Job Type
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Administrative Assistant Wealth Management Jobs in Baytown, TX

33 Jobs

  • 2.5
    Advantage xPO – Houston, TX
    $34k-$50k(Glassdoor est.)
    5 days ago 5d
    currently looking for a bright, energetic and friendly AdministrativeAssistants to provide support within one of the nation’s leading… (internship experience will be considered). AdministrativeAssistants working onsite at our client are responsible for general…
  • 3.7
    Northern Trust – Houston, TX
    NEW
    This partner assistsWealthManagement Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client… relationship management including client on-line tools. 9. Assists Trust Advisors, Estate Settlement Administrators, Guardianship…
  • 4.1
    Texas Capital Bancshares – Houston, TX
    $31k-$43k(Glassdoor est.)
    HOT
    Private Wealth Advisors team provides comprehensive wealthmanagement services including wealth strategy, investment management, trust… and estate administration and concierge private banking. The successful candidate will partner with our Private Wealth team in Houston…
  • 3.7
    Northern Trust – Houston, TX
    $39k-$56k(Glassdoor est.)
    4 days ago 4d
    supervision the WealthManagement Client Service Representative is responsible for supporting relationship management teams through… and in strict adherence with Northern Trust and WealthManagement Risk Management and Compliance guidelines and procedures, promptly…
  • 3.5
    Bank of America – Houston, TX
    6 days ago 6d
    financial administration and family trust stewardship. U.S. Trust is part of the Global Wealth and Investment Management unit of… .S. Trust, Bank of America Private WealthManagement is a leading private wealthmanagement organization providing vast resources…
  • 3.6
    Chase – Pearland, TX
    28 days ago 28d
    , marketing, and administrative support to primarily Private Client Advisor(s) within Chase WealthManagement. Key responsibilities… relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management Supporting…
  • 3.7
    J.P. Morgan – Pearland, TX
    27 days ago 27d
    , marketing, and administrative support to primarily Private Client Advisor(s) within Chase WealthManagement. Key responsibilities… relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management Supporting…
  • 3.6
    UBS – Houston, TX
    $32k-$53k(Glassdoor est.)
    NEW
    can provide operational and administrative support to Financial Advisors. You’ll: –keep management systems up-to-date with client…
  • 3.3
    Hilltop Holdings – Houston, TX
    5 days ago 5d
    includes commercial banking, treasury management, private banking, and wealthmanagement, as well as consumer banking. To… Job Summary The Loan Assistant supports loan officers in an administrative capacity within a highly engaged, high service…
  • TalentLink Solutions – Baytown, TX
    19 days ago 19d
    paperwork and manage the transfer of assets Perform portfolio administration with regard to client data, contributions and withdrawals… Establish client files and maintain client data in CRM program Assist Advisors with client communication, agendas, recaps and recommendations…
  • 3.4
    PlainsCapital – Houston, TX
    5 days ago 5d
    includes commercial banking, treasury management, private banking, and wealthmanagement, as well as consumer banking. To… Job Summary The Loan Assistant supports loan officers in an administrative capacity within a highly engaged, high service…
  • 3.9
    Mercer Advisors – Houston, TX
    $42k-$59k(Glassdoor est.)
    5 days ago 5d
    required multi-step documentation for account and trust administrationAssisting with dissemination of tax reporting documentation… -coast includes financial advisors, relationships managers, wealth strategists, attorneys, CPAs, investment experts, and other…
  • 3.6
    UBS – Houston, TX
    $37k-$55k(Glassdoor est.)
    4 days ago 4d
    can provide operational and administrative support to financial advisors. You’ll: keep management systems up-to-date with client…
  • 3.6
    UBS – Pasadena, TX
    $35k-$57k(Glassdoor est.)
    11 days ago 11d
    provide operational and administrative support to one or ore financial advisors. You’ll: – keep management systems up-to-date with… deliver the firm's capabilities and resources to our clients – assist in marketing efforts to attract net new money – identify new…
  • 3.7
    J.P. Morgan – Houston, TX
    6 days ago 6d
    firm. WealthManagement is involved with every facet of wealthmanagement, including investments, wealth structuring, philanthropy… Asset & WealthManagement, with client assets of $2.4 trillion, is a global leader in investment and wealthmanagement. Its clients…
  • 3.7
    J.P. Morgan – Houston, TX
    6 days ago 6d
    firm. WealthManagement is involved with every facet of wealthmanagement, including investments, wealth structuring, philanthropy… Asset & WealthManagement, with client assets of $2.4 trillion, is a global leader in investment and wealthmanagement. Its clients…
  • 3.6
    Citi – Houston, TX
    $30k-$44k(Glassdoor est.)
    5 days ago 5d
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… Client Service Associate will assist Bankers/Financial Advisors and clients with administrative and operational support as core…
  • 3.5
    IBM – Houston, TX
    28 days ago 28d
    mentoring and a flexible work environment -- you will find a wealth of opportunities within IBM to create the career you’ve always… Business Services is currently seeking an SAP HANA Basis Administrator experienced in establishing and carrying out implementations…
  • 3.4
    UT Health – Houston, TX
    $30k-$44k(Glassdoor est.)
    5 days ago 5d
    Generally serves as an administrative liaison with others within and outside assigned areas regarding administrative issues on purchasing… Position Summary: Provides general and varied administrative support to a department or group of professionals under general…
  • 3.5
    Citibank – Houston, TX
    $28k-$39k(Glassdoor est.)
    5 days ago 5d
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… Client Service Associate will assist Bankers/Financial Advisors and clients with administrative and operational support as core…
  • 3.8
    KPMG US – Houston, TX
    $43k-$63k(Glassdoor est.)
    26 days ago 26d
    Responsibilities: Provide administrative support to partners and practice management teams Prepare client billings, time… Business Title: Senior AdministrativeAssistant Requisition Number: 69145 Function: Tax Services Area of Interest…
  • 3.7
    University of Texas M.D. Anderson – Houston, TX
    $36k-$53k(Glassdoor est.)
    10 days ago 10d
    Senior AdministrativeAssistant in the Department ofNursing SUMMARY Performs highly complex administrative, secretarial… and processes,answers questions, and assists with other support needs. APRN Administrative/Community Program Support Provides…
  • 2.9
    CitiMortgage – Houston, TX
    $23k-$33k(Glassdoor est.)
    6 days ago 6d
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… Client Service Associate will assist Bankers/Financial Advisors and clients with administrative and operational support as core…
  • 3.6
    Baylor College of Medicine – Houston, TX
    $50k-$74k(Glassdoor est.)
    10 days ago 10d
    degree in Business Administration, Finance, Management, Accounting, Public Health, or Health Administration or four years of relevant… business management setting without a Bachelor's degree. Work experience required in a administration/business management setting…
  • 3.6
    Citi – Houston, TX
    20 days ago 20d
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… with internal senior management as well as senior level clients. Responsibilities: Provide administrative support to junior…
  • 3.5
    Citibank – Houston, TX
    19 days ago 19d
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… with internal senior management as well as senior level clients. Responsibilities: Provide administrative support to junior…
  • 3.3
    Hilltop Holdings, Inc. – Houston, TX
    $37k-$56k(Glassdoor est.)
    12 days ago 12d
    correspondence. Provide administrative support to assigned Registered Representative(s) including, calendar management, travel arrangements… IRA accounts, research recommendations, and trust and money management services. The Registered Client Service Associate will work…
  • 2.9
    CitiMortgage – Houston, TX
    21 days ago 21d
    banking, securities brokerage, transaction services, and wealthmanagement. Our core activities are safeguarding assets, lending… internal senior management as well as senior level clients. Responsibilities: Provide administrative support to junior…
  • 3.7
    University of Texas M.D. Anderson – Houston, TX
    $36k-$53k(Glassdoor est.)
    21 days ago 21d
    projects. Assists grant management team with administrative planning for grant initiatives. Assists the grant management team to… primary purpose of the Sr. AdministrativeAssistant position is to provide secretarial/administrative support for assigned research…
  • 3.6
    Baylor College of Medicine – Houston, TX
    $50k-$74k(Glassdoor est.)
    19 days ago 19d
    degree in Business Administration, Finance, Management, Accounting, Public Health, or Health Administration or Four years of relevant… Assists department chair, division head, administrator, or project director in a variety of administrative duties. May assist…
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