan's Private Wealth Management business. Private Wealth Management (PWM) is a wealth management business of JPMorgan focused on the banking, trust, and investment needs of high net worth clients in the US (clients with a net worth of $1-25 million). Within PWM, the Private Client Direct team is a business unit focused on servicing the banking a...
Investment or Financial Planning Assistant We are currently seeking a part-time or full-time Technical Support Specialist. This position will to assist our Investment Analyst and/or our Financial Planner. If career advancement interests you, this position is the first step in becoming either a Financial Planner or an Investment Analyst. Responsibilities assisting the Investment Analyst include, bu...
CUSO Financial Services, L.P. (CFS) offers credit union members full-service financial planning and investment advice. CFS is a broker/dealer and RIA with a stable, 16 year track record of serving the investment needs of credit unions and their members. CUSO Financial Services, L. P. is growing, and adding a Licensed Investment Sales Assistant at General Electric Credit Union inCincinnati, OH. Gen...
We are looking for a reliable, dynamic INVESTMENT MARKETING ASSISTANT with a minimum of one to two years of industry related experience, that has outstanding interpersonal skills to be part of our Marketing team. This is a full-time position. Required work hours are Monday through Friday 7:30 AM to 4:00 PM. We respect your privacy and conduct this search with the highest confidentiality. This indi...
Investment bank in Midtown is seeking an Executive Assistant to support a Managing Director and five bankers. The person in this role will be responsible for calendar management, meeting planning, coordinating travel arrangements, processing expense reports, and organizing conference calls. Candidates must be proficient in Microsoft Office Suite 2010 and have at least three years of administrative...
Company Confidential New York, NY
This global investment bank is currently seeking an experienced Executive Assistant to join their New York branch. The ideal candidate will have at least 5 years solid Executive Assistant experience in a corporate financial environment. This is an excellent career opportunity to join one of the world’s leading banks with an amazing benefits and bonus package. Role: - Provides administrative suppor...
Join a Winning Team at Ventura County Credit Union! Established as a primary financial institution in Ventura County for over 60 years, Ventura County Credit Union is a financially strong and growing organization. As the largest credit union headquartered in Ventura County, VCCU has offices in Ventura, Oxnard, Camarillo, Thousand Oaks, and Simi Valley. At VCCU, we are committed to excellent member...
Western National Properties (WNP) provides acquisition, development, finance and investment management services within Western National Group (WNG), a leading private multifamily company in the Western U.S. with over 25,000 units under management. WNP is currently seeking a highly motivated and proactive Investment Management Coordinator-Administrative Assistant to join our Investment Management G...
Job Description: Acquisitions Assistant; Full Time in Westlake Village Job Purpose: We are seeking a bright, energetic and motivated team member for an entry level full time position with our growing investment property acquisitions team. Job Duties: assisting acquisition staff with loan package preparation coordinating site visits compiling investor packages entity paperwork and all matter of acq...
Looking for opportunity? We are a growth-oriented independent financial services firm looking for an experienced Client Service Coordinator. This individual will be an integral part of our team providing financial planning services to a diverse client base. The primary function of this position is to assist the Financial Advisors, provide client service and process trades. This position requires s...
This assignment will run for 4-5 months (for maternity leave coverage)possibly longer. We will pay 46k. We will need tointerview all candidates being considered. This assignment will start around the last week of December. Position: Administrative Assistant Department: Investments Job Responsibilities: * Provide full administrative support for team within Investments Department. * Interact with Po...
Job Summary The Administrative Assistant’s primary responsibility is functioning in a support role to a department, office, and/or member(s) of management. This position is also responsible for screening and responding to telephone calls, processing invoices, maintaining financial and confidential records, special projects, and performing various administrative and clerical duties. Other responsib...
Send Resume to ***** Our client is currently seeking a Investment Management Operations Analyst (Pricing Analyst) This is a 5 month Contract position, with a possibility to extend Our client is a leading provider of financial services, with operations in 29 countries and more than 29,000 employees worldwide. They have more than $2.4 trillion in lendable assets, and are the number 1 pro...
Position Description This Paralegal will report to the Assistant General Counsel and would be responsible for providing legal and administrative support to the SunAmerica Asset Management Corp. legal department. Key responsibilities would include: Providing board administration support for the retail mutual fund board of directors, including preparing board agendas, memos, resolutions, minutes and...
Lower Westchester-based family office/investment division of a major international company is seeking an Accountant/Bookkeeper to join the investment division of our firm. This position reports to the Assistant Controller and is responsible for all accounting activities for the individuals, foundations and corporations related to the shareholders of the organization. JOB RESPONSIBILITIES: Accounti...
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Finance Career Tools
$30,000.00 - $55,400.00
Typical Salary for Investment Assistant
Source: Monster.com Careerbenchmarking Tool
Education / Training
Some College Coursework Completed
Source: Monster.com Careerbenchmarking Tool
Supports investment services by collecting, compiling, researching, inputting, copying, and distributing investment information.
Rate of Growth
Size of Industry in 2006:
Source: Bureau of Labor Statistics, May 2006
Attention to Detail
Resolves client issues by providing information and explanations; responding to inquiries and requests.
Researches investment information by collecting industry and company data; calculating performance.
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