Investment Assistant Jobs
Job Description: This is a golden opportunity for an Operations Assistant who wants to work with a successful investment office. Will be responsible for managing all financial paperwork for new and existing clients from start to finish. Prior operations experience or investment industry experience ideal. Proficiency with MS Office preferred. Salary up to $40K with great benefits. We are an equal e...
Company Confidential Coral Gables, FL, 33134
Coral Gables-based Registered Investment Advisor seeking full time Series 7 Licensed Sales Assistant. Must have at least 2 years experience, preferably in a broker-dealer firm. Competitive pay and benefits. MUST BE FLUENT IN SPANISH....
Prestigious investment firm is looking to hire an Office Assistant for an immediate opening in their Boston office!! In this role, you will support general office operations and senior executives with business and personal matters which will include meeting coordination and travel coordination; answering phones and backing up the Receptionist; tracking expenses; running personal errands. The quali...
If you have a Bachelor's degree and 2-3 years of professional experience, an interest in financial investments and will be happy to support a team's administrative needs - this may be a great opportunity for you! Must be motivated, energetic and be able to multi-task. Customer service skills, excellent communication skills (both written & verbal) combined with professional drive, are required. We...
Temp-to-perm opportunity for a Senior Executive Assistant to join a global institutional investment management firm in a role that will support the firm's Chief Administrative Officer as well as Chief Legal Counsel. Standard executive/administrative assistant responsibilities should be expected. Ideal candidates will have several years of related experience in a professional work environment, supp...
Assistant Trader – Chilton Capital Management Company Description: Chilton Capital Management, located in Houston, Texas,is a dynamic, employee-owned firm providing investment advisory and trust services to institutions and private clients. Position Summary: The Assistant Trader works directly for the Director of Trading, monitors and manages large volumes of trades, updates data in systems and en...
Recognized as one of Wisconsin’s premier financial services firms, BeneVest, a member of The Benefit Companies, Inc., assists clients with achieving their financial goals. We provide comprehensive, individualized service focused on understanding and achieving clients’ unique needs and objectives. Based on our rapid growth, we are seeking an Investment Sales Assistant for our team. The successful c...
Company Confidential Boston, MA, 02118
We have a boutique investment firm in Boston looking for an Administrative Assistant to join their team. This position is due to promotion. Great opportunity to work with a dynamic group of individuals. The position is responsible for calendar/travel management, heavy project work, client interaction and other related administrative duties as needed. Company offers competitive salary with bonus an...
Our client, a prestigious investment management firm in San Francisco is looking for an Executive Assistant to join the team. Responsibilities: Assist with advanced, diversified and confidential administrative duties as needed Receive and direct visitors, maintain calendar appointments, meetings and travel itineraries and coordinate related travel arrangements (domestic and international) Order su...
Join a Winning Team at NASA Federal Credit Union! NASA Federal Credit Union's core purpose - to empower people to achieve a brighter financial future - is the driving force that supports the success of our members. Our history started in 1949 when seven employees received approval for a credit union charter to begin serving employees of NASA. Today, the same great benefits of credit union membersh...
Our client is not just looking for an Executive Assistant, he is looking for a "Business Partner" who gets him, his job, his obligations, his travel, his expenses, his personal responsibilities - someone who will get what he needs and loves doing it. Our client is extremely nice, supportive, kind, and values and rewards a good "Business Partner." What we must have for this position is stability, a...
Join a winning team at Westamerica Bank! Sorrento Pacific Financial, LLC (SPF) is an Independent broker/dealer offering customers full-service financial planning and investment advice. SPF is growing, and has an Investment Sales Assistant position available in Napa, CA! As an Investment Sales Assistant you become part of the bank environment providing support to a Financial Advisor and helping to...
ARE YOU LOOKING FOR A GREAT OPPORTUNITY WITH SIGNIFICANT EARNINGS POTENTIAL AS WELL AS ADVANCEMENT, BONUSES AND BENEFITS? INVESTMENT OPERATIONS ASSISTANT J. P. Turner & Company, LLC, a fast growing, successful securities firm is seeking a highly motivated, hard working Operations Assistant to join our winning team and work in our Aiken and/or Lexington, South Carolina offices. If you are currently...
Our client, a global, full service investment bank is seeking an EA to support two senior Bankers and their team. Seeking a proactive and forward thinking individual who is professional and personable with a can do attitude. Responsibilities will include coordinating domestic and international travel arrangements, managing multiple calendars, providing support for internal and external meetings, a...
Department Description JPMorgan Chase Audit Department provides independent and objective assessments designed to evaluate the firm’s internal control structure, evaluate the organization’s compliance with laws and regulations and identify opportunities for process and control improvements. The Audit Department helps the firm accomplish its objectives by bringing a systematic, disciplined approach...
Administrative Professional - Supporting Sr. Investment Executive Downtown Asset Management firm is looking for an Administrative professional to join there dynamic team. Must have worked in financial services in an administrative capacity; an asset management background is preferred. The Administrative Assistant will answer and direct phone calls, sort faxes and set up conference calls. Arrange d...
Chase Investment Services - Customer Service Representative I The Chase Investment Service Centers have a strong reputation of superb customer service. We are a disciplined group devoted to customer service and thrive on winning. We are looking for highly motivated individuals to join our team! Work in a fast-paced call center where associates handle 75- 100 inbound calls per day. Make a differenc...
Investment Operations Analyst NewYork-Presbyterian Hospital (NYP), a non-profit organization, is one of the most comprehensive university hospitals in the world, with leading specialists in every field of medicine. As a single institution, it is composed of two renowned medical centers, NewYork-Presbyterian Hospital/ Columbia University Medical Center and NewYork-Presbyterian Hospital/Weill Cornel...
First Sterling Financial, Inc. Exciting Career Opportunity for top COLLEGE GRAD in Real Estate/Asset Management Department IMMEDIATE NEED - SUBMIT YOUR RESUME TODAY Visit us online at www.firststerling.com. TOP OPPORTUNITY at Prestigious Investment Banking firm with nationwide affordable housing portfolio of over 700 multi-family properties. Join our seasoned team of professionals at our Great Nec...
Investment Associate Series 7, Mutual Funds, Administrative, PortfolioCenter Investment Associate Our client who has 30 years experience in the investment industry is looking for an experienced Assistant for their small financial firm in Glendale. The position is mostly administrative: open new accounts, servicing existing, maintaining database, proposals etc. There is opportunity for growth and a...
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Finance Career Tools
$30,000.00 - $57,500.00
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.
Provides client services by monitoring client portfolio performance; setting-up accounts; processing buy/sell authorizations, deposits, and withdrawals; gathering information for clients' other advisors, such as, attorneys and accountants; preparing documents; completing settlements; coordinating requirements with operations and back-office support.
Popular Investment Assistant Articles
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