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32 Administrative Assistant Wealth Management Jobs in San Jose, CA

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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Chief Administrative Officer

Confidential San Jose, CA

Fee-only, wealth advisory firm located in Campbell, CA is experiencing EXPLOSIVE growth and is in need of a Chief Administrative Officer who will… Confidential

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Wealth Management Advisor - Palo Alto

TIAA CREF 100+ Reviews Woodside, CA

TIAA-CREF's Individual Advisory Services Business offers highly sophisticated financial planning capabilities designed to help clients… partner.efinancialcareers.com

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Client Service Associate - Finance and Investment Industry Opportunity

Morgan Stanley 100+ Reviews Menlo Park, CA

Perform daily operations, client service, and Financial Advisor support. Provide account information to clients and Financial Advisors. Learn the… VelvetJobs.com

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Senior Administrative Assistant

Apollo Group 100+ Reviews San Jose, CA

This position is accountable for the overall instructional and academic excellence surrounding dissertations within the School of Advanced Studies… Glassdoor

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Senior Administrative Assistant

KPMG 100+ Reviews Santa Clara, CA

• Provide administrative support to partners and practice management teams • Prepare client billings, time and expense reporting, coordinate… Glassdoor

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Grow Your Career in ECE at CCLC

Children's Creative Learning Center 9 Reviews Los Altos, CA

CCLC is dedicated to NAEYC accreditation. Our centers offer strong team environments with a commitment to appropriate learning experiences for… CareerBuilder

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Administrative Assistant Senior Specialist

Lockheed Martin 100+ Reviews Sunnyvale, CA

This administrative assistant position will provide a full range of complex administrative work assignments reporting directly to the SSC Operations… Glassdoor

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Senior Administrative Assistant

LinkedIn 100+ Reviews Sunnyvale, CA

Attention to detail and the ability establish priorities are a must. The ability to credibly and competently interact with other executive assistants… Glassdoor

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Senior Administrative Assistant

Santa Clara University 76 Reviews Santa Clara, CA

A. Provide administrative support to the Director and program faculty. B. Provide general office and programmatic support. C. Maintain budgets. D… Glassdoor

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Senior Client Service Associate

Opes Advisors 5 Reviews Palo Alto, CA

Onboarding and Client Services: • Guide new clients through the process of moving their accounts to the company. Open new accounts, verify the… Glassdoor

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Wealth Planning & Trust Officer

Boston Private Bank 20 Reviews San Mateo, CA

• Working with the Sales Professionals, Trust Officers and Portfolio Managers as a Planning resource for Investment Management & Trust sales… Glassdoor

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ECE Teaching Opportunities at CCLC Cisco!

Knowledge Learning 25 Reviews San Jose, CA

Grow your career with CCLC! Join our team of motivated, creative and passionate early childhood educators today, and experience being part of… Glassdoor

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Senior Administrative Assistant

marvell 100+ Reviews Santa Clara, CA

• Using independent judgment, analytical ability, self-direction, and flexibility in work situations… Glassdoor

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Grow Your Career in ECE at CCLC

Knowledge Learning 25 Reviews Los Altos, CA

Childrens’ Creative Learning Centers (CCLC) wants you! Join our team of motivated, creative and passionate early childhood educators today, and… Glassdoor

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