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58 Administrative Assistant Wealth Management Jobs in San Jose, CA

Customer Service Representative & Administrative Assistant

Confidential Campbell, CA

Fee-only, wealth advisory firm located in Campbell, CA is experiencing EXPLOSIVE growth and is in need of a Customer Service Representative and… Confidential

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Wealth Strategy Associate - Finance and Investment Industry Opportunity – new

UBS 100+ Reviews Palo Alto, CA

Branch Administrative Manager or Branch Operations Manager. • Excellent skills in Microsoft Office Suite- MS E… VelvetJobs.com

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Client Service Associate – easy apply

Fisher Investments 100+ Reviews Camas, WA

Investing can be one of the most important and nerve-racking things in people’s lives– having capable, talented people providing great service helps… Fisher Investments

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Client Serving Associate - Tax - International Tax Services - San Jose - Finance

Ernst & Young 3 Reviews San Jose, CA

Be responsible for assisting tax professionals in the administration and coordination of tax engagements. Track and maintain information from EY's… VelvetJobs.com

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Chase Wealth Management - Financial Advisor Associate - San Jose, CA (San Jose D

JPMorgan Chase 100+ Reviews San Jose, CA

**Chase** is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with… Beyond.com

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Senior Administrative Assistant

San Jose, CA

** Under the general supervision of a Campus or VP Director, this position provides clerical and administrative services and assistance, of general… Glassdoor

Financial Advisor Sales Assistant

KeyPoint CU 6 Reviews Santa Clara, CA

The role of the Sales Assistant is to establish value-added relationships with customers and support the activities of the Wealth Management… Glassdoor

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Excellent Growth Opportunity for ECE Teachers!

Children's Creative Learning Center 9 Reviews San Jose, CA

As an employer and a business, our mission is to engage, reward and retain the top talent in our industry to drive our organization as it continues… CareerBuilder

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Wealth Strategy Associate

UBS 100+ Reviews Palo Alto, CA

Your job as a Wealth Strategy Associate is to support your team in the development of various wealth management plans and strategies (e.g., financial… Ivy Exec

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Client Services Associate

TriNet 100 Reviews Pleasanton, CA

TriNet handles total HR services so small to mid-sized businesses can do what they do best: grow. Since 1988, TriNet has helped these companies… TriNet

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Client Serving Associate - Tax - International Tax Services

EY 100+ Reviews San Jose, CA

** Be responsible for assisting tax professionals in the administration and coordination of tax engagements. Track and maintain information from EY's… Beyond.com

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Senior Administrative Assistant

Acumen, LLC 41 Reviews Burlingame, CA

Under general supervision, the Senior Administrative Assistant performs the following job functions with a focus on one or both of the following… Acumen, LLC

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Senior Administrative Assistant

KPMG US 100+ Reviews Santa Clara, CA

Our focus is on fostering a high performance culture, one that develops a top-notch talent pool with the skills and determination to deliver above… Glassdoor

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Chase Wealth Management - Financial Advisor Associate - San Jose, CA (East Footh

JPMorgan Chase 100+ Reviews San Jose, CA

**Chase** is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with… Beyond.com

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Lending Assistant II

Comerica 100+ Reviews Palo Alto, CA

- Assist lending officers with the administration and development of commercial banking relationships including daily interface with customers, other… Beyond.com

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