Job Type
Date Posted
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Administrative assistant wealth management Jobs

927 Jobs

  • 2.6
    Advantage xPO – Atlanta, GA
    $30k-$43k(Glassdoor est.)
    NEW
    currently looking for a bright, energetic and friendly Administrative Assistants to provide support within one of the nation’s… The ideal candidate should possess at least five years of administrative support experience from a large corporate environment (internship…
  • 3.7
    Washington Trust Bancorp, Inc. – Providence, RI
    6 days ago 6d
    energetic AdministrativeAssistant to join our WealthManagement team. The AdministrativeAssistant will provide administrative and… 3 years of previous experience in Financial Services, WealthManagement industry, with the ability to perform the full range of…
  • 4.4
    Truex Metier – San Francisco, CA
    10 days ago 10d
    Prestigious wealthmanagement firm located in San Francisco’s Financial District is in search of a Senior Executive Assistant to provide… detail-oriented, organized, and creative 5+ years of administrative & support experience Strong written and verbal communication…
  • 3.1
    HighTower Advisors – United States
    NEW
    requests (wires, checks, journals, etc.) Offer administrative and office management support to the team Assist with establishing… Provide top quality service to clients and for complete administration of client financial accounts and associated money movement…
  • 3.5
    HUB International – Norwell, MA
    NEW
    property, casualty, risk management, life and health, employee benefits, investment, and wealthmanagement products and services… manuals and marketing materials as required. Handle the administrative claims process. Maintain cancellation/reinstatement system…
  • 3.3
    First Citizens Bank – Charlotte, NC
    $35k-$52k(Glassdoor est.)
    26 days ago 26d
    AdministrativeAssistant (WealthManagement) Use your LinkedIn Profile to help you apply faster! Apply with LinkedIn… WealthManagement Apply Now Add to Job Cart Position Description The AdministrativeAssistant (AA) is…
  • 4.2
    Duncan Financial Group – Irwin, PA
    6 days ago 6d
    Irwin, PA has an immediate need for an AdministrativeAssistant in our Private WealthManagement Division. This is an excellent opportunity… CRM and Agency Management Systems Provide data entry support to financial professionals and the administrative support team…
  • 3.3
    Washington Trust Company – United States
    8 days ago 8d
    energetic AdministrativeAssistant to join our WealthManagement team. The AdministrativeAssistant will provide administrative and… 3 years of previous experience in Financial Services, WealthManagement industry, with the ability to perform the full range of…
  • 3.6
    Chase – Plantation, FL
    $37k-$52k(Glassdoor est.)
    Today 6hr
    As an AdministrativeAssistant your duties and tasks mostly reflect variety and complexity, requiring judgment and experience… more difficult work assignments. One to three years of administrative experience JPMorgan Chase is an Equal Opportunity and…
  • 2.6
    Advantage xPO – Boston, MA
    $36k-$51k(Glassdoor est.)
    NEW
    energetic and friendly AdministrativeAssistant to support a busy and highly successful Private WealthManagement office within one… services, and greeting visitors Assisting the Private WealthManagement Team in servicing clients, with a focus on operational…
  • 2.6
    Advantage xPO – Latham, NY
    $30k-$43k(Glassdoor est.)
    7 days ago 7d
    currently looking for a bright, energetic and friendly Administrative Assistants to provide support within one of the nation’s… ’s leading providers of comprehensive financial management for institutions, not-for-profits, high net worth individuals and their…
  • 4.3
    The National Bank & Trust Company – Chicago, IL
    NEW
    Description POSITION SUMMARY: The WealthManagement Relations Assistant is responsible for the administrative functions of setting up new… Number 18-4019 Post Date 1/24/2018 Title WealthManagement Relations Assistant Job Type Full-time City Chicago State…
  • 3.4
    BNP Paribas – Los Angeles, CA
    $61k-$86k(Glassdoor est.)
    16 days ago 16d
    Retail Banking, Commercial Banking, National Finance, and WealthManagement. Job Description Summary Responsible for primarily… performing advanced, complex, diverse, and confidential administrative support duties and secondarily performing secretarial support…
  • 3.8
    OnPoint Community Credit Union – Beaverton, OR
    13 days ago 13d
    The Investment Services Assistant will directly assist OnPoint WealthManagement & Investment Services(WMIS) department to reach… Advisors, Inc. OnPoint Community Credit Union and OnPoint WealthManagement & Investment Services are not registered broker/dealers…
  • 5.0
    Global Blood Therapeutics – South San Francisco, CA
    HOT
    CONTRACT - SENIOR ADMINISTRATIVEASSISTANT, REGULATORY AFFAIRS Provide primary administrative support to Vice President… appropriate discretion Serve as a collaborative member of the administrative team and provide support/back-up, as needed Experience…
  • 3.7
    First Republic Bank – Palo Alto, CA
    $47k-$69k(Glassdoor est.)
    We're Hiring!
    extraordinary service. The Assistant to the Wealth Manager in First Republic Investment Management is responsible for optimizing… optimizing efficiency through effective administrative support including, but not limited to, interacting with clients, prospects and…
  • 3.3
    NESCO Resource – The Villages, FL
    7 days ago 7d
    Job Description Our Client is seeking a WealthManagementAssistant for their Registered Investment Advisory Firm. This… not required 3 to 5 years prior experience as a WealthManagementAssistant
  • Artifex Financial Group – Columbus, OH
    EASY APPLY
    HOT
    financial planning and investment firm, is seeking a qualified administrative and client service associate. The right candidate will be…
  • 2.5
    Sterling National Bank – South Fallsburg, NY
    7 days ago 7d
  • 2.8
    Bank of the West – Los Angeles, CA
    $40k-$57k(Glassdoor est.)
    16 days ago 16d
    Retail Banking, Commercial Banking, National Finance, and WealthManagement. Job Description Summary Responsible for primarily… performing advanced, complex, diverse, and confidential administrative support duties and secondarily performing secretarial support…
  • 2.5
    Sterling National Bank – Whitestone, NY
    $31k-$45k(Glassdoor est.)
    We're Hiring!
  • 3.7
    J.P. Morgan – New York, NY
    7 days ago 7d
    This executive administrativeassistant position in JPMorgan Global WealthManagement will directly support several Solutions… Executive) Assistant experience Accounts Payable experience preferred Excellent organizational, time management and communication…
  • 3.1
    HighTower Advisors – United States
    NEW
    nationally-ranked private wealthmanagement boutique. We are an eleven-person, multi-disciplinary team composed of six Private Wealth Advisors… years of private wealthmanagement experience, we help families, individuals, and institutions steward their wealth through life’s…
  • 4.9
    Brighter – Santa Monica, CA
    EASY APPLY
    $39k-$60k(Glassdoor est.)
    We're Hiring!
    Strong organization, time management, and administration skills Customer Relationship Management (CRM) software experience (… Services Manager for day-to-day work management, with executive oversight and escalation management by the Director of Client Services…
  • 3.8
    Scotts Miracle-Gro – Marysville, OH
    $37k-$50k(Glassdoor est.)
    We're Hiring!
    and Senior Management Team. In This Role the Senior AdministrativeAssistant Will: Provide administrative support for… Our Opportunity: The Senior AdministrativeAssistant is the trusted partner and magician for the Executive of Scotts’ Research…
  • 3.1
    Gateway Foundation – Springfield, IL
    NEW
    Requisition Number 17-0897 Title SENIOR ADMINISTRATIVEASSISTANT - SPRINGFIELD Program Springfield - Outpatient Treatment… development. Senior Administrative Assistants are responsible for: Office and administrative support duties including…
  • 3.6
    Chase – Cupertino, CA
    $48k-$67k(Glassdoor est.)
    Today 6hr
    As an AdministrativeAssistant your duties and tasks mostly reflect variety and complexity, requiring judgment and experience… more difficult work assignments. One to three years of administrative experience JPMorgan Chase is an Equal Opportunity and…
  • 3.2
    First Midwest Bank – Chicago, IL
    1 days ago 1d
    Description POSITION SUMMARY: The WealthManagement Relations Assistant is responsible for the administrative functions of setting up new… Number 18-4019 Post Date 1/24/2018 Title WealthManagement Relations Assistant Job Type Full-time City Chicago State…
  • 3.7
    Washington Trust Bank – Seattle, WA
    18 days ago 18d
    for a dynamic candidate for our WealthManagement and Advisory Services AdministrativeAssistant. If this is what next steps in… Requirements Progressively responsible administrative support experience. Superior time management and organizational skills; ability…
  • Swords-Smith – Brooklyn, NY
    EASY APPLY
    24 days ago 24d
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